# Thesis Tracker

Keep a live thesis honest: pillar status, evidence ledger, monitoring triggers, drift...

- Repository: https://github.com/ginlix-ai/LangAlpha (2232 stars)
- Category: Engineering
- License: Apache-2.0
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add ginlix-ai/LangAlpha --skill thesis-tracker -g -a claude-code -y`
Codex: `npx skills add ginlix-ai/LangAlpha --skill thesis-tracker -g -a codex -y`
Cursor: `npx skills add ginlix-ai/LangAlpha --skill thesis-tracker -g -a cursor -y`
Gemini CLI: `npx skills add ginlix-ai/LangAlpha --skill thesis-tracker -g -a gemini-cli -y`

## Description

Keep a live thesis honest: pillar status, evidence ledger, monitoring triggers, drift detection. Triggers on thesis tracker, thesis update, is the thesis still intact, post-earnings thesis check, portfolio thesis review, re-underwrite.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Thesis Tracker

Two verdicts per update, because they move apart: the **company thesis** says whether the business is doing what we underwrote, and the **security call** says whether the stock is a decision we can act on today. A business can improve while the stock gets worse, since expectations rerate faster than evidence arrives, and a weakening business does not license a trim when we hold no price, no valuation frame and no position context. One status column hides both cases.

Evidence labels, source tiers, staleness, the readiness posture and the intake limits: `.agents/skills/research-conventions/SKILL.md`, read before the first deliverable.

The tracker is **append-only**. Prior pillars, thresholds and ledger rows stay as written; a row that no longer holds is marked `superseded` or `stale` with its date, or contradicted by a named later row, and the replacement is a new row. Drift is only visible against a history that was not edited, and catching drift is what the tracker is for.

## Step 1: Take the mode, then frame the thesis and its pillars

The mode comes from what the user supplies, and its default runs without asking.

The rest: https://github.com/ginlix-ai/LangAlpha/blob/HEAD/plugins/langalpha_research/skills/thesis-tracker/SKILL.md