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thesis-tracker

An AI agent skill from HKUDS/Vibe-Trading, scored 60 out of 100 by code.

60/ 100C

Code score by group

  • Spec20/20
  • Description7/20
  • Procedure8/15
  • Done criteria4/15
  • Resources10/10
  • Scripts5/8
  • Safety3/7
  • Upkeep3/5

It loses the most points in Description (13), the group that checks whether the description says what the skill does and when to use it.

What the author says it does

Buy-side discipline system. For each holding, maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors — and re-check it each quarter against new earnings/events. Scores thesis health 1-10 from assumption breakage and red-line triggers, and recommends hold / add / trim / exit. Use it right after buying a stock (to write the thesis) and every earnings season (to check it). Bridges the research→buy→monitor gap that most investors skip.

This is the description in the skill's own SKILL.md, written by its author, not by SkillCheatSheet.

Repository
HKUDS/Vibe-Trading
Folder
agent/src/skills/thesis-tracker
License
MIT
GitHub stars
38,088
SKILL.md lines
161
Other files
0

Add thesis-tracker to your agent

npx skills add HKUDS/Vibe-Trading --skill thesis-tracker

The command uses the open skills CLI. A skill is instructions and scripts your agent will follow, so read it first: open the folder on GitHub at the commit that was scored.

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All skills in HKUDS/Vibe-Trading

Scores come from a snapshot of 300 public GitHub repositories taken on 12 November 2026. Every score is the result of fixed checks run by code; no AI is involved. How scoring works.