thesis-tracker

Track an investment thesis by recording dated evidence and assessing impact on supporting pillars to update confidence levels. This maintains a structured, time-stamped log of data points, recommended actions, and scorecard changes for ongoing portfolio monitoring.

Monitor stock catalysts by maintaining an events calendar of upcoming earnings and company actions within your position management workflow. This generates structured markdown summaries and thesis scorecards for morning meetings and investment committee reviews.

Export investment thesis updates by generating concise markdown or Word summaries directly from the tracked data. These exported outputs capture company stance, thesis pillars, catalysts, and recommended actions for committee memos.

Record an earnings miss by logging the dated data point, marking which thesis pillar it weakens, and lowering your confidence level. The system then recommends reducing the position and updates the thesis scorecard for cross-session retrieval.

Thesis tracking works for both long and short equity positions by capturing company stance, target valuation, and stop-loss triggers. It structures risks and catalysts uniformly so portfolio managers can review opposing positions within the same framework.

Update your investment thesis scorecard during earnings, company events, and periodic portfolio reviews. Log new data points as they occur, assess whether they strengthen or weaken the thesis pillars, and adjust confidence levels to trigger recommended actions.