About Thry
The problem
I was on a train to work listening to Scott Galloway lay out his theory that European defence stocks were going to outperform. NATO allies were ramping up spending. Procurement pipelines were accelerating. The geopolitical logic was hard to argue with. By the time I got to my stop, I was sold.
Then I sat down at my desk and thought: now what?
I agreed with the thesis. But how do I actually invest in it? Which defence stocks? European ones specifically, or does that include UK-listed names? Are there fifteen companies or fifty? Should I just buy the biggest ones, or weight them by how directly they benefit from the spending increase?
And the bigger question. Is Galloway right? Or is this one of those ideas that sounds great on a podcast but falls apart when you actually look at the data? What does current financial coverage say? Have the YouTube analysts I follow picked this apart?
I had no way to answer any of that. Not systematically. I could Google around for an hour, skim some articles, check a few charts, and make a gut-feel decision. That's what most retail investors do. It's what I'd always done.
But this time it bothered me. Not because the thesis was wrong. Because the process was wrong. I had a clear investment idea and no structured way to test it.
What Thry does
Thry turns any investment hypothesis into a structured research report. You type a thesis in plain language, something like "European defence stocks will outperform as NATO spending increases," and Thry does what an analyst team would do.
It parses your thesis into a structured framework. Bull case, bear case, key risks, trade implications.
It searches the market narrative across two evidence tracks. Current financial news and web coverage are compared with the published views of tracked YouTube analysts and market commentators. Every report shows the coverage actually available rather than implying a channel was searched when it had no sources.
It finds 15 to 25 stocks that express your view. Not keyword matches. Reasoned selections with alignment scores and written rationales.
It fetches real technical data for each one. RSI, MACD, ADX, moving averages, volatility. Then it weights the portfolio using a quantitative model that blends thesis alignment (65%) with technical signals (35%), adjusted for volatility.
It backtests against SPY. Total return, Sharpe ratio, max drawdown, alpha, and multi-horizon contribution analysis.
And it delivers a visual report with an executive summary, sentiment breakdown, and risk analysis. All in under 60 seconds.
Who built this
Thry was built by Matt, an Australian retail investor who wanted a better way to turn investment ideas into structured, testable portfolios. The platform is operated by Thry.
Thry is not a financial adviser. We don't hold an Australian Financial Services Licence (AFSL) and we're not registered with any securities regulator. Every report includes clear disclaimers. Our job is to help you think more rigorously about your ideas. Not to tell you what to buy.
Our approach
We think the best investment research is transparent about how it works and honest about what it can't do.
- We show our sources. Every report cites the specific articles, research notes, and influencer opinions that informed the analysis.
- We show both sides. We deliberately surface contrary evidence alongside supporting narratives. Echo chambers make for bad investing.
- We show the math. Portfolio weights, alignment scores, backtest metrics. Nothing is a black box. See our full methodology →
- We say what we can't do. AI-generated analysis can be wrong. Past performance doesn't predict the future. We say this clearly and often, because it's true.
Get in touch
Questions, feedback, or partnership enquiries: hello@thry.ai