| name | longbridge-thesis-tracker |
| description | Investment thesis tracker — maintains and updates the investment thesis for portfolio holdings and watchlist names by continuously tracking key data points (revenue growth, gross margin, user metrics), catalyst progress (new products, expansion, policy), and risk milestones, then renders a verdict on whether the thesis still holds. Triggers: "投资逻辑", "Thesis追踪", "投资假设", "逻辑验证", "跟踪持仓", "买入逻辑", "持仓理由", "投資邏輯", "Thesis追蹤", "投資假設", "邏輯驗證", "追蹤持倉", "investment thesis", "thesis tracking", "investment hypothesis", "thesis validation", "thesis check", "investment rationale", "position monitoring", "thesis intact", "is my thesis still valid".
|
| license | MIT |
| metadata | {"author":"longbridge","version":"1.0.0","risk_level":"read_only","requires_login":false,"default_install":true,"requires_mcp":false,"tier":"read"} |
longbridge-thesis-tracker
Checks whether an investment thesis for a given stock is intact by pulling the latest financial data, analyst revisions, news, and regulatory filings, then rendering a structured verdict.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
Trigger when the user wants to validate or update a buy thesis for a position:
- "帮我检查一下 NVDA 的买入逻辑还成立吗" / "幫我追蹤一下 700.HK 的投資邏輯" / "Check if my thesis on TSLA still holds"
- "持仓理由验证", "逻辑是否还成立", "thesis intact?"
The user may provide a pre-written thesis; if not, ask for key thesis pillars (2–5 bullet points the user cares about).
Workflow
- Ask the user to state their thesis pillars if not already provided (e.g. "AI capex supercycle", "margin expansion to 30%", "China re-opening").
- Map each pillar to one or more measurable data points.
- Run CLI commands to fetch the latest evidence.
- For each pillar, render: Still intact / Weakened / Broken with supporting data.
- Overall verdict: thesis confidence score (High / Medium / Low) + recommended action.
CLI
If you're unsure of exact flag names or defaults, run longbridge <subcommand> --help first.
longbridge news <SYMBOL> --format json
longbridge financial-report <SYMBOL> --kind IS --format json
longbridge consensus <SYMBOL> --format json
longbridge filing <SYMBOL> --format json
Output
Structure the tracker output as follows:
Header: Symbol, company name, today's date, thesis check date
Thesis pillars status table:
| Pillar | Data Point | Last Value | vs Expectation | Status |
|---|
| e.g. Revenue acceleration | YoY revenue growth | +24% | >20% target | Intact |
| e.g. Margin expansion | Gross margin % | 61% | >65% target | Weakened |
Catalyst tracking:
- List of expected catalysts, whether they have materialised, and market reaction
Risk monitoring:
- Key risks flagged at thesis initiation and current status
Overall verdict:
Thesis confidence: Medium — 2 of 4 pillars intact. Core AI-driven revenue growth on track; margin expansion lagging. No thesis-breaking events in filings. Suggest hold and monitor next earnings.
Error handling
| Situation | Simplified Chinese | Traditional Chinese / English |
|---|
command not found: longbridge | 回退到 MCP；否则提示安装 longbridge-terminal | 回退到 MCP；否則提示安裝 / Fall back to MCP; prompt to install |
not logged in / unauthorized | 请运行 longbridge auth login | 請運行 longbridge auth login / Run longbridge auth login |
| No thesis pillars provided | 请告知您的核心买入逻辑（2–5条） | 請提供核心買入邏輯 / Please state 2–5 thesis pillars |
filing subcommand unavailable | 跳过监管文件检索，标注缺失 | 跳過文件檢索，標注缺失 / Skip filing fetch, flag as missing |
| Other stderr | 原样展示错误，不重试 | 原樣展示，不重試 / Surface verbatim, no silent retry |
Related skills
| User asks | Route to |
|---|
| Full research snapshot | longbridge-stock-research |
| Post-earnings update | longbridge-earnings |
| News only | longbridge-news |
| Analyst consensus only | longbridge-fundamental |
| Portfolio P&L | longbridge-portfolio |
File layout
longbridge-thesis-tracker/
└── SKILL.md
Prompt-only — no scripts/. Discover the latest CLI flags via longbridge <subcommand> --help.
