longbridge-thesis-tracker
Investment thesis tracker — maintains and updates the investment thesis for portfolio holdings and watchlist names by continuously tracking key data points (revenue growth, gross margin, user metrics), catalyst progress (new products, expansion, policy), and risk milestones, then renders a verdict on whether the thesis still holds. Triggers: "投资逻辑", "Thesis追踪", "投资假设", "逻辑验证", "跟踪持仓", "买入逻辑", "持仓理由", "投資邏輯", "Thesis追蹤", "投資假設", "邏輯驗證", "追蹤持倉", "investment thesis", "thesis tracking", "investment hypothesis", "thesis validation", "thesis check", "investment rationale", "position monitoring", "th
npx skills add majiayu000/claude-skill-registry --skill longbridge-thesis-tracker --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# longbridge-thesis-tracker Checks whether an investment thesis for a given stock is intact by pulling the latest financial data, analyst revisions, news, and regulatory filings, then rendering a structured verdict. > **Response language**: match the user's input language — Simplified Chinese / Traditional Chinese / English. ## When to use Trigger when the user wants to validate or update a buy thesis for a position: - *"帮我检查一下 NVDA 的买入逻辑还成立吗"* / *"幫我追蹤一下 700.HK 的投資邏輯"* / *"Check if my thesis on TSLA still holds"* - *"持仓理由验证"*, *"逻辑是否还成立"*, *"thesis intact?"* The user may provide a pre-written thesis; if not, ask for key thesis pillars (2–5 bullet points the user cares about). ## Workflow 1. Ask the user to state their thesis pillars if not already provided (e.g. *"AI capex supercycle"*, *"margin expansion to 30%"*, *"China re-opening"*). 2. Map each pillar to one or more measurable data points. 3. Run CLI commands to fetch the latest evidence. 4. For each pillar, render: **Still intact / Weakened / Broken** with supporting data. 5. Overall verdict: thesis confidence score (High / Medium / Low) + recommended action. ## CLI > If you're unsure of exact flag names or defaults, run `lo
- When to use
- Workflow
- CLI
- Output
- Error handling
- Related skills
- File layout
Recent news and regulatory filings (catalyst/risk updates) longbridge news <SYMBOL> --format json Latest income statement (revenue growth, margin trends) longbridge financial-report <SYMBOL> --kind IS --format json Analyst consensus (EPS revisions, target price changes, rating) longbridge consensus <SYMBOL> --format json SEC / HKEx regulatory filings (material disclosures) longbridge filing <SYMBOL> --format json
What does the longbridge-thesis-tracker skill do?
Investment thesis tracker — maintains and updates the investment thesis for portfolio holdings and watchlist names by continuously tracking key data points (revenue growth, gross margin, user metrics), catalyst progress (new products, expansion, policy), and risk milestones, then renders a verdict on whether the thesis still holds. Triggers: "投资逻辑", "Thesis追踪", "投资假设", "逻辑验证", "跟踪持仓", "买入逻辑", "持仓理由", "投資邏輯", "Thesis追蹤", "投資假設", "邏輯驗證", "追蹤持倉", "investment thesis", "thesis tracking", "investment hypothesis", "thesis validation", "thesis check", "investment rationale", "position monitoring", "th
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill longbridge-thesis-tracker --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.