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InvestSkill v1.11.0

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@github-actions github-actions released this 27 Jul 02:22
· 54 commits to main since this release
d105e3f

[1.11.0] - 2026-07-27

Added

  • position-ladder — new skill: plan and manage a single position across its life, the execution layer the catalog was missing. Sets a share-count band (floor / ceiling) from the most restrictive of the concentration, capital, and loss-tolerance caps; builds a staged entry ladder (volatility-scaled / fixed-% / support-based / fixed-$ spacing, with equal-share, equal-dollar, or pyramid sizing) and computes capital at full fill, blended average cost, and the drawdown the plan expects to sit through; models the trim / re-add cycle that sells the highest-cost lots above blended average cost and buys them back below it, oscillating inside the band. Includes the parts retail versions of this strategy omit: lot-accounting (specific-ID vs. broker-default FIFO), wash-sale flagging with the 30-day window and the IRA-repurchase trap, holding-period effects, a mandatory total-return-vs-buy-and-hold reality check across three price paths (so a lower average cost is never mistaken for a profit), an underfill mitigation for names that never pull back, a thesis-break gate with a do-not-ladder list (leveraged ETFs, binary-event names, solvency cases), and a 0–10 Ladder Suitability Score. Complements portfolio-review (which works across holdings) by working inside one. Brings the advertised framework count to 26.