本文へ移動
cccskills
無料GitHub で公開

thesis-tracker

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".

インストール方法を見る

含まれるファイル(1)

  • SKILL.md2.7 KB

SKILL.md(原文)

インストールする前に、エージェントに与えられる指示の中身を確認できます。

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:

PillarOriginal ExpectationCurrent StatusTrend
Revenue growth >20%On trackQ3 was 22%Stable
Margin expansionBehindMargins flat YoYConcerning
New product launchPendingDelayed to Q2Watch

Step 4: Catalyst Calendar

Track upcoming catalysts:

DateEventExpected ImpactNotes

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

レビュー

まだレビューはありません。使ってみた感想をお寄せください。

同じリポジトリのスキル

概要と使いどころ

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services3.9万2026年9月22日 更新

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services3.9万2026年9月22日 更新

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services3.9万2026年9月22日 更新

audit-xls

無料

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services3.9万2026年9月22日 更新

Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services3.9万2026年9月22日 更新

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.

日本語の概要は準備中です。原文の説明を表示しています。

anthropics/financial-services3.9万2026年9月22日 更新

anthropics のスキルをすべて見る

このスキルの問題を報告する