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china-thesis-tracker

Track investment theses for A-share positions with structured components and data monitoring.

705|115|Updated Jun 7, 2026
Search Tags:#monitoring#portfolio#thesis#investing#data-tracking#a-share#catalysts
One-click install
npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-thesis-tracker
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: china-thesis-tracker
Source: https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/vertical-plugins/china-finance/skills/china-thesis-tracker
Command: npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-thesis-tracker

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Track and maintain up-to-date investment theses for A-share portfolio positions and watchlist names, ensuring thesis validity and data-driven updates over time.

Core Features & Use Cases

  • Define and load a structured thesis for a company, including core logic, key assumptions, catalysts, risks, and target price.
  • Continuously monitor price data, financials, news, and industry peers from iFind MCP and AkShare MCP, logging changes to the thesis.
  • Generate ongoing thesis status reports and update documentation to support portfolio reviews and decision-making.

Quick Start

Create or update a thesis for a specific A-share company and begin automatic data-tracking of price, catalysts, milestones, and thesis validity.

Frequently Asked Questions about china-thesis-tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track my A-share investment thesis with live market data?▼

You can track an A-share investment thesis by defining core logic, catalysts, and target price, then continuously monitoring live price data and financials to log changes and generate validity reports.

What is the best way to monitor A-share portfolio catalysts and assumptions?▼

Monitoring A-share portfolio catalysts involves continuously logging price data, financials, and news from integrated data sources to maintain structured thesis components and support ongoing validity checks.

Can I use iFind and AkShare to maintain watchlist thesis documentation?▼

Yes, you can integrate iFind and AkShare to pull live data, track milestones, and generate update-ready documentation for A-share watchlist positions and portfolio reviews.

How do I generate periodic thesis status reports for A-share positions?▼

Generating periodic thesis status reports requires monitoring key assumptions and catalysts across multiple data sources, then producing update-ready documentation to support portfolio decision-making.

Does tracking A-share investment theses require predefined KPI structures?▼

Yes, tracking A-share investment theses requires structured thesis components including core logic, key assumptions, KPIs, and risks to enable ongoing data integration and periodic validity checks.

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