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Investment thesis tracking

Investment theses. Living decisions.

Find what could change your view. Research the unknowns in chat, compare evidence and saved model reasoning, and keep your team’s decisions connected to why they were made.

Review a thesis →Open workspace
  1. 01Start with the view.
  2. 02See what changed.
  3. 03Make the decision.
  4. 04Keep the history.
Illustrative review

What would change our rates view?

Begin with the investment judgment, then make the assumptions and the next research questions explicit.

The view under review

Should we maintain our duration view?

An illustrative question for the next investment committee review. The team defines the investment horizon and what evidence would change its view.

Break the view into questions

Inflation

Which inflation measure and threshold would change the thesis?

Policy

What would make the expected policy-rate path less credible?

Yields

Which range of ten-year yields would challenge the view?

Examine the evidence
Inspect the source, publication date and support for each claim. Retrieved material still needs review.
Set a review trigger
A release crosses an agreed threshold, guidance changes, or new evidence challenges a model’s assumptions.
Record the human decision
Maintain, revise or retire the view with the team’s rationale attached. Personal forecasts and event outcomes remain separate.
Questions shaped around the view

Different uncertainties need different kinds of answers.

THESIS

Conviction

An investment view with defined supporting questions, a review horizon and evidence that could change it.

A Yes / No condition with explicit resolution criteria.

FACTOR

Continuous variable

Numeric questions and ranges for rates, inflation, valuation or another driver, with units, horizons and saved estimates.

A numeric estimate with units and a defined period.

SCENARIO

Coherent futures

Compare several plausible pathways and the conditions behind each for questions that need more than a binary outcome.

Several plausible paths and the conditions behind each.

The team behind the thesis

Human judgment. A history you can revisit.

A view moves through research, debate and decisions. Keep the people, evidence and rationale connected so the next review can start from what actually happened.

Explore methodology →Data and calibration →
Ownership and review
Assign the next research question to an owner and reviewer, with a task due date.
Conversation in context
Use comments and in-app mentions to keep the handoff connected to the saved record.
Decision and history
Retain the team’s rationale, definition changes and prior versions. Your forecast, the model’s estimate and the recorded outcome remain distinct.
Before you start

A clear view of how Crene works.

What is investment thesis tracking?+

Start with a question in chat. Crene helps connect the investment view to supporting questions, dated research, saved model reasoning and review decisions. The structured record makes the assumptions and subsequent changes easier to inspect.

What do model probabilities and disagreement tell me?+

They show available models’ saved assessments of a defined question, with their reasoning and dates. Differences help the team examine competing assumptions. Disagreement is not a confidence interval or proof of forecast accuracy.

How does a team review the work?+

Workspace members can assign an owner and reviewer, set a task due date, comment and mention colleagues in the app. A review task, a team decision, a personal forecast and an event outcome are separate records.

What controls research and assessment costs?+

Requests depend on workspace access, selected models and usage limits. On-demand assessments show a cost preview and require confirmation. Recurring monitoring has its own controls; opening saved results does not run another assessment.

How are forecasts evaluated?+

Resolved binary questions can be evaluated using Brier scores and calibration analysis. These evaluate forecasts against outcomes; they do not by themselves demonstrate trading returns. The Data and Methodology pages describe the measurement record and its limitations.

Who can use a demo workspace?+

Private evaluation workspaces are offered to selected individuals by invitation. Do not enter confidential research into a shared sample workspace.

Private review

Bring one live thesis.

Use a six-week private review to define one thesis, examine the evidence and model disagreement, and retain the team’s review decisions.
One thesis. One team. Six weeks.

Start a private review →

Workspace access is arranged by invitation after the scope review. Sending an inquiry does not create an account. Share a non-confidential summary to start.