Investment Thesis Documentation Builder

Pro v1.0.0 1 view

Document investment theses with concrete exit criteria to prevent emotional trading decisions during market volatility.

What You Get

Creates structured investment thesis documents with bull case, valuation, catalysts, risks, and measurable exit rules that serve as reference during emotional moments.

The Problem

Individual investors often make emotional buy/sell decisions during market volatility - panic selling during drops or stubbornly holding broken theses. Without documented rationale and exit criteria, they lack an objective reference point for disciplined decision-making.

The Solution

Guides investors through structured Q&A to extract their investment rationale, pushing for specific details over vague statements. Produces comprehensive thesis documents with bull case, valuation assessment, catalysts, risks, concrete exit criteria (SELL/HOLD/BUY MORE rules), and quarterly monitoring checklists. Serves as contract with themselves to prevent emotional decisions.

How It Works

  1. 1 Gather investment context: ticker, position size, horizon, and initial interest
  2. 2 Extract bull case through probing questions that push for specifics over vague statements
  3. 3 Assess valuation understanding and look up metrics if needed via WebSearch
  4. 4 Identify specific, measurable catalysts that could drive stock higher
  5. 5 Force honest risk assessment by asking what could go wrong
  6. 6 Define concrete, measurable exit criteria for sell/hold/buy more decisions
  7. 7 Create quarterly monitoring checklist with red flags and green flags
  8. 8 Format into structured thesis document with discipline reminder

What You'll Need

  • Company ticker or name to document
  • Initial thoughts on investment rationale
  • Willingness to answer guided questions honestly
  • Commitment to update thesis after quarterly earnings

Get This Skill

Requires Pro subscription ($9/month)

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Examples

Quality Growth Stock Documentation

Documents an Apple investment thesis for a long-term core holding, covering Services growth thesis, ecosystem lock-in advantages, capital return program, and specific exit criteria based on revenue and margin thresholds.

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Pre-Revenue Biotech Speculation

Documents a high-risk speculative biotech investment with Phase 2 clinical trial milestones, binary outcome framework, appropriate position sizing (1.5% with 3% cap), and data-driven exit criteria tied to clinical trial results.

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Growth Stock with Energy Diversification

Documents a Tesla investment thesis with EV market leadership, energy storage optionality, specific position sizing discipline (3% position, 5% cap), and measurable exit criteria tied to deliveries, margins, and market share.

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