Investment Thesis Tracking Agent

Analysts write a thesis when they buy a stock, then rarely check it against what actually happens. For each holding, the analyst sets key milestones and signs that would prove the thesis wrong. Each week this agent loads those points, gathers new filings, results, guidance and industry data, and marks each milestone as on track, at risk or broken. It then checks its own reading by finding the exact source line for each status. If a source is unclear, it marks the item for the analyst instead of guessing. It writes a status table and alerts the same day when a kill signal is hit. Two milestones at risk trigger a review. The manager decides whether to add, hold or sell. Edge case: a company changes how it reports a key metric, so the agent flags it as not comparable.