Thesis Tracker
Skill Verifiziert AktivTrack and update investment theses for portfolio positions and watchlist. Maintains scorecard of pillars, catalysts, and conviction level. Triggers on "update thesis", "thesis check", "is my thesis intact", "add data point", "review positions".
To provide a structured and auditable system for tracking investment theses, ensuring that all critical aspects of an investment decision are monitored and updated regularly.
Funktionen
- Manages investment theses for portfolio positions and watchlists
- Maintains a scorecard for pillars, catalysts, and conviction level
- Supports tracking of specific market types (US, crypto, CEDEARs, bonds)
- Outputs a structured thesis health summary with alerts
- Handles both new thesis creation and existing thesis updates
Anwendungsfälle
- Use when needing to track the performance of long or short investment positions.
- Use when managing a watchlist and wanting to document rationale and key drivers.
- Use when a catalyst or risk event requires an update to an existing investment thesis.
- Use for quarterly reviews of portfolio positions to ensure thesis integrity.
Nicht-Ziele
- Executing trades or managing broker accounts.
- Providing financial advice or recommendations.
- Replacing a full portfolio management system.
- Tracking general market news unrelated to specific theses.
Workflow
- Load or create a new investment thesis, collecting details like ticker, direction, core thesis, pillars, risks, catalysts, target price, stop-loss, and position size.
- Maintain a running scorecard for each pillar, tracking its original expectation, current status, supporting evidence, and trend.
- Log new data points, including the date, event, impact on pillars, action (hold/add/trim/exit), and updated conviction level.
- Track catalyst dates and their expected impact.
- If applicable, track AR-specific details for CEDEARs, bonds, or CCL/MEP.
- Output a thesis health summary, including key information, conviction level, pillar/risk status, next catalyst, and alerts.
Installation
/plugin install trading@luiseiman-claude-kitQualitätspunktzahl
VerifiziertVertrauenssignale
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