Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis. Trigger when user says "register thesis", "track this idea", "thesis status", "review due", "close position", "postmortem", or "trading journal".
85%
Does it follow best practices?
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Adds up to 20 points to the overall score
Low
Low-risk findings worth noting
The skill exposes the agent to untrusted, user-generated content from public third-party sources, creating a risk of indirect prompt injection. This includes browsing arbitrary URLs, reading social media posts or forum comments, and analyzing content from unknown websites.
The trader-memory-core skill ingests external json and csv reports via `thesis_ingest.py` (screener outputs and manual files), but these files are selected by the local user for CLI processing rather than automatically monitored from an untrusted public feed.
tradermonty/claude-trading-skills
163ceb4
If you maintain this skill, you can claim it as your own. Once claimed, you can manage eval scenarios, bundle related skills, attach documentation or rules, and ensure cross-agent compatibility.