What problem does it solve? Most investors follow a research-buy-pray pattern with no systematic post-purchase tracking, leading to panic selling on price drops or holding too long after fundamentals break. This Skill enforces buy-side discipline by recording the original investment thesis, verifiable assumptions, and sell conditions before emotions take over. ## Core Features & Use Cases - Thesis Establishment: Builds a structured investment thesis file with a 5-sentence core thesis, 3-7 verifiable assumptions, red-line exit conditions, and valuation anchors saved to a persistent markdown report. - Quarterly Tracking Checks: Validates each assumption against the latest earnings data, assigns health scores (1-10), checks red-line triggers, and outputs clear action recommendations (add, hold, reduce, or exit). - Valuation Verification: Uses the bundled financial_rigor.py script to verify valuation metrics (PE, PB, FCF yield) with exact decimal arithmetic. - Use Case: After buying a stock, run a quarterly check to see whether revenue growth, margins, and management behavior still support the original thesis, and receive a scored health report with a concrete action. ## Quick Start Ask the agent to run a thesis tracking check on a company you hold, for example by saying: track my investment thesis for Tencent based on the latest quarterly earnings.
