[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718FFGY74D4FW7ZXG37ES98":3,"skill-same:01M718FFGY74D4FW7ZXG37ES98":66},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":39,"linkOnly":40,"markdownContent":41,"markdownBody":42,"frontMatter":43,"refName":44,"commitSha":45,"skillDirectory":46,"forksCount":47,"repositoryHtmlUrl":48,"repositoryHomepageUrl":6,"ownerHtmlUrl":49,"ownerBlogUrl":50,"ownerDescription":6,"updatedAt":51,"install":52,"resources":65},"01M718FFGY74D4FW7ZXG37ES98","thesis-tracker",null,"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\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41229,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fthesis-tracker\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"tracker","thesis tracker","thesis","update","portfolio","track","with","check","review","when","information","use","maintain","new","milestones","triggers","company","time","for","point","2026-11-10 10:12:30",false,"---\nname: thesis-tracker\ndescription: 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\".\n---\n\n# Thesis Tracker\n\n## Workflow\n\n### Step 1: Define or Load Thesis\n\nIf creating a new thesis:\n- **Company**: Name and ticker\n- **Position**: Long or Short\n- **Thesis statement**: 1-2 sentence core thesis (e.g., \"Long ACME — margin expansion from pricing power + operating leverage as mix shifts to software\")\n- **Key pillars**: 3-5 supporting arguments\n- **Key risks**: 3-5 risks that would invalidate the thesis\n- **Catalysts**: Upcoming events that could prove\u002Fdisprove the thesis (earnings, product launches, regulatory decisions)\n- **Target price \u002F valuation**: What's it worth if the thesis plays out\n- **Stop-loss trigger**: What would make you exit\n\nIf updating an existing thesis, ask the user for the new data point or development.\n\n### Step 2: Update Log\n\nFor each new data point or development:\n\n- **Date**: When this happened\n- **Data point**: What changed (earnings beat, management departure, competitor move, etc.)\n- **Thesis impact**: Does this strengthen, weaken, or neutralize a specific pillar?\n- **Action**: No change \u002F Increase position \u002F Trim \u002F Exit\n- **Updated conviction**: High \u002F Medium \u002F Low\n\n### Step 3: Thesis Scorecard\n\nMaintain a running scorecard:\n\n| Pillar | Original Expectation | Current Status | Trend |\n|--------|---------------------|----------------|-------|\n| Revenue growth >20% | On track | Q3 was 22% | Stable |\n| Margin expansion | Behind | Margins flat YoY | Concerning |\n| New product launch | Pending | Delayed to Q2 | Watch |\n\n### Step 4: Catalyst Calendar\n\nTrack upcoming catalysts:\n\n| Date | Event | Expected Impact | Notes |\n|------|-------|-----------------|-------|\n| | | | |\n\n### Step 5: Output\n\nThesis summary suitable for:\n- Morning meeting discussion\n- Portfolio review\n- Risk committee presentation\n\nFormat: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level.\n\n## Important Notes\n\n- A thesis should be falsifiable — if nothing could disprove it, it's not a thesis\n- Track disconfirming evidence as rigorously as confirming evidence\n- Review theses at least quarterly, even when nothing dramatic has happened\n- If the user manages multiple positions, offer to do a full portfolio thesis review\n- Store thesis data in a structured format so it can be referenced across sessions\n","# Thesis Tracker\n\n## Workflow\n\n### Step 1: Define or Load Thesis\n\nIf creating a new thesis:\n- **Company**: Name and ticker\n- **Position**: Long or Short\n- **Thesis statement**: 1-2 sentence core thesis (e.g., \"Long ACME — margin expansion from pricing power + operating leverage as mix shifts to software\")\n- **Key pillars**: 3-5 supporting arguments\n- **Key risks**: 3-5 risks that would invalidate the thesis\n- **Catalysts**: Upcoming events that could prove\u002Fdisprove the thesis (earnings, product launches, regulatory decisions)\n- **Target price \u002F valuation**: What's it worth if the thesis plays out\n- **Stop-loss trigger**: What would make you exit\n\nIf updating an existing thesis, ask the user for the new data point or development.\n\n### Step 2: Update Log\n\nFor each new data point or development:\n\n- **Date**: When this happened\n- **Data point**: What changed (earnings beat, management departure, competitor move, etc.)\n- **Thesis impact**: Does this strengthen, weaken, or neutralize a specific pillar?\n- **Action**: No change \u002F Increase position \u002F Trim \u002F Exit\n- **Updated conviction**: High \u002F Medium \u002F Low\n\n### Step 3: Thesis Scorecard\n\nMaintain a running scorecard:\n\n| Pillar | Original Expectation | Current Status | Trend |\n|--------|---------------------|----------------|-------|\n| Revenue growth >20% | On track | Q3 was 22% | Stable |\n| Margin expansion | Behind | Margins flat YoY | Concerning |\n| New product launch | Pending | Delayed to Q2 | Watch |\n\n### Step 4: Catalyst Calendar\n\nTrack upcoming catalysts:\n\n| Date | Event | Expected Impact | Notes |\n|------|-------|-----------------|-------|\n| | | | |\n\n### Step 5: Output\n\nThesis summary suitable for:\n- Morning meeting discussion\n- Portfolio review\n- Risk committee presentation\n\nFormat: Concise markdown or Word doc with the scorecard, recent updates, and current conviction level.\n\n## Important Notes\n\n- A thesis should be falsifiable — if nothing could disprove it, it's not a thesis\n- Track disconfirming evidence as rigorously as confirming evidence\n- Review theses at least quarterly, even when nothing dramatic has happened\n- If the user manages multiple positions, offer to do a full portfolio thesis review\n- Store thesis data in a structured format so it can be referenced across sessions\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fthesis-tracker",5744,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":53,"prompt":63,"zipAvailable":64},[54,57,60],{"tool":55,"command":56},"npx","npx skills add anthropics\u002Ffinancial-services --skill thesis-tracker",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill thesis-tracker",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill thesis-tracker","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fthesis-tracker\u002FSKILL.md",true,[],[67,90,113,135,159,177],{"skillNo":68,"name":69,"nameZh":6,"description":70,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":71,"categories":72,"keywords":73,"publishedAt":39},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[74,75,76,77,78,79,80,81,82,83,34,84,85,30,86,28,87,25,88,89],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","roadmap","materials","cost","acquisition",{"skillNo":91,"name":92,"nameZh":6,"description":93,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":94,"categories":95,"keywords":96,"publishedAt":39},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[97,98,99,100,101,102,37,103,34,104,30,28,105,106,107,108,109,110,111,112],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analysis","analyze","targets","arr","customer","revenue","cohort",{"skillNo":114,"name":115,"nameZh":6,"description":116,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":117,"categories":118,"keywords":119,"publishedAt":39},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[120,106,121,122,123,124,125,37,126,127,128,34,129,30,28,130,131,132,133,134],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":136,"name":137,"nameZh":6,"description":138,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":139,"categories":140,"keywords":149,"publishedAt":39},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[141,146],{"categoryNo":142,"categoryName":143,"taxonomyType":144,"taxonomyTypeDesc":145},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":147,"categoryName":148,"taxonomyType":144,"taxonomyTypeDesc":145},"01JBSEEDCAT000000000000004","电子表格",[150,151,23,152,153,154,155,35,34,30,28,27,26,107,87,156,24,77,157,158],"portfolio monitoring","monitoring","financials","PDF","xlsx","performance","packages","covenant","how",{"skillNo":160,"name":161,"nameZh":6,"description":162,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":163,"categories":164,"keywords":165,"publishedAt":39},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[166,167,168,79,169,37,170,128,34,171,30,172,28,106,87,173,132,174,175,176],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":178,"name":179,"nameZh":6,"description":180,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":181,"categories":182,"keywords":186,"publishedAt":39},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[183],{"categoryNo":184,"categoryName":185,"taxonomyType":144,"taxonomyTypeDesc":145},"01JBSEEDCAT000000000000005","邮件与沟通",[187,188,132,189,190,191,37,35,34,192,193,32,30,194,28,195,196,26,173,197],"sourcing","deal sourcing","target","discover","email","emails","prospecting","Existing","workflow","founders","find"]