thesis-tracker
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 thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
Install
git clone https://github.com/anthropics/financial-services /tmp/financial-services && ln -s /tmp/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker ~/.claude/skills/thesis-trackerFrom README
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?
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