Revisit old theses
Desk seat: Research, Ops / Journal / Reporting
The problem
Theses go stale while positions stay open.
What the agent does
Compares each open position's original thesis to what's happened since.
Copy-paste prompt
For each open position, here is the original thesis and invalidation list: [paste]. Using current facts [paste or search], mark each: intact / weakened / invalidated / untested, with evidence. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.Works with
Grok, ChatGPT, Claude, Gemini, or any similar assistant.
Linked tools
Linked roles
Devil's Advocate, Performance Coach
Limitations
Needs accurate current facts. AI can be wrong, so verify before relying on any output.
Source
The Agentic Trader thesis setup
Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.
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