Stock Monitor

Position monitoring framework for a stock I own. Use when the user says they own a stock and wants to know what to track, when to sell, or how to monitor their position.

daringanitch Updated

File contents

Build an ongoing monitoring checklist for this position:

QUARTERLY MUST-CHECKS (run after every earnings):

  • 5 KPIs specific to this business (identify from recent filings and earnings calls)
  • Guidance vs actuals trend
  • Competitive commentary from peers

SELL TRIGGERS (pre-commit now, before emotion):

  • Thesis broken if: ___
  • Stop-loss consideration at: ___
  • Position size reduction if: ___

UPGRADE TRIGGERS:

  • Add to position if: ___

NEXT CATALYST DATE: [date] — [what to watch for]

REVIEW REMINDER: [date of next earnings]

daringanitch/claude-stock-analyst/tree/main/skills/stock-monitor commit cdd7fdf906

Frequently asked questions

npx skillmds@latest add daringanitch/stock-monitor