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thesis-tracker

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

3|Updated May 30, 2026
Search Tags:#investment analysis#data tracking#portfolio tracking#thesis management#financial decision-making
One-click install
npx skills add https://github.com/Timmy6942025/open-financial-agents --skill thesis-tracker-timmy6942025
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: thesis-tracker
Source: https://github.com/Timmy6942025/open-financial-agents/tree/main/src/skills/equity-research/thesis-tracker
Command: npx skills add https://github.com/Timmy6942025/open-financial-agents --skill thesis-tracker-timmy6942025

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill addresses the challenge of keeping investment theses up to date and organized. It helps in managing the lifecycle of investment theses, from initial setup to continuous updates and reviews.

Core Features & Use Cases

  • thesis management: Maintain the core thesis, position, and supporting arguments.
  • update tracking: Record updates and their impact on the thesis.
  • scorecard maintenance: Monitor the progress and status of the thesis over time.
  • catalyst tracking: Record and follow upcoming events that could influence the thesis.
  • portfolio review: Offer portfolio-level thesis reviews for better oversight.

Quick Start

To begin tracking a new thesis, use the command: 'start thesis-tracking 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 and keep it updated?▼

You track an investment thesis by defining the core argument, recording updates, and maintaining a scorecard to monitor progress. This approach manages the full lifecycle from initial setup to continuous portfolio reviews.

What is the best way to manage portfolio catalysts and milestones for financial decision-making?▼

Managing portfolio catalysts involves recording upcoming events and tracking milestones that could influence your investment thesis. This ensures informed financial decision-making through continuous oversight of key data points.

How do I start tracking a new thesis for a specific company?▼

To start tracking a new thesis, use the command 'start thesis-tracking for [company name]'. This initiates the process to define your core position and supporting arguments for that specific investment.

Can I review my investment theses at the portfolio level for better oversight?▼

Yes, portfolio review functionality offers portfolio-level thesis reviews for better oversight. This allows you to evaluate the status and progress of multiple investment theses simultaneously.

Does this tool support maintaining supporting arguments and position data for investment analysis?▼

Yes, thesis management supports maintaining the core thesis, position, and supporting arguments. This centralizes your investment analysis data to facilitate ongoing evaluation and scorecard maintenance.

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