Thesis Tracker

Name: Thesis Tracker
Availability: InStock
Author: Anthropic

Track and update investment theses with data points, catalysts, and scorecards.

34.1k|5.1k|Updated Feb 23, 2026

Search Tags:#risk management #portfolio management #valuation #equity research #investment thesis #catalyst tracking

Ready to run

npx skills add https://github.com/anthropics/financial-services-plugins --skill thesis-tracker-anthropics

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Thesis Tracker
Source: https://github.com/anthropics/financial-services-plugins/tree/main/equity-research/skills/thesis-tracker
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill thesis-tracker-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps financial analysts and investors systematically track and update investment theses for their portfolio positions and watchlist names, ensuring that rationales remain current and key data points are monitored.

Core Features & Use Cases

Thesis Management: Define, update, and review investment theses with key pillars, risks, catalysts, and valuation targets.
Data Point Tracking: Log new information, assess its impact on the thesis, and decide on corresponding actions (e.g., increase/trim position).
Scorecard Maintenance: Keep a running scorecard of thesis pillars against expectations and their current status.
Catalyst Monitoring: Track upcoming events that could validate or invalidate an investment thesis.
Use Case: When a company releases quarterly earnings, use this Skill to update its thesis, noting whether the results met revenue growth expectations and if margins are expanding as predicted.

Quick Start

Use the thesis tracker skill to update thesis for ACME.

Frequently Asked Questions about Thesis Tracker

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

FAQPage Schema

How do I track an investment thesis for a portfolio position?▼

You track an investment thesis by defining the position with company details, thesis pillars, risks, catalysts, target price, and stop-loss triggers. The system then maintains a scorecard of thesis pillars against expectations and their current status.

What is the best way to log new data points and assess their impact on an equity research thesis?▼

You log new data points by recording the information directly into the tracker, which assesses its impact on the investment thesis and suggests corresponding actions like increasing or trimming the position.

How does catalyst tracking work for risk management in a watchlist?▼

Catalyst tracking maintains a calendar of upcoming events that could validate or invalidate an investment thesis. This monitoring ensures rationales remain current and key data points are actively evaluated.

Can I use this for portfolio management after a company releases quarterly earnings?▼

Yes, you can use it for portfolio management after quarterly earnings by updating the thesis to note whether results met revenue growth expectations and if margins expanded as predicted, assessing overall thesis validation.

Does this approach support valuation targets and stop-loss triggers?▼

Yes, this approach supports valuation targets and stop-loss triggers. You define new theses with specific target prices and stop-loss triggers, which are actively monitored alongside key data points and catalysts.