Agent skill

Serenity Thesis Tracker

by AlphaMao1 in AlphaMao1/AlphaMao_Skills

PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system.

MITAuto-check passedEducation

Install Serenity Thesis Tracker

skills CLI
$ npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install AlphaMao1/AlphaMao_Skills serenity-thesis-tracker --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/serenity-thesis-tracker .claude/skills/serenity-thesis-tracker && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
serenity-thesis-tracker
GitHub stars
130
Token cost
~1.8k tokens
SKILL.md length
770 words
Files
11 (incl. scripts, references, assets)
Skills in repo
11
Repo updated
First seen
Licence
MIT

At a glance

PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system.

  • Works in 8 steps: Ensure tweets have been fetched into… → Read daily/serenity_YYYY-MM-DD.md first;… → Classify each post as new_thesis,… → …
  • Working inside PaiWork to process Serenity/X tweets into structured investment theses
  • SKILL.md covers Positioning, PaiWork Dependency Boundary, Expected Workspace Layout and Modes, plus 4 more sections
  • Runs Python scripts from its folder; calls python

What it does

Serenity Thesis Tracker is an agent skill from AlphaMao1/AlphaMao_Skills. PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system. Use when working inside PaiWork to process Serenity/X tweets into structured investment theses, verifiable claims, supply-chain relationship maps, company research files, daily reports, weekly reviews, or research backlogs. Trigger on Serenity, aleabitoreddit, Serenity daily report, Serenity weekly review, thesis tracker, tweet research, supply-chain thesis tracking, ticker research updates, or PaiWork research monitoring. This version…

Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. The skill folder holds 14 other files, including scripts, reference files and assets (for example `README.md`, `agents/openai.yaml` and `assets/sample-deep-research-report.md`).

It sits in Education, covering Essays and academic help, Social media posts and Journaling and reflection. It works with X (Twitter). The licence is MIT.

When your agent uses it

  • Working inside PaiWork to process Serenity/X tweets into structured investment theses
  • Verifiable claims
  • Supply-chain relationship maps
  • Company research files

Example prompts

  • “/serenity-thesis-tracker”

Requirements

  • Python 3

Workflow steps

8 steps, taken from the first numbered list in SKILL.md.

  1. Ensure tweets have been fetched into tree/Serenity/raw/ and tree/Serenity/daily/.
  2. Read daily/serenity_YYYY-MM-DD.md first; fall back to filtering raw/serenity_statuses.jsonl.
  3. Classify each post as new_thesis, thesis_update, evidence_addition, catalyst, risk_warning, rebuttal, price_action_comment, noise, or meta.
  4. Ignore noise and meta except for a compact low-value list in the daily report.
  5. Identify tickers, industry keywords, company-to-company relationships, and materiality.
  6. Extract thesis only when the post contains a real causal chain.
  7. Break each thesis into verifiable claims and relationships.
  8. Update company files, supply-chain maps, research backlog, and the daily report.

What it can do on your machine

Read from SKILL.md and the folder at commit 27ffcc6. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 1 file in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Serenity Thesis Tracker loads about 1.8k tokens when it runs, and up to ~3.8k if it reads all its reference files. Until then it costs about 159 tokens; SKILL.md has 770 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~159
When it runs · the whole SKILL.md, loaded when a task matches
~1.8k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.8k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from AlphaMao1/AlphaMao_Skills at commit 27ffcc6, republished under its MIT licence (© AlphaMao1). 770 words, ~1,824 tokens.

Download SKILL.mdSave it as .claude/skills/serenity-thesis-tracker/SKILL.md (or your agent's skills folder). This skill also uses 10 other files; get the full folder from GitHub.
name
serenity-thesis-tracker
description
PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system. Use when working inside PaiWork to process Serenity/X tweets into structured investment theses, verifiable claims, supply-chain relationship maps, company research files, daily reports, weekly reviews, or research backlogs. Trigger on Serenity, aleabitoreddit, Serenity daily report, Serenity weekly review, thesis tracker, tweet research, supply-chain thesis tracking, ticker research updates, or PaiWork research monitoring. This version assumes PaiWork tools and data sources are available; a generic-agent version is planned later.

Serenity Thesis Tracker

Positioning

Use this skill to convert Serenity's X posts into a cumulative PaiWork research system:

  • company files as the single source of truth
  • supply-chain maps as the relationship navigation layer
  • thesis and claim ledgers as verifiable research state
  • daily and weekly reports as incremental change logs
  • research backlog items as follow-up tasks

The core method is to reason backward from end demand to supply-chain bottlenecks, then turn each investable statement into a claim that can be tracked, verified, weakened, or closed.

This is not a generic summarizer. In this release, assume PaiWork is the runtime and that PaiWork-specific tools, analyst report generation, market data, Paipai search, and workspace conventions may be required.

PaiWork Dependency Boundary

Treat this version as PaiWork-first.

  • Use PaiWork workspace paths and PaiWork tool names when they exist.
  • Prefer PaiWork analyst_report for polished daily, weekly, and company-file reports.
  • Use PaiWork research/data tools for independent verification when available.
  • Do not claim the skill is fully portable outside PaiWork.
  • If running outside PaiWork, only the local file templates and scripts/fetch_daily.py are expected to work directly.

Do not add runtime package dependencies to this skill without an explicit user request. The bundled fetch script uses only Python standard-library modules and an existing PaiWork/CDP-compatible browser bridge.

Expected Workspace Layout

text
tree/Serenity/
├── raw/
│   ├── serenity_statuses.jsonl
│   └── serenity_status_ids.txt
├── daily/
│   └── serenity_YYYY-MM-DD.md
├── supply_chain_map/
│   ├── master_map.md
│   └── {theme}.md
├── companies/
│   └── {TICKER}.md
├── reports/
│   ├── YYYY-MM-DD_daily.md
│   └── YYYY-WNN_weekly.md
├── research_backlog.md
└── state/
    ├── thesis_registry.jsonl
    └── claim_ledger.jsonl

Modes

Daily Processing

Use for: "执行 Serenity 每日观点处理", "处理今天 Serenity 推文", "生成 Serenity 日报".

  1. Ensure tweets have been fetched into tree/Serenity/raw/ and tree/Serenity/daily/.
  2. Read daily/serenity_YYYY-MM-DD.md first; fall back to filtering raw/serenity_statuses.jsonl.
  3. Classify each post as new_thesis, thesis_update, evidence_addition, catalyst, risk_warning, rebuttal, price_action_comment, noise, or meta.
  4. Ignore noise and meta except for a compact low-value list in the daily report.
  5. Identify tickers, industry keywords, company-to-company relationships, and materiality.
  6. Extract thesis only when the post contains a real causal chain.
  7. Break each thesis into verifiable claims and relationships.
  8. Update company files, supply-chain maps, research backlog, and the daily report.

Use references/schemas.md for thesis/claim fields and references/templates.md for file structures.

Single-Ticker Update

Use for: "更新 SIVE 研究文件", "深挖 AAOI", "整理某 ticker 的 Serenity 观点".

  1. Read the existing companies/{TICKER}.md if present.
  2. Read relevant raw/daily tweet entries and related supply-chain maps.
  3. Preserve history; append new thesis, claims, relationships, and timeline rows.
  4. Mark what is Serenity's view, what is verified fact, and what is independent research.
  5. Keep relationship details linked to the map rather than duplicated in the company file.

Use references/company_one_pager_prompt.md when generating or refreshing a full company file.

Independent Verification

Use for: "验证 SIVE 客户关系", "查 XFAB 的 SiC 财务数据".

  1. Start from research_backlog.md or unverified claims in the company file.
  2. Use PaiWork financial, web, Paipai, and market-data tools when available.
  3. Append findings to the company file's independent research section.
  4. Update claim and relationship verification status.
  5. Keep source URLs and evidence notes traceable.
Show full SKILL.md (303 more words)Show less
Weekly Review

Use for: "Serenity 本周复盘", "生成 Serenity 周报".

  1. Read the week's daily reports, updated company files, supply-chain maps, and backlog.
  2. Focus on relationship verification progress, thesis upgrades/downgrades, contradicted views, map changes, and tickers entering or leaving the formal research pool.
  3. Generate reports/YYYY-WNN_weekly.md.

Fetching Serenity Tweets

If tweets have not been fetched yet, run the bundled no-dependency script from the skill root:

powershell
python scripts/fetch_daily.py --out-dir tree/Serenity --handle aleabitoreddit

The script expects an existing PaiWork/CDP-compatible browser bridge at http://localhost:3456 with these endpoints: /health, /new, /eval, /scroll, and /close. It does not install packages, launch Chrome, or bypass login. Chrome/X login and browser automation belong to the PaiWork/front-end environment.

Outputs:

  • raw/serenity_statuses.jsonl
  • raw/serenity_status_ids.txt
  • daily/serenity_YYYY-MM-DD.md

Materiality Scoring

Score each research-relevant post from 5 to 15 across five dimensions:

Dimension123
View clarityvague sentimentdirection without causal chainexplicit causal chain
Verifiabilitypure opinionpartly verifiablequantitatively verifiable
Scarcitypublic informationindustry insightscarce supply-chain information
Time sensitivityno windowquarterly windownear-term catalyst
Repetitionfirst mentionrepeated mentionpersistent focus

Levels:

  • low 5-7: daily report only
  • medium 8-10: daily report plus company timeline
  • high 11-13: update company thesis/claims/relationships
  • critical 14-15: update company file, supply-chain map, and research backlog

Non-Negotiables

  • Do not duplicate the same information across files. Company files are the truth source; maps are the relationship layer; reports are incremental logs.
  • Treat company-to-company relationships as first-class claims.
  • Preserve original English tweet text and source URLs.
  • Do not manufacture a thesis from sentiment-only posts.
  • Keep verified facts, Serenity judgments, and independent research separate.
  • Every thesis, claim, and relationship needs source URLs.
  • Use incremental updates instead of rewriting history.

References

  • references/schemas.md: thesis, claim, and ticker schemas.
  • references/templates.md: company file, supply-chain map, and daily report templates.
  • references/company_one_pager_prompt.md: PaiWork analyst prompt for company files.
  • references/daily_report_prompt.md: PaiWork analyst prompt for daily reports.
  • assets/sample-deep-research-report.md: sample research report material for style/context inspection only.

© AlphaMao1, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 10 other files (scripts, references, assets) in skills/serenity-thesis-tracker of AlphaMao1/AlphaMao_Skills.

  • SKILL.md
  • .gitignore
  • LICENSE
  • README.md
  • agents/openai.yaml
  • assets/sample-deep-research-report.md
  • references/company_one_pager_prompt.md
  • references/daily_report_prompt.md
  • references/schemas.md
  • references/templates.md
  • scripts/fetch_daily.py

Open the folder on GitHubat commit 27ffcc6

Compare with similar skills

Serenity Thesis Tracker next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Serenity Thesis Tracker compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Serenity Thesis Tracker this skillAlphaMao1/AlphaMao_Skills130—~1.8kAutomated safety check: PassMIT
Serenity Aleabitoreddityan-labs/serenity-aleabitoreddit4811 repos~3.3kAutomated safety check: PassNone
Serenityquestflowai/investorskills1.9k—~935Automated safety check: PassMIT
Wikikothari-nikunj/llm-wiki145—~4.8kAutomated safety check: PassNone
Youtube Transcriptbrowser-act/skills6.1k—~2.1kAutomated safety check: PassMIT
Bankr CommunitiesBankrBot/skills1.2k—~4.7kAutomated safety check: PassNone

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Works with

Categories

Questions about Serenity Thesis Tracker

What does Serenity Thesis Tracker do?

PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system. Serenity Thesis Tracker is an agent skill from AlphaMao1/AlphaMao_Skills. PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system.

When should I use Serenity Thesis Tracker?

Serenity Thesis Tracker fits situations like: working inside PaiWork to process Serenity/X tweets into structured investment theses; verifiable claims; supply-chain relationship maps; company research files.

How do I install Serenity Thesis Tracker in Claude Code?

Run `npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a claude-code`. Or copy the skill folder (skills/serenity-thesis-tracker in AlphaMao1/AlphaMao_Skills) into .claude/skills/serenity-thesis-tracker in your project. Claude Code loads it when a task matches its description.

How do I install Serenity Thesis Tracker in Codex?

Run `npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a codex`. Or copy the skill folder (skills/serenity-thesis-tracker in AlphaMao1/AlphaMao_Skills) into .agents/skills/serenity-thesis-tracker in your project. Codex loads it when a task matches its description.

Can I use Serenity Thesis Tracker in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/serenity-thesis-tracker, .gemini/skills/serenity-thesis-tracker, .github/skills/serenity-thesis-tracker and .opencode/skills/serenity-thesis-tracker in your project.

What does Serenity Thesis Tracker need to run?

Going by SKILL.md and its folder, Serenity Thesis Tracker needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Serenity Thesis Tracker access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Serenity Thesis Tracker safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Serenity Thesis Tracker use?

Serenity Thesis Tracker is published under the MIT licence (from the LICENSE file in the skill folder). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Serenity Thesis Tracker use?

About 1.8k tokens (SKILL.md is roughly 7.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.9k tokens, read only when the agent opens those files.

What are the alternatives to Serenity Thesis Tracker?

Skills that share tags, products or a category with Serenity Thesis Tracker: Serenity Aleabitoreddit (yan-labs/serenity-aleabitoreddit, 481 stars), Serenity (questflowai/investorskills, 1.9k stars), Wiki (kothari-nikunj/llm-wiki, 145 stars) and Youtube Transcript (browser-act/skills, 6.1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Serenity Thesis Tracker?

AlphaMao1 (a GitHub user) maintains it in AlphaMao1/AlphaMao_Skills, which has 130 GitHub stars. The repository holds 11 skills in this directory. The repository was last updated on September 23, 2026.

Source: AlphaMao1/AlphaMao_Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.