skills.rest
mahyarmalekii
mahyarmalekiiCOMMUNITY
Explore all skills by this author →
GitHub

thesis-tracker

Log and review investment thesis data points, catalysts, and milestones.

Updated May 9, 2026
Search Tags:#portfolio management#investment analysis#thesis tracking#data logging#thesis updating
One-click install
npx skills add https://github.com/mahyarmalekii/MarketIntel --skill thesis-tracker-mahyarmalekii
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: thesis-tracker
Source: https://github.com/mahyarmalekii/MarketIntel/tree/main/backend/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker
Command: npx skills add https://github.com/mahyarmalekii/MarketIntel --skill thesis-tracker-mahyarmalekii

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill helps investors keep their theses organized and up-to-date, simplifying the process of tracking data points, catalysts, and milestones over time.

Core Features & Use Cases

  • Track Investment Theses: Maintain detailed theses for portfolio positions and watchlist names.
  • Data Points and Milestones: Log and review key data points and thesis milestones.
  • Thesis Scorecard: Generate a scorecard to visualize the status of the thesis.
  • Catalyst Calendar: Monitor upcoming events that could impact the thesis.
  • Portfolio Review: Offer a full portfolio thesis review for better decision-making.

Quick Start

Activate the thesis-tracker skill and provide the necessary details to start tracking a new thesis.

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 milestones for my portfolio positions?▼

Track investment theses by logging key data points, catalysts, and milestones for portfolio positions. The skill facilitates updating and reviewing theses based on real-time market data to support informed decision-making.

What is the best way to maintain a catalyst calendar for watchlist investments?▼

Maintaining a catalyst calendar involves monitoring upcoming events that could impact your investment thesis. This skill logs these events alongside milestones to help you visualize the thesis status and review portfolio decisions.

Can I generate a thesis scorecard to visualize the status of my investment positions?▼

Yes, you can generate a thesis scorecard to visualize the status of your investment theses. This feature works alongside the catalyst calendar to provide a full portfolio thesis review for better decision-making.

Do I need to manually input thesis details to start tracking multiple positions?▼

Yes, the skill requires user input for thesis details and ongoing updates to track multiple positions and theses. You provide the necessary details upon activation to start logging data points and milestones.

How does portfolio management software handle thesis updating based on real-time market data?▼

Portfolio management software handles thesis updating by facilitating the review of logged data points against real-time market data. This process requires ongoing user updates to accurately track milestones and catalysts across multiple positions.

Related Skills

Explore More Finance & Accounting Skills→
anthropicsanthropics
34.1k

Thesis Tracker

Track and update investment theses with data points, catalysts, and scorecards.

Official
Intermediate
r9412460971-cloudr9412460971-cloud
31

thesis-tracker

Maintain structured investment theses for A-share, Hong Kong, and US-listed Chinese equities.

Community
Intermediate
sammyTIsammyTI

Thesis Tracker

Track investment thesis updates with data points, risks, catalysts, and scorecards.

Community
Advanced
Timmy6942025Timmy6942025
3

thesis-tracker

Manage investment thesis lifecycles with updates, scorecards, and catalyst tracking.

Community
Advanced