track_thesis
Track an investment thesis's return versus a benchmark from its entry price and date in the stance's direction on a scorecard; optionally stop tracking.
Instructions
Put a thesis on the scorecard: its return against a benchmark from an entry price and date, in the direction of its stance.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| stop | No | Stop tracking this thesis | |
| ticker | No | Instrument to track (default: the subject's ticker) | |
| benchmark | No | Default: SPY | |
| thesis_id | Yes | ||
| entry_date | No | Default: when the thesis was recorded | |
| entry_price | No | Default: the close on the entry date |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ||
| title | Yes | ||
| claims | Yes | ||
| stance | Yes | ||
| status | Yes | ||
| horizon | Yes | ||
| entry_at | No | ||
| triggers | Yes | ||
| benchmark | No | ||
| statement | Yes | ||
| confidence | Yes | ||
| created_at | Yes | ||
| instrument | No | ||
| session_id | Yes | ||
| updated_at | Yes | ||
| entry_price | No | ||
| horizon_date | No | ||
| alert_threshold | No | ||
| subject_entity_id | Yes |