alphagbm-investment-thesis

AlphaGBM Investment Thesis

Turn "I bought this because…" into a tracked, monitored record. Each thesis pairs a prose buy-reason with structured sell conditions so the system can auto-detect when the reasoning no longer holds.

When to use

• User wants to document why they bought a stock
• User wants to set exit triggers (price, PE, fundamental breach)
• User asks which theses are still valid vs triggered
• User asks to update / refine an existing thesis
• User mentions "论据" / "买入理由" / "卖出条件" / "thesis" / "exit trigger"

Prerequisites

• API Key: env ALPHAGBM_API_KEY (format agbm_xxxx…).
• Base URL: default https://alphagbm.zeabur.app. Override via ALPHAGBM_BASE_URL.
• Profile required: A thesis must attach to an existing company profile. If the user hasn't created a profile for the ticker, call POST /api/research/profiles first (see alphagbm-company-profile).

API Endpoints

All endpoints require Authorization: Bearer $ALPHAGBM_API_KEY.

1. List theses

GET /api/research/theses?status=active

Query	Values	Description
status	active / triggered / closed	Optional filter

Response:

{
  "success": true,
  "theses": [
    { "id": 12, "ticker": "NVDA", "buy_thesis": "...", "status": "active", ... }
  ]
}

2. Get thesis by ticker

GET /api/research/theses/<TICKER>

Returns the active thesis for a ticker. 404 if none exists.

3. Create thesis

POST /api/research/theses
Content-Type: application/json

{
  "ticker": "NVDA",
  "buy_thesis": "AI capex cycle; data-center GPU moat; FCF > $60B.",
  "sell_conditions": [
    { "type": "price_drop_pct",  "value": 20 },
    { "type": "pe_above",        "value": 60 },
    { "type": "growth_below",    "value": 15 },
    { "type": "thesis_breach",   "value": "cloud capex guidance cut > 20%" }
  ]
}

Parameter	Type	Required	Description
ticker	string	yes	Must match an existing profile
buy_thesis	string	yes	Free-form prose, recommend 2-4 sentences
sell_conditions	array	no	Structured triggers (see types below)