Research instrument · Private beta
Most tools tell you what to buy. This one tracks whether your reasoning was right.
Tensile is a market research platform that records investment theses as explicit reasoning chains, then watches them — for invalidation, for drift, and for contradictions with the rest of your book.
01
Reasoning chains, not signals
Each thesis records the explicit chain: premise, mechanism, the conditions you expect to see, and the evidence that would make you wrong. The reasoning is the artifact.
02
Cross-position contradiction detection
Tensile reads your entire book at once. When a new thesis contradicts the load-bearing assumption of an existing one, you see the conflict before you size into it.
03
Invalidation conditions, watched
You define the price action, the data release, or the qualitative shift that would invalidate a thesis. Tensile flags the position when those conditions trip — not after.
The workbench
One surface for every belief you hold about the market.
Theses on the left. Reasoning, supporting and contradicting signals, and the tensions panel on the right. Revisions are first-class — you can read what you thought last quarter, and why you changed your mind.
• Service revenue share < 24% for 2 consecutive prints