Who this is for
Investors who want to capture the reasoning behind a position so they can later tell a broken thesis from a normal wobble.
The moment this saves you
I buy into something with a clear thesis, the price drops, and I panic-sell because I can't remember whether the original reasons still hold or I'm just reacting to a red number.
See it work
Messy spoken thought in. A clean, structured artifact out.
Capturing my thesis on this company before I buy. The bet is they're the clear leader in a market that's about to get a lot bigger as their industry digitizes, and they have real switching costs so customers are sticky. The valuation isn't cheap but I think the growth justifies it. The main risks are a bigger competitor entering, and regulation in their sector. What would prove me wrong is if their net revenue retention drops below 110, that's the number I'm watching, that would mean the stickiness thesis is broken. Time horizon is like three to five years, I'm not trading this.
Investment thesis, June 5, 2026
- The bet: Clear leader in a market about to expand as the industry digitizes; real switching costs make customers sticky.
- Valuation view: Not cheap, but growth justifies it.
- Key risks: A larger competitor entering; sector regulation.
- What would prove me wrong: Net revenue retention dropping below 110% (the stickiness thesis breaking). Watching this number.
- Time horizon: 3-5 years (not a trade)
The workflow
Record a voice note
Hit the hotkey and talk, no formatting, no typing.
Tag it with this context
Contextli shapes your words into the structured output above.
Find it later
Everything's searchable and organised by context.
Pull it into Claude or ChatGPT
Bring your contexts straight into your AI tools with the Contextli MCP.
Your raw recording and transcription stay on your device, so you can always go back to the original.
The prompt behind this context
I'm going to talk through my thesis on an investment. Turn it into a dated thesis note with labeled lines: a bold "Investment thesis, [today's date]" heading, then The bet (the core reason to own it, in my words), Valuation view (only if I comment), Key risks (the things that could break it), What would prove me wrong (the specific metric or event I'm watching, quote my exact trigger and bold any number I commit to watching), and Time horizon (if I state one). Keep my reasoning and exact thresholds. Don't invent risks, numbers, or a recommendation. Output only the note.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Use this context
One click copies it and shows you exactly how to drop it into Contextli.
Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Your raw recording and transcription stay on your device, so you can always go back to the original.
Related contexts
Purchase Decision Log
You've gone back and forth on this for a week. Talk through both sides out loud, the case for, the case against, where you land, so a month from now you remember exactly why, instead of re-litigating the whole thing.
Budget Review Note
You glance at the bank balance, feel vaguely guilty, and change nothing. Once a month, talk through where the money actually went and what surprised you. You get a structured review that names the leak, instead of another month of mystery spending.
Code Decision Log
Right after you make the call, while the tradeoffs are still fresh, talk through why you went this way and what you rejected. Three months from now when someone asks 'why a queue here?', the answer is already written down.
Questions people ask
Questions investors ask about Investment Thesis Note
What is the best way to track expenses on the go?
The most reliable method is to log each item the moment it happens, before you forget it. The Investment Thesis Note context lets you speak the details in plain language and produces an expense entry with amount, category, and date. You capture it in under 20 seconds, without a receipt app or a spreadsheet.
How do I keep track of expenses without a complicated app?
Open Contextli, select the Investment Thesis Note context, and speak it as it happens: what it was for, how much, and the category. The context formats it into an expense entry. At the end of the month you have a log of every entry in a consistent format, ready to hand to your accountant.
Can I log expenses by voice instead of typing?
Yes. The Investment Thesis Note context is built for exactly this workflow. Speak the details in natural language and the context structures them into an expense entry with the relevant fields. The recording stays on your device.
What should each entry include for tax purposes?
For tax purposes, each entry should include the date, the amount, the business purpose, the vendor or payee, and the category. The Investment Thesis Note context captures all of these from your spoken description. Consult your accountant or tax advisor to confirm what records your jurisdiction requires.
How do I add this context to Contextli?
Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.
Is my voice recording private? Does Contextli send it anywhere?
Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.
Can I change what the output looks like?
Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.
Do I need to install an app to use this context?
Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.