trader-memory-core

Track an investment thesis by registering a persistent state object that moves through lifecycle transitions: IDEA, ENTRY_READY, ACTIVE, CLOSED, or INVALIDATED. The workflow bundles screening, position sizing, and postmortem outputs into a single thesis object.

MAE/MFE analysis in a trading journal postmortem records maximum adverse excursion and maximum favorable excursion alongside P&L. It evaluates thesis performance after a position reaches CLOSED or INVALIDATED state, capturing what happened and what you learned.

Prevent duplicate investment ideas by generating a reproducible fingerprint for each thesis object during registration. This mechanism preserves provenance data and enforces atomic writes to ensure data integrity across screening and analysis workflows.

Lifecycle transitions are forward-only, meaning you cannot reverse a state change once a thesis moves from IDEA to ENTRY_READY, ACTIVE, CLOSED, or INVALIDATED. This constraint enforces portfolio management discipline and maintains a reliable audit trail.

Position sizing is an optional step within the thesis tracking workflow, applied when transitioning from ENTRY_READY to ACTIVE. It links sizing outputs directly to the investment thesis object for portfolio management and postmortem analysis.

Thesis tracking requires atomic writes and provenance preservation to ensure data integrity and auditability across state transitions. This guarantees that screening outputs, position sizing, and postmortem data remain linked and reproducible within the persistent state layer.