thesis-tracker Skill
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 with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my Published by anthropics in financial-services.
What is thesis-tracker Skill?
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 with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use thesis-tracker Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md
What it does
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 with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my
Skill instructions
Thesis Tracker 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 / Exi
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Frequently asked questions
What is thesis-tracker?
thesis-tracker is a open-source AI agent skill with Copy skill directory. Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time.
Who is thesis-tracker best for?
thesis-tracker is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install thesis-tracker?
Install or run thesis-tracker using Copy skill directory. Check thesis-tracker for the latest setup command.
Is thesis-tracker actively maintained?
thesis-tracker may need a closer maintenance check before production use.
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