thesis-tracker

Create and update investment theses with structured data tracking.

Updated Jun 5, 2026

Search Tags:#financial modeling #investment analysis #data tracking #portfolio tracking #thesis management

Ready to run

npx skills add https://github.com/Duzhenyang111/stock_money --skill thesis-tracker-duzhenyang111

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: thesis-tracker
Source: https://github.com/Duzhenyang111/stock_money/tree/main/financial-services-main/plugins/vertical-plugins/equity-research/skills/thesis-tracker
Command: npx skills add https://github.com/Duzhenyang111/stock_money --skill thesis-tracker-duzhenyang111

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps streamline the process of managing and updating investment theses, ensuring that key data points, catalysts, and milestones are tracked over time.

Core Features & Use Cases

Thesis Maintenance: Create and maintain theses for various portfolio positions and watchlist names.
Data Tracking: Monitor and update key data points, catalysts, and thesis milestones.
Workflow Automation: Automate the workflow for updating theses, including logs and scorecards.
Catalyst Calendar: Track upcoming events that could impact theses.
Output Generation: Produce concise summaries suitable for meetings and reviews.
Use Case: For a financial analyst, this Skill can be used to create and update theses for a specific company, track key earnings reports, and produce a summary for the next portfolio review meeting.

Quick Start

Use the thesis-tracker skill to start a new thesis for company 'ACME' with the statement 'Long ACME — margin expansion from pricing power + operating leverage as mix shifts to software'.

Frequently Asked Questions about thesis-tracker

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

FAQPage Schema

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

You track investment theses by inputting structured company data, thesis statements, and key risks, which the system monitors and updates over time. This ensures key data points, catalysts, and milestones are maintained for portfolio management.

What is the best way to maintain watchlist theses and monitor financial catalysts?▼

Maintaining watchlist theses involves automating the creation, updating, and review workflows for portfolio management. The system features a catalyst calendar to track upcoming events and produces concise summaries suitable for meetings and reviews.

How do I start a new investment thesis for a specific company?▼

To start a new investment thesis, you provide structured input on the target company, the core thesis statement, and identified key risks. For example, initiate a thesis for 'ACME' with a statement regarding margin expansion from pricing power.

Can I automate the workflow for updating theses and generating portfolio review summaries?▼

Yes, you can automate the workflow for updating theses, which includes generating logs and scorecards. This automation directly produces concise summaries suitable for your next portfolio review meeting.

Do I need structured input to manage investment theses for financial modeling?▼

Yes, structured input on company data, thesis statements, and key risks is required to manage investment theses. This structured approach enables effective data tracking and workflow automation for financial modeling and investment analysis.

What are the limitations of using thesis management for investment analysis?▼

The primary limitation is its strict requirement for structured input regarding company data, thesis statements, and key risks. It focuses on thesis maintenance and data tracking rather than executing financial modeling or live portfolio tracking.