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conviction-audit

Audit whether a thesis's stated conviction matches its evidence, and whether any Conviction Trigger has silently fired without being actioned. Use when user says "conviction audit", "is my conviction right on [TICKER]", "did a trigger fire", or "should I re-rate [TICKER]".

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SKILL.md (original)

Review the instructions the agent will receive before you install.

Follow CLAUDE.md Writing Standards strictly. Lead with the verdict and the fired trigger, no hedge words, tables over prose.

Audit one thesis for conviction–evidence mismatch and silently-fired triggers — the two ways a position quietly drifts from its stated conviction. Reports only; conviction/status changes are Tier 3 and happen via /status.

Arguments

$ARGUMENTS = a ticker or thesis name. If empty, ask which thesis.

Read-only

This skill REPORTS analysis; it does not modify vault files or conviction/status. It feeds /status (and, in the workflow, _followups.md).

Mental Models gate (MANDATORY — CLAUDE.md)

Read [[Mental Models/Generalist - Overview]] + matching Industry -/Lens - files. Apply the READING PROTOCOL and run the base-rate view adversarially: high conviction is exactly the state the outside view should attack — the question is whether the evidence earns the conviction, not whether the story is attractive.

Method (single source of truth — the portfolio-conviction-audit workflow reads this section)

  1. Read the thesis: conviction: frontmatter, Summary, Key Non-consensus Insights, ## Conviction Triggers, Key Metrics, and the last ~10 ## Log entries. Count and date the ## Related Research links (evidence weight + recency).
  2. Evidence-support check — does the STATED conviction match the WEIGHT and RECENCY of evidence?
    • Over-convicted: high on thin (≤2 supporting notes) or stale (no conviction-relevant Log entry in >60–90d) evidence — the /lint #60/drift concern.
    • Under-convicted: low/medium while recent research strongly supports the case.
    • Supported: conviction is earned.
  3. Trigger-status check (highest-value) — for each ## Conviction Triggers line (→ HIGH if, → LOW if, → CLOSE if), evaluate its condition against current data (Key Metrics table + recent research; a scoped WebSearch only if a value is missing). Flag any trigger whose condition is already met but conviction/status unchanged — a silently fired trigger. Also flag triggers too vague to evaluate (hidden vulnerability per stress-test Phase 2).
  4. Decay check: days since the last conviction-relevant Log entry; is the thesis coasting on old conviction?
  5. Verdict: supported | over-convicted | under-convicted, plus the list of fired/near-fired triggers, plus the recommended /status action (e.g. conviction high→medium, reaffirm, or none).

Output (solo run)

A verdict line, then a trigger-status table — columns: Trigger | Condition | Current value | Fired? | Action — and a one-line recommended /status call (or "conviction supported, no action"). No filler.

Workflow reuse

portfolio-conviction-audit (.claude/workflows/portfolio-conviction-audit.js) fans this ## Method out across every thesis, ranks the book by over-conviction + fired-but-unactioned triggers, and (on persist) writes _followups.md entries for the flagged names — never touching conviction: itself (Tier 3 stays with /status). Keep ## Method the single source of truth.

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