Thesis Tracker

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

Updated May 3, 2026

Search Tags:#analysis #investment #portfolio #review #thesis #data points

Ready to run

npx skills add https://github.com/sammyTI/dotcompany-template --skill thesis-tracker-sammyti

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Thesis Tracker
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/equity-research/skills/thesis-tracker
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill thesis-tracker-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps investors and analysts maintain and update detailed investment theses efficiently, ensuring their position rationale remains current and well-documented.

Core Features & Use Cases

Thesis Management: Create, load, and update comprehensive investment theses for multiple companies.
Log Tracking: Record new data points and developments that impact thesis validity.
Scorecard Evaluation: Maintain a dynamic scorecard for each thesis, tracking pillar expectations and trends.
Catalyst Calendar: Organize upcoming events and catalysts that could influence investment decisions.
Use Case: An analyst reviews a portfolio of stocks, updates theses with recent earnings data, and prepares a concise summary for a portfolio review meeting.

Quick Start

Use the thesis tracker to input updated earnings figures for your company and review how it affects your original investment thesis.

Frequently Asked Questions about Thesis Tracker

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

FAQPage Schema

How do I systematically track and update an investment thesis for portfolio management?▼

To track an investment thesis, you systematically log new data points, risk factors, and catalysts to update your position rationale. This structured review process ensures your portfolio management decisions remain current and well-documented.

What is the best way to organize risk factors and catalysts for due diligence research?▼

Organizing due diligence research involves maintaining a dynamic scorecard for each thesis and a dedicated catalyst calendar. This approach tracks pillar expectations and upcoming events to evaluate how recent developments impact your original investment decisions.

How do I log new earnings data points to evaluate an existing investment thesis?▼

You log new earnings data points by recording them as updates within your thesis tracker. The system then evaluates these figures against your original investment thesis expectations to inform your ongoing portfolio review.

Can I maintain multiple investment theses for different companies simultaneously?▼

Yes, you can maintain multiple investment theses simultaneously. The system facilitates creating, loading, and updating comprehensive thesis logs for various companies, managing detailed inputs to support broader portfolio management and due diligence workflows.

Does thesis tracking work for preparing concise portfolio review summaries?▼

Thesis tracking works for portfolio review preparation by consolidating tracked data points, risk factors, and scorecard evaluations into structured logs. This outputs a concise summary of position rationale and catalysts for analyst meetings.

When should I avoid using a structured investment thesis tracker?▼

You should avoid using a structured investment thesis tracker for passive index investing or short-term trading strategies. The system requires managing multiple detailed inputs and logs, making it best suited for active portfolio management and fundamental due diligence.