Understand the business without starting every research from scratch.
Investment thesis with Sergio IA organises the business, strengths, risks and valuation of a company with available data coverage. A structured starting point for your research.
Each thesis is saved by date so you can review its assumptions and compare it with later information. AI can make mistakes: check the relevant data before deciding.
ACCESS INVESTMENT THESIS WITH SERGIO IA
Turn scattered information into organised research.
A common structure lets you study the business, its risks and the valuation assumptions.
What you review
A company with data available for analysis.
What the tool brings together
Information organised into sections you can check.
What you get
You decide what to research, what to wait for or what to rule out, with its limits in plain view.
An analysis and decision-support tool. It does not promise returns or replace your risk management.
What you find inside
A full thesis, not a summary
Business strengths, risks and valuation: every section a serious company analysis should cover before deciding.
Companies with available information
There is no need to wait for an analysis to be published: you type in the ticker you are interested in and analyse it right away.
10 tesis al mes
Cupo del plan individual para analizar hasta 10 empresas distintas que quieras vigilar o comparar antes de decidir.
Personal library by date
Every thesis is archived with no expiry, so you can compare how your reasoning on a company has changed over time.
Discount if you already have Institutional Radar
Suscriptor de Radar: a mitad de precio del plan individual. Cupo propio: 7 tesis/mes con Radar Mensual y 10 con Radar Anual. No viene incluida en el Radar; se contrata aparte.
It is not a buy recommendation: it is the reasoned basis for you to make the final decision — buy, wait or discard — once you truly understand the company.
Who it is for (and who it is not)
Investment Thesis with Sergio IA is for you if:
- You want to truly understand a company before buying it, not just look at the chart or a headline.
- You follow several tickers at once and need a structured, comparable analysis of each one.
- You like the approach of analysing businesses rigorously before investing in them.
It is not for you if:
- You are looking for someone to tell you what to buy right now — this is a thesis to understand the company, not an entry signal.
- You trade only on very short-term price movement, with no interest in the underlying business.
Before you decide
«What does a structured thesis add?»
It organises the business, strengths, risks and valuation so you can test the reasoning and revisit it with new information.
“I already have Institutional Radar — is it worth adding?”
Sí: a mitad de precio del plan individual, contratándola aparte. Cupo: 7 tesis/mes con Radar Mensual y 10 con Radar Anual.
"What happens if I use up the month's thesis quota?"
You can add an extra thesis pack that accumulates (unused) for up to 6 months, instead of being lost when the month changes.
“What if it is not for me?”
On the Monthly plan you can cancel renewal from My Account. On single-payment Annual you can turn off automatic renewal at any time and keep access until the year already paid ends. Annual instalments are an annual subscription split into four quarterly payments.
Choose flexibility or savings
Amounts shown include taxes. The final price is confirmed with your billing country before going to Stripe.
SEE PLANS AND SUBSCRIBEChoose how you want to start
Subscribe to it on its own or, if you are already a subscriber to Institutional Radar, add it at the exclusive reduced rate.
The price is calculated automatically and confirmed with your billing country before payment.
Investment thesis with Sergio IA
Investment thesis with Sergio IA — Annual
399.00 € tax included per year
With Annual Institutional Radar: 19.90 €/month (50% off), also available annually or in four instalments.
Twelve months of investment theses with Sergio AI on any ticker you want to analyze, for the price of ten.
- 10 tesis al mes
- Two months of savings versus monthly billing
Split annual payment: 4 quarterly instalments of 109.73 € (438.92 € total), taxes included. Save one month versus twelve monthly payments.
Choose quarterly paymentIf a quarterly instalment charge fails, the subscription is cancelled automatically and that account will not be able to subscribe again to any annual plan with quarterly payment; it can subscribe again via full annual payment.
Investment thesis with Sergio IA — Monthly
39.90 € tax included per month
With Annual Institutional Radar: 19.90 €/month (50% off), also available annually or in four instalments.
Before buying a single share, ask Sergio AI for a full investment thesis: strengths, risks and valuation for any ticker you type in.
- 10 tesis al mes
- Analyze any ticker by typing it directly
- Personal library saved by date
Frequently asked questions about Investment Thesis with Sergio IA
When do I get access?
Immediately after completing payment, with the same account you subscribe with.
Is there a lock-in?
The Monthly plan renews month by month and you can cancel its renewal from My Account. The Annual one-off payment covers a full year and lets you deactivate automatic renewal at any time. The instalment Annual plan is an annual subscription split into four quarterly payments and requires completing all four instalments.
What is the price if I am already a subscriber to Institutional Radar?
Half the price of the individual plan, with its own quota: a higher monthly quota if your Radar is Annual than if it is Monthly.
What happens to the theses I don't use?
The base plan's quota does not carry over from one month to the next. Extra thesis packs do: whatever you don't use accumulates for up to 6 months.
How do I cancel?
From My Account → Settings you can manage renewal. You keep access until the end of the period already paid.
Is this financial advice?
No. Investment Thesis with Sergio IA generates structured analyses to support your own decision-making process. Investment decisions are exclusively yours and at your own responsibility.
A written thesis you can review.
Analyse a company, identify what still needs checking and keep the reasoning for future reviews.
Immediate access · Manage your renewal online · Reduced rate for Radar subscribers