Thesis Tracker
Maintain investment theses with structured tracking of pillars, evidence, and catalysts.
Step 1: Load or Create Thesis
New thesis — collect:
- Ticker + market (BYMA/US/crypto)
- Direction: Long or Short
- Core thesis: 1-2 sentences (e.g., "Long GGAL — margin expansion from rate normalization + deposit growth as inflation drops")
- 3-5 key pillars (supporting arguments)
- 3-5 key risks (what invalidates the thesis)
- Catalysts with dates (earnings, regulatory, macro eve
[Description truncada. Veja o README completo no GitHub.]