trader-memory-core

You can track investment theses by registering ideas from screener outputs and managing their lifecycle transitions through a persistent state store, enforcing schema validation and atomic writes to maintain an auditable trail from IDEA to CLOSED/INVALIDATED.

You can manage position sizing and lifecycle transitions by applying CLI workflows to move theses from ENTRY_READY to ACTIVE, attaching sizing data and linking related reports while enforcing schema validation and idempotent registration across the persistent state store.

Thesis postmortem analysis handles MAE and MFE metrics by generating structured reports when a position reaches CLOSED or INVALIDATED, summarizing results and extracting maximum adverse and favorable excursion data from the persistent state store.

Yes, you need pyyaml and jsonschema to enforce schema validation for investment thesis tracking, as these dependencies enable the persistent state store to apply atomic writes, idempotent registration, and structured validation across lifecycle transitions.

Your investment thesis lifecycle transitions fail during CLI workflow execution when schema validation rules are violated or atomic writes detect corrupted state, preventing invalid lifecycle moves from IDEA to ENTRY_READY or ACTIVE without proper position sizing data.

Yes, you can use trader-memory-core to generate audit trails for portfolio management decisions because it maintains auditable provenance by recording origin sources, lifecycle transitions, position sizing, and postmortem results in a persistent state store.