skills.rest
rpoole-dev
rpoole-devCOMMUNITY
Explore all skills by this author →
GitHub

Thesis Tracker

Manage investment theses with structured data points and milestones.

Updated May 10, 2026
Search Tags:#data management#portfolio management#financial analysis#thesis tracking#investment thesis
One-click install
npx skills add https://github.com/rpoole-dev/comps-site --skill thesis-tracker-rpoole-dev
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Thesis Tracker
Source: https://github.com/rpoole-dev/comps-site/tree/main/financial-services-main/plugins/vertical-plugins/equity-research/skills/thesis-tracker
Command: npx skills add https://github.com/rpoole-dev/comps-site --skill thesis-tracker-rpoole-dev

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill simplifies the process of maintaining and updating investment theses, helping users keep track of key data points, catalysts, and thesis milestones over time.

Core Features & Use Cases

  • Track Investment Theories: Document, update, and maintain investment theses with structured entries.
  • Data Entry and Review: Easily add data points, review positions, and update theses with minimal effort.
  • Thesis Analysis: Provides a comprehensive scorecard and catalyst calendar to monitor thesis integrity and potential catalysts.
  • Portfolio Review: Offers portfolio thesis review capabilities for users managing multiple positions.

Quick Start

Update the thesis for [company name].

Frequently Asked Questions about Thesis Tracker

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

FAQPage Schema
How do I track my investment thesis over time?▼

Track an investment thesis by manually defining key data points, milestones, catalysts, and risks within structured entries to maintain and update your position logic over time.

What is the best way to manage multiple investment positions for portfolio review?▼

Manage multiple investment positions by utilizing portfolio review capabilities to monitor thesis scorecards and catalyst calendars, ensuring comprehensive data management across your entire portfolio.

How do I document financial analysis catalysts and risks for a specific company?▼

Document financial analysis catalysts and risks by inputting manual updates into the thesis scorecard, allowing you to monitor potential catalysts and evaluate risks for the specific company.

Can I use this skill for portfolio management without automatic data feeds?▼

Yes, you can use this skill for portfolio management without automatic data feeds because it operates by requiring manual input for thesis data and position updates.

Does thesis tracking require manual data entry for every position update?▼

Yes, thesis tracking requires manual data entry for every position update, as the system operates within a structured format that necessitates user input to update theses and analyze catalysts.

Related Skills

Explore More Finance & Accounting Skills→
r9412460971-cloudr9412460971-cloud
31

thesis-tracker

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

Community
Intermediate
jameswong2011jameswong2011
2

catalyst

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

Community
Advanced
IhsanDanish25IhsanDanish25
2

trader-memory-core

Track investment theses, positions, and postmortem reports for traders.

Community
Advanced
felipesantiago-coderfelipesantiago-coder

finance

Retrieve real-time and historical financial market data via a unified API gateway.

Community
Intermediate