alphagbm-investment-thesis

You track stock investment theses by pairing narrative buy reasons with structured sell conditions attached to company profiles, automatically monitoring valuation metrics and price moves to flip status when triggered.

The best way to record buy reasons is converting prose into monitored rules, attaching buy reasoning with structured sell conditions like fundamental breaches or price moves directly to a company profile for audit and performance review.

Yes, you need an existing company profile before creating an investment thesis, as the Skill mandates profile integration to attach buy reasoning and structured sell conditions for automated monitoring across tickers.

You need an ALPHAGBM_API_KEY and a base URL defaulting to https://alphagbm.zeabur.app to automate investment thesis monitoring, applying it to stock-position management, exit planning, and performance reviews across tickers.

Yes, you can update sell conditions for an active stock thesis as it evolves, because profile integration supports updates and surfaces active, triggered, and closed theses for ongoing performance assessment.

Automated monitoring handles triggered sell conditions by continuously checking price moves, valuation metrics, and fundamental breaches against your rules, automatically flipping the thesis status to triggered when conditions are met.