README.md

# TickerTrac assistant plugin

Review your saved TickerTrac theses and check an assumption against the exact evidence
TickerTrac has retained, from your AI assistant. Read-only by default.

## What it includes

- **TickerTrac saved records** connector: the hosted MCP server at
  `https://api.tickertrac.com/mcp`. You sign in through the assistant's TickerTrac
  connection (OAuth). Read access is the default; you can revoke the connection at any time
  in Assistant connections.
- **tickertrac-thesis-review**: a weekly or catch-up review of which saved Company theses
  and Investment themes had support, contradict or neutral signals in a bounded window, with
  exact sources, dates and coverage gaps.
- **tickertrac-evidence-check**: compare one assumption you state against the retained
  filings, earnings calls, disclosures, saved signals and SEC headline metrics for a saved
  thesis, and get supported, contradicted, partial, insufficient or unavailable with verbatim
  citations.

## Use it

Connect the TickerTrac connector, then ask, for example, "What changed on my theses this
week?" or "Does the retained evidence still support my assumption that Acme's backlog is
growing?". The assistant reads your saved records and reports what it found and what it
could not cover.

## What it does not do

- It never performs fresh research. The server makes zero provider or model calls; every
  read returns retained records only, with explicit partial or unavailable coverage.
- It never changes your records on its own. If you ask to save a note or a source reference
  and have granted write access, the assistant prepares an exact batch that you approve once
  in TickerTrac before anything is saved.
- It runs nothing on a schedule. Monitoring, digests and notifications are configured in
  the TickerTrac app.
- Your saved thesis is the authority. The assistant's reading is labelled as interpretation
  and is never saved as a TickerTrac judgment.

## Data

The skills send your requests to your own TickerTrac account through
`https://api.tickertrac.com/mcp` and nowhere else. The plugin stores nothing itself.
Thesis text, summaries and source excerpts returned to the assistant are private records
you chose to share with that assistant; revoking the connection stops future access but
cannot recall what the assistant already received. TickerTrac's privacy policy is at
https://tickertrac.com/privacy; terms at https://tickertrac.com/terms.

## Requirements and support

A TickerTrac account at https://tickertrac.com and an assistant that supports remote MCP
connections with OAuth sign-in. Individual assistant products differ in remote connection
support; compatibility with every host is not claimed. Setup, access controls and the
alternative local connector are documented at https://tickertrac.com/assistants. Support:
support@tickertrac.com or https://tickertrac.com/support.