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.
Install
npx skills add anthropics/financial-services --skill thesis-trackernpx skills add anthropics/financial-services --skill thesis-tracker -a claude-code -gnpx skills add anthropics/financial-services --skill thesis-tracker -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/equity-research/skills/thesis-trackergh skill install anthropics/financial-services thesis-trackergit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker ~/.claude/skills/thesis-tracker # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker ~/.agents/skills/thesis-tracker # Codex, Cursor, Gemini CLI, Copilot, OpenCode