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THELMA / about

About THELMA

THELMA is an AI markets portfolio intelligence platform for public-equity investors. It publishes a model portfolio as percentage weights through an AI-acceleration lens, alongside daily trade decisions, public manager-filing context, macro context, and factor risk signals. It is research tooling, not a brokerage account and not advice.

What THELMA publishes

  • Portfolio positions as percentage weights only — never share counts or dollar amounts.
  • Model target weights and the deltas between targets and current weights.
  • Daily trade decisions with the reasoning inputs behind them.
  • Factor exposure, concentration, and optimizer risk context.
  • Public 13F manager-filing context used to benchmark the book.

How the book is built

The book is built around one core assumption: that AI acceleration matters more than consensus expects. Positions are grouped into thesis buckets spanning the compute stack, AI platforms, software, datacenter and power infrastructure, utilities, and AI-enabled financials.

Daily trades come from comparing the current portfolio against public manager filings, catalysts, macro context, price action, and current concentration. Target weights are screened against constraint and optimizer policy on every build.

Data provenance and freshness

Every public figure carries a freshness and provenance label so you can see how current the underlying data is before relying on it. The pipeline reports per-source health on each build, and the model book refreshes daily. Public JSON under /data is sanitized or locked; private and internal snapshots are not public crawl targets.

Access model

  • Free — public portfolio percentages, delayed public filings context, sanitized model targets, methodology, and freshness labels.
  • Pro — Flow Intelligence, Flow Portfolio, 13F Manager Radar, Earnings Intelligence, Quant Analysis, Commodity Cycle, and Research Alpha.

What THELMA does not claim

THELMA is research and portfolio-intelligence tooling. The published book is a model portfolio, not a brokerage account. Nothing on this site is personalised investment advice, a solicitation, or a guarantee of future performance. Figures published here describe the model book and its build pipeline — they are not returns.

Contact

Questions about the methodology or the published data: info@gestionvelora.com.