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Investment Thesis Tracker

Writes down buy-sell rules for a stock and checks them each quarter against new data

Source Download skill
Repository
xbtlin/ai-berkshire
Stars
16,982
Licence
MIT
Files
1 file

What it does

When you ask about a company, the agent sets up a written investment thesis: a short statement of why you bought, a list of testable assumptions, and red-line events that should trigger a sale. Later, it gathers fresh financial news and checks each assumption, scores the thesis's health out of 10, and saves a dated log to a file. It is a discipline tool that keeps the reasons for an investment visible, not a source of buy or sell advice.

Great for

  • Individual investors who want a written record of why they hold a stock
  • Students learning value-investing frameworks such as thesis writing and margin of safety
  • Investors who tend to sell in panic or hold too long and want a structured quarterly review

Skip it if

  • Anyone wanting automatic trade signals: the skill is a checklist process, and its scores depend on web search results the user should verify, so it does not replace professional advice
  • Users who cannot verify figures: the workflow relies on web-sourced prices and financials, which can be wrong or stale, so they should be cross-checked before acting

Try asking

  • “Set up an investment thesis for Company X, I bought at 50 yuan”
  • “Run a quarterly thesis check for Company X based on its latest earnings”
  • “Rebuild the thesis for Company X from scratch”
  • “Show the health score history for my Company X thesis”
Step-by-step guide: how to use Investment Thesis TrackerInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    thesis-tracker.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip thesis-tracker.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip thesis-tracker.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Write the sell conditions before buying, and keep the saved thesis file as the reference for later checks
  • Verify any price, PE or earnings figure from the web search against the company's official filings before acting on it
  • Treat the health score as a prompt for reflection rather than an instruction to buy or sell

What's inside

  • SKILL.md

Redistributed unmodified from xbtlin/ai-berkshire under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.