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thesis-tracker

Track core assumptions and red-line triggers for stock holdings.

Updated Jul 29, 2026
Search Tags:#discipline#portfolio#valuation#stocks#thesis#investing
One-click install
npx skills add https://github.com/santoosaraujo/vibe-trading-claude --skill thesis-tracker-santoosaraujo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: thesis-tracker
Source: https://github.com/santoosaraujo/vibe-trading-claude/tree/main/.claude/skills/thesis-tracker
Command: npx skills add https://github.com/santoosaraujo/vibe-trading-claude --skill thesis-tracker-santoosaraujo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill solves the common investor failure of buying stocks without a clear exit strategy or post-buy monitoring, preventing emotional decision-making and "buy-and-pray" behavior.

Core Features & Use Cases

  • Thesis Building: Forces the creation of a structured, falsifiable investment thesis including core assumptions and red lines.
  • Quarterly Monitoring: Provides a systematic framework to check thesis health against earnings and market events.
  • Actionable Scoring: Calculates a health score (1-10) to provide clear recommendations on whether to hold, add, trim, or exit a position.

Quick Start

Use the thesis-tracker skill to build a new investment thesis for the company PETR4.

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 assumptions and red-line triggers for stock holdings?▼

To track investment assumptions for stock holdings, you need a systematic framework that monitors core thesis criteria against quarterly earnings to calculate a position health score and dictate hold or exit actions.

What is the best way to monitor a buy-side investment thesis after buying a stock?▼

Monitoring a buy-side investment thesis requires quarterly performance reviews and valuation updates to verify intrinsic value and business fundamentals, preventing emotional decision-making throughout the holding period.

How do I prevent emotional investing and enforce discipline in my stock portfolio?▼

You can prevent emotional investing by maintaining a structured, falsifiable investment thesis with predefined red-line triggers, forcing systematic quarterly checks rather than relying on buy-and-pray behavior.

How do I calculate a health score to decide whether to trim or exit a stock position?▼

Calculating a stock position health score involves evaluating your core investment assumptions against current market events and earnings data, resulting in a 1-10 actionable recommendation to hold, add, trim, or exit.

Do I need web search and financial data access to monitor stock valuations systematically?▼

Yes, systematic stock valuation monitoring requires web search capabilities and financial data access to verify intrinsic value and business fundamentals during quarterly performance reviews.

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