trader-memory-core

trader-memory-core is a skill for Claude Code, Codex from tradermonty/claude-trading-skills. It costs 96 tokens per session (4,436 once invoked), scanned A, original, MIT.

A persistent record for an investment idea, following it from initial screening through an open or closed position and a later review. It stores the reasoning, position sizing, review dates, profit or loss, and post-trade findings.

In plain words
What is it for?
Use it to register investment theses, move them through lifecycle stages, attach position-sizing results, check review dates, and create postmortems with profit/loss and price-movement analysis.
Why use it?
It keeps the history of a trade in one place instead of scattering decisions across conversations and files. This makes it easier to compare the original idea with what actually happened and capture lessons.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to register investment theses, move them through lifecycle stages, attach position-sizing results, check review dates, and create postmortems with profit/loss and price-movement analysis.

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Install with agentmods
npx agentmods add skills/tradermonty/claude-trading-skills/trader-memory-core
About the project

Claude Trading Skills is a collection of Claude Code workflows for individual investors who want structured market analysis, charting, economic-calendar review, screening, trade planning, journaling, and risk management. It is designed for people using long-term investing, ETFs, dividend stocks, and disciplined swing trading, and the catalogue entries package these workflows as skills, agents, commands, settings, and instructions.

tradermonty/claude-trading-skills · 3,373 stars · on GitHub · tradermonty.github.io

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 tradermonty/claude-trading-skills --skill trader-memory-core
Clone the repo
git clone --depth 1 https://github.com/tradermonty/claude-trading-skills

Made for: Claude Code, Codex.

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/tradermonty/claude-trading-skills/trader-memory-core/github.svg)](https://agentmods.dev/skills/tradermonty/claude-trading-skills/trader-memory-core)
Your own site
<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/trader-memory-core"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-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/tradermonty/claude-trading-skills/trader-memory-core"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-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 4,436 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. Third-party audits
  • Socket pass 27 Sept 2026
  • Snyk pass 27 Sept 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.04436
Opus 5.5 $0.00038 $0.01774
Sonnet 5.5 $0.00019 $0.00887
Haiku 4.5 $0.00010 $0.00444

Measured 1mo ago against content hash 0708e12b2134, 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 12 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.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

skills/trader-memory-core/SKILL.md · 374 lines

How it starts

The opening of the file, as written. The whole thing — 374 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)
  • jsonschema (already in pyproject.toml; required by thesis_store.py and every command that imports it, including thesis_ingest.py and thesis_review.py)
  • FMP API key (optional, only for MAE/MFE calculation in postmortem)

How to invoke the CLI

Use the stdlib-only launcher trader_memory_cli.py for all CLI work. It transparently routes through uv run --project <repo> when uv is available, so the repo's pinned jsonschema is reachable even from a foreign cwd or from python3 with no global jsonschema (e.g. cron / Hermes profile runs):

# From inside the repo
python3 skills/trader-memory-core/scripts/trader_memory_cli.py store --state-dir state/theses list

# From any other cwd (cron, profile, distribution runner) — point the launcher at the repo
export CLAUDE_TRADING_SKILLS_REPO=/path/to/claude-trading-skills
python3 "$CLAUDE_TRADING_SKILLS_REPO/skills/trader-memory-core/scripts/trader_memory_cli.py" \
  store --state-dir /path/to/state/theses list

Subcommands: store → thesis_store.py, ingest → thesis_ingest.py, review → thesis_review.py. Everything after the subcommand is forwarded verbatim, so existing argument flags (--state-dir, transition, open-position, etc.) work unchanged.

Read the full file on GitHub · 374 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 Changed · +23 lines 0708e12b2134
  2. 1mo ago First seen · 351 lines · 96 tokens per session scan A 743374df863d

Subscribe to this mod's changes

trader-memory-core is a skill published in the GitHub repository tradermonty/claude-trading-skills (3,373 stars, last pushed yesterday), licensed MIT. It adds 96 tokens to every session and 4,436 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 2026-09-03.

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