What is clarion-thesis-monitor?

A monitor for active investment theses, meaning written reasons for owning particular investments and the conditions that would invalidate them.

Use it to refresh prices, reassess market risk, check kill conditions, score thesis health, and recommend whether to exit, reduce, hold, or add.

It keeps thesis reviews current instead of relying on stale prices or memory, and flags when predefined exit conditions may have been met.

clarion-thesis-monitor — Skill for Claude Code and Codex by zocomputer

Install

Getting it into your agent

There is no command for this one: it runs only inside a plugin, and the catalogue could not identify which plugin ships it. The source is linked below.

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/zocomputer/skills/clarion-thesis-monitor/github.svg)](https://agentmods.dev/skills/zocomputer/skills/clarion-thesis-monitor)

Your own site

<a href="https://agentmods.dev/skills/zocomputer/skills/clarion-thesis-monitor"><img src="https://agentmods.dev/badge/skills/zocomputer/skills/clarion-thesis-monitor/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/zocomputer/skills/clarion-thesis-monitor"><img src="https://agentmods.dev/badge/skills/zocomputer/skills/clarion-thesis-monitor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 143 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,748 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 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.

Model	Per session	Once invoked
Fable 5.1	$0.00143	$0.01748
Opus 5	$0.00072	$0.00874
Sonnet 5	$0.00029	$0.00350
Haiku 4.5	$0.00014	$0.00175

Measured 12d ago against content hash 01098046a374, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

clarion-thesis-monitor 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 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/monitor.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

External/clarion-thesis-monitor/SKILL.md · 111 lines

How it starts

The opening of the file, as written. The whole thing — 111 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Clarion thesis monitor

Reads every active thesis from ~/clarion/theses/, scores health, checks kill conditions, and produces an action recommendation per thesis. Updates each file with the new scores and timestamps; appends a History entry when the action changes.

Implements docs/PRINCIPLES.md Principle 2 (Thesis-First, Always) — "a thesis that isn't monitored is just a hope."

When to use

User asks any of:

"Monitor my theses."
"Thesis health check."
"Any kill conditions triggered?"
"What's the action on NVDA right now?"
"Run a full health check across the portfolio."

Cadence guidance:

Daily — --quick mode (kill condition statuses + price refresh + Risk Environment recompute, no full re-scoring)
Weekly — full mode (all directly-derivable components recomputed; carries forward LLM-driven components)
Monthly — full mode + manual review of the LLM-driven components (Business Health, Insider Alignment, Thesis Integrity)

Decision tree

Default invocation: run with no args to process all active theses.
```
python /home/workspace/clarion-intelligence-system/skills/clarion-thesis-monitor/scripts/monitor.py
```
Filters to status: active theses; skips draft, watchlist, closed, killed. (draft is the default status of a freshly scaffolded thesis from clarion-thesis-write — the user promotes to active once the prose is filled in.)
Single-thesis review: if the user asks about one ticker, scope it.
```
python ... monitor.py --ticker NVDA
```
Quick mode (daily): skip the full health re-scoring; just check kill conditions, refresh prices, recompute Risk Environment.
```
python ... monitor.py --quick
```
Read-only mode: preview the dashboard without writing back to thesis files.
```
python ... monitor.py --no-write
```
Pass the dashboard output to the user verbatim. It's already structured (per-thesis action + score, kill alerts at the top).

Read the full file on GitHub · 111 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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.

12d ago First seen · 111 lines · 143 tokens per session scan A 01098046a374

Subscribe to this mod's changes

clarion-thesis-monitor is a skill published in the GitHub repository zocomputer/skills (45 stars, last pushed 1mo ago), licensed MIT. It adds 143 tokens to every session and 1,748 once invoked, about $0.0007 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 2026-08-30.

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