thesis-tracker
Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
- Installs
- 1.2K
- Last 24h
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- #8618
- Security
- Not audited
Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill thesis-tracker- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads thesis-tracker automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Thesis Tracker
Workflow
Step 1: Define or Load Thesis
If creating a new thesis:
- Company: Name and ticker
- Position: Long or Short
- Thesis statement: 1-2 sentence core thesis (e.g., "Long ACME — margin expansion from pricing power + operating leverage as mix shifts to software")
- Key pillars: 3-5 supporting arguments
- Key risks: 3-5 risks that would invalidate the thesis
- Catalysts: Upcoming events that could prove/disprove the thesis (earnings, product launches, regulatory decisions)
- Target price / valuation: What's it worth if the thesis plays out
- Stop-loss trigger: What would make you exit
If updating an existing thesis, ask the user for the new data point or development.
Step 2: Update Log
For each new data point or development:
- Date: When this happened
- Data point: What changed (earnings beat, management departure, competitor move, etc.)
- Thesis impact: Does this strengthen, weaken, or neutralize a specific pillar?
- Action: No change / Increase position / Trim / Exit
- Updated conviction: High / Medium / Low
Step 3: Thesis Scorecard
Maintain a running scorecard:
| Pillar | Original Expectation | Current Status | Trend |
|---|---|---|---|
| Revenue growth >20% | On track | Q3 was 22% | Stable |
| Margin expansion | Behind | Margins flat YoY | Concerning |
| New product launch | Pending | Delayed to Q2 | Watch |
Step 4: Catalyst Calendar
Track upcoming catalysts:
| Date | Event | Expected Impact | Notes |
|---|---|---|---|
Step 5: Output
Thesis summary suitable for:
- Morning meeting discussion
- Portfolio review
- Risk committee presentation
Format: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level.
Important Notes
- A thesis should be falsifiable — if nothing could disprove it, it's not a thesis
- Track disconfirming evidence as rigorously as confirming evidence
- Review theses at least quarterly, even when nothing dramatic has happened
- If the user manages multiple positions, offer to do a full portfolio thesis review
- Store thesis data in a structured format so it can be referenced across sessions
FAQ
What does the thesis-tracker skill do?
Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
How do I install thesis-tracker?
Run npx skills add https://github.com/anthropics/financial-services --skill thesis-tracker in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/thesis-tracker/ (personal) or .claude/skills/thesis-tracker/ (project).
Which AI agents can use thesis-tracker?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is thesis-tracker safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains thesis-tracker?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,184 recorded installs.
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