thesis

What problem does it solve?

Investment thesis management is often scattered across notes, files, and spreadsheets. This Skill provides a centralized, versioned space to create, view, and update theses aligned to portfolio positions, with kill criteria, peers, and position history.

Core Features & Use Cases

• Create and store a full thesis document per ticker, including bull/bear cases, catalysts, and a history of updates.
• Track and enforce kill criteria to support disciplined decision-making and signaling when action is needed.
• Update progress and challenges via a log, check kill criteria against latest data, and generate actionable tasks when necessary.

Quick Start

Create a new thesis for the ticker by answering the prompts and saving the thesis for that ticker.