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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.

Request a private review →Open workspace

New teams: send a non-confidential inquiry. Workspace access is by invitation.

  1. 01Start with the view.
  2. 02See what changed.
  3. 03Make the decision.
  4. 04Keep the history.
Illustrative review · authored example

Same evidence. Different interpretations. A clearer decision.

Follow one hypothetical rates review from its starting view to a revised thesis. The evidence and interpretations are authored illustrations.

Starting investment view

Maintain our duration overweight through the next quarterly review.

Illustrative committee rationale: easing inflation should create room for lower policy rates.

The assumptions underneath it

Inflation

Price pressure continues to ease rather than becoming persistent.

Policy

The policy-rate path has room to move lower as inflation moderates.

Yields

The case for longer duration survives a less favorable rate path.

01 · Hypothetical change

Inflation surprises higher. Hiring weakens.

Suppose a new inflation release challenges the disinflation assumption while an employment release points to softer demand. The signals pull the thesis in different directions.

In a real review, attach the source, release date, exact series and relevant vintage before treating either observation as evidence.

02 · Compare the reasoning

The disagreement is about persistence.

Inflation persists
The inflation surprise could keep policy restrictive for longer. The original case for a duration overweight becomes less convincing.
Demand slows
Weaker hiring could bring future price pressure lower. The duration case may survive if the inflation surprise proves temporary.

Authored interpretations for this example. In your workspace, compare available saved model reasoning and dates alongside the evidence.

03 · Human review

Revise the thesis, with the uncertainty left visible.

Team decision
The committee reduces conviction in the duration overweight. It records that inflation persistence, rather than the latest headline alone, is the unresolved issue.
Next review trigger
An owner checks the next inflation and employment releases; a reviewer examines whether the policy-rate assumption still holds before the next committee review.
Preserved history
The starting view, reviewed evidence and revised rationale remain connected. The team decision does not rewrite a personal forecast or resolve an event.
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.

Illustrative example

Thesis: easing inflation supports duration. Supporting Yes / No condition: will December 2027 core PCE inflation be at or below 2.5% year over year?

FACTOR

Continuous variable

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

Illustrative example

What will the average U.S. 10-year Treasury yield be during Q4 2027, expressed as a percentage?

SCENARIO

Coherent futures

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

Illustrative example

How would sticky inflation, orderly disinflation or recession change the policy-rate path?

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 →Public historical forecast record →

The public corpus and private workspace track records are separate. Personal forecasts and model estimates are scored against their own eligible outcomes.

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?+

Eligible resolved binary forecasts can be evaluated using Brier scores and calibration analysis. Public historical corpus scores are separate from private workspace track records; personal forecasts and model estimates use their own eligible outcomes. These scores do not establish trading returns.

How do private reviews and shared demos differ?+

A private review is scoped to one team and arranged by invitation. If a shared demo is offered, use sample information only. Send a non-confidential summary in the public inquiry, then agree member access, provider usage and the information to be shared before the review.

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.

Request 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.