thesis-tracker SKILL.md skillA

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

Install it, pinned
mdr add ginlix-ai/langalpha/thesis-tracker@git:20260921.26f807b

Pins git:20260921.26f807b in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
ginlix-ai/langalpha
Path
plugins/langalpha_research/skills/thesis-tracker/SKILL.md
Versions recorded
3
Latest version
git:20260921.26f807b, committed Sep 21, 2026
First version recorded
Aug 26, 2026
Size
15,619 bytes
Repository stars
2,249
License
Apache-2.0

Keep a live thesis honest: pillar status, evidence ledger, monitoring triggers, drift detection. Triggers on thesis tracker, thesis update, is the thesis still intact, post-earnings thesis check, portfolio thesis review, re-underwrite.

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

Two verdicts per update, because they move apart: the **company thesis** says whether the business is doing what we underwrote, and the **security call** says whether the stock is a decision we can act on today. A business can improve while the stock gets worse, since expectations rerate faster than evidence arrives, and a weakening business does not license a trim when we hold no price, no valuation frame and no position context. One status column hides both cases.

Evidence labels, source tiers, staleness, the readiness posture and the intake limits: `.agents/skills/research-conventions/SKILL.md`, read before the first deliverable.

The tracker is **append-only**. Prior pillars, thresholds and ledger rows stay as written; a row that no longer holds is marked `superseded` or `stale` with its date, or contradicted by a named later row, and the replacement is a new row. Drift is only visible against a history that was not edited, and catching drift is what the tracker is for.

## Step 1: Take the mode, then frame the thesis and its pillars

The mode comes from what the user supplies, and its default runs without asking.

| Supplied | Mode | Default behaviour |
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add ginlix-ai/langalpha/thesis-tracker@sha256:3bd22aa89abee710

The line at the top of this page pins the label git:20260921.26f807b, 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_6x3quhenmapgrfh2.svg)](https://markdownregistry.com/a/art_6x3quhenmapgrfh2)

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

Versions

The registry has recorded 3 versions of this file, between Aug 26, 2026 and Sep 21, 2026, about one every 13 days.

versioncommittedcommitsizeaudit
git:20260921.26f807b latest2026-09-21 26f807b 15,619 BA view · diff
git:20260915.52e16a22026-09-15 52e16a2 15,634 BA view · diff
git:20260826.8da358a2026-08-26 8da358a 2,510 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (15619 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

GitHub

ginlix-ai/langalpha · 2,249 stars · license Apache-2.0 · pushed 2026-11-08 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_6x3quhenmapgrfh2
GET https://markdownregistry.com/api/v1/resolve?ref=ginlix-ai/langalpha/thesis-tracker
GET https://markdownregistry.com/api/v1/blob/3bd22aa89abee7106526aaef50c404d53067e6458489f26437a4642d1792bdaf

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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