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Found 2 Skills
Investment thesis tracker — maintains and updates the investment thesis for portfolio holdings and watchlist names by continuously tracking key data points (revenue growth, gross margin, user metrics), catalyst progress (new products, expansion, policy), and risk milestones, then renders a verdict on whether the thesis still holds. Triggers: "投资逻辑", "Thesis追踪", "投资假设", "逻辑验证", "跟踪持仓", "买入逻辑", "持仓理由", "投資邏輯", "Thesis追蹤", "投資假設", "邏輯驗證", "追蹤持倉", "investment thesis", "thesis tracking", "investment hypothesis", "thesis validation", "thesis check", "investment rationale", "position monitoring", "thesis intact", "is my thesis still valid".
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".