Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
If creating a new thesis:
If updating an existing thesis, ask the user for the new data point or development.
For each new data point or development:
Maintain a running scorecard:
| Pillar | Original Expectation | Current Status | Trend |
|---|---|---|---|
| Revenue growth >20% | On track | Q3 was 22% | Stable |
| Margin expansion | Behind | Margins flat YoY | Concerning |
| New product launch | Pending | Delayed to Q2 | Watch |
Track upcoming catalysts:
| Date | Event | Expected Impact | Notes |
|---|---|---|---|
Thesis summary suitable for:
Format: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level.