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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".
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Skill details
Versionv1.0.0
AuthorAnthropic
Categoryanalysis
Skill IDanthropics/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker
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