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Investment thesis tracking v1.0.0
Use this resource to keep an investment thesis up to date and check that it still holds
New
- 329 downloads
- 136 likes
- 226 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install investment-thesis-trackerWith no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.
First time: connect the CLI with
npx --yes palatekit@latest loginThe agent creates or loads the thesis, adds each new data point to the log, updates the pillar scorecard and sets the catalyst calendar. You get a living thesis and a view on whether it still holds.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- Apache-2.0
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What you get
- SKILL.md: thesis creation and update log
- SKILL.md: tracking scorecard and catalyst calendar
Good fit for
- A portfolio position to revisit after a release
- A watchlist of stocks that lacks follow-up
Not for
Tags
- thesis
- position
- tracking
- catalysts
About
You say
“Update our long thesis on this industrial group with the quarter's results, and tell me whether it still holds.”
Skill published by anthropics under the Apache-2.0 license, delivered in its original version.
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How to use it
- Install the skill in your agent's skills folder
- Ask your agent to keep an investment thesis up to date and check that it still holds
- Review and adjust the result
Content preview
Files
- LICENSE11.3 KB
- NOTICE-PALATEKIT.md0.5 KB
- SKILL.md2.7 KB
Origin and licence
Listed unmodified
- Author
- anthropics
- Source
- github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/equity-research/skills/thesis-tracker
- Licence
- Apache-2.0
Notice
« thesis-tracker » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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