trade-thesis

Generate a structured investment thesis for any publicly traded stock.

Updated Apr 15, 2026

Search Tags:#valuation #risk-analysis #stock-analysis #investment-thesis #catalysts #equity-research #thesis-generator

Ready to run

npx skills add https://github.com/Kingmopser/TumaiDreamTeamBarcelona --skill trade-thesis

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: trade-thesis
Source: https://github.com/Kingmopser/TumaiDreamTeamBarcelona/tree/main/.claude/skills/trade-thesis
Command: npx skills add https://github.com/Kingmopser/TumaiDreamTeamBarcelona --skill trade-thesis

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Writing rigorous investment theses is time-consuming and requires a structured framework to avoid bias. This skill automatically generates a complete, evidence-backed thesis for any publicly traded stock, suitable for professional equity research and decision-making.

Core Features & Use Cases

Bull/Bear thesis with catalysts: comprehensive long-form narrative supported by data points, dates, and sources.
Catalyst timeline, events & risk: tracks upcoming events, product launches, regulatory decisions, and downside risks affecting the thesis.
Entry/Exit & Position Sizing: provides trade-management rules, risk controls, and sizing guidance for memo-ready recommendations.
Use Case: ideal for equity research teams drafting stock pitches, portfolio reviews, or academic study of investment frameworks.

Quick Start

Run the command /trade thesis <TICKER> to generate a complete investment thesis for the chosen stock.

Frequently Asked Questions about trade-thesis

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

FAQPage Schema

How do I generate an investment thesis for a specific stock?▼

Generate an investment thesis by running the command with a target ticker symbol to automatically collect company overviews, financial performance, and valuation metrics into a structured document. The tool enforces data-driven criteria with explicit dates, numbers, and sources to ensure professional-grade transparency.

What is an institutional-grade investment thesis framework?▼

An institutional-grade investment thesis framework is a structured, evidence-backed document that outlines bull and bear narratives, catalyst timelines, competitive landscapes, and risk factors for equity research. It enforces data-driven criteria including explicit dates, numbers, and sources to ensure reproducibility and transparency.

Does this equity research tool provide position sizing and entry/exit rules?▼

Yes, this equity research tool provides trade-management rules, risk controls, and position sizing guidance alongside the generated investment thesis. It delivers memo-ready recommendations suitable for portfolio managers and trading desks to inform decision-making.

Can I use this to draft stock pitches for portfolio reviews?▼

Yes, you can use this to draft stock pitches and portfolio reviews by outputting a comprehensive long-form narrative supported by data points, dates, and sources. It is ideal for equity research teams drafting professional recommendations and academic studies of investment frameworks.

What data do I need to provide for stock analysis and thesis generation?▼

You only need to provide the ticker symbol of the publicly traded stock to initiate the stock analysis and thesis generation. The skill automatically collects the required company overview, financial performance, valuation metrics, and technical setup to produce the final document.

Are there limitations to using automated equity research for trading decisions?▼

A key limitation is that automated equity research requires a structured framework to avoid bias, meaning users must still validate the data-driven criteria and explicit sources provided. It is designed for memo preparation and decision-making support rather than autonomous trade execution.