thesis-tracker SKILL.md skillA
thesis-tracker from hkuds/vibe-trading is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add hkuds/vibe-trading/thesis-tracker@git:20260706.6c09d25Pins git:20260706.6c09d25 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- hkuds/vibe-trading
- Path
agent/src/skills/thesis-tracker/SKILL.md- Versions recorded
- 2
- Latest version
- git:20260706.6c09d25, committed Jul 6, 2026
- First version recorded
- Jul 5, 2026
- Size
- 8,745 bytes
- Repository stars
- 36,037
- License
- MIT
Buy-side discipline system. For each holding, maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors — and re-check it each quarter against new earnings/events. Scores thesis health 1-10 from assumption breakage and red-line triggers, and recommends hold / add / trim / exit. Use it right after buying a stock (to write the thesis) and every earnings season (to check it). Bridges the research→buy→monitor gap that most investors…
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
# Investment Thesis Tracker: Post-Buy Discipline
Track an investment thesis for a holding. First use on a company → build the thesis; later uses → quarterly check.
**Supported input**: company name (auto-decide build vs track); `company build` (force rebuild); `company quarterly check` (against latest earnings).
> "Buying is only the beginning. The real work is continuous tracking through the holding period." — Li Lu
>
> "When the facts change, I change my mind. What do you do, sir?" — Keynes
## Design Philosophy
Most investors' process is: research → buy → pray. Without systematic post-buy tracking, they: refuse to sell when they should ("wait, it'll come back"); panic-sell when they shouldn't ("down 20%, was I wrong?"); forget why they bought ("why did I buy this again?").
Buffett and Li Lu write down sell conditions **before** buying, then check the thesis each quarter.
## Step 1: Decide the Mode
Check whether a thesis file already exists (use `read_file` on `reports/{company}-thesis.md`): not found → **Build** (Mode A); found → **Track** (Mode B).
---
## Mode A: Build the Investment Thesis
### A0: Data Collection
…Read the whole file at its exact version.
How to install
mdr add hkuds/vibe-trading/thesis-tracker@sha256:e6b229f2f522201cThe line at the top of this page pins the label git:20260706.6c09d25, 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_2j4lrwryibb2onud)
2 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 2 versions of this file, between Jul 5, 2026 and Jul 6, 2026, about one every day.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260706.6c09d25 latest | 2026-07-06 | 6c09d25 | 8,745 B | A | view · diff |
| git:20260705.ef74a22 | 2026-07-05 | ef74a22 | 7,502 B | A | view |
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 (8745 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
hkuds/vibe-trading · 36,037 stars · license MIT · pushed 2026-10-20 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_2j4lrwryibb2onud GET https://markdownregistry.com/api/v1/resolve?ref=hkuds/vibe-trading/thesis-tracker GET https://markdownregistry.com/api/v1/blob/e6b229f2f522201c5fae7f63e14c8e944a20e375d1f08eafcc48d7850dcbd2b1
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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