Thesis Tracker

OrganizationPopular

anthropics

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".

Overview

Publisher	anthropics
Repository	`financial-services`
Skill name	`thesis-tracker`
Stars	38.4K
Forks	5.5K
Bundled files	Instructions only
License	Apache-2.0
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by anthropics on GitHub. Read the source before you install it.

Installation

Install the Thesis Tracker AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/equity-research/skills/thesis-tracker
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/equity-research/skills/thesis-tracker

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/anthropics/financial-services.git /tmp/financial-services
mkdir -p .claude/skills
cp -r /tmp/financial-services/plugins/vertical-plugins/equity-research/skills/thesis-tracker .claude/skills/thesis-tracker

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Thesis Tracker in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Thesis Tracker on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Thesis Tracker is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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:

Pillar	Original Expectation	Current Status	Trend
Revenue growth >20%	On track	Q3 was 22%	Stable
Margin expansion	Behind	Margins flat YoY	Concerning
New product launch	Pending	Delayed to Q2	Watch

Step 4: Catalyst Calendar

Track upcoming catalysts:

Date	Event	Expected Impact	Notes

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

Frequently asked questions

What does the Thesis Tracker AI skill do?

Why use Thesis Tracker on TypingMind?

Because you install it once and use it with any model. Thesis Tracker is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Thesis Tracker in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/equity-research/skills/thesis-tracker. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Thesis Tracker?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Thesis Tracker?

As many as you like. As long as a model supports skills, you can use Thesis Tracker with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Thesis Tracker AI skill free?

Yes. It is published on GitHub by anthropics under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Thesis Tracker

Workflow

Step 1: Define or Load Thesis

Step 2: Update Log

Step 3: Thesis Scorecard

Step 4: Catalyst Calendar

Step 5: Output

Important Notes

Frequently asked questions

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