Create structured investment thesis documents with kill criteria and update logs.
npx skills add https://github.com/robinlllll/claude-code-skills --skill thesis
Please help me install this Agent Skill. Skill: thesis Source: https://github.com/robinlllll/claude-code-skills/tree/main/thesis Command: npx skills add https://github.com/robinlllll/claude-code-skills --skill thesis
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.
Create a new thesis for the ticker by answering the prompts and saving the thesis for that ticker.
High-intent search queries and answers about installing and using this skill.
To track and defend investment theses, you can create centralized, versioned thesis documents per ticker that include bull/bear cases, catalysts, and position history. This enforces disciplined decision-making through automated kill criteria checks against latest data.
Enforcing kill criteria in portfolio research workflows involves tracking specific metrics within structured thesis documents and running automated checks against latest data. This process logs updates, identifies challenges, and generates actionable tasks when criteria are breached.
You organize investment thesis documents and research notes by creating a dedicated, versioned space per ticker. This centralized repository stores bull/bear cases, peers, catalysts, and a complete history of position updates for peer collaboration.
Yes, you can use thesis management for catalyst tracking across multiple portfolio positions. It requires consistent metadata input to align thesis documents with portfolio positions, enabling efficient peer collaboration and automated checks against latest data.
Without structured metadata and disciplined input, investment thesis management remains scattered across notes and spreadsheets, preventing automated checks against latest data and making it difficult to enforce kill criteria or log actionable updates.
kiryteoTrack and verify investment theses across portfolio positions and watchlists.
mahmoud20138Monitor live portfolio exposure and drawdown with threshold-based alerts and kill switches.
r9412460971-cloudMaintain structured investment theses for A-share, Hong Kong, and US-listed Chinese equities.
dnzengouGenerate token and prediction-market picks with entry, sizing, and kill criteria.
