How do I install the Fsi Er Thesis Tracker skill?

Run npx skillmds@latest add d-wwei/fsi-er-thesis-tracker in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

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Which AI agents work with Fsi Er Thesis Tracker?

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Is Fsi Er Thesis Tracker free to use?

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Who published Fsi Er Thesis Tracker?

d-wwei (@d-wwei) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Fsi Er Thesis Tracker by d-wwei — Agent Skill

Name: Fsi Er Thesis Tracker
Author: d-wwei

Fsi Er 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".

d-wwei Updated Sep 17, 2026

File contents

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

---name: fsi-er-thesis-trackerdescription: 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 ThesisIf 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 exitIf updating an existing thesis, ask the user for the new data point or development.### Step 2: Update LogFor 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 ScorecardMaintain 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 CalendarTrack upcoming catalysts:| Date | Event | Expected Impact | Notes ||------|-------|-----------------|-------|| | | | |### Step 5: OutputThesis summary suitable for:- Morning meeting discussion- Portfolio review- Risk committee presentationFormat: 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

Frequently asked questions