Built for people who write down why they own it.
Annula fits anyone who keeps a thesis and wants it to stay true. Here is how it works for four kinds of investors, and the goals they usually give the delegate.
Hold for years without losing the thread.
You bought for reasons. Annula keeps those reasons attached to the position and checks each new filing against them, so the quarterly review takes minutes instead of a weekend.
- Quiet by default. Today tells you in one sentence whether anything changed.
- Thesis history shows what you believed at each point, and why it moved.
- Journal scorecards show where your judgment is strongest.
Ten positions. Every one of them matters.
When one holding is 18% of your money, you need to know the moment something bears on it. Annula watches filings, insiders, ownership and news for each position, and runs the math before it tells you.
- Exposure against the index, by sector and by theme.
- Sensitivity grids that show how much room is left at today's price.
- Boards on demand: "What moved my portfolio this week?"
Show your work, together.
Every number in Annula traces to a filing or a formula, which makes it a good place to learn valuation and to argue about it. Share a board, compare two members' models, and keep a record of the club's calls.
- Traceable models: DCF, reverse DCF and the eight pillars with formulas shown.
- Pitch boards the delegate builds from a question.
- A shared journal that scores the club's calls over time.
Research you can hand to a client.
We're building shared workspaces, roles and exportable research packs for small teams. If that's you, join the waitlist and tell us how you work today.
Start with the thesis you already have.
Paste it in or write it fresh. The delegate turns it into assumptions and starts watching.