Individual skill
thesis-tracker
Buy-side discipline system. For each holding, maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors — and re-check it each quarter against new earnings/events. Scores thesis health 1-10 from assumption breakage and red-line triggers, and recommends hold / add / trim / exit. Use it right after buying a stock (to write the thesis) and every earnings season (to check it). Bridges the research→buy→monitor gap that most investors skip.
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# Investment Thesis Tracker: Post-Buy Discipline
Track an investment thesis for a holding. First use on a company → build the thesis; later uses → quarterly check.
**Supported input**: company name (auto-decide build vs track); `company build` (force rebuild); `company quarterly check` (against latest earnings).
> "Buying is only the beginning. The real work is continuous tracking through the holding period." — Li Lu
>
> "When the facts change, I change my mind. What do you do, sir?" — Keynes
## Design Philosophy
Most investors' process is: research → buy → pray. Without systematic post-buy tracking, they: refuse to sell when they should ("wait, it'll come back"); panic-sell when they shouldn't ("down 20%, was I wrong?"); forget why they bought ("why did I buy this again?").
