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The five-minute guide

Getting started

Get started with hezzian — from zero to monitored in five minutes.

hezzian watches every position you hold — the news, the price action, the fundamentals — and tells you when the story you bought into starts to change. This guide walks you through it end to end: connect a portfolio, write down your thesis, tune what gets watched, and learn to read the signals before they show up in your P&L.

5 chapters~5 min readNo card required
01
Chapter 01

Connect your portfolio

hezzian starts with what you already own. Import your holdings once and every position becomes something the engine watches around the clock. You can paste a list of tickers, upload a broker export, or connect a read-only feed — nothing about your account is ever exposed, and hezzian never has permission to trade.

portfolio.csv
1ticker,shares,cost_basis,thesis_tag2NVDA,120,418.20,ai-infra3ASML,40,712.55,ai-infra4COST,60,521.00,defensive-compounder5LVMH,15,absol_eur,luxury-cycle
Read-only by design

Connections are scoped to read positions and prices. hezzian cannot place orders, move cash, or change your account settings. Revoke access any time from Settings → Connections.

Portfolio live
NVNVDANVIDIA31%+1.8%watching
ASASMLASML Holding22%-0.6%watching
COCOSTCostco28%+0.3%watching
LVLVMHLVMH19%-1.2%watching
portfolio · 4 positions imported · monitoring armed
02
Chapter 02

Tell hezzian your thesis

A holding without a thesis is just a ticker. Tell hezzian, in plain language, why you own each position and what would have to be true for it to keep working. This is the contract the engine measures reality against — the clearer the thesis, the sharper every signal that follows.

You don't need a template. Write a sentence or a paragraph. hezzian extracts the watchable claims — growth rates, margins, catalysts, the competitive moat — and turns each one into something it can track over time.

thesis.nvda.md
1# NVDA — why I own it2Data-center demand stays supply-constrained through3next FY; gross margin holds >70%; no credible4second-source eats >10% share within 18 months.5watch: dc_revenue_yoy, gross_margin, share_shift
Vague theses make noisy signals

“It's a great company” can't be falsified, so hezzian can't tell you when it stops being true. Anchor your thesis to something measurable — a number, a margin, a catalyst with a date.

Thesis builder live
“Data-center demand stays supply-constrained; gross margin holds above 70%; no second-source takes meaningful share.”
dc_revenue_yoy gross_margin > 70% share_shift < 10%
thesis · 3 watchable claims extracted
03
Chapter 03

Tune what it watches

Out of the box, hezzian watches the obvious things: price, volume, headline news, earnings, and guidance changes. Tuning is where you make it yours — raise the bar on what counts as material, mute the sources you don't trust, and tell it which claims deserve a same-day alert versus a quiet line in the weekly digest.

watch.config.toml
1[alerts]2price_move = ">= 5% intraday"3guidance_change = "any"4thesis_break = "same-day"5# quiet by default — rolls into Monday digest6sector_news = "digest"
Start loose, then tighten

Most people over-tune on day one and drown in alerts. Begin with defaults, live with a week of signals, then turn the dials where the noise actually was.

Watch rules live
Price move≥ 5% intraday
Guidance changeany
Thesis breaksame-day
Sector newsweekly digest
watch rules · 6 active · 2 quieted
04
Chapter 04

Read the signals

A signal is hezzian telling you something moved against — or for — one of your theses. Each one is graded, sourced, and tied back to the exact claim it affects, so you're never staring at a headline wondering whether it matters to you. Green confirms, amber strains, red breaks.

signal.json
1{2  "position": "NVDA",3  "claim": "gross_margin > 70%",4  "status": "STRAINING",5  "evidence": "Q-guide implies 68–69% next Q",6  "source": "earnings-call · 14:02",7}
Every signal is traceable

Tap any signal to see the raw source — the transcript line, the filing paragraph, the print that moved it. No black boxes; hezzian shows its work.

Signal feed live
STRAININGNVDA · gross marginQ-guide implies 68–69% next quarter
CONFIRMINGCOST · membership renewalRenewal rate 92.9%, a new high
QUIETASML · order bookNo material change since last update
signals · 1 straining · 1 confirming · 0 broken
05
Chapter 05

Decide

hezzian doesn't trade for you and never will. What it does is collapse the distance between “something changed” and “here's what it means for your thesis” — so the decision is yours, made early, with the evidence already assembled. Add, trim, hold, or exit; hezzian just makes sure you're never the last to know.

That's the whole loop

Connect → thesis → tune → signals → decide. From here it runs in the background and surfaces only what crosses your bar. Most days, that's silence — which is exactly the point.

Next steps

GuideWrite a stronger thesisThree patterns for theses hezzian can actually measure.→ReferenceSignal grades, explainedWhat confirming, straining, and broken really mean.→RecipeTune for a quiet inboxThe alert config most long-term holders settle on.→APIStream signals to your stackPull graded signals into Slack, a sheet, or your own tools.→

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hezzian — monitoring intelligence for investorsDocumentation · Getting started