Agent skill · business finance · anthropics
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".
Why this skill is useful
Provides a structured framework for maintaining and updating investment theses, which includes specific metrics and processes not commonly found in generic financial advice.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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 / 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 ------ ------- ----------------- ------- Step 5: Output Thesis summary suitable for: Morning meeting discussion Portfolio review Risk committee presentation Format: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/thesis-tracker