thesis-tracker skillA
thesis-tracker is agent-read markdown (skill) from ginlix-ai/langalpha: 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..
Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified against the hash recorded here before it reaches your agent. The deterministic audit below grades the latest version, and the same file always earns 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 Prior pillars, thresholds and ledger rows stay as written; a row that no longer holds is marked `superseded` or `stale` with its date, or contradicted by a named later row, and the replacement is a new row.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
mdr add ginlix-ai/langalpha/thesis-tracker@git:20260921.26f807bmdr add ginlix-ai/langalpha/thesis-tracker@sha256:3bd22aa89abee710Pin to a label to follow the author's releases, or to a sha256 to freeze the exact bytes forever. Either way the resolved hash is written to mdr.lock, and mdr install reproduces it on any machine.
[](https://markdownregistry.com/a/art_6x3quhenmapgrfh2)
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Versions
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260921.26f807b latest | 2026-09-21 | 26f807b | 15,619 B | A | view · diff |
| git:20260915.52e16a2 | 2026-09-15 | 52e16a2 | 15,634 B | A | view · diff |
| git:20260826.8da358a | 2026-08-26 | 8da358a | 2,510 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 (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
ginlix-ai/langalpha · 1,774 stars · license Apache-2.0 · pushed 2026-09-24 · 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
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