trader-memory-core

trader-memory-core is a skill for Claude Code from mphinance/alpha-skills. It costs 96 tokens per session (1,353 once invoked), scanned A, original, MIT.

A persistent record for investment ideas that follows each idea from initial screening through an open or closed position and later review. It stores the original reasoning, position sizing, review dates, results, and post-trade analysis.

In plain words
What is it for?
Use it to register screened ideas, move them through their lifecycle, attach position-size decisions, find ideas due for review, and create a postmortem after closing a position.
Why use it?
It prevents investment reasoning and lessons from being lost across conversations or stages of a trade. It keeps the original idea available for checking against what actually happened.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the quant-skills plugin — 60 skills shipped together

Good fit Use it to register screened ideas, move them through their lifecycle, attach position-size decisions, find ideas due for review, and create a postmortem after closing a position.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/mphinance/alpha-skills/trader-memory-core
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add mphinance/alpha-skills --skill trader-memory-core
Clone the repo
git clone --depth 1 https://github.com/mphinance/alpha-skills

Made for: Claude Code.

Or install quant-skills, the plugin that ships this one along with the rest of its 60 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for trader-memory-core

README.md
[![agentmods](https://agentmods.dev/badge/skills/mphinance/alpha-skills/trader-memory-core/github.svg)](https://agentmods.dev/skills/mphinance/alpha-skills/trader-memory-core)
Your own site
<a href="https://agentmods.dev/skills/mphinance/alpha-skills/trader-memory-core"><img src="https://agentmods.dev/badge/skills/mphinance/alpha-skills/trader-memory-core/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for trader-memory-core

Your own site · 80×15
<a href="https://agentmods.dev/skills/mphinance/alpha-skills/trader-memory-core"><img src="https://agentmods.dev/badge/skills/mphinance/alpha-skills/trader-memory-core.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 96 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,353 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00096 $0.01353
Opus 5.5 $0.00038 $0.00541
Sonnet 5.5 $0.00019 $0.00271
Haiku 4.5 $0.00010 $0.00135

Measured 1mo ago against content hash e992c6880b27, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

trader-memory-core scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

The scan reads SKILL.md. This mod also ships 9 executable files (scripts/fmp_price_adapter.py, scripts/tests/conftest.py, scripts/tests/test_fmp_price_adapter.py, …), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/quant-skills/skills/trader-memory-core/SKILL.md · 142 lines

How it starts

The opening of the file, as written. The whole thing — 142 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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

  • Python 3.10+
  • pyyaml (already in project dependencies)
  • FMP API key (optional, only for MAE/MFE calculation in postmortem)

Workflow

1. Register — Ingest screener output as thesis

Read the screener's JSON output and convert to thesis using the appropriate adapter.

python3 skills/trader-memory-core/scripts/thesis_ingest.py \
  --source kanchi-dividend-sop \
  --input reports/kanchi_entry_signals_2026-03-14.json \
  --state-dir state/theses/

Supported sources: kanchi-dividend-sop, earnings-trade-analyzer, vcp-screener, pead-screener, canslim-screener, edge-candidate-agent.

Each thesis starts in IDEA status.

2. Query — Search and list theses

python3 skills/trader-memory-core/scripts/thesis_store.py \
  --state-dir state/theses/ list --ticker AAPL --status ACTIVE

Filter by --ticker, --status, or --type.

3. Update — Transition, attach position, link reports

State transition (IDEA → ENTRY_READY only):

Use thesis_store.transition(state_dir, thesis_id, "ENTRY_READY", reason) from Python.

Open position (ENTRY_READY → ACTIVE):

Use thesis_store.open_position(state_dir, thesis_id, actual_price, actual_date) — the only path to ACTIVE. Accepts optional shares and event_date (for backfilling past trades).

Read the full file on GitHub · 142 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago First seen · 142 lines · 96 tokens per session scan A e992c6880b27

Subscribe to this mod's changes

trader-memory-core is a skill published in the GitHub repository mphinance/alpha-skills (28 stars, last pushed 10d ago), licensed MIT. It adds 96 tokens to every session and 1,353 once invoked, about $0.0004 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-14.

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