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@e562af1

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".

Use this Skill: https://skilld.dev/gh/tradermonty/claude-trading-skills/trader-memory-core

This session only. Nothing lands on disk.

assetspostmortem_template.md

≈243 tokens on demand. Your agent reads this file only when SKILL.md points to it.

<!-- Reference only. Actual rendering: thesis_review._render_postmortem() -->

Postmortem: {{ thesis_id }}

Ticker: {{ ticker }} Type: {{ thesis_type }} Status: {{ status }}

Thesis

{{ thesis_statement }}

Timeline

Event Date Price
Created {{ created_at }} —
Entry {{ entry_actual_date }} {{ entry_actual_price }}
Exit {{ exit_actual_date }} {{ exit_actual_price }}

Outcome

Metric Value
P&L ($) {{ pnl_dollars }}
P&L (%) {{ pnl_pct }}
Holding Days {{ holding_days }}
Exit Reason {{ exit_reason }}
MAE (%) {{ mae_pct }}
MFE (%) {{ mfe_pct }}

Position

Metric Value
Shares {{ shares }}
Position Value {{ position_value }}
Risk ($) {{ risk_dollars }}

Evidence at Entry

{{ evidence_list }}

Kill Criteria

{{ kill_criteria_list }}

Lessons Learned

{{ lessons_learned }}

Source: SKILL.md on GitHub

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  • Gen Agent Trust Hub4d

    The skill is a comprehensive trade journaling system for tracking investment ideas. It includes a CLI launcher, data ingestion adapters for various stock screeners, and a component for fetching price data from Financial Modeling Prep. It implements robust state management with atomic file writes and mandatory JSON Schema validation.

  • Socket4d

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  • Snyk4d

    Risk: LOW · No issues

  • ZeroLeaks5mo

    Score: 93/100 · 2 sections analyzed

Signed by skilld at e562af1. This ties the file your Agent reads to that commit on GitHub. It does not review the instructions.

Last checked against GitHub 18 hours ago.

Activeupdated 5 days ago

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