Not investment advice. AI-generated for research and education only. Companies, predicted moves, and analyst stances may be wrong, hallucinated, or stale. Prices may be delayed. Verify independently before making any financial decision.
Macro thesis visualizer

Map the second-order effects of any macro thesis

Drop in a hypothesis. Get a validated multi-layer graph of catalyst → primary impact → deeper-order effects. Real prices, predicted moves, analyst alignment, and three on-demand AI agents per node.

EV mandates by 2035 
✓ valid · generating
L1 · Catalyst
EV mandates by 2035
L2 · Primary
Battery boom
CATL +30-50%
L2 · Primary
Lithium scarcity
ALB +20-40%
L2 · Primary
Grid build-out
NEE +15-25%
L3 · Secondary
Recycling supply
LICY +40-80%
L3 · Secondary
Copper demand
FCX +10-25%
L3 · Secondary
Legacy oil refiners
XOM -15-30%
How it works

From a sentence to a thesis you can trade against

01

Drop in a thesis

Type any macro hypothesis: a regulatory shift, a technology curve, a demographic break, a geopolitical move. The Validator agent checks if it's grounded enough to analyze.

02

Generate the graph

Claude calls a structured tool to return a 3-6 layer impact graph. Each node ships named companies, predicted move, time horizon, and current sell-side analyst stance.

03

Run agents on any node

Click a node. See current prices vs implied targets and an analyst alignment chip. Then fire the Evaluator, Red Team, or Deep Research agent, streamed inline.

On-demand agents

Three agents per node, on demand

Click any node in the graph. Run one agent or all three in parallel. Output streams in real time.

Evaluator

Probability & timeline

Calibrated estimates: how likely is this prediction, by when, and what dependencies and leading indicators should you watch?

Red Team

Why this is wrong

Adversarial counter-arguments: substitution risk, regulatory shifts, supply-chain bottlenecks, mispriced consensus. No hedging.

Deep Research

Players & non-obvious angles

Recent context on each name, expanded list of public/private players in the niche, plus one non-obvious second-order beneficiary.

Have a thesis?

Drop it in. Get a graph. Stress-test it with three agents. Two minutes.

Open the visualizer
Important disclaimer

This tool is not investment advice. It is for research and educational purposes only and does not constitute a recommendation or solicitation to buy, sell, or hold any security.

All graph contents — including company names, tickers, predicted price movements, magnitudes, time horizons, and analyst stances — are generated by a large language model and may contain errors, hallucinations, fabricated tickers, or outdated information. Stock prices are sourced from third-party feeds, may be delayed or stale, and may not reflect the current market.

You alone are responsible for your investment decisions. Verify every claim against primary sources and consult a licensed financial advisor before acting on anything you see here.

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