# thesis-tracker

> Claude/Codex skill by [@anthropics](https://omgskills.com/library/anthropics/index.md) · 34k stars · Updated 2026-08-04

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

```sh
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-tracker
```

## From 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?

## Links

- HTML page: https://omgskills.com/skills/anthropics/financial-services-plugins/thesis-tracker/
- GitHub: https://github.com/anthropics/financial-services
- Author: [@anthropics](https://omgskills.com/library/anthropics/index.md)

## More skills by this author

- [pptx](https://omgskills.com/skills/anthropics/skills/pptx/index.md) — Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both.
   - [@anthropics](https://omgskills.com/library/anthropics/index.md) · 169k stars
- [algorithmic-art](https://omgskills.com/skills/anthropics/skills/algorithmic-art/index.md) — Creating algorithmic art using p5.js with seeded randomness and interactive parameter exploration.
   - [@anthropics](https://omgskills.com/library/anthropics/index.md) · 169k stars
- [brand-guidelines](https://omgskills.com/skills/anthropics/skills/brand-guidelines/index.md) — Applies Anthropic's official brand colors and typography to any sort of artifact that may benefit from having...
   - [@anthropics](https://omgskills.com/library/anthropics/index.md) · 169k stars