---
title: "Thesis Tracker - Air Market"
description: "You bought a position for a reason, and months later that reason is hard to reconstruct from memory. This keeps your investment theses for holdings and watchlist names in one place, tracking the data…"
canonical: "https://airmarket.ai/app/thesis-tracker"
---

[Air Market](/) / [Finance](/category/finance) / Thesis Tracker

Skill by [Anthropic](/@anthropics)

# Thesis Tracker

Know whether the reason you bought it still holds

## What this does

You bought a position for a reason, and months later that reason is hard to reconstruct from memory. This keeps your investment theses for holdings and watchlist names in one place, tracking the data points, catalysts, and milestones as they land. Reach for it when new information arrives or you are asking whether the original case still stands.

### Top 3 things it does for you

- Update my thesis on a company with something new
- Check whether a thesis still holds
- Add a data point to a name I follow

## Information

**Thesis Tracker at a glance**

|  |  |
| --- | --- |
| Kind | Skill |
| Publisher | [Anthropic](/@anthropics) |
| Category | [Finance](/category/finance) |
| Works with | Agent Skills - an open standard supported by 40+ agents |
| Size | 3 KB |
| Licence | Apache-2.0 |
| Repository | [anthropics/financial-services](https://github.com/anthropics/financial-services/tree/96bc9615bccdff61c190cc3e29687f5885bc3929/plugins/vertical-plugins/equity-research/skills/thesis-tracker) |
| GitHub stars | 34,484 (as of Nov 2026) |
| Installs | 1,286, counted by skills.sh (Nov 2026) |

## Security report

**Verified.** AIR scanned this exact version of Thesis Tracker and flagged nothing. AIR's verdict: **safe**.

**What Thesis Tracker's check was run against**

|  |  |
| --- | --- |
| Commit | 96bc9615bccdff61c190cc3e29687f5885bc3929 |
| Content hash | d7922996cd53e2522b8677f60148ce6c09863b92832c0d87e551486fb642ec45 |
| Files read | [Browse the files at this exact commit](https://github.com/anthropics/financial-services/blob/96bc9615bccdff61c190cc3e29687f5885bc3929/plugins/vertical-plugins/equity-research/skills/thesis-tracker/SKILL.md) |

A scan is named by the exact content it read, not by a version number. A different version is a different artifact, and nothing here applies to a version AIR has not scanned.

[Read the full security report for Thesis Tracker](/security/thesis-tracker)

## About Thesis Tracker

It maintains and updates investment theses for the positions you hold and the names on your watchlist, keeping key data points, catalysts, and thesis milestones tracked over time.

Use it when new information needs adding to a thesis, when you are revisiting why you own a position, or when the question is simply whether the thesis is still intact.

## What's inside

- SKILL.md - instructions

## Questions

### Is Thesis Tracker safe to install?

AIR scanned this exact version of Thesis Tracker and flagged nothing. AIR's verdict: safe. The verdict is named by the content that was read, at commit 96bc9615bccd, so it cannot drift onto a version nobody scanned. The full report is at https://airmarket.ai/security/thesis-tracker.

### How do I install Thesis Tracker?

Open https://airmarket.ai/app/thesis-tracker on Air Market and use the install action: Air Market hands Claude a prompt naming this exact skill, and Claude sets it up. Source, pinned to the exact commit this listing describes: https://github.com/anthropics/financial-services/tree/96bc9615bccdff61c190cc3e29687f5885bc3929/plugins/vertical-plugins/equity-research/skills/thesis-tracker. Install from that link, not the branch.

## Related on Air Market

- [More Finance listings](/category/finance)
- [Everything by Anthropic](/@anthropics)

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Canonical URL: <https://airmarket.ai/app/thesis-tracker>