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china-thesis-tracker

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Maintain and update investment theses for A-share portfolio positions and watchlist names. Track key data points, catalysts, milestones, and thesis validity over time. Adapted from the original thesis-tracker skill for Chinese market conventions. Triggers on "A股持仓逻辑跟踪", "投资逻辑更新", "thesis check China", "update thesis for [company]", "is my thesis still intact", or "A股持仓复盘".

agent-plugins/china-earnings-reviewer/skills/china-thesis-tracker/SKILL.md

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Nov 10, 2026

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Repository last updated
Sep 14, 2026
License
Apache-2.0

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# china-thesis-tracker

## Purpose

Track and maintain **A股投资逻辑/thesis** for portfolio positions and watchlist names, ensuring thesis validity is continuously monitored.

## Data Sources

### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

```python
get_quote(ticker)                        → Current price, valuation
get_historical_data(ticker)             → Price trajectory
get_financials(ticker, "income")         → Financial performance
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