Enter your investment thesis. Vela structures it into testable assumptions, monitors them against live signals, and tells you when your reasoning no longer holds.
Enter your conviction in plain language. In 30 seconds, Vela decomposes it into structured assumptions, sensitivity drivers, scenarios, weak points, and break triggers.
"I am long $LNGPosition / ticker because natural gas demand will grow as AI data centers need powerKey demand driver, and nobody is building their own gas infrastructure. I expect 15-20% revenue growthQuantified growth assumption for the next 3 years. Management's $9B buybackCapital allocation signal signals confidence."
Not "NVDA is down 4%." Instead: "your assumption about data center capex growth was contradicted." Vela monitors your reasoning, not just your stocks.
Microsoft Q4 earnings call: CFO signaled "moderation in the pace of data center investment" starting H2 2026. This is the first of the big four to suggest a slowdown. Your thesis depends on all four maintaining or accelerating spend.
DOE monthly data: US LNG exports hit record 13.2 Bcf/d. Capacity utilization at 98%. Supports pricing power thesis.
The system learns how you see and evaluate the market, and does it for you, following your rules and mindset.
Write it in plain language or use the guided input. "I am long LNG because..." Vela takes it from there.
In 30 seconds: structured assumptions, sensitivity drivers ranked, scenario grid, identified weak points, metrics to watch, and thesis break triggers. Edit any component.
Codify how you invest. "I ignore short-term guidance noise." "I weight insider selling heavily." Vela enforces your principles across every thesis.
Six signal types mapped to your specific assumptions. Earnings transcripts, SEC filings, news, market data, social sentiment, macro indicators. Every day.
Every thesis, every signal, every decision, every outcome gets recorded. Over time, Vela identifies patterns: "The last three times you saw this, you held and lost 11%."
Other tools show you everything. Vela shows you what matters to your assumptions.
Real-time prices, volume anomalies, P/E shifts, earnings yield vs. treasury spread. Mapped to your valuation assumptions.
Reads the full filing. Flags insider transactions, accounting changes, risk factor updates that map to your thesis drivers.
Reads the actual transcript. Detects tone shifts, hedging language, guidance changes. Maps CFO commentary to your assumptions.
50+ sources, filtered to your theses, ranked by assumption impact. Not what happened. Whether it matters to your reasoning.
Mentions, sentiment, velocity across investing communities. Tracks narrative shifts that could signal thesis-relevant momentum changes.
Fed decisions, economic data, yield curve shifts. Chains reasoning from macro data to your specific thesis assumptions.
They tell you "NVDA is down 4%." Vela tells you "your assumption about data center capex growth was contradicted by the earnings call."
Chat tools wait for you to ask the right question. Vela evaluates your assumptions against new data every day, whether you ask or not.
FinChat and Seeking Alpha help you build the thesis. Nobody watches it after. Vela monitors your assumptions continuously.
A spreadsheet cannot read an earnings transcript and tell you if the CFO contradicted assumption #3. Vela can. Every day.
Founding members get lifetime pricing when we launch.
Information only. We don't manage money or make trades.
You enter your investment thesis in plain language. Vela decomposes it into structured assumptions, sensitivity drivers, and break triggers. It then monitors earnings transcripts, SEC filings, news, market data, social sentiment, and macro indicators — and tells you when new information strengthens, weakens, or contradicts your assumptions.
No. Core value (thesis structuring and monitoring) works without any connection. Connecting your brokerage via Plaid is optional and adds activity monitoring and decision tracking. We use read-only access; we never see your password or place trades.
They tell you "NVDA is down 4%." Vela tells you "your assumption about data center capex growth was contradicted by the earnings call." We monitor your reasoning at the thesis level, not just stock prices.
Chat tools are reactive — you have to ask the right question. Vela proactively evaluates your assumptions against new data every day and delivers a daily briefing organized by thesis, whether you ask or not.
No. We provide information and analysis only. We don't recommend buys or sells. We help you know when your thesis is strengthening or weakening; you make your own decisions.
We're in private waitlist. Join to get early access and founding member pricing when we launch.