القائمة
Investment thesis scorecard: track pillars, risks, catalysts, and conviction over time
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
Workspace and research management — dispatch analyses, monitor running agents, manage workspaces and threads.
Draw price lines, trendlines, zones, and event markers directly on a stock's price chart — reach for it whenever you'd otherwise describe a level, pattern, or event in prose. Renders live on MarketView and as a clickable preview card in any other chat.
Event tracker: earnings dates, economic releases, conferences, regulatory events
Financial model audit: structural checks, formula validation, integrity testing
Comparable company analysis: operating metrics, valuation multiples, peer benchmarking
DCF valuation: free cash flow projections, WACC, terminal value, sensitivity analysis
| name | thesis-tracker |
| description | Investment thesis scorecard: track pillars, risks, catalysts, and conviction over time |
| license | Derived from anthropics/financial-services-plugins (Apache-2.0). Modified for langalpha. |
If creating a new thesis:
If updating an existing thesis, ask the user for the new data point or development.
For each new data point or development:
Maintain a running scorecard:
| Pillar | Original Expectation | Current Status | Trend |
|---|---|---|---|
| Revenue growth >20% | On track | Q3 was 22% | Stable |
| Margin expansion | Behind | Margins flat YoY | Concerning |
| New product launch | Pending | Delayed to Q2 | Watch |
Track upcoming catalysts:
| Date | Event | Expected Impact | Notes |
|---|---|---|---|
Thesis summary suitable for:
Format: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level.
