Theo Capital combines valuation, business outlook, market expectations, macro conditions, statistics and sentiment to explain whether a stock's current price looks justified.
Theo Capital is built around one central question:
Is the current stock price justified by fundamentals, expectations and market conditions?
Each module looks at this question from a different angle. Some modules focus on the individual company, some on the market regime, and some on investor behavior.
Gives users a quick overview of the current market environment and the most important signals inside Theo Capital.
The Dashboard is the starting point. It summarizes the market backdrop, key indicators and current opportunity setup before the user looks at an individual stock.
What is the current market environment?
Analyzes an individual stock using valuation, business outlook, risk, confidence and macro context.
Analyze is the core stock engine. It helps users understand whether a stock looks cheap, expensive or fairly valued — and whether the business outlook supports the current price.
Is the current stock price justified?
Scans a stock universe every day and ranks the strongest and weakest model setups based on Theo Capital's calculated signals.
Daily Signals is not a buy or sell list. It is a factual, model-based ranking that highlights where valuation, quality, momentum, risk and macro conditions create interesting setups.
Which stocks currently stand out based on the model?
Explains why a stock may have moved by connecting price action with fundamentals, expectations, valuation and market conditions.
The Price Engine helps users understand stock price movements in plain English. It focuses on possible drivers such as earnings, outlook changes, valuation pressure, macro data and investor sentiment.
Why did the stock move?
Estimates what future performance the market may already be expecting from the current stock price.
The Expectations module compares current valuation with the company's likely growth, margins and earnings power. This helps users see whether expectations look reasonable, demanding or pessimistic.
Is the market expecting too much or too little?
Measures the broader market environment using indicators such as volatility, yields, credit spreads and macro stress.
Macro matters because the same stock valuation can mean different things in different regimes. A high-rate, high-volatility market usually treats valuations differently than a calm, supportive market.
Is the macro backdrop supportive or restrictive?
Shows historical price behavior, returns, volatility and statistical context for individual stocks.
Statistics helps users understand how a stock has behaved historically. It adds context around drawdowns, volatility, return patterns and risk characteristics.
How has the stock behaved historically?
Measures market mood and investor risk appetite using signals such as volatility, credit conditions, momentum and sentiment indicators.
Sentiment helps users understand whether investors are currently optimistic, fearful or somewhere in between. This is useful because valuation alone does not explain short-term market behavior.
Is the market currently risk-seeking or risk-averse?
Helps users view their holdings through the same Theo Capital framework used for individual stock analysis.
Portfolio connects individual stock analysis to the user's broader holdings. It helps identify concentration, valuation exposure, risk clusters and the overall quality of a portfolio setup.
What does this mean for my overall portfolio?
Translate valuation, fundamentals, macro and sentiment into plain English.
Show whether price, fair value, outlook and expectations are aligned.
Put a stock into a broader market and portfolio context.
Theo Capital does not tell users what to buy. It helps users understand what the market may already be pricing in.
Analyze a stock