# trade-memo > When to use: - You need a structured trade memo. - Author: Yannik Pitcan - Repository: pitcany/ds-sherpa - Version: 20260205120049 - Stars: 0 - Forks: 0 - Last Updated: 2026-02-08 - Source: https://github.com/pitcany/ds-sherpa - Web: https://mule.run/skillshub/@@pitcany/ds-sherpa~trade-memo:20260205120049 --- --- name: trade-memo description: Trading memo: thesis, catalysts, sizing, exit, risks. --- When to use: - You need a structured trade memo. Inputs: - Thesis, catalysts, risk limits, timing. Output: - Thesis + why now - Entry triggers + invalidation - Sizing (risk-based) - Exit plan (profit-taking / stop / time stop) - Key risks + hedges - "What would change my mind" checklist