thesis-tracker
Investment thesis scorecard: track pillars, risks, catalysts, and conviction over time
Profile →npx skills add ginlix-ai/LangAlpha --skill 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.
# 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
- Workflow
- Step 1: Define or Load Thesis
- Step 2: Update Log
- Step 3: Thesis Scorecard
- Step 4: Catalyst Calendar
- Step 5: Output
- Important Notes
What does the thesis-tracker skill do?
Investment thesis scorecard: track pillars, risks, catalysts, and conviction over time
How do I install it?
Run `npx skills add ginlix-ai/LangAlpha --skill 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 ginlix-ai/LangAlpha, a repository with 1,604 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.