# Trader Memory Core

Track investment theses across their lifecycle, from screening idea to closed position...

- Repository: https://github.com/tradermonty/claude-trading-skills (3536 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add tradermonty/claude-trading-skills --skill trader-memory-core -g -a claude-code -y`
Codex: `npx skills add tradermonty/claude-trading-skills --skill trader-memory-core -g -a codex -y`
Cursor: `npx skills add tradermonty/claude-trading-skills --skill trader-memory-core -g -a cursor -y`
Gemini CLI: `npx skills add tradermonty/claude-trading-skills --skill trader-memory-core -g -a gemini-cli -y`

## Description

Track investment theses across their lifecycle, from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis. Trigger when user says "register thesis", "track this idea", "thesis status", "review due", "close position", "postmortem", or "trading journal".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Trader Memory Core

## Overview

Persistent state layer that bundles screening → analysis → position sizing → portfolio management outputs into a single "thesis object" per investment idea. Tracks what you thought, what happened, and what you learned, across conversations.

Phase 1 supports single-ticker theses: dividend_income, growth_momentum, mean_reversion, earnings_drift, pivot_breakout.

## When to Use

- After a screener (kanchi, earnings-trade-analyzer, vcp, pead, canslim, edge-candidate-agent) produces candidates
- When transitioning a thesis from IDEA → ENTRY_READY → ACTIVE → CLOSED
- When attaching position-sizer output to a thesis
- When checking which theses are due for review
- When closing a position and generating a postmortem with lessons learned

## Prerequisites

- Python 3.10+
- `pyyaml` (already in project dependencies)
- `jsonschema` (already in `pyproject.toml`; required by `thesis_store.py` and every command that imports it, including `thesis_ingest.py` and `thesis_review.py`)
- FMP API key (optional, only for MAE/MFE calculation in postmortem)

### How to invoke the CLI

Use the stdlib-only launcher `trader_memory_cli.py` for all CLI work. It transparently routes through `uv run --project <repo>` when `uv` is available, so the repo's pinned `jsonschema` is reachable even from a foreign cwd or from `python3` with no global `jsonschema` (e.g. cron / Hermes profile runs):

```bash
# From inside the repo
python3 skills/trader-memory-core/scripts/trader_memory_cli.py store --state-dir state/theses list

# From any other cwd (cron, profile, distribution runner), point the launcher at the repo
export CLAUDE_TRADING_SKILLS_REPO=/path/to/claude-trading-skills
python3 "$CLAUDE_TRADING_SKILLS_REPO/skills/trader-memory-core/scripts/trader_memory_cli.py" \
  store --state-dir /path/to/state/theses list
```

The rest: https://github.com/tradermonty/claude-trading-skills/blob/HEAD/skills/trader-memory-core/SKILL.md