thesis

thesis is a command for Claude Code from godisego/hot-money. It costs 26 tokens per session (393 once invoked), scanned A, a copy of thesis, MIT.

An investment-thesis tracker that monitors five conditions behind a bullish view of a stock. It compares each target with current data, trend, verdict, and an overall confidence level.

In plain words
What is it for?
Use it to track revenue growth, return on equity, technical trend stage, price-to-earnings valuation, and positive free cash flow. It also maps confidence levels to suggested actions such as hold, add, trim, review, or exit.
Why use it?
It shows whether the reasons for holding a stock are still true. This helps identify when a thesis is weakening and when a review or change of position may be needed.

Command for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the stock-deep-analyzer plugin — 4 skills, 15 commands, 1 agent, 1 hook shipped together

Good fit Use it to track revenue growth, return on equity, technical trend stage, price-to-earnings valuation, and positive free cash flow. It also maps confidence levels to suggested actions such as hold, add, trim, review, or exit.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/godisego/hot-money/thesis
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/godisego/hot-money

Made for: Claude Code.

Or install stock-deep-analyzer, the plugin that ships this one along with the rest of its 4 skills, 15 commands, 1 agent, 1 hook.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for thesis

README.md
[![agentmods](https://agentmods.dev/badge/commands/godisego/hot-money/thesis.svg)](https://agentmods.dev/commands/godisego/hot-money/thesis)
Your own site
<a href="https://agentmods.dev/commands/godisego/hot-money/thesis"><img src="https://agentmods.dev/badge/commands/godisego/hot-money/thesis.svg" alt="Measured on agentmods" height="20"></a>
Per session 26 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 393 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00026 $0.00393
Opus 5 $0.00013 $0.00197
Sonnet 5 $0.00005 $0.00079
Haiku 4.5 $0.00003 $0.00039

Measured 8d ago against content hash 6a8ff6232934, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

thesis scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to thesis — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

commands/thesis.md · 41 lines

What it actually says

/thesis <股票代码>

实时监控"我为什么看多这只股"的 5 条核心支柱。

5 条自动生成的支柱

  1. 营收增速 > 15% — 当前 rev_growth_3y
  2. ROE > 15% — 当前 roe_last
  3. 技术面 Stage 2 — 当前 kline.stage
  4. 估值合理 (PE < 40) — 当前 pe
  5. FCF 为正 — 当前 fcf_positive

工作流

from lib.research_workflow import build_thesis_tracker
result = build_thesis_tracker(features, raw, direction="long")

输出

Pillar Target Current Trend Verdict
营收增速 > 15% 15%+ 18.5% stable
ROE > 15% 15%+ 11.8% concerning ⚠️
Stage 2 Stage 2 上升 Stage 2 stable
PE < 40 < 40 35 stable
FCF 为正 持续正 stable

信念度判定

  • thesis_intact_pct ≥ 80%High · 建议:Hold / Add
  • 60-80% → Medium · Hold
  • 40-60% → Low · Trim / Review
  • < 40% → Broken · Exit
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 41 lines · 26 tokens per session scan A 6a8ff6232934

Subscribe to this mod's changes

thesis is a command published in the GitHub repository godisego/hot-money (2 stars, last pushed 4mo ago), licensed MIT. It adds 26 tokens to every session and 393 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to thesis, differing in 0 lines, and is treated as a copy.