trainer-memory-core

What problem does it solve?

This Skill manages investment theses throughout their lifecycle, automating tasks and streamlining workflows from idea registration to postmortem analysis.

Core Features & Use Cases

• Thesis Registration: Register and track theses with relevant data points such as ticker, type, and entry/exit details.
• Automated Tracking: Monitor theses across different lifecycle stages with built-in transitions and state management.
• Data Analysis: Attach position-sizing outputs and linked reports for in-depth analysis.
• Postmortem Analysis: Generate structured postmortems with P&L and MAE/MFE analysis after position closure.
• Use Case: Use this Skill to manage a portfolio of theses. As new ideas arise, register them with relevant details. Monitor their progress, make updates as needed, and generate detailed postmortems upon closing positions.

Quick Start

Register a new thesis with the 'register_thesis' command followed by the thesis details.