Baker Capital Strategies
Baker Capital Strategies LLC is a financial technology company headquartered in Portland, Oregon. We build THEMA — a professional-grade analytics platform designed to democratize access to the tools and data infrastructure that institutional investors have long taken for granted.
To provide every investor — retail or professional — with a workspace that adapts to their strategy, not the other way around. THEMA puts thematic trading at the center, allowing users to organize their research by the investing themes and strategies that matter to them, powered by a vendor marketplace where expert analysts share their expertise.
The THEMA Platform
THEMA is a modular financial analytics workspace covering US and Canadian equity markets. It combines real-time watchlists, advanced charting, SEC filing analysis, insider transaction tracking, peer comparison, and deep security reports — all within a customizable, drag-and-drop interface. Vendors can publish curated strategies as subscribable themes, creating a marketplace where expertise meets accessibility.
Technology
Unified listing universe spanning NYSE, NASDAQ, TSX, TSXV, CSE, NEO, and NYSE American. Every symbol resolved by canonical listing ID — no cross-venue collisions.
35+ drag-and-drop workspace modules — charts, watchlists, filings, financials, insider activity, news, and more. Save unlimited custom layouts.
Professional analysts publish curated watchlists and workspace configurations as subscribable themes. Copy expert strategies in one click.
Direct EDGAR integration for company filings, insider transactions, CIK resolution, and enriched security metadata. All linked by listing ID.