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