thesis-trackerlisted

# Thesis Tracker Maintain investment theses with structured tracking of pillars, evidence, and catalysts. ## Step 1: Load or Create Thesis **New thesis — collect:** - Ticker + market (BYMA/US/crypto) - Direction: Long or Short - Core thesis: 1-2 sentences (e.g., "Long GGAL — margin expansion from rate normalization + deposit growth as inflation drops") - 3-5 key pillars (supporting arguments) - 3-5 key risks (what invalidates the thesis) - Catalysts with dates (earnings, regulatory, macro events) - Target price + time horizon - Stop-loss trigger (price or fundamental) - Position size (% of portfolio) **Existing thesis:** load from project files or ask user for current state. ## Step 2: Pillar Scorecard Maintain running scorecard: | Pillar | Original Expectation | Current Status | Evidence | Trend | |--------|---------------------|----------------|----------|-------| | Revenue growth >15% | On track | Q3 was 18% YoY | 10-Q filed 11/8 | Stable | | Margin expansion | Behind | EBITDA margin flat | Earnings call | Concerning | | Catalyst pending | Watching | Reg decision delayed | Press release | Watch | **Trend values:** Confirming / Stable / Concerning / Broken ## Step 3: Update Log For each new data point: - **Date**: when it happened - **Event**: what changed (earnings, macro, competitor, regulatory) - **Impact**: which pillar affected, how (strengthens/weakens/neutral) - **Action**: hold / add / trim / exit - **Conviction**: High / Medium / Low (updated) ## Step 4: