Thesis Tracker
anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-trackerby 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".
- 574ed3624aebCurrentcommit 574ed36Published Oct 8, 2026
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