skills.rest
luiseiman
luiseimanCOMMUNITY
Explore all skills by this author →
GitHub

thesis-tracker

Track and update investment theses with pillar scoring and catalyst tracking.

8|1|Updated Mar 19, 2026
Search Tags:#portfolio#tracking#thesis#investing#pillar#catalyst#conviction
One-click install
npx skills add https://github.com/luiseiman/dotforge --skill thesis-tracker-luiseiman
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: thesis-tracker
Source: https://github.com/luiseiman/dotforge/tree/main/stacks/trading/skills/thesis-tracker
Command: npx skills add https://github.com/luiseiman/dotforge --skill thesis-tracker-luiseiman

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The Thesis Tracker solves the challenge of keeping investment theses organized, scored, and up-to-date across multi-position portfolios by structuring pillars, catalysts, and conviction into a living scorecard and log.

Core Features & Use Cases

  • Pillar Scorecard: maintain a running assessment of each pillar with evidence and trend.
  • Update Log: record new data points, events, impacts, actions, and changes in conviction.
  • Catalyst Calendar: track upcoming catalysts with dates and expected impact.
  • Thesis Health Summary: produce a concise overview of overall thesis health for quick reviews.

Quick Start

Create or load a thesis for a ticker and start recording pillars, catalysts, and conviction data.

Frequently Asked Questions about thesis-tracker

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

FAQPage Schema
How do I track and score my investment thesis over time across multiple positions?▼

You track investment theses by structuring pillars, catalysts, and conviction into a running scorecard and update log, capturing evidence and trend data for each portfolio position. This maintains an auditable change log for ongoing thesis management.

What is the best way to maintain a pillar scorecard for a watchlist position?▼

A pillar scorecard is maintained by recording a running assessment of each investment pillar alongside supporting evidence and trend data. This produces a living scorecard that tracks thesis health and conviction changes over time.

How do I log new data points and events that impact my portfolio conviction?▼

You log portfolio conviction impacts by recording new data points, events, and resulting actions in an update log. This captures the evolution of your investment thesis and changes in conviction for periodic reviews.

Can I use this to track upcoming catalysts and their expected impact for long and short positions?▼

Yes, you can track upcoming catalysts for long and short positions using a catalyst calendar. This records expected catalyst dates and their anticipated impact, satisfying the requirements for structured catalyst tracking and periodic thesis reviews.

Does tracking thesis health generate a summary suitable for quick portfolio reviews?▼

Yes, tracking thesis health produces a concise overview summary of overall thesis health. This output is designed specifically for quick reviews of your investment positions and watchlist without requiring deep manual analysis.

Related Skills

Explore More Finance & Accounting Skills→
yuping322yuping322
17

论文跟踪器

Log dated thesis updates with pillar impacts and confidence levels.

Community
Intermediate
jameswong2011jameswong2011
2

catalyst

Extract and consolidate upcoming market-moving events from thesis notes and macro reports.

Community
Advanced
mahyarmalekiimahyarmalekii

client-report

Generate financial performance reports with portfolio returns and allocation breakdowns.

Community
Intermediate
ginlix-aiginlix-ai
1.6k

thesis-tracker

Track investment theses by logging pillars, risks, catalysts, and conviction.

Official
Advanced