Margin expansion supports the value.
Your thesis preserves the reasoning you need to recover when reviewing a position.
- What I expect to happen
- What evidence I will monitor
- What would make me revisit it
For long-term fundamental investors
Your investment thesis, connected to your portfolio.
Document why you own each stock, keep that reasoning alongside your positions, and revisit it when new earnings or fundamental signals need attention.
RuffAlign organizes and analyzes your investing process. It does not provide buy or sell recommendations.
The problem
A portfolio shows what you own. A thesis explains why.
When analysis lives in notes, spreadsheets, or documents separate from your portfolio, context gets lost. Months later, it is difficult to remember what you expected, which risks you already knew, and whether a decision reflects new evidence or market noise.
Continuous tracking
Turn every position into a decision you can revisit.
Document the reasoning
Record the idea behind each position: hypotheses, risks, signals, and conditions for reconsidering it.
Preserve the context
Keep the thread of your theses and weekly decisions connected to each position.
Review what matters
Bring together positions, rules, and theses that deserve attention in one review.
From thesis to process
Do not start from zero every time you review a company.
RuffAlign connects your imported history, current portfolio, and thesis context so each review has memory.
- 1Import your brokerage history and understand your current portfolio.
- 2Associate a thesis with why you own each position.
- 3Review what changed and what deserves attention.
Signals to review
You do not need to watch everything. You need to know what to review.
RuffAlign can show alerts when new earnings are available or when fundamental signals you defined as relevant to a thesis appear.
It does not automatically determine whether a thesis remains valid. It helps you reach that decision prepared.
The process continues
Your thesis should not disappear after you buy.
Explore RuffAlign with example data and see how portfolio, thesis, and review connect in one process.