thesis-tracker

name	thesis-tracker
description	Use this skill when updating a thesis wit
executor	LLM_BEHAVIOR
skill_id	finance.equity_research.thesis_tracker_2
status	ADOPTED
security	{"level":"high","pii":false,"approval_required":true}
anchors	["finance","data"]
tier	2
input_schema	[{"name":"code_or_task","type":"string","description":"Code snippet, script, or task description to process","required":true}]
output_schema	[{"name":"result","type":"string","description":"Primary output from thesis tracker"}]

Thesis Tracker

description: "Analyze — Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis wit"

Workflow

Step 1: Define or Load Thesis

If creating a new thesis:

• Company: Name and ticker
• Position: Long or Short
• Thesis statement: 1-2 sentence core thesis (e.g., "Long ACME — margin expansion from pricing power + operating leverage as mix shifts to software")
• Key pillars: 3-5 supporting arguments
• Key risks: 3-5 risks that would invalidate the thesis
• Catalysts: Upcoming events that could prove/disprove the thesis (earnings, product launches, regulatory decisions)
• Target price / valuation: What's it worth if the thesis plays out
• Stop-loss trigger: What would make you exit

If updating an existing thesis, ask the user for the new data point or development.

Step 2: Update Log

For each new data point or development:

• Date: When this happened
• Data point: What changed (earnings beat, management departure, competitor move, etc.)
• Thesis impact: Does this strengthen, weaken, or neutralize a specific pillar?
• Action: No change / Increase position / Trim / Exit
• Updated conviction: High / Medium / Low

Step 3: Thesis Scorecard

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

Step 4: Catalyst Calendar

Track upcoming catalysts:

Date	Event	Expected Impact	Notes