Thesis tracker

Skill w95/awesome-claude-corporate-skills/02-finance-accounting/thesis-tracker

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processingFrom the repository description

Install

npx -y skills add w95/awesome-claude-corporate-skills --skill thesis-tracker

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

SKILL.md

2.6 KB, 610 tokens by cl100k_base, as published. Nobody here has run it

Thesis Tracker

description: 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".

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

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.

Gives 0 of the 12 instructions most literature review skills give in 610 tokens

Counted across 185 of the 191 authors here whose files we hold, read 2026-09-06

Screen sources by title, abstract, then full textin 16 of 185, across 9 files
Create a search protocol before collecting sourcesin 11 of 185, across 5 files
Convert the prompt into a searchable research questionin 11 of 185, across 5 files
Keep a reproducible search login 11 of 185, across 5 files
Group evidence by theme, not per paperin 11 of 185, across 5 files
Ask the user which review rigor level is neededin 11 of 185, across 5 files
Use a structured extraction tablein 11 of 185, across 5 files
Separate claims by confidence levelin 10 of 185, across 4 files
Deduplicate by DOI, identifier, then titlein 10 of 185, across 4 files
Record exclusion reasons at each screening stagein 9 of 185, across 3 files
Verify citation identifiers before finalizingin 9 of 185, across 4 files
Search a minimum of three databasesin 7 of 185, across 6 files

Said here and by no other author read

Define new theses with statement, pillars, risks, and catalysts
Produce a concise summary with scorecard, updates, and conviction

Grouped from the skills themselves: near-identical wordings counted once, and counted by distinct author, so one author publishing three of these counts once. Length counted with cl100k_base; the agent that loads this file may tokenize it differently.