Investment Thesis Tracker

Maintain the persistent state of an investment thesis across its full life cycle — from initial screen through monitored position to closed trade with postmortem. Output is a thesis ledger that records the original buy / sell case, the explicit variables the analyst is tracking, the conviction history, the catalyst calendar, and a chronological evidence log of confirmations / challenges / resets — so the next time the analyst, PM, or IC opens the file they can see at a glance whether the thesis is on-track, at-risk, or invalidated, and why. Differs from a single-cycle output (Morning Notes, Earnings Call Summarizer): this is the long-running thesis-of-record that those single-cycle outputs feed into.