TickerTrac

TickerTrac keeps your investment reasoning connected to retained public evidence: the thesis you wrote in your own words, its saved versions, the filings, earnings calls, disclosures and news signals judged against it, and the history of how your view changed.

This plugin connects your assistant to the TickerTrac saved-records server at https://api.tickertrac.com/mcp and adds two workflows:

• Thesis review: a weekly or catch-up read of which saved Company theses and Investment themes had support, contradict or neutral signals in a bounded window, with exact sources, dates and coverage gaps.
• Evidence check: compare one assumption you state against the exact retained evidence for a saved thesis and get supported, contradicted, partial, insufficient or unavailable, with verbatim citations.

What it does not do: it never performs fresh research, buys model work or fetches the web. Every read returns retained records only, with explicit partial or unavailable coverage. Your saved thesis is the authority; the assistant's reading is labelled as interpretation and is never saved on its own. With write access, requested changes are prepared for approval in TickerTrac. An optional owner-issued standing permission can authorize only bounded company record changes, with an authority receipt. Setup changes always require exact owner approval and can enable future monitoring under your account limits; they do not dispatch immediate research. The plugin has no scheduler or email delivery.

You need a TickerTrac account (https://tickertrac.com). Sign in through the assistant's TickerTrac connection; read access is the default and can be revoked in Assistant connections at any time.