journal_thesis
Record investment theses with falsifiers and evidence at the moment of the call, enabling honest post-outcome scoring and preventing hindsight bias.
Instructions
Record a call so it can be scored later, and return the stored thesis.
Write this at the moment the call is made. Evidence and falsifiers cannot
be reconstructed honestly once the outcome is known, which is the whole
reason the journal exists.
Record `direction="watch"` when the conclusion was to take no position —
a watch call that would have worked is as informative as a trade that did.
Args:
ticker: Stock symbol.
thesis: The call, in plain language. What this is and what to do.
falsifiers: Observations that would prove the thesis wrong — price
levels, a filing, a metric crossing a threshold. Required.
direction: "long", "short" or "watch".
horizon: "swing", "positional" or "long_term".
conviction: Free text, e.g. "low", "medium", "high".
entry: Entry price. Required for a long or short.
stop: Stop price. Required for a long or short.
target: Target price.
reward_risk: Reward:risk, as reported by `size_position`.
shares: Share count, as sized by `size_position`.
dollar_risk: Capital at risk, as sized by `size_position`.
risk_verdict: The `verdict` returned by `size_position`.
evidence: Supporting figures, each ideally {"claim", "source",
"period"}, so the thesis can be audited against the filings.
gaps: Data that was unavailable, stale or unresolved at the time.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| gaps | No | ||
| stop | No | ||
| entry | No | ||
| shares | No | ||
| target | No | ||
| thesis | Yes | ||
| ticker | Yes | ||
| horizon | No | swing | |
| evidence | No | ||
| direction | No | watch | |
| conviction | No | medium | |
| falsifiers | Yes | ||
| dollar_risk | No | ||
| reward_risk | No | ||
| risk_verdict | No |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||