What problem does it solve?
Public equity portfolio managers and research analysts lack a standardized, append-only workflow to maintain falsifiable investment theses over time, leading to lost underwriting context, inconsistent evidence tracking, and decision-grade output gaps across earnings cycles, catalyst events, and portfolio reviews.
Core Features & Use Cases
- Append-only thesis maintenance: Preserves original underwriting while appending new evidence, KPI updates, and catalyst impacts without overwriting prior analysis, ensuring full audit trail of thesis evolution.
- Falsifiable pillar framework: Converts investment theses into testable, prioritized pillars with confirm/warning/break thresholds linked to KPIs, estimates, and valuation impacts, eliminating vague "monitor" language.
- PM-grade output generation: Produces polished XLSX tracker workbooks, HTML dashboards, and structured update memos aligned with long/short, sell-side, and portfolio monitoring mandate requirements, with built-in red-team and quality guardrails.
Use case: A long/short PM updating a semiconductor stock thesis post-earnings can use this skill to map new guidance and order data to core pillars, update falsification thresholds, and generate a decision-ready tracker with action triggers and variant perception analysis.
Quick Start
Use the thesis-tracker skill to update the attached [Company Ticker] public equity thesis tracker with the latest earnings release and transcript evidence, and produce a polished XLSX workbook with updated pillar statuses, KPI changes, and action recommendations.
