thesis-tracker

thesis-tracker is a skill for Claude Code, Codex from leecyno1/boutique-skills. It costs 89 tokens per session (622 once invoked), scanned A, a copy of thesis-tracker, MIT.

A tracking method for maintaining an investment thesis, meaning the main reasons for owning or shorting a company, as new information arrives.

In plain words
What is it for?
Use it to track company data, catalysts, risks, thesis milestones, position rationale, and decisions such as holding, trimming, or exiting.
Why use it?
It records whether new events support or weaken the original reasoning and whether the planned action or conviction should change.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to track company data, catalysts, risks, thesis milestones, position rationale, and decisions such as holding, trimming, or exiting.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leecyno1/boutique-skills/anthropic-fs-equity-research-thesis-tracker
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.

Any agent
npx skills add leecyno1/boutique-skills --skill anthropic-fs-equity-research-thesis-tracker
Clone the repo
git clone --depth 1 https://github.com/leecyno1/boutique-skills

Made for: Claude Code, Codex.

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-tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-equity-research-thesis-tracker/github.svg)](https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-equity-research-thesis-tracker)
Your own site
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-equity-research-thesis-tracker"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-equity-research-thesis-tracker/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for thesis-tracker

Your own site · 80×15
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-equity-research-thesis-tracker"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-equity-research-thesis-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 89 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 622 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 $0.00089 $0.00622
Opus 5 $0.00044 $0.00311
Sonnet 5 $0.00018 $0.00124
Haiku 4.5 $0.00009 $0.00062

Measured 9d ago against content hash 6b4ce2967c5e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

thesis-tracker 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 9d 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-tracker — 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.

skills/default/anthropic-fs-equity-research-thesis-tracker/SKILL.md · 68 lines

How it starts

The opening of the file, as written. The whole thing — 68 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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 Current Status Trend
Revenue growth >20% On track Q3 was 22% Stable
Margin expansion Behind Margins flat YoY Concerning
New product launch Pending Delayed to Q2 Watch

Step 4: Catalyst Calendar

Track upcoming catalysts:

Date Event Expected Impact Notes

Step 5: Output

Thesis summary suitable for:

  • Morning meeting discussion
  • Portfolio review
  • Risk committee presentation

Format: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level.

Important Notes

  • A thesis should be falsifiable — if nothing could disprove it, it's not a thesis
  • Track disconfirming evidence as rigorously as confirming evidence
  • Review theses at least quarterly, even when nothing dramatic has happened
  • If the user manages multiple positions, offer to do a full portfolio thesis review
  • Store thesis data in a structured format so it can be referenced across sessions

Read the full file on GitHub · 68 lines

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. 9d ago First seen · 68 lines · 89 tokens per session scan A 6b4ce2967c5e

Subscribe to this mod's changes

thesis-tracker is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed today), licensed MIT. It adds 89 tokens to every session and 622 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to thesis-tracker, differing in 0 lines, and is treated as a copy.

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