skills.rest
openai
openaiOFFICIAL
Explore all skills by this author →
WebsiteGitHub

thesis-tracker

Track falsifiable investing theses with evidence, KPIs, and an auditable ledger.

488|76|Updated Jun 2, 2026
Search Tags:#portfolio-monitoring#thesis-tracker#evidence-ledger#kpi-tracker#catalyst-monitoring#model-changelog#valuation-impact
One-click install
npx skills add https://github.com/openai/role-specific-plugins --skill thesis-tracker-openai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: thesis-tracker
Source: https://github.com/openai/role-specific-plugins/tree/main/plugins/financial-markets/skills/thesis-tracker
Command: npx skills add https://github.com/openai/role-specific-plugins --skill thesis-tracker-openai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl.

What problem does it solve?

The Thesis Tracker helps teams preserve a falsifiable public-equity investing thesis over time by binding the narrative to evidence, KPI tracking, catalysts, estimates, and valuation, and by recording decisions in an auditable ledger.

Core Features & Use Cases

  • Evidence ledger: append-only record linking sources, pillars, and signals to decisions.
  • Pillars and KPIs: structure thesis into testable pillars, monitor KPIs, and track catalysts.
  • Deliverable-ready outputs: generate XLSX thesis tracker workbooks and CSV bundles for sharing and governance.
  • Use Case: Update a portfolio thesis after earnings, incorporating new KPI updates and model changes.

Quick Start

Run the tracker materializer on a structured JSON input to generate the CSV/XLSX thesis tracker bundle.

Frequently Asked Questions about thesis-tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track an equity investing thesis with KPIs and catalysts over time?▼

Track a falsifiable public-equity investing thesis by binding your narrative to an evidence ledger, KPI tracking, catalysts, estimates, and valuation, recording decisions with provenance, as-of dates, and thresholds in an auditable format.

How do I generate an XLSX workbook for portfolio monitoring after earnings?▼

Generate XLSX portfolio monitoring workbooks by running a tracker materializer on structured JSON input, producing auditable CSV and XLSX bundles that incorporate new KPI updates and model changes for governance and sharing.

What is a falsifiable thesis tracker and how does its evidence ledger work?▼

A falsifiable thesis tracker structures your thesis into testable pillars and monitors KPIs using an append-only evidence ledger that links sources, pillars, and signals to your decisions over time.

Does the thesis tracker support CSV exports or only Excel formats?▼

The thesis tracker supports both CSV and XLSX artifacts, generating deliverable-ready bundles that include dashboards, pillars, evidence ledgers, KPIs, catalysts, and changelogs for portfolio monitoring workflows.

What structure do I need to provide for tracking equity valuation impact and catalysts?▼

You need a defined JSON structure with provenance, as-of dates, sources, thresholds, and guardrails to coordinate across dashboards, pillars, evidence ledgers, KPIs, catalysts, and model changelogs for auditable outputs.

Related Skills

Explore More Finance & Accounting Skills→
anthropicsanthropics
34.1k

Thesis Tracker

Track and update investment theses with data points, catalysts, and scorecards.

Official
Intermediate
gman-roboticsgman-robotics

data-analysis

Analyze Excel and CSV files with DuckDB SQL queries and export results.

Official
Intermediate
xpert-aixpert-ai
8

thesis-tracker

Maintain append-only public equity investment theses with falsifiable pillar tracking.

Official
Advanced
loanntcloanntc

research-goal

Structure multi-step finance research with acceptance criteria and auditable evidence.

Community
Intermediate