Stock Thesis Tracker

A working tool to timestamp each thesis on the date of analysis and track how the stock actually performs against the original case. Every entry carries a short mini-thesis capturing why the name was in scope and what the upside rested on, so post-mortem review measures against a written record rather than reconstructed intent. The point is to separate the question "was the business read right?" from "did the stock work?" — two questions that are often conflated and almost always answered differently. Built with Claude Code.