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技能版本 1.0.0

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".

价格

免费

  • 安装：免费

在组织开通时一次性收取；再次读取清单或下载不重复收费。

以上为公开标价。你的组织可能有协议价，以控制台显示的价格为准。

如何使用

  1. 为组织安装

    开通即安装：组织固定使用开通时的版本（当前为 1.0.0）。升级到新版本需要取消后重新开通。

  2. 创建凭证

    客户端使用组织凭证读取；绑定到数字人后，数字人使用绑定凭证按需加载。请求中携带：

    Authorization: Bearer $ZGI_MARKET_KEY

  3. 读取清单与安装包

    清单列出版本、文件和校验值；安装包是一个 zip 文件。

    读取清单
    curl "https://market-api.zgi.im/v1/market/skills/thesis-tracker/manifest" \
  -H "Authorization: Bearer $ZGI_MARKET_KEY"
    下载安装包
    curl "https://market-api.zgi.im/v1/market/skills/thesis-tracker/package" \
  -H "Authorization: Bearer $ZGI_MARKET_KEY" \
  -o thesis-tracker.zip

    读取清单和下载安装包不计入用量。下载后请用响应头中的 SHA-256 校验文件。

技能说明

名称
thesis-tracker
说明
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".
仅指令

技能包内没有脚本文件：这个技能是供模型阅读的文本。

SKILL.md 节选

# 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

技能包内容

共 1 个文件，合计 2.7 KiB

  • SKILL.md2.7 KiB

来源与审核

审核状态
尚未审核，内容来自上游来源
许可证
未说明

审核状态是平台对上架信息的记录，不构成对上游服务质量或可用性的担保。

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