alphagbm-investment-thesis
Installation
SKILL.md
AlphaGBM Investment Thesis
Turn "I bought this because…" into a tracked, monitored record. Each thesis pairs a prose buy-reason with structured sell conditions so the system can auto-detect when the reasoning no longer holds.
When to use
- User wants to document why they bought a stock
- User wants to set exit triggers (price, PE, fundamental breach)
- User asks which theses are still valid vs triggered
- User asks to update / refine an existing thesis
- User mentions "论据" / "买入理由" / "卖出条件" / "thesis" / "exit trigger"
Prerequisites
- API Key: env
ALPHAGBM_API_KEY(formatagbm_xxxx…). - Base URL: default
https://alphagbm.zeabur.app. Override viaALPHAGBM_BASE_URL. - Profile required: A thesis must attach to an existing company profile. If the user hasn't created a profile for the ticker, call
POST /api/research/profilesfirst (seealphagbm-company-profile).