What problem does it solve? Investment theses go stale as new earnings, events, and market data arrive, and manually checking whether each original claim still holds is slow and error-prone. This Skill structures that review so every claim is re-evaluated against fresh evidence with clear sourcing. ## Core Features & Use Cases - Claim Decomposition: Breaks an existing investment thesis into 3-5 discrete claims and records the original evidence behind each one. - Evidence Classification: Labels new data as strengthening, maintaining, weakening, or unverified for each claim, and marks unsourced claims as unverified. - Rating Impact & Tracking Plan: Notes whether a Rating or Price Target recalculation is needed and defines the next tracking indicators and review cadence. - Use Case: After a company reports quarterly earnings, feed the prior report and the new results into this Skill to produce a thesis-update.md file showing which claims still hold and what to monitor next. ## Quick Start Ask the assistant to run the thesis tracker for a given ticker using the existing report and the latest earnings event, writing the result to the workspace thesis-update file.
