Thesis Tracker
- 1 installs
- 34k repo stars
- Updated August 4, 2026
- anthropics/financial-services
Thesis-tracker is a Claude skill that maintains and updates investment theses for portfolio positions and watchlist names.
About
Thesis-tracker maintains and updates investment theses for portfolio positions and watchlist names. An investor invokes it to log new data points, update a scorecard of thesis pillars and risks, and check whether a position's rationale still holds. It produces a concise thesis summary suitable for morning meetings or portfolio reviews.
- Maintains and updates investment theses for portfolio and watchlist positions
- Tracks pillars, risks, catalysts, and a running thesis scorecard over time
- Assesses whether a thesis is still intact after new data points
Thesis Tracker by the numbers
- 1 all-time installs (skills.sh)
- Ranked #909 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
thesis-tracker capabilities & compatibility
- Capabilities
- unit economics · variance commentary
- Use cases
- research · trading
What thesis-tracker says it does
Maintain and update investment theses for portfolio positions and watchlist names.
A thesis should be falsifiable — if nothing could disprove it, it's not a thesis
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| Installs | 1 |
|---|---|
| repo stars | ★ 34k |
| Last updated | August 4, 2026 |
| Repository | anthropics/financial-services ↗ |
What it does
Track and update an investment thesis for a position, logging new data points and checking if the rationale still holds.
Who is it for?
Investors and analysts who want to log data points and track whether an investment thesis is still intact.
Skip if: Generating trade orders or executing trades; it only tracks rationale.
When should I use this skill?
You want to update a thesis for a company, add a data point, or check if your thesis is still intact.
What you get
A running thesis scorecard, catalyst calendar, and current conviction level for each position.
- thesis scorecard
- catalyst calendar
- thesis summary document
By the numbers
- 5-step workflow
- 3-5 supporting pillars per thesis
Files
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
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What does a thesis tracker do?
It maintains investment theses with pillars, risks, and catalysts, and updates a scorecard as new data points arrive.
How often should a thesis be reviewed?
The skill recommends reviewing theses at least quarterly, even when nothing dramatic has happened.