thesis-driven portfolio terminal
Run your book
on Basis.
The 80/20 barbell, systematized. Index core on autopilot, thesis sleeve under continuous watch, execution by agents inside hard guardrails.
Allowlisted access. Paper trading by default.
drag it
+234%
best position YTD
80/20
barbell, enforced
5 min
engine cadence
24/7
watchers on duty
Everything between conviction and execution
Basis replaces the spreadsheet, the price alerts, and the 2am what-if. You keep the conviction.
Theses, written down
Wetware, Colossus-scale datacenters, nuclear. Conviction scored, tickers linked, notes timestamped. The why behind every position.
Watchers that never sleep
Price levels, multi-day moves, YTD thresholds. The engine sweeps every five minutes and files what it finds.
Recommendations, not surprises
Every trade is proposed, approved, then executed. Rebalance drift past your threshold files itself for review.
Agentic execution
MCP-native bridge with OAuth, tool discovery, and mapping. Point it at a broker's agent endpoint and let it work.
Broker mesh
Alpaca for orders and real-time data. Robinhood over MCP. Fidelity read-only through Plaid. One book, every account.
Guardrails by default
Paper-first. Auto-trade off until you flip it. Notional caps, daily limits, full trade log. Live mode is double-gated.
plugs into