Understand the business without starting every research from scratch.
Investment thesis with Sergio AI 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 theses per month
Individual plan quota to analyse up to 10 different companies you want to monitor or compare before deciding.
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
Radar subscriber: half the price of the individual plan. Own quota: 7 theses/month with Monthly Radar and 10 with Annual Radar. Not included in Radar; it is purchased separately.
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 AI 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?”
Yes: at half the price of the individual plan, purchased separately. Quota: 7 theses/month with Monthly Radar and 10 with Annual Radar.
"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 AI
Investment thesis with Sergio AI — Annual
$499.00 tax included per year
With Annual Institutional Radar: $24.90/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 theses per month
- Two months of savings versus monthly billing
Split annual payment: 4 quarterly instalments of $137.23 ($548.92 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 AI — Monthly
$49.90 tax included per month
With Annual Institutional Radar: $24.90/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 theses per month
- Analyze any ticker by typing it directly
- Personal library saved by date
Frequently asked questions about Investment Thesis with Sergio AI
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 AI 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
Investment thesis with Sergio AI is launching soon: notify me
Subscriptions are closed for now. Leave me your email and I'll let you know the day they open. In the meantime I'll send you a few emails so you can get to know the plans before the launch; you can unsubscribe at any time.