longbridge-thesis-tracker

Original：🇺🇸 English

Translated

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".

3installs

Sourcelongbridge/skills

Added on2026-05-13

NPX Install

npx skill4agent add longbridge/skills longbridge-thesis-tracker

SKILL.md Content

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longbridge-thesis-tracker

Checks whether an investment thesis for a given stock is intact by pulling the latest financial data, analyst revisions, news, and regulatory filings, then rendering a structured verdict.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

Trigger when the user wants to validate or update a buy thesis for a position:

"帮我检查一下 NVDA 的买入逻辑还成立吗" / "幫我追蹤一下 700.HK 的投資邏輯" / "Check if my thesis on TSLA still holds"
"持仓理由验证", "逻辑是否还成立", "thesis intact?"

The user may provide a pre-written thesis; if not, ask for key thesis pillars (2–5 bullet points the user cares about).

Workflow

Ask the user to state their thesis pillars if not already provided (e.g. "AI capex supercycle", "margin expansion to 30%", "China re-opening").
Map each pillar to one or more measurable data points.
Run CLI commands to fetch the latest evidence.
For each pillar, render: Still intact / Weakened / Broken with supporting data.
Overall verdict: thesis confidence score (High / Medium / Low) + recommended action.

CLI

If you're unsure of exact flag names or defaults, run
longbridge <subcommand> --help
first.

bash

# Recent news and regulatory filings (catalyst/risk updates)
longbridge news <SYMBOL> --format json

# Latest income statement (revenue growth, margin trends)
longbridge financial-report <SYMBOL> --kind IS --format json

# Analyst consensus (EPS revisions, target price changes, rating)
longbridge consensus <SYMBOL> --format json

# SEC / HKEx regulatory filings (material disclosures)
longbridge filing <SYMBOL> --format json

Output

Structure the tracker output as follows:

Header: Symbol, company name, today's date, thesis check date

Thesis pillars status table:

Pillar	Data Point	Last Value	vs Expectation	Status
e.g. Revenue acceleration	YoY revenue growth	+24%	>20% target	Intact
e.g. Margin expansion	Gross margin %	61%	>65% target	Weakened

Catalyst tracking:

List of expected catalysts, whether they have materialised, and market reaction

Risk monitoring:

Key risks flagged at thesis initiation and current status

Overall verdict:

Thesis confidence: Medium — 2 of 4 pillars intact. Core AI-driven revenue growth on track; margin expansion lagging. No thesis-breaking events in filings. Suggest hold and monitor next earnings.

Error handling

Situation	Simplified Chinese	Traditional Chinese / English
`command not found: longbridge`	回退到 MCP；否则提示安装 longbridge-terminal	回退到 MCP；否則提示安裝 / Fall back to MCP; prompt to install
`not logged in` / `unauthorized`	请运行 `longbridge auth login`	請運行 `longbridge auth login` / Run `longbridge auth login`
No thesis pillars provided	请告知您的核心买入逻辑（2–5条）	請提供核心買入邏輯 / Please state 2–5 thesis pillars
`filing` subcommand unavailable	跳过监管文件检索，标注缺失	跳過文件檢索，標注缺失 / Skip filing fetch, flag as missing
Other stderr	原样展示错误，不重试	原樣展示，不重試 / Surface verbatim, no silent retry

Related skills

User asks	Route to
Full research snapshot	`longbridge-stock-research`
Post-earnings update	`longbridge-earnings`
News only	`longbridge-news`
Analyst consensus only	`longbridge-fundamental`
Portfolio P&L	`longbridge-portfolio`

File layout

longbridge-thesis-tracker/
└── SKILL.md

Prompt-only — no

scripts/

. Discover the latest CLI flags via

longbridge <subcommand> --help

.

longbridge-thesis-tracker

NPX Install

Tags

SKILL.md Content

longbridge-thesis-tracker

When to use

Workflow

CLI

Output

Error handling

Related skills

File layout