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.
npx skills add luiseiman/dotforge --skill thesis-trackergit clone --depth 1 https://github.com/luiseiman/dotforgeWrote 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.
[](https://agentmods.dev/skills/luiseiman/dotforge/thesis-tracker)<a href="https://agentmods.dev/skills/luiseiman/dotforge/thesis-tracker"><img src="https://agentmods.dev/badge/skills/luiseiman/dotforge/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.
<a href="https://agentmods.dev/skills/luiseiman/dotforge/thesis-tracker"><img src="https://agentmods.dev/badge/skills/luiseiman/dotforge/thesis-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00057 | $0.00804 |
| Opus 5.5 | $0.00023 | $0.00322 |
| Sonnet 5.5 | $0.00011 | $0.00161 |
| Haiku 4.5 | $0.00006 | $0.00080 |
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 1mo 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.
How it starts
The opening of the file, as written. The whole thing — 93 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Thesis Tracker
Maintain investment theses with structured tracking of pillars, evidence, and catalysts.
Step 1: Load or Create Thesis
New thesis — collect:
- Ticker + market (BYMA/US/crypto)
- Direction: Long or Short
- Core thesis: 1-2 sentences (e.g., "Long GGAL — margin expansion from rate normalization + deposit growth as inflation drops")
- 3-5 key pillars (supporting arguments)
- 3-5 key risks (what invalidates the thesis)
- Catalysts with dates (earnings, regulatory, macro events)
- Target price + time horizon
- Stop-loss trigger (price or fundamental)
- Position size (% of portfolio)
Existing thesis: load from project files or ask user for current state.
Step 2: Pillar Scorecard
Maintain running scorecard:
| Pillar | Original Expectation | Current Status | Evidence | Trend |
|---|---|---|---|---|
| Revenue growth >15% | On track | Q3 was 18% YoY | 10-Q filed 11/8 | Stable |
| Margin expansion | Behind | EBITDA margin flat | Earnings call | Concerning |
| Catalyst pending | Watching | Reg decision delayed | Press release | Watch |
Trend values: Confirming / Stable / Concerning / Broken
Step 3: Update Log
For each new data point:
- Date: when it happened
- Event: what changed (earnings, macro, competitor, regulatory)
- Impact: which pillar affected, how (strengthens/weakens/neutral)
- Action: hold / add / trim / exit
- Conviction: High / Medium / Low (updated)
Step 4: Catalyst Calendar
| Date | Event | Ticker | Expected Impact | Status |
|---|---|---|---|---|
| Pending/Done/Missed |
Step 5: AR-Specific Tracking (if applicable)
For CEDEARs:
- Track underlying ADR price + CEDEAR price + CCL implicit
- Calculate premium/discount vs theoretical parity
- Flag when premium >5% or discount >3%
For bonds (soberanos/corporativos):
- Track TIR, duration, paridad
- Spread vs benchmark (US Treasury or similar)
- Next coupon date and amortization schedule
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.
- 1mo ago First seen · 93 lines · 57 tokens per session scan A 91391b3ee62c
thesis-tracker is a skill published in the GitHub repository luiseiman/dotforge (8 stars, last pushed 9d ago), licensed MIT. It adds 57 tokens to every session and 804 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.
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