Trust and coverage

ThesisCheck Methodology

How ThesisCheck handles source tiers, issuer coverage, as-of dates, missing evidence, and the non-advice boundary.

Reviewed 2026-06-27Updated 2026-06-27
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The question

I want to understand what ThesisCheck checks, what it does not check, and how to read missing evidence before I run a report.

What this answers

ThesisCheck reviews available public company sources for a user-provided thesis, separates support from bear-case evidence and gaps, and keeps the result descriptive rather than advisory.

Method

What ThesisCheck checks

ThesisCheck starts with your ticker and thesis, then reviews available public company materials and source-backed evidence for support, counter-evidence, and proof gaps.

  • Company filings and issuer disclosures are prioritized where available.
  • Sources are tied to explicit dates, so the report has an as-of boundary.
  • Missing evidence is shown as part of the result instead of being hidden.
Coverage

Coverage depends on source availability

The report is a source review, not a claim that every issuer, market, or disclosure path has equal depth.

Supported SEC-reporting issuer filingsEvidence shown
Issuer disclosures and dated public evidenceEvidence shown
Explicit gaps when reviewed sources do not support a claimEvidence shown
Equal retrieval depth for every global marketEvidence gap
Funds, ETFs, and unsupported issuer pathsEvidence gap
Reading the report

How to read a ThesisCheck report

Read the artifact as a dated diligence ledger: what was supported, what pushed against the thesis, and what remained unproven in the reviewed sources.

01
Start with the as-of date

The report reflects sources reviewed for that run, not an always-current market view.

02
Separate support from bear case

Support and counter-evidence are shown as different findings so they do not blur into a single summary.

03
Treat gaps as signal

A missing-evidence item means the reviewed sources did not support something the thesis appeared to need.

Example

Example evidence boundary

Input thesis

A company's cloud growth is durable because recent public disclosures show both demand and margin resilience.

Checked claim

A methodology page should explain whether reviewed sources can support demand, margin, and gap findings separately.

Mixed2026-06-27

Evidence summary: Methodology copy can describe source tiers, as-of dates, and gap handling without exposing prompts, model routing, cache keys, or verifier internals.

ThesisCheck public methodology · 2026-06-27 · Source coverage and evidence boundaries
What the user learns

Coverage is not a promise that every market or issuer has equal source depth; it is a record of what the reviewed sources could and could not support.

Boundary

What ThesisCheck does not do

ThesisCheck is built for descriptive source review. It does not replace your judgment, adviser, broker, or current market-data workflow.

  • It does not provide buy, sell, hold, rating, sizing, or price-target recommendations.
  • It does not guarantee source availability for every issuer or jurisdiction.
  • It does not turn an unsupported thesis into a supported one.
Non-advice boundary. ThesisCheck provides descriptive, source-checked company research only. It does not provide buy, sell, hold, rating, sizing, or price-target recommendations.