Thesis Tracker

anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker

by anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago

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".

FeaturedInstructions onlyBusiness & Finance

Only the file list is public. File contents are available once the skill is installed in a workspace.

PathSizeType
SKILL.md2.7 KBtext/markdown

Source and attribution

Source:anthropics/financial-servicesinplugins/vertical-plugins/equity-research/skills/thesis-trackerat commit574ed36

License: No license

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