Individual skill

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".

plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md

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Oct 28, 2026
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Apache-2.0

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# 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
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