Agent skill

Thesis Tracker

by rongxinzy in rongxinzy/RongxinAI

Maintain and update investment theses for portfolio positions and watchlist names.

AGPL-3.0Auto-check passedEducation

Install Thesis Tracker

skills CLI
$ npx skills add rongxinzy/RongxinAI --skill thesis-tracker -a claude-code

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

GitHub CLI
$ gh skill install rongxinzy/RongxinAI 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/rongxinzy/RongxinAI.git skills-src && mkdir -p .claude/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/thesis-tracker .claude/skills/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
thesis-tracker
GitHub stars
154
Used in
1 other repo
Token cost
~683 tokens
SKILL.md length
295 words
Files
1
Skills in repo
94
Repo updated
First seen
Licence
AGPL-3.0

At a glance

Maintain and update investment theses for portfolio positions and watchlist names.

  • Works in 5 steps: Define or Load Thesis → Update Log → Thesis Scorecard → …
  • Updating a thesis with new information
  • SKILL.md covers Workflow and Important Notes
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Thesis Tracker is an agent skill from rongxinzy/RongxinAI. 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".

Its SKILL.md is about 680 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Education, covering Essays and academic help. The repository describes itself as: An all-in-one local AI Agent workspace with a fully self-developed stack. The licence is AGPL-3.0.

When your agent uses it

  • Updating a thesis with new information
  • Reviewing position rationale
  • Checking if a thesis is still intact
  • Update thesis for [company]

Example prompts

  • “update thesis for [company]”
  • “is my thesis still intact”
  • “thesis check”
  • “/thesis-tracker”

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. Define or Load Thesis
  2. Update Log
  3. Thesis Scorecard
  4. Catalyst Calendar
  5. Output

What it can do on your machine

Read from SKILL.md and the folder at commit aa2b27b. 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

    No scripts in the folder and no shell commands in SKILL.md.

    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

Thesis Tracker loads about 683 tokens when it runs. Until then it costs about 107 tokens; SKILL.md has 295 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~107
When it runs · the whole SKILL.md, loaded when a task matches
~683

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from rongxinzy/RongxinAI at commit aa2b27b, republished under its AGPL-3.0 licence (© rongxinzy). 295 words, ~683 tokens.

Download SKILL.mdSave it as .claude/skills/thesis-tracker/SKILL.md (or your agent's skills folder).
name
thesis-tracker
description
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".

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:

PillarOriginal ExpectationCurrent StatusTrend
Revenue growth >20%On trackQ3 was 22%Stable
Margin expansionBehindMargins flat YoYConcerning
New product launchPendingDelayed to Q2Watch
Step 4: Catalyst Calendar

Track upcoming catalysts:

DateEventExpected ImpactNotes
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

© rongxinzy, AGPL-3.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/thesis-tracker of rongxinzy/RongxinAI.

Open the folder on GitHubat commit aa2b27b

Used in 1 other repository

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in rongxinzy/RongxinAI, which our catalogue first saw on October 7, 2026.

Compare with similar skills

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.

Thesis Tracker compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Thesis Tracker this skillrongxinzy/RongxinAI1541 repos~683Automated safety check: PassAGPL-3.0
Academic Paper StrategistAAASS554/codex-academic-paper-skills5391 repos~2.7kAutomated safety check: PassMIT
Modeling Paper Rubric and Model Selectoryushui2022/MathModel-Skill4531 repos~1.8kAutomated safety check: PassMIT
Humanities Thesisganzhi-black/humanities-thesis-skill632—~1.7kAutomated safety check: PassMIT
Skill Thesis Writeryanlin-cheng/skill-thesis-writer207—~1.6kAutomated safety check: PassCustom licence
Thesis CreatorStars-OC/thesis-creator230—~2.8kAutomated safety check: PassMIT

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Categories

Questions about Thesis Tracker

What does Thesis Tracker do?

Maintain and update investment theses for portfolio positions and watchlist names. Thesis Tracker is an agent skill from rongxinzy/RongxinAI. Maintain and update investment theses for portfolio positions and watchlist names.

When should I use Thesis Tracker?

Thesis Tracker fits situations like: updating a thesis with new information; reviewing position rationale; checking if a thesis is still intact; update thesis for [company].

How do I install Thesis Tracker in Claude Code?

Run `npx skills add rongxinzy/RongxinAI --skill thesis-tracker -a claude-code`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/thesis-tracker in rongxinzy/RongxinAI) into .claude/skills/thesis-tracker in your project. Claude Code loads it when a task matches its description.

How do I install Thesis Tracker in Codex?

Run `npx skills add rongxinzy/RongxinAI --skill thesis-tracker -a codex`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/thesis-tracker in rongxinzy/RongxinAI) into .agents/skills/thesis-tracker in your project. Codex loads it when a task matches its description.

Can I use 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 rongxinzy/RongxinAI --skill 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/thesis-tracker, .gemini/skills/thesis-tracker, .github/skills/thesis-tracker and .opencode/skills/thesis-tracker in your project.

What does Thesis Tracker need to run?

SKILL.md names no scripts, command-line tools or credentials: Thesis Tracker is instructions for the agent only.

Does 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 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. Review the folder before installing.

What licence does Thesis Tracker use?

Thesis Tracker is published under the AGPL-3.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Thesis Tracker use?

About 683 tokens (SKILL.md is roughly 2.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Thesis Tracker?

Skills that share tags, products or a category with Thesis Tracker: Academic Paper Strategist (AAASS554/codex-academic-paper-skills, 539 stars), Modeling Paper Rubric and Model Selector (yushui2022/MathModel-Skill, 453 stars), Humanities Thesis (ganzhi-black/humanities-thesis-skill, 632 stars) and Skill Thesis Writer (yanlin-cheng/skill-thesis-writer, 207 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Thesis Tracker?

rongxinzy (a GitHub organization) maintains it in rongxinzy/RongxinAI, which has 154 GitHub stars. The repository holds 94 skills in this directory. The repository was last updated on October 9, 2026.

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