thesis-tracker SKILL.md skillB

thesis-tracker from yennanliu/investskill is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add yennanliu/investskill/thesis-tracker@git:20261011.64c5575

Pins git:20261011.64c5575 in mdr.lock. Pin the fingerprint instead.

Audit grade
B, 16 of 17 checks passed
Kind
SKILL.md skill
Repository
yennanliu/investskill
Path
plugins/us-stock-analysis/skills/thesis-tracker/SKILL.md
Versions recorded
4
Latest version
git:20261011.64c5575, committed Oct 11, 2026
First version recorded
Sep 24, 2026
Size
21,752 bytes
Repository stars
253
License
MIT

Write, save, and re-check an investment thesis — KPIs with thresholds, invalidation triggers, catalysts, a pre-mortem, and a decision log; `--update` re-reads the saved file against new data and returns INTACT / WEAKENED / BROKEN.

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 — Write It Down, Then Check It

## ⚠️ Data Verification — Do This Before Any Analysis

Before running any analysis, always retrieve the latest market data for the ticker:

1. **Fetch current price** — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data.
2. **Confirm key figures** — the current value of every KPI the thesis names (revenue growth, margin, FCF, net debt, subscriber count, …). A thesis check against stale KPIs is worse than no check: it produces false confidence.
3. **State your data source** — fill in the `Data & Sources` header (next section) so the origin, as-of date, retrieval path, and confidence of every figure are explicit at the top of the output.
4. **Flag stale data explicitly** — if live data is unavailable, display this warning before proceeding:

> ⚠️ **Live data unavailable.** The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.

Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.

---
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add yennanliu/investskill/thesis-tracker@sha256:9a1d00a4a512c4a3

The line at the top of this page pins the label git:20261011.64c5575, 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.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_2nwe7vjm4hnbn7hl.svg)](https://markdownregistry.com/a/art_2nwe7vjm4hnbn7hl)

4 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 4 versions of this file, between Sep 24, 2026 and Oct 11, 2026, about one every 6 days.

versioncommittedcommitsizeaudit
git:20261011.64c5575 latest2026-10-11 64c5575 21,752 BB view · diff
git:20260924.582cb022026-09-24 582cb02 21,460 BB view · diff
git:20260924.96445122026-09-24 9644512 21,413 BB view · diff
git:20260924.b0166472026-09-24 b016647 19,963 BB view

Audit of the latest version

B  16 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • fail: Frontmatter declares a name
  • pass: Frontmatter block present
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (21752 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

Starting a new one? Use a template for SKILL.md on mdpantry, which passes every one of these checks and says what to change in it.

Source

GitHub

yennanliu/investskill · 253 stars · license MIT · pushed 2026-10-22 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_2nwe7vjm4hnbn7hl
GET https://markdownregistry.com/api/v1/resolve?ref=yennanliu/investskill/thesis-tracker
GET https://markdownregistry.com/api/v1/blob/9a1d00a4a512c4a3e4be415794f9c03c207101b2aa8b74fe69e63e1abac6dd10

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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