update_thesis
Revise an investment thesis's status, confidence, claims, triggers, and alert settings in one atomic step while preserving every change in its history.
Instructions
Revise a thesis: status, confidence, the claims it rests on, and its triggers, in one atomic step. Everything is kept in its history.
Also tunes its alerts: a threshold of its own, and mutes (e.g. no alerts
for a supplier's routine 10-Qs).Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| reason | Yes | Why; kept in the thesis history | |
| status | No | ||
| horizon | No | New horizon, e.g. 12m or FY2027 (counted from now) | |
| add_mutes | No | Stop alerts from matching events | |
| thesis_id | Yes | ||
| add_claims | No | Claims to link (e.g. newer, better-sourced assumptions) | |
| confidence | No | ||
| add_triggers | No | New conditions that would invalidate it | |
| alert_threshold | No | Minimum alert score for this thesis | |
| remove_mute_ids | No | ||
| remove_claim_ids | No | Claims the thesis no longer rests on | |
| remove_trigger_ids | No | ||
| reset_alert_threshold | No | Go back to the global alert threshold |
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 |