thesis-tracker

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.

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.

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.

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.

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.