thesis-tracker

thesis-tracker is a skill for Claude Code, Codex from Travisun/Opptrix. It costs 70 tokens per session (944 once invoked), scanned A, original, Apache-2.0.

A tracking board for several investment theses, recording each thesis, its supporting points, its current status, disproof conditions, and next review date. It uses a shared workspace as the main record.

In plain words
What is it for?
Use it to monitor whether theses are being supported, weakened, disproved, or paused, refresh them with relevant news, and maintain a review schedule.
Why use it?
It keeps long-running investment ideas from becoming scattered or stale. It also separates thesis progress from simple price or news summaries.

Skill for Claude CodeCodex

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.

agentmods
npx agentmods add skills/travisun/opptrix/thesis-tracker
Any agent
npx skills add Travisun/Opptrix --skill thesis-tracker
Clone the repo
git clone --depth 1 https://github.com/Travisun/Opptrix

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/travisun/opptrix/thesis-tracker.svg)](https://agentmods.dev/skills/travisun/opptrix/thesis-tracker)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/thesis-tracker"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/thesis-tracker.svg" alt="Measured on agentmods" height="20"></a>
Per session 70 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 944 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found 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 $0.00070 $0.00944
Opus 5 $0.00035 $0.00472
Sonnet 5 $0.00014 $0.00189
Haiku 4.5 $0.00007 $0.00094

Measured yesterday against content hash 7d19f6f35dfb, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, 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 yesterday.

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.

packages/agent-skills/builtin/thesis-tracker/SKILL.md · 68 lines

What it actually says

论点跟踪板(Thesis Tracker)

何时使用

用户要维护 多标的/多论点的状态跟踪板(支柱状态、证伪进度、下次检查点),以 workspace 为单一事实源(SSOT)。边界:vs @skill:watchlist-digest——后者是关注池行情/资讯摘要;本技能跟 论点生命周期。单次修订用 @skill:thesis-update

分析架构(投研方法)

  • 问题/假设:当前跟踪中的论点各自处于何状态?哪些接近证伪/验证?
  • 证据清单:workspace 跟踪表、关注列表(可选范围)、近期资讯
  • 多维交叉验证:看板条目 vs 最新资讯;避免把价格涨跌直接等同论点验证
  • 结论与不确定:状态标签为工作分类;变更须引用证据
  • 风险与缺口:workspace 空、关注列表与看板不一致
  • 事实 | 假设 | 推断 分栏强制

数据维度

维度 取数方向 缺失时
跟踪 SSOT workspace_read 初始化模板并 ask_user 录入首批论点
范围辅助 get_watchlist 仅跟踪 workspace 已有条目
资讯刷新 get_instrument_news 状态章仅基于旧记录并标注陈旧
写回 workspace_write 至少网页交付;提醒 SSOT 未更新
交付 list_web_vendorcreate_web 用户只要口头要点时可跳过

步骤

  1. 读取 workspace 跟踪板;无则创建最小 schema(标的、论点一句、状态、证伪条件、下次检查)。
  2. 按条目刷新相关资讯(可限关注列表交集)。
  3. 更新状态:验证中/削弱/证伪/搁置——每条附证据与时间。
  4. workspace_write 写回 SSOT(默认应做)。
  5. 交付网页(默认)list_web_vendorcreate_web 看板页;已有则 read_web / update_web

网页报告建议目录

  1. 跟踪板元信息与时效
  2. 看板总表(标的 / 状态 / 下次检查)
  3. 条目详情:论点、支柱、证伪进度
  4. 本期变更日志
  5. 事实 | 假设 | 推断分栏
  6. 与关注列表差异说明(若有)
  7. 风险与缺口
  8. 免责声明(无买卖建议)

禁止

  • 把关注列表涨跌摘要冒充论点跟踪(应转 watchlist-digest)
  • 荐股;无证据改状态
  • 禁止无交付就结束(默认须有 web 产物,除非用户明确只要口头要点)
  • 跳过 workspace SSOT 却声称「已跟踪」
  • assumption / not-feasible 须诚实降级
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. yesterday First seen · 68 lines · 70 tokens per session scan A 7d19f6f35dfb

Subscribe to this mod's changes

thesis-tracker is a skill published in the GitHub repository Travisun/Opptrix (229 stars, last pushed yesterday), licensed Apache-2.0. It adds 70 tokens to every session and 944 once invoked, about $0.0003 per session on Opus 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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