A Price Alert Knows a Number, Not a Reason
On October 26, IWM traded at $277.89, just above $275.39, the top of a falling channel it had respected for weeks, and its volume was falling. Strikeline read it as Neutral at 89% confidence, and the copilot's advice was to wait for a daily close above $275.40 on better volume before trusting the move. Until now, waiting meant setting a price alert and remembering why you set it. The alert knows the number. It does not know that the number only counts with volume behind it, that a close back below $266.63 ends the idea, or that the whole question stops mattering in two weeks.
A thesis check holds all of that. You say it the way you would say it to another trader, "the IWM breakout is real if it holds above 275.4 on volume within two weeks", and the copilot turns it into conditions, a horizon and check-in dates, shows you the whole thing, and saves nothing until you confirm it.
Conditions Are What the Market Has to Do
Every thesis carries two to six conditions: at least one that confirms it and one that invalidates it, plus any targets you want. A condition is something Strikeline's servers test on their own, with no model involved: a daily close above or below a level, optionally only on volume of at least a set multiple of the 20-day average; a trade through a level during the session; RSI above or below a threshold; or a return that beats or lags a benchmark such as SPY by a set margin when the horizon ends. A target condition marks a level you want to hear about without deciding the thesis.
The copilot fills the levels from Strikeline's own analysis of the stock, so the IWM check carried the channel top at $275.39, the channel bottom at $266.63 and the stop at $263.96 without anyone typing a number. The horizon runs from 3 to 60 days, and you pick the days on which you want a check-in.
The rules are strict about what counts. When a confirming and an invalidating condition land on the same day, the invalidation wins. On the day the thesis starts only its close counts, because that day's high and low may have come before you saved it, and an intraday level the price has already crossed is refused when you create the check.
The Server Watches Every Session and the AI Reads at the Check-Ins
Tracking runs on Strikeline's servers, so it carries on with the phone in your pocket and the desktop app closed. While the market is open, every intraday condition is tested against the latest trade on each pass of the server's cycle. After the close, from 4:15 pm Eastern so the day's bar is final, the daily pass records the close, the return since the start, the return against the benchmark and the best and worst move so far, and it tests the close and RSI conditions. If the stock splits during the horizon, the start price, the levels and the order plan are rescaled, an entry on the timeline explains the adjustment, and the return since the start stays continuous.
The AI reads the thesis at each check-in date you chose and once more when it resolves. It gets the thesis in your own words, the conditions and which of them have been met, the snapshot from the day it started, the daily series and any news about the stock since, and it writes a verdict of playing out, failing or inconclusive, with a headline, a few sentences of reasoning and a suggestion: hold, extend, tighten the stop, close, or take the trade. Every confirmation, invalidation, target and review arrives as a notification that opens the check, and Discuss in chat there hands it to the copilot, which reads the whole check, review included, so the next question is yours.
The Order Goes In When You Are Right
A thesis can carry an order plan: buy a number of shares or a dollar amount, sell shares you already hold, or open by selling, which means a short sale or writing a specific option contract at a limit premium. If you ask for the plan to be proposed on confirmation, it arrives in your Action Queue for your approval when the thesis confirms; otherwise it waits until you ask for it. When the thesis is invalidated or runs out of time, nothing is bought, and you are told the idea did not play out.
With the Automation add-on and auto entry switched on in the plan, Strikeline places buys, and sells of shares you already hold, the moment the thesis confirms. Shorts and option writes still wait for you unless you turn on "Let thesis checks short and write options automatically" in that account's AI profile, and a live account needs an explicit yes to automatic orders before any of it runs. Every order follows the normal sending rules: it goes out only while the market is open, an entry is priced against a current quote and refused if the price has run away, a sale never touches shares your wheels, covered calls, managed allocations or strategies hold, and an option write never uses cash your wheels keep for their puts. Closing or deleting the thesis withdraws any order it proposed that has not reached the broker.
A Thesis Can Be a Whole Basket
"Memory stocks look good" is not one ticker. Point a thesis at a watchlist and it tracks that watchlist's index, the series Strikeline builds for every watchlist each evening, weighted the way the watchlist is set, so a condition can say that the index closes above a level or beats SMH by three percent within three weeks. Index conditions are judged on daily closes because the index is built after the market shuts; a trade-through level on a single member of the basket is still tested during the session.
The order plan for a basket is a dollar amount, and on confirmation it becomes a managed allocation for that watchlist, which is an Elite feature. Without auto entry it is a draft you start yourself from the watchlist's Index tab; with it, the allocation starts on its own, buys the members to their weights, rebalances when the weights drift 5%, a setting you can change afterwards, and protects the shares it holds from being sold by hand.
Five Open at a Time on Pro and Elite
Thesis checks are part of Pro and Elite, with up to five open at a time. The Thesis checks entry in the left panel lists every check with its status, from open on day five of fourteen to confirmed, invalidated, expired or closed, and each one opens to a price chart with its condition levels drawn on it, the daily timeline and the latest review. The copilot keeps a short summary of your open checks in mind, so it brings up a confirmation the next time you talk to it, and the same checks are available from Claude Code through Strikeline's MCP server.