Titan guide · 3 min read
The Workshop in Titan
The Workshop is where your own research lives. Two tabs, one for your theses on individual assets and one for your reports on sectors and industries, each one a wall of cards you can read at a glance.
The two tabs
| Tab | What lives there |
|---|---|
| Theses | Your analysis of individual assets, one thesis per asset |
| Circle of Competence | Your reports on sectors and industries |
The split is deliberate. A thesis is about an asset, whatever it happens to be. A report is about the environment that asset operates in. Both are yours to write, and the Workshop is the shelf they sit on.
Quick tip: the fastest way to get value out of Titan
Create a thesis for every asset you hold, even an empty one, and fill in the target prices before anything else. That alone lets you run a rebalance simulation in Optimization straight away and see how far your current portfolio sits from your plan.
One thing to get right: you can only simulate the horizons you have filled in. If you only set a 1-year target, Optimization will only return results for 1 year. Fill in all three if you can, and if you are in a hurry, start with the horizon you actually work with. The written analysis can come later, at your own pace.
Titan does not tell you what to buy or sell, and it does not promise any return. It processes the information you give it so you can make informed decisions. The decisions are yours.
The thesis cards
Each thesis you have written shows up as a card carrying the essentials:
| On the card | What it shows |
|---|---|
| Name | The name you gave the thesis |
| Asset | Its full name and ticker |
| Current price | What it trades at right now |
| Your targets | The prices you set for 1, 3 and 5 years, each with its upside or downside against the current price |
That last row is why this screen is worth scanning rather than opening theses one by one. Prices move and your valuations do not, so the gap between them moves on its own. A card that showed interesting potential three months ago may not today, and you find that out by looking at the Workshop.
If you do not know what to call your theses
Use the ticker, or the asset’s name. The point of the name is to find the thesis again quickly, and a clever title you cannot remember defeats it. You can always rename it later.
The report cards
The Circle of Competence tab separates sectors from industries, and each report shows up as its own card:
- The name you gave the report
- The sector, if it is a sector report
- The industry and the sector it belongs to, if you went one level deeper
Same advice on naming: the sector or industry name itself is usually the best title.
The buttons on a card
Both kinds of card carry the same set, with one extra on theses:
PDF. Generates a PDF of the thesis or report, ready to share with whoever you want.
Edit. Opens it up to keep working on it. That is a screen of its own, and it has its own guide.
Delete. Removes it.
Results, on theses only. Takes you to the results screen for that asset, which is where the KPIs you defined get worked quarter by quarter.
Deleting cannot be undone
There is no recycle bin for a thesis or a report. If you are not sure, generate the PDF first and then delete it: at least the work survives somewhere.
Creating a new one
Each tab has its own button for it. On Theses it creates a new thesis, on Circle of Competence a new report, and in both cases it takes you straight to the form.
Every other screen in Titan tells you what your portfolio is doing. This is the one where you say why.
Ran into a problem with this section in the platform? Write to help@titanmanager.io and we will look into it.