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Paid
thesis-tracker
Paid
Tracks three to five KPIs per position against the thesis and reports how far each kill criterion is from tripping.
This one is in the paid set. Enter your code below and the download turns on.
Reach for it when
- The day your first tranche fills, never later
- Monthly, as a portfolio roll-up
- You want to know whether a thesis is actually working
- Needs first
- A memo and kill criteria to pull the KPIs from.
- Leaves behind
- theses/<TICKER>/tracker.md with a status of holding, weakening or broken, and the evidence for it.
- Takes about
- Ten minutes to set up, five a month to maintain.
- Will not
- Treat weakening as an instruction. It is an attention flag, and a tracker that reads as a sell signal gets ignored the first time it is wrong.
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