thesis-tracker

thesis-tracker is a skill for Claude Code, Codex from prof-little-bear/cc-equity-research. It costs 0 tokens per session (614 once invoked), scanned A, a copy of thesis-tracker, Apache-2.0.

An investment-thesis tracker records why you own or follow a company, including supporting evidence, risks, upcoming events, valuation, and exit conditions.

In plain words
What is it for?
Use it to create or update theses, add new data points, review catalysts and risks, and check whether portfolio or watchlist ideas remain intact.
Why use it?
It keeps new information connected to the original investment idea, making it easier to see whether the reasons for a position still hold.

Skill for Claude CodeCodex

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

Good fit Use it to create or update theses, add new data points, review catalysts and risks, and check whether portfolio or watchlist ideas remain intact.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/prof-little-bear/cc-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 prof-little-bear/cc-equity-research --skill thesis-tracker
Clone the repo
git clone --depth 1 https://github.com/prof-little-bear/cc-equity-research

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/prof-little-bear/cc-equity-research/thesis-tracker/github.svg)](https://agentmods.dev/skills/prof-little-bear/cc-equity-research/thesis-tracker)
Your own site
<a href="https://agentmods.dev/skills/prof-little-bear/cc-equity-research/thesis-tracker"><img src="https://agentmods.dev/badge/skills/prof-little-bear/cc-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/prof-little-bear/cc-equity-research/thesis-tracker"><img src="https://agentmods.dev/badge/skills/prof-little-bear/cc-equity-research/thesis-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 614 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 $0.00000 $0.00614
Opus 5 $0.00000 $0.00307
Sonnet 5 $0.00000 $0.00123
Haiku 4.5 $0.00000 $0.00061

Measured 10d ago against content hash 5d52d1a9bb9f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, 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 10d 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.

anthropic-equity-research-skills/thesis-tracker/SKILL.md · 65 lines

How it starts

The opening of the file, as written. The whole thing — 65 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Thesis Tracker

description: Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

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

Read the full file on GitHub · 65 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. 10d ago First seen · 65 lines · 0 tokens per session scan A 5d52d1a9bb9f

Subscribe to this mod's changes

thesis-tracker is a skill published in the GitHub repository prof-little-bear/cc-equity-research (88 stars, last pushed 3mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 614 tokens. 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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