Your investment thesis
audited against official SEC filings.
In 60 seconds.
Skip the clickbait financial media noise and 80-page 10-Q PDFs. Receive a structured briefing that verifies whether quarterly earnings confirm or break the exact catalysts you bought the stock for.
The Signal-To-Noise Gap
Financial Media vs. Primary Filings
Why relying on consensus headlines leads to disastrous portfolio decisions during earnings season.
"INTUIT (INTU) MISSES Q4 REVENUE ESTIMATES BY 0.3%, SHARES PLUNGE 4.2% PRE-MARKET"
"Intuit reported fourth-quarter revenue slightly below consensus analyst forecasts, triggering an aggressive pre-market sell-off amidst software sector valuation concerns..."
"THESIS VERIFIED (SCORE: 8.5/10): Small Business Margin +140 bps & Free Cash Flow +18%"
Page 32: Small Business revenue rose +19% with operating margin expanding to 39.4%. The minor headline 'miss' was driven solely by conservative Desktop timing. Core catalyst intact.
The Fundamental Investor Dilemma
The traditional workflow is broken
Holding 15+ stocks turns every earnings season into an exhausting race between unread 10-Qs and oversimplified media headlines.
Mainstream Financial Media
Sensationalist headlines obsessed with Wall Street consensus EPS beats/misses. Clickbait that ignores free cash flow, share dilution, or the true drivers of your thesis.
Manual 10-Q / 10-K Filings
80-page PDFs packed with accounting footnotes and legal jargon. Takes 2-3 hours per holding. Impossible to sustain across 15+ positions without burning out.
ThesisCheck.ai
Our agentic engine fetches the official IR filing instantly, parses tables & notes, and semantically audits whether your 3 core thesis pillars held true.
Real-Time Thesis Audit
What lands in your inbox
Structured, concise, and citing exact page numbers from official SEC and company filings.
Intuit Inc. (NASDAQ: INTU)
Q4 / FY26 EarningsAudited Filing: Form 10-K & Slide Deck • Published Today 08:30 EST
Audit Against Your Personal Thesis Catalysts
FY27 Capex guidance increased by +25% due to generative AI infrastructure (Intuit Assist), which will moderately compress Free Cash Flow in the first fiscal half.
Automated Intelligence Workflow
How ThesisCheck Works
Zero manual effort. Define your portfolio once and receive high-signal intelligence every earnings season.
Add Portfolio & Thesis
Input your tickers and the 2-3 key catalysts you care about (e.g. debt payoff, subscriber growth, gross margin expansion). Or apply standard fundamental benchmarks with one click.
SEC & IR Filing Monitor
Our agents monitor EDGAR/SEC servers and corporate IR portals in real time. The second a filing drops, we fetch the complete original PDF with zero third-party delay.
Thesis Verdict in Your Inbox
Receive the structured briefing within 5 minutes of release. Featuring exact page citations, footnote risk warnings, and clear verdict badges before market open.
Common Questions
Frequently Asked Questions
Where does ThesisCheck get its data?
Exclusively from primary sources: SEC EDGAR filings (10-Q, 10-K, 8-K), official Investor Relations slide decks, and audited financial statements. We never rely on summarized news feeds or social media sentiment.
Is my personal investment thesis private?
Yes, 100%. Your thesis notes, custom metrics, and portfolio holdings are encrypted and strictly isolated. They are never shared, sold, or used to train public models.
How much will ThesisCheck cost after the beta?
Access is completely free during the Private Beta. Early adopters on the waitlist will lock in lifetime grandfathered pricing when our Pro plans launch.
Audit quarterly results without wasting hours
Join the private beta waitlist and get your first thesis-audited earnings briefings delivered before next quarter.