| name | thesis-review |
| plugin | portfolio-advisor |
| description | The interactive entry point for pitching a new investment thesis or challenging an existing one. Triggers the Investment Committee agent to systematically intake the document, run adversarial research (DCF + Grok), calibrate capital allocation, and update targets. Trigger on /pitch-thesis, "propose new thesis", "I have a new idea", or "let's add a new strategy".
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| allowed-tools | Bash, Read, Write |
Thesis Review Workflow
This skill is a delegator. When triggered, your primary job is to hand off control to the thesis-review-agent.
Step 1: Delegate to Agent
You should invoke the Agentic OS sub-agent system to run the thesis-review-agent.
Inform the user that the Investment Committee is ready to hear their pitch.
Scripts & References
The agent will need access to these canonical files and scripts. They are provided as file-level symlinks in this skill's scripts/ and references/ directories:
references/investment_thesis.md (The canonical thesis document)scripts/update_targets.py (Updates target-portfolio.json)scripts/validate_weights.py (Ensures targets sum to 100%)scripts/generate_portfolio_blueprint.py (Regenerates the markdown tables)
Do NOT run these scripts yourself. The thesis-review-agent will use them in Phase 4 of its workflow.
