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thesis-tracker

Vendor officialLow riskBy anthropicsLicense: Apache-2.0★ 41,232

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".

Use in Claude.ai (no code)

Download thesis-tracker.zip
  1. In Claude.ai, open Settings → Capabilities → Skills
  2. Choose “Upload skill” and pick the zip you downloaded
  3. Turn it on, then describe your task in a chat. Claude uses the skill when it fits

Use in Claude Code and other agents

Claude Code plugin

/plugin marketplace add anthropics/financial-services
/plugin install equity-research@claude-for-financial-services

skills CLI (installs every skill in the repository)

npx skills add anthropics/financial-services

Manual: Copy the plugins/vertical-plugins/equity-research/skills/thesis-tracker folder to ~/.claude/skills/thesis-tracker/

Safety scan report

Executable scripts: noneSuspicious patterns: 0Files: 1Content hash: 6b4ce2967c5e

The scan is static pattern matching. It catches common problems and is not a guarantee of safety. Read the source before installing a skill that ships scripts.

Source

anthropics/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-trackercommit 6056506In plugins: equity-research
Files (1)
  • SKILL.md
SKILL.md
# Thesis Tracker

## 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