thesis-tracker
OfficialTrack investment theses with a dynamic scorecard.
Authorginlix-ai
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This tool helps investors systematically monitor evolving investment theses by organizing pillars, risks, catalysts, and conviction across time, reducing ad-hoc updates and cognitive load.
Core Features & Use Cases
- Thesis creation & loading: Capture company, ticker, position (long/short), a clear thesis statement, 3-5 pillars, 3-5 risks, upcoming catalysts, and target value with stop-loss triggers.
- Thesis scorecard & updates: Maintain a running log of new data points, update conviction, and adjust position sizing based on evidence.
- Catalyst calendar: Track upcoming events (earnings, product launches, regulatory decisions) with dates and expected impact.
- Output for reviews: Generate concise summaries for morning meetings, portfolio reviews, and risk committee discussions.
Quick Start
Create a new thesis with Company, Ticker, Position, and Thesis statement, then start recording pillars, risks, and catalysts as events unfold.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: thesis-tracker Download link: https://github.com/ginlix-ai/LangAlpha/archive/main.zip#thesis-tracker Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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