A-Share Thesis Tracker FAQs

Question 1

How does it help identify expectation gaps?

Accepted Answer

It provides a comparative framework where you can input market consensus and your own forecasts for metrics like revenue and margin, highlighting where your thesis differs from the broader market.

Question 2

How do I trigger this skill in Claude Code?

Accepted Answer

You can trigger the skill by asking Claude for tasks related to 'investment logic tracking' (投资逻辑跟踪), 'hypothesis verification' (核心假设验证), or 'catalyst calendar' (催化剂日历).

Question 3

What are considered 'catalysts' in the A-share market?

Accepted Answer

The skill tracks various catalysts including financial reports, industry policy changes, capital events like share buybacks or lock-up expirations, and new product launches.

Question 4

What is the purpose of the Thesis Tracker skill?

Accepted Answer

It is designed to help investors systematically track the 'why' behind their investments, ensuring that core logic is validated by data and that important market events (catalysts) are monitored.

Question 5

Which financial data points can this skill access?

Accepted Answer

The skill utilizes MCP tools to fetch real-time stock quotes, income statements, financial indicators, valuation metrics, and official company announcements for the A-share market.

A-Share Thesis Tracker

Key Features

Use Cases

A-Share Thesis Tracker

Key Features

Use Cases