thesis-tracker

## Codex adapter note This skill is generated from `skills/thesis-tracker.md` so Claude Code and Codex users share one canonical workflow. - Treat `$ARGUMENTS` as the user's request in the current Codex thread. - When the source mentions Claude-only surfaces such as Task, Agent, WebSearch, Bash, Read, or Write, use the closest Codex capability available in this session: subagents when available, web search when needed, shell commands for local tools, and normal file edits for workspace files. - Use shared project tools from `tools/` in this repository. Prefer running commands from the repository root with paths like `python3 tools/financial_rigor.py ...`; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path. - Before starting research, run the `date` command to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data. - Preserve the research quality rules from `AGENTS.md`: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps. # 投资论文追踪：买入后的纪律系统 对 $ARGUMENTS 执行投资论文追踪检查。 **支持输入格式**： - `公司名` — 首次使用时建立投资论文，后续使用时追踪检查 - `公司名 建立论文` — 强制重新建立投资论文 - `公司名 季度检查` — 基于最新财报进行论文检查 > "买入只是开始。真正的工作是持有期间的持续跟踪。" —— 李录 > > "当事实改变时，我就改变想法。你呢？" —— 凯恩斯 ## 设计理念 大多数投资者的流程是：研究 → 买入 → 祈祷。缺少买入后的系统化跟踪，导致： - 该卖的时候舍不得卖（"再等等，会涨回来的"） - 不该卖的时候恐慌卖出（"跌...