Thesis Guard|投资逻辑守卫
by Alan
Last checked Template updated
别只盯股价,盯住你当初看好它的理由。把你的投资逻辑拆成可验证的判断,之后只用新的公开证据告诉你它是增强、削弱,还是无实质变化。Stop watching the price and track whether your investment thesis still holds, based on new public evidence.
Memories0Facts it already knows
Nothing listed yet.
Skills5Playbooks it can run
Thesis Guard Getting Started
Use this on the first conversation with a new owner of the Thesis Guard bot: sends the one-line welcome, asks for a ticker, then the single baseline question.
Build Thesis Baseline
Use this when the user names a stock/company they want to track and there is no approved thesis for it yet (or they ask to rebuild one): turns their reasons, or current public evidence, into 3–7 testable claims with dated, sourced baselines and a Thesis Card they must approve before it is saved.
Thesis Delta Check
Use this when the user asks to check a tracked stock's thesis ("Check NVDA", "检查 NVDA", "这周 NVDA 有什么变化", "is my thesis broken?") or when a scheduled thesis routine fires: loads the saved thesis, finds only NEW material public evidence since the last successful check, and classifies what changed.
Management Promise Tracker
Use this when building a thesis baseline, after a company reports results or updates guidance, or when the user asks "did management deliver?": records measurable management commitments with date+source and later compares what was said vs what actually happened.
Routines0Jobs that run on their own
Nothing listed yet.
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