thesis

Create structured investment thesis documents with kill criteria and update logs.

Updated Aug 23, 2026

Search Tags:#workflow #portfolio #decision-support #research-notes #kill-criteria #investment-thesis #thesis-management

Ready to run

npx skills add https://github.com/robinlllll/claude-code-skills --skill thesis

💬 Prompt for ChatGPT / Claude Chat▼

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

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about thesis

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

FAQPage Schema

How do I track and defend investment theses for portfolio positions?▼

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.

What is the best way to enforce kill criteria in portfolio research workflows?▼

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.

How do I organize investment thesis documents and research notes for a specific ticker?▼

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.

Can I use this thesis management approach for catalyst tracking across multiple portfolio positions?▼

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.

What are the limitations of managing investment theses without structured metadata?▼

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.