Thesis Tracker

---
name: thesis-tracker
description: "Use this skill when updating a thesis wit"
executor: LLM_BEHAVIOR
skill_id: finance.equity_research.thesis_tracker_2
status: ADOPTED
security: {level: high, pii: false, approval_required: true}
anchors:
  - finance
  - data
tier: 2
input_schema:
  - name: code_or_task
    type: string
    description: "Code snippet, script, or task description to process"
    required: true
output_schema:
  - name: result
    type: string
    description: "Primary output from thesis tracker"
---
# Thesis Tracker

description: "Analyze — 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 wit"
## 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

---

## Why This Skill Exists

Analyze — Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time.

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## When to Use

Use this skill when updating a thesis wit

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## What If Fails

If this skill fails to produce the expected output: (1) verify input completeness, (2) retry with more specific context, (3) fall back to the parent workflow without this skill.

<!-- SR_40: auto-generated from frontmatter `what_if_fails` (OPP-Phase3). -->