thesis-tracker

Track and verify investment theses across portfolio positions and watchlists.

1|Updated Mar 9, 2026

Search Tags:#investment #milestones #portfolio-management #change-log #data-points #catalysts #thesis-tracking

Ready to run

npx skills add https://github.com/kiryteo/opencode-setup --skill thesis-tracker-kiryteo

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: thesis-tracker
Source: https://github.com/kiryteo/opencode-setup/tree/main/skills/thesis-tracker
Command: npx skills add https://github.com/kiryteo/opencode-setup --skill thesis-tracker-kiryteo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Helps investors organize, update, and validate position theses across portfolios and watchlists, ensuring thesis integrity over time.

Core Features & Use Cases

Track data points, catalysts, and milestones for each thesis
Review and update rationale when new information emerges
Check if a thesis remains intact and trigger re-evaluation of positions

Quick Start

Update thesis for [company] with new data points or run a thesis check to confirm alignment.

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 across portfolio positions over time?▼

Track investment theses by capturing structured data including statements, pillars, risks, catalysts, target prices, and change logs to ensure thesis integrity over time. This validates whether a position thesis remains intact when new information emerges.

How do I verify if a position thesis remains intact after new data emerges?▼

Verify a position thesis by running a thesis check to confirm alignment using newly emerged data points. This evaluates changes to catalysts and triggers re-evaluation to decide if the original investment rationale remains valid.

What is the best way to organize and update rationale for watchlist milestones?▼

Organize and update rationale by tracking milestones, data points, and catalysts for each thesis within a watchlist. This structured approach maintains thesis integrity and documents the change log as new information emerges across portfolios.

Can I use this thesis tracking method for both active portfolio positions and watchlists?▼

Yes, thesis tracking applies to both active portfolio positions and watchlists. It organizes, updates, and validates position theses across both contexts, ensuring consistent thesis integrity regardless of holding status.

How do I document changes to investment catalysts and target prices?▼

Document changes to investment catalysts and target prices using a structured change log. This captures thesis updates alongside new data points and milestones, ensuring a clear historical record for evaluating position thesis integrity.