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Investment Thesis Tracker

Category: Security  ·  Sub-category: forensics  ·  Last updated:
type:review
Create and maintain an append-only investment thesis with original evidence cutoff, what is priced in, falsifiable pillars, KPIs, catalysts, valuation and entry gates, risks, kill/add/trim/exit criteria, review dates, and evidence-delta updates. Use to monitor a holding or prior recommendation, prepare earnings reviews, or for Turkish intents such as “yatırım tezimi kaydet/takip et”, “bu hisseyi bundan sonra izle”, “tez bozuldu mu”, “hangi şartta artır/sat”, “önceki analizle ne değişti”. Separate company quality, security readiness, and portfolio action; never rewrite the original thesis with hindsight.
Security AStatic scan found no risk patternsHow grading works ›

From the source SKILL.md

Own the durable decision record across time. Use current evidence for every review and keep the baseline immutable.

What this skill does

Investment Thesis Tracker is a community-contributed Claude Code skill in the forensics sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/investment-thesis-tracker/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Investment Thesis Tracker Claude Code skill is built for security engineers, penetration testers, DevSecOps practitioners, and development teams hardening codebases and infrastructure. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 201,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/investment-thesis-tracker
curl -L https://claudskills.com/skills/investment-thesis-tracker/SKILL.md \
  -o ~/.claude/skills/investment-thesis-tracker/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/investment-thesis-tracker/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/investment-thesis-tracker/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\investment-thesis-tracker\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Investment Thesis Tracker Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/investment-thesis-tracker/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Investment Thesis Tracker skill do?
Create and maintain an append-only investment thesis with original evidence cutoff, what is priced in, falsifiable pillars, KPIs, catalysts, valuation and entry gates, risks, kill/add/trim/exit criteria, review dates, and evidence-delta updates. Use to monitor a holding or prior recommendation, prepare earnings reviews, or for Turkish intents such as “yatırım tezimi kaydet/takip et”, “bu hisseyi bundan sonra izle”, “tez bozuldu mu”, “hangi şartta artır/sat”, “önceki analizle ne değişti”. Separate company quality, security readiness, and portfolio action; never rewrite the original thesis with hindsight.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Investment Thesis Tracker skill?
Use Investment Thesis Tracker when your Claude Code task falls under the Security category — specifically in the forensics area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Investment Thesis Tracker" or describe the task and let Claude pick). Browse related skills at /category/security/.
What is a Claude Code skill and how does the Investment Thesis Tracker skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Investment Thesis Tracker is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Security category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
yigityildiz0. (2026). Investment Thesis Tracker [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/investment-thesis-tracker/
BibTeX
@misc{investment-thesis-tracker-2026,
  author    = {yigityildiz0},
  title     = {Investment Thesis Tracker [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/investment-thesis-tracker/}
}

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<script>
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<iframe>
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Security scan

Grade A · scanned 2026-10-04 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

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Browse all Security skills in the ClaudSkills registry, or explore these other picks from the same category:

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