| name | stock-monitor |
| description | Position monitoring framework for a stock I own. Use when the user says they own a stock and wants to know what to track, when to sell, or how to monitor their position. |
Build an ongoing monitoring checklist for this position:
QUARTERLY MUST-CHECKS (run after every earnings):
- 5 KPIs specific to this business (identify from recent filings and earnings calls)
- Guidance vs actuals trend
- Competitive commentary from peers
SELL TRIGGERS (pre-commit now, before emotion):
- Thesis broken if: ___
- Stop-loss consideration at: ___
- Position size reduction if: ___
UPGRADE TRIGGERS:
NEXT CATALYST DATE: [date] — [what to watch for]
REVIEW REMINDER: [date of next earnings]