Longbridge Thesis Tracker | Agent Skills Atlas

About this skill

Investment thesis tracker — maintains and updates the investment thesis for portfolio holdings and watchlist names by continuously tracking key data points (revenue growth, gross margin, user metrics), catalyst progress (new products, expansion, policy), and risk milestones, then renders a verdict on whether the thesis still holds. Triggers: "投资逻辑", "Thesis追踪", "投资假设", "逻辑验证", "跟踪持仓", "买入逻辑", "持仓理由", "投資邏輯", "Thesis追蹤", "投資假設", "邏輯驗證", "追蹤持倉", "investment thesis", "thesis tracking", "investment hypothesis", "thesis validation", "thesis check", "investment rationale", "position monitoring", "thesis intact", "is my thesis still valid".

Quick start

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Review, license & listing details

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Automated security scan: Partial

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0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1

Content SHA-256: b1301a2b52cfc2a609833ce4bdf36d40dd60a17c37bbaa51c55bccfb4233e074

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Original listing metadata

Original name

longbridge-thesis-tracker

Original description

About this listing

Category: Science & research
Reported license: MIT
Listing language (estimated): English
Review status: Not individually reviewed
Agent compatibility: Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.