thesis-tracker SKILL.md skillA
thesis-tracker from luiseiman/dotforge is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add luiseiman/dotforge/thesis-tracker@git:20260320.6fe4825Pins git:20260320.6fe4825 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- luiseiman/dotforge
- Path
stacks/trading/skills/thesis-tracker/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260320.6fe4825, committed Mar 20, 2026
- Size
- 3,198 bytes
- Repository stars
- 8
- License
- MIT
Track and update investment theses for portfolio positions and watchlist. Maintains scorecard of pillars, catalysts, and conviction level. Triggers on "update thesis", "thesis check", "is my thesis intact", "add data point", "review positions".
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# 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 …
Read the whole file at its exact version.
How to install
mdr add luiseiman/dotforge/thesis-tracker@sha256:91391b3ee62c6ee6The line at the top of this page pins the label git:20260320.6fe4825, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_235jkjo2rtplow5v)
3 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Mar 20, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (3198 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
luiseiman/dotforge · 8 stars · license MIT · pushed 2026-10-07 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_235jkjo2rtplow5v GET https://markdownregistry.com/api/v1/resolve?ref=luiseiman/dotforge/thesis-tracker GET https://markdownregistry.com/api/v1/blob/91391b3ee62c6ee6e8bb4d7bf140c0a5f12c4058e18cadf2beec28d03210fd20
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.
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