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Vn trader memory

Skill xonevn-ai/xone-trading-skills/skills/vn-trader-memory

Bộ "kỹ năng" (Claude Skills) hỗ trợ workflow giao dịch cho nhà đầu tư cá nhân Việt Nam có quỹ thời gian hạn chế. Mục tiêu là chuẩn hoá quy trình review thị trường, quản trị rủi ro, lập kế hoạch giao dịch, ghi nhật ký và cải tiến liên tục — không thay thế phán đoán của bạn, không đưa ra tín hiệu mua/bán.

Install
npx -y skills add xonevn-ai/xone-trading-skills --skill vn-trader-memory

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What its author says it does

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Quản lý vòng đời thesis giao dịch cho cổ phiếu Việt Nam — Plan → Trade → Record → Review → Improve. Đăng ký từ vn-*screener output, lifecycle IDEA → ENTRY_READY → ACTIVE → CLOSED, attach position size, generate postmortem với MAE/MFE từ vnstock. VND-aware, lot 100, fee + tax trong realized P&L. Kích hoạt khi user hỏi "ghi thesis", "lifecycle trade", "review nào tới hạn", "postmortem mã VIC", "trade memory". Vietnam trader memory — thesis lifecycle + postmortem for VN equity trades, vnstock-backed (no FMP dependency), VND + lot-100 + fee/tax aware.

SKILL.md

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VN Trader Memory — Vòng lặp học hỏi cho VN trader

Tổng quan

Skill này đóng vòng lặp Plan → Trade → Record → Review → Improve cho swing trader VN. Bản chuyển thể từ trader-memory-core (skill quốc tế dùng FMP) với các thay đổi quan trọng cho thị trường VN:

  • VNStock thay FMP — postmortem MAE/MFE fetch giá qua vnstock
  • VND currency — mọi field position_value, pnl đều là VND (không phải USD)
  • Lot validation — position.shares phải là bội số 100 (quy tắc HOSE/HNX/UPCOM)
  • T+2.5 aware — review_interval_days mặc định 5 (so với 30 quốc tế); MAE/MFE skip T+0/T+1
  • Fee + tax trong realized P&L — outcome.broker_fee_vnd + outcome.sale_tax_vnd được tính riêng, net P&L = gross − fees − tax
  • State dir riêng — state/vn_theses/ + state/vn_journal/ (không đụng state/theses/ của bản international)
  • Adapter registry VN — nhận output từ vn-vcp-screener, vn-pullback-screener, vn-dividend-screener, vn-breakout-trade-planner

Khi nào dùng

  • Đăng ký thesis mới sau khi sàng lọc (vn-vcp / vn-pullback / vn-dividend)
  • Theo dõi vị thế đang mở: review hàng tuần / fortnight
  • Đóng vị thế và tự động generate journal entry
  • Học từ thua/thắng quá khứ thông qua summary / postmortem
  • Pair với vn-portfolio-manager (đầu vào realized exit) và vn-position-sizer (attach position)

KHÔNG dùng cho:

  • Tracking real-time giá intraday — đây là long-term memory
  • Trading bot tự động — đây là decision-support journal

Điều kiện tiên quyết

  • Python 3.9+ với pyyaml + jsonschema
  • vnstock>=3.0 (nếu muốn auto-fetch MAE/MFE qua vnstock; có thể fallback manual)
  • Tham chiếu: references/vn_ingest_adapters.md

Workflow

Subcommands

SubcommandMục đích
registerĐăng ký thesis mới từ vn-*screener JSON output
listLiệt kê theses theo filter (status, ticker, sector)
getXem chi tiết một thesis
transitionChuyển status (IDEA → ENTRY_READY → ACTIVE → CLOSED)
attach-positionGắn output từ vn-position-sizer vào thesis
closeĐóng vị thế với exit price + date; auto compute net P&L
review-dueLiệt kê theses tới hạn review
mark-reviewedĐánh dấu thesis đã review (cập nhật next_review_date)
postmortemGenerate markdown journal entry với MAE/MFE từ vnstock
summaryStats: win rate, avg P&L%, sector breakdown

Bước 1: Register thesis từ screener output

# Sau khi vn-vcp-screener output candidates
python3 skills/vn-trader-memory/scripts/vn_thesis_ingest.py \
  --source vn-vcp-screener \
  --input reports/vn_vcp_screener_2026-05-13_*.json \
  --ticker FPT \
  --state-dir state/vn_theses/

Tạo file state/vn_theses/th_fpt_pvt_20260513_xxxx.yaml với status IDEA.

Bước 2: Attach position size

# Sau khi vn-position-sizer compute size
python3 skills/vn-trader-memory/scripts/vn_thesis_store.py attach-position \
  --thesis-id th_fpt_pvt_20260513_xxxx \
  --position-sizer-output reports/vn_position_sizer_*.json \
  --state-dir state/vn_theses/

Bước 3: Transition lifecycle

# Sau khi đặt lệnh thành công
python3 skills/vn-trader-memory/scripts/vn_thesis_store.py transition \
  --thesis-id th_fpt_pvt_20260513_xxxx \
  --to ACTIVE \
  --actual-entry-price 142000 --actual-entry-date 2026-05-13 \
  --state-dir state/vn_theses/

Bước 4: Review định kỳ

# Liệt kê theses tới hạn review (default 5 ngày sau entry)
python3 skills/vn-trader-memory/scripts/vn_thesis_review.py review-due \
  --as-of 2026-05-20 \
  --state-dir state/vn_theses/

# Đánh dấu đã review
python3 skills/vn-trader-memory/scripts/vn_thesis_review.py mark-reviewed \
  --thesis-id th_fpt_pvt_20260513_xxxx \
  --status OK \
  --note "FPT vẫn trên MA20, room ngoại 99.8%" \
  --state-dir state/vn_theses/

Bước 5: Close + postmortem

# Đóng vị thế
python3 skills/vn-trader-memory/scripts/vn_thesis_store.py close \
  --thesis-id th_fpt_pvt_20260513_xxxx \
  --exit-price 152000 --exit-date 2026-06-04 \
  --exit-reason target_hit \
  --state-dir state/vn_theses/

# Generate postmortem với MAE/MFE
python3 skills/vn-trader-memory/scripts/vn_thesis_review.py postmortem \
  --thesis-id th_fpt_pvt_20260513_xxxx \
  --state-dir state/vn_theses/ \
  --journal-dir state/vn_journal/

VN-specific accounting

outcome block trong thesis YAML:

outcome:
  gross_pnl_vnd: 7000000      # (152000 - 142000) × 1000 shares
  broker_fee_vnd: 441000      # 0.15% × (entry_value + exit_value)
  sale_tax_vnd: 152000        # 0.1% × exit_value
  net_pnl_vnd: 6407000        # gross - fees - tax
  net_pnl_pct: 4.51           # vs entry_value
  holding_days: 22            # T+2.5 already excluded from MAE/MFE
  mae_pct: -1.8               # max adverse excursion (from T+3 onward)
  mfe_pct: 8.2                # max favourable excursion
  mae_mfe_source: "vnstock"   # or "manual" if vnstock unavailable

Output Format

Thesis YAML (state/vn_theses/<id>.yaml)

thesis_id: th_fpt_pvt_20260513_a3f1
ticker: FPT
exchange: hose
thesis_type: pivot_breakout
created_at: 2026-05-13T10:00:00+07:00
updated_at: 2026-05-13T10:00:00+07:00
status: ACTIVE
status_history:
  - status: IDEA
    at: 2026-05-13T10:00:00+07:00
    reason: "Registered from vn-vcp-screener output"
  - status: ENTRY_READY
    at: 2026-05-13T10:30:00+07:00
    reason: "Position size confirmed"
  - status: ACTIVE
    at: 2026-05-13T14:30:00+07:00
    reason: "Lệnh khớp tại VPS"

entry:
  target_price: 142000
  stop_loss: 135000
  actual_price: 142000
  actual_date: 2026-05-13
  setup_type: vcp_breakout

position:
  shares: 700
  position_value_vnd: 99400000
  risk_vnd: 4900000
  risk_pct_of_account: 0.49
  account_size_vnd: 1000000000

monitoring:
  review_interval_days: 5
  next_review_date: 2026-05-18
  last_review_date: null
  review_status: null
  alerts: []

origin:
  skill: vn-vcp-screener
  output_file: reports/vn_vcp_screener_2026-05-13_*.json
  screening_grade: A
  screening_score: 88
  raw_provenance:
    contractions: 3
    base_total_range_pct: 18.2
    pivot_to_52w_high_pct: 3.5

market_context:
  sector: "Công nghệ"
  vn_index_at_entry: 1280.5

outcome: null  # populated after close

Postmortem markdown (state/vn_journal/pm_<id>.md)

# Postmortem — FPT VCP Breakout
**Thesis:** th_fpt_pvt_20260513_a3f1
**Holding:** 2026-05-13 → 2026-06-04 (22 trading days)
**Outcome:** WIN (+4.51% net)

## Original thesis
[from thesis YAML — screening grade, setup type, expected catalyst]

## Trade execution
- Entry: 142,000 VND × 700 shares = 99,400,000 VND
- Exit: 152,000 VND × 700 shares = 106,400,000 VND
- Gross P&L: +7,000,000 VND (+7.04%)
- Fees: 441,000 VND (broker 0.15% × 2)
- Sale tax: 152,000 VND (0.1%)
- **Net P&L: +6,407,000 VND (+6.45%)**

## Excursion analysis (T+3 onward)
- MAE: -1.8% (on 2026-05-19)
- MFE: +8.2% (on 2026-06-02, peak before exit)
- MAE/MFE source: vnstock daily closes

## Lessons
[fill manually]

Resources

  • references/vn_ingest_adapters.md — Per-screener adapter contracts
  • schemas/thesis.schema.json — Full schema with VN-specific fields
  • scripts/vn_thesis_store.py — CRUD
  • scripts/vn_thesis_ingest.py — Adapter registry
  • scripts/vn_thesis_review.py — Review + postmortem
  • scripts/vn_price_adapter.py — vnstock-backed price fetch for MAE/MFE
  • Cross-references:
    • skills/vn-position-sizer/ — input to attach-position
    • skills/vn-vcp-screener/, vn-pullback-screener/, vn-dividend-screener/, vn-breakout-trade-planner/ — input to register
    • skills/vn-tax-fee-calculator/ — fee/tax constants reused

Nguyên tắc

  1. YAML state, append-only history — Thesis lifecycle changes accumulate; status_history never erased.
  2. Single source of truth per thesis — Each state/vn_theses/<id>.yaml is canonical. Updates use tempfile + rename for atomicity.
  3. VN math throughout — Fees + sale tax baked into close logic. No accidental USD/VND confusion.
  4. Lot-100 enforced — Schema validation rejects positions where shares % 100 != 0.
  5. vnstock graceful fallback — If MAE/MFE fetch fails, postmortem still generates with mae_mfe_source: "manual".
  6. Review windows aware of T+2.5 — Default review_interval_days = 5 aligns with "first sellable day + 2-3 sessions to assess".

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