Ascend Research

Ascend Research — your research desk for the names you own.

Ascend turns your portfolio into a living research operation. Write a thesis for every position, track what's working, and get a clear read on your book — grounded in real data, not noise. Research and education, not advice.

Your Book
See your holdings, performance, and cost basis in one place, with a true time-weighted return reconstructed from your transactions.

Living Theses
Write a thesis for each position with the criteria that actually matter. They resolve automatically when a company reports — green when the thesis is confirming, red when it's breaking — so you know the moment the story changes.

Morning Brief
A daily brief on what moved in your book and why, composed for you and ready to listen to.

Earnings Coverage
Calls, transcripts, financials, and a valuation sandbox for the names you follow — with the numbers visible, so you can audit them.

Risk X-ray
See your concentration, your sector tilt vs. the S&P, thesis risk, and upcoming earnings events — the risks hiding in your book.

Ask
A research assistant that knows your book. Ask about a position, a thesis, or a name you're watching and get grounded answers you can trace.

Today
A focused feed that surfaces what needs your attention — movers with the "why," coaching on your decisions, and new names worth a look.

Built for the self-directed investor who wants to think clearly and keep score honestly.

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Ascend provides research and educational tools only. It is not investment, financial, tax, or legal advice, and nothing in the app is a recommendation to buy or sell any security. You are responsible for your own decisions. Investing involves risk, including the possible loss of principal.