Maintain the reasoning behind portfolio holdings and watchlist companies. Record new developments, assess whether they support or weaken each argument, and produce an updated scorecard with confidence levels, upcoming events, and possible position changes.
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".
Review the instructions the agent will receive before you install.
If creating a new thesis:
If updating an existing thesis, ask the user for the new data point or development.
For each new data point or development:
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 |
Track upcoming catalysts:
| Date | Event | Expected Impact | Notes |
|---|---|---|---|
Thesis summary suitable for:
Format: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level.
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