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Investment thesis scorecard: track pillars, risks, catalysts, and conviction over time
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Based on SOC occupation classification
| 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.
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
