skills/thesis-tracker/assets/blank-thesis-tracker-starter.csv

section,field,value,notes
Dashboard,Company / issuer,,
Dashboard,Ticker / security,,
Dashboard,Direction,,long / short / watchlist / rating
Dashboard,Current thesis status,untested,"strengthening / intact / watch / impaired / broken / changed / untested / retired"
Original underwriting,One-sentence thesis,,
Original underwriting,Variant perception,,
Original underwriting,Consensus / market setup,,
Original underwriting,Valuation anchor,,
Original underwriting,Kill criteria,,
Evidence ledger,Date,,append-only
Evidence ledger,Source,,
Evidence ledger,Evidence fact,,
Evidence ledger,Pillar affected,,
Evidence ledger,Signal,,confirming / neutral / mixed / weakening / invalidating
Decision log,Date,,append-only
Decision log,Decision,,add / hold / trim / exit / cover / hedge / wait / re-underwrite
Decision log,Next review,,