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Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state…
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
don't have the plugin yet? install it then click "run inline in claude" again.