Coverage, thesis, open questions, evidence, and next review stay connected instead of scattering across tabs and notes.
Private beta / $0 during validation
Keep the reasoning behind your portfolio current.
TickerBeacon gives each company a durable record: what you believe, the source evidence that changed, the decision you made, and when to review it again. Signals start the work. They are not the product.
COMPANIES Coverage with a current thesis
EVIDENCE Sources attached to decisions
JOURNAL Reasoning preserved over time
MS MSFT Microsoft Corporation ACTIVE
Enterprise distribution and recurring cloud demand support durable cash-flow growth.
One-year horizon · next review 14 Aug EVIDENCE Form 4 source linked Trade and filing dates preserved
DECISION Watch recorded Condition and rationale saved
FOLLOW-UP Review scheduled Due 14 Aug · remains open
WEEKLY REVIEW Implemented beta candidate Unresolved work only · no invented news
Coverage→ Thesis→ Evidence→ Decision→ Follow-up→ Journal
The problem
The signal is momentary. The reasoning has to last.
A filing can trigger attention, but investors make durable choices across months and years. The missing product is the record that connects what changed to what you believed before—and what you chose to do next.
When trustworthy SEC evidence is available, the filing link and reported facts remain primary. A score is never a substitute for the source.
A decision can create a dated follow-up. The product is being tested on whether that loop keeps portfolio reasoning current—not whether it creates more clicks.
How it works
A loop that ends in memory.
COVER / BELIEVE / DECIDE / REVIEW
01 Companies
Define the perimeter
Add the businesses you own, watch, or research. Quantities and broker credentials are optional; the first job is deciding what deserves monitoring.
Owned / Watch / Researchmonitoring statenext review
02 Thesis
Write what you believe
Capture a concise thesis, supporting reasons, risks, invalidators, horizon, and next review date. Drafts can change; publishing creates durable version history.
one-sentence thesisreasons + riskspublish version
03 Evidence
Record what changed
A qualified event opens the source record and asks for an explicit decision: ignore it, watch a condition, or review the thesis. The decision remains attached to its evidence.
source factsdurable decisionscheduled follow-up
04 Review
Carry the work forward
The implemented private-beta Weekly Review groups unresolved evidence and due follow-ups without adding generic news. Completed reasoning remains readable in the Journal.
due work onlyno-change is validappend-only Journal
Company memory
The evidence changes. The record endures.
The reset makes the company—not the signal—the durable object. A thesis gives evidence something to challenge, and the Journal preserves each published change without pretending hindsight was foresight.
PRODUCT EXAMPLE / MSFT CURRENT
PUBLISHED THESIS / VERSION 3
14 AUGnext review Distribution and recurring demand support durable growth.
This is illustrative product copy, not a recommendation or a real user's history. The thesis, source record, decision, and review date remain connected as separate durable records.
Evidence linked Decision recorded Review scheduled
The reasoning loop
More than an alert. Less than a terminal.
A focused portfolio sentinel should help maintain a small set of beliefs and due questions. It should not manufacture activity to keep a dashboard busy.
Companies, not a global feed
CoverageEach company gets a deliberate role, monitoring state, thesis freshness, unresolved-work count, and next review date.
MSFT Owned Current COST Watch Review due LLY Research Stable CRM Watch Paused
Source-backed evidence
EvidenceAvailable source facts, transaction and filing dates, roles, values, and SEC URLs stay visible before interpretation or action.
SEC FORM 4 / SOURCE VERIFIED
Trade date 08 Jul · filing date 09 Jul · original filing attached.
Versioned investment theses
BeliefAutosave supports unfinished work. Publishing creates an immutable thesis version with its reasons, risks, horizon, and next review.
THESIS / VERSION 3
Recurring demand supports durable growth; revisit if renewal quality weakens.
Scheduled follow-up
DecisionWatch and thesis-review decisions can create due work. Reaffirm, revise, reschedule, or leave the question explicitly unresolved.
Decision 14 Aug Review
A Weekly Review packet
In validationThe paid-workflow candidate is now implemented for private-beta testing: one packet of new unresolved evidence and due follow-ups, with honestly empty weeks. It still needs real-user validation.
WEEKLY REVIEW / IN VALIDATION 2 due questions · 1 source record No generic news added
An append-only Journal
MemoryPublished theses, decisions, schedules, and review completions form a durable record of what you believed and what changed next.
09 JUL Decision recorded 14 JUL Thesis version published 14 AUG Review scheduled
Private beta
No price until the loop earns one.
$0 during validation
A small cohort is testing whether connected company memory and scheduled review are useful enough to become a paid product.
- Companies, thesis versions, and Journal memory
- Source-backed evidence when the source can be verified
- Durable decisions and dated follow-up
- Weekly Review tested before any paid launch
Billing is disabled. Email delivery is also disabled until sender setup and controlled delivery are verified. TickerBeacon has not yet completed the real-user validation required to sell a paid plan.
Trust and legal
A record of reasoning, not a promise of returns.
TickerBeacon stays grounded in source filings, explicit limitations, and investor-controlled decisions. It does not turn insider activity into personalized advice.
Not investment advice
TickerBeacon is a monitoring and decision-support tool. It does not issue buy or sell recommendations.
Sources before conclusions
Available source transactions and filing URLs stay primary. TickerBeacon does not turn activity into a return forecast or performance promise.
Durable, user-owned reasoning
A published thesis or recorded decision becomes history. Later changes create a new record instead of quietly replacing the old one.
Validation is not complete
The private beta is measuring usefulness, unwanted interruptions, follow-through, and whether people return to the workflow. It has not yet proved a paid value proposition.
FAQ
Reasonable questions.
Short answers about what exists, what is being tested, and what TickerBeacon deliberately does not claim.
What is the product beyond a signal? +
A signal is only an input. TickerBeacon is being rebuilt around a company record that connects your thesis, the available source evidence, the decision you made, the follow-up you scheduled, and the Journal entry that preserves the history.
Does TickerBeacon trade for me? +
No. It organizes source-backed evidence and your own reasoning. It is not a broker, does not execute orders, and does not tell you to buy or sell.
Is Weekly Review available now? +
Yes, as an implemented private-beta candidate now being validated. It groups unresolved evidence and due reasoning work, allows an honest no-change week, and carries unresolved canonical work forward without inventing news. That does not mean paid readiness or user validation is complete.
How much does TickerBeacon cost? +
The private beta is $0. Billing is disabled while the team tests whether the full reasoning loop is useful enough to charge for. There is no paid plan being sold today.
Will alerts arrive by email? +
Not yet. Email delivery remains disabled until sender configuration and controlled delivery are verified. The beta workspace is the truthful product surface in the meantime.
Is it real-time or designed to outperform the market? +
No. TickerBeacon is not a real-time market feed and makes no outperformance claim. It helps an investor maintain a sourced, dated record of their own reasoning.
Where does the data come from? +
The initial evidence source is SEC EDGAR Form 4. TickerBeacon normalizes and deduplicates reported transactions, preserves distinct trade and filing dates, and attaches a genuine filing URL when one is available.
Private beta / $0 / no card required
Keep your thesis current. Keep your screen quiet.
Help test whether connected evidence, durable decisions, scheduled follow-up, and a Weekly Review are useful enough to become a paid product.