thesis-tracker

Buy-side discipline system. For each holding, maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors — and re-check it each quarter against new earnings/events. Scores thesis health 1-10 from assumption breakage and red-line triggers, and recommends hold / add / trim / exit. Use it right after buying a stock (to write the thesis) and every earnings season (to check it). Bridges the research→buy→monitor gap that most investors skip.

Quality

92%

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Securityby

Low

Low-risk findings worth noting

Quality

Content

88%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

The body is highly actionable with concrete templates, tables, named tools, and a clear sequenced two-mode workflow including validation. It is well-structured and self-contained, with only minor conciseness and organizational refinements possible.

Dimension	Reasoning	Score
Conciseness	Mostly lean and instructional with templates and tables rather than explanation, but the Design Philosophy section and multi-quote epigraphs add some explanatory padding Claude doesn't need, pulling it just below a 5.	4 / 5
Actionability	Provides concrete, copy-paste-ready templates (5-sentence thesis block, assumptions/red-line/valuation tables with exact columns, explicit health formula), named tools (`web_search`, `read_file`, `write_file`, `financial_rigor`), and a precise scoring rubric — fully executable guidance.	5 / 5
Workflow Clarity	Clear two-mode sequence (Mode A build: A0-A5; Mode B track: B1-B7) with explicit mode-decision step, status definitions, a quantified health formula, and a validation loop via financial_rigor verify commands before writing — feedback checkpoints present.	5 / 5
Progressive Disclosure	Well-organized into clearly signaled sections (Mode A/B, numbered steps, Key Principles) with no nested references and no bundle files, but the single self-contained file is somewhat long; minor organization gains possible by moving the philosophical framing out.	4 / 5
	Total	18 / 20 Passed

Description

96%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

The description is comprehensive and well-structured, clearly stating both what the skill does and when to use it with concrete trigger phrases. It is highly specific and largely distinct from other skills.

Dimension	Reasoning	Score
Specificity	Lists multiple concrete actions — 'maintain a written investment thesis', 'core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors', 'Scores thesis health 1-10', 'recommends hold / add / trim / exit' — comprehensive coverage matching the 5 anchor.	5 / 5
Completeness	Explicitly answers both what ('maintain a written investment thesis... Scores thesis health 1-10... recommends hold/add/trim/exit') and when ('Use it right after buying a stock... and every earnings season'), matching the 5 anchor with concrete trigger phrases.	5 / 5
Trigger Term Quality	Includes natural user phrasings — 'right after buying a stock', 'every earnings season', 'earnings/events', 'hold / add / trim / exit' — covering synonyms and trigger contexts users would actually say.	5 / 5
Distinctiveness Conflict Risk	Clear niche — post-buy thesis discipline — with distinct triggers unlikely to fire for other skills; minor overlap risk with general financial-research skills keeps it just below a 5.	4 / 5
	Total	19 / 20 Passed

Validation

93%

Warnings & errors only

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 15 / 16 Passed

Validation for skill structure

Criteria	Description	Result
frontmatter_unknown_keys	Unknown frontmatter key(s) found; consider removing or moving to metadata	Warning

	Total	15 / 16 Passed

Repository: HKUDS/Vibe-Trading
Path: agent/src/skills/thesis-tracker/SKILL.md
Commit: 1907e47

Reviewed: 1 day ago

Table of Contents

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