Menu
Create or update an investment thesis — usage: /thesis [company ticker]
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
View or update the catalyst calendar — usage: /catalysts [timeframe, e.g. 'next 2 weeks']
Build a pre-earnings preview with scenarios — usage: /earnings-preview [company ticker]
Analyze quarterly earnings and create an earnings update report — usage: /earnings [company name or ticker] [quarter, e.g. Q3 2024]
Create an initiating coverage report — usage: /initiate [company ticker]
| name | fsi-er-cmd-thesis |
| description | Create or update an investment thesis — usage: /thesis [company ticker] |
| user-invocable | true |
| metadata | {} |
Load the thesis-tracker skill to create a new thesis or update an existing one with new data points.
If a ticker is provided, use it. Otherwise ask the user which position to review.
