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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".

72

Quality

88%

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SKILL.md
Quality
Evals
Security

Quality

Content

82%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.

A well-structured, lean instruction skill with concrete templates and a clear sequenced workflow. It loses a little on actionability and workflow_clarity due to slightly vague output/storage guidance and the absence of explicit validation checkpoints.

Suggestions

Specify the output format concretely (e.g., a markdown file path/template) and how/where thesis data is persisted across sessions so Claude can act without guessing.

Add an explicit validation checkpoint after the scorecard update (e.g., 'Compare current status vs original pillars; flag any pillar whose trend is Concerning before producing output').

Consider splitting the scorecard and catalyst-calendar table templates into a short reference file if the skill grows, to keep the overview lean.

DimensionReasoningScore

Conciseness

Lean and efficient: it uses tables and bullet templates and assumes Claude's competence, with no padding explaining what a thesis, catalyst, or position is. Every section earns its place.

5 / 5

Actionability

Provides concrete, fillable templates (thesis fields, update-log fields, scorecard and catalyst tables) with a real example thesis statement, but the output format ('Concise markdown or Word doc') and storage ('structured format') are underspecified.

4 / 5

Workflow Clarity

A clear five-step sequence (Define/Load -> Update Log -> Scorecard -> Catalyst Calendar -> Output) with well-defined fields, but there are no explicit validation checkpoints; since this is non-destructive tracking, the destructive-cap does not apply.

4 / 5

Progressive Disclosure

Well-organized into clearly headed sections and self-contained with no need for external references, but it slightly exceeds the under-50-line simple-skill threshold and demonstrates no one-level-deep reference structure.

4 / 5

Total

17

/

20

Passed

Description

95%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.

A strong, specific description that answers both 'what' and 'when' with concrete natural-language trigger phrases and a clear niche. The only minor gap is that a couple of body-level capabilities are not surfaced in the description.

DimensionReasoningScore

Specificity

Names the domain and multiple concrete actions ('Maintain and update investment theses', 'Track key data points, catalysts, and thesis milestones'), but a few capabilities surfaced in the body (scorecard, catalyst calendar) are not in the description, leaving minor gaps.

4 / 5

Completeness

Clearly states what it does ('Maintain and update investment theses... Track key data points, catalysts...') and when to use it ('Use when updating a thesis...', plus concrete trigger phrases), matching the top anchor.

5 / 5

Trigger Term Quality

Explicit natural trigger phrases a user would actually say are listed ('is my thesis still intact', 'thesis check', 'review my positions', 'update thesis for [company]'), giving comprehensive coverage including synonyms.

5 / 5

Distinctiveness Conflict Risk

Occupies a clear niche (portfolio thesis tracking) with distinct, specific triggers, so it is unlikely to fire for unrelated skills.

5 / 5

Total

19

/

20

Passed

Validation

100%

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

Validation16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository
anthropics/financial-services
Reviewed

Table of Contents

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