schema_version: 1 categories: - market-regime - core-portfolio - swing-opportunity - trade-planning - trade-memory - strategy-research - advanced-satellite - meta skills: - id: backtest-expert display_name: Backtest Expert category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Expert guidance for systematic backtesting of trading strategies. timeframe: research difficulty: advanced integrations: - id: user_input type: local_file requirement: required note: User provides strategy parameters inputs: - strategy_parameters - historical_ohlcv outputs: - backtest_report - performance_metrics workflows: - monthly-performance-review - stockbee-20pct-study-daily - stockbee-fluency-loop - trade-memory-loop - strategy-research-pipeline - id: breadth-chart-analyst display_name: Breadth Chart Analyst category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Directly analyzes user-supplied breadth charts without a workflow handoff." summary: This skill should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the US Stock Market Uptrend Stock Ratio charts. timeframe: daily difficulty: intermediate integrations: - id: chart_image type: image requirement: required note: Chart screenshot input inputs: - breadth_chart_image outputs: - breadth_assessment_report workflows: [] - id: breakout-trade-planner display_name: Breakout Trade Planner category: swing-opportunity status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confi... timeframe: event-driven difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Consumes VCP screener output; pure calculation + Alpaca order templates inputs: - vcp_candidates - account_size outputs: - entry_plan - alpaca_order_template workflows: - stockbee-ep-daily - swing-opportunity-daily - id: canslim-screener display_name: CANSLIM Screener category: swing-opportunity status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Screen US stocks using William O'Neil's CANSLIM growth stock methodology. timeframe: weekly difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: US stock fundamentals via FMP inputs: - screener_universe - fundamentals_data outputs: - canslim_candidates - composite_scores workflows: - swing-opportunity-daily - id: contrarian-setup-gate display_name: Contrarian Setup Gate category: trade-planning status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Offline synthesis gate that combines COT crowding, news-reaction failure, and weekly price-action confirmation into one actionable setup_status via a fail-closed precedence state machine, implementing the decision center of Jason Shapiro's contrarian methodology. timeframe: event-driven difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Reads the three upstream contrarian-pipeline report JSONs; works offline inputs: - cot_crowding_report - news_failure_verdict - price_action_confirmation_report outputs: - contrarian_setup_gate_report workflows: - shapiro-contrarian - id: cot-contrarian-detector display_name: COT Contrarian Detector category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Detects crowded speculative (large-speculator) positioning in CFTC futures markets using Commitment of Traders data, implementing step 1 of Jason Shapiro's contrarian methodology. timeframe: weekly difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: CFTC COT data via FMP; requires Premium+ plan inputs: - cot_report_data outputs: - cot_crowding_report workflows: - shapiro-contrarian - id: crypto-regime-analyzer display_name: Crypto Regime Analyzer category: market-regime status: beta operational_role: type: standalone rationale: "Provides an independent crypto regime assessment on demand." summary: Quantifies crypto market regime health (0-100 composite, 100 = risk-on) from six components using free keyless public data. timeframe: daily difficulty: intermediate integrations: - id: coingecko type: market_data requirement: required note: Free public API, no key; universe, price history, BTC dominance - id: binance_funding type: market_data requirement: recommended note: Public futures endpoint for perp funding; component skipped if unreachable - id: prices_json type: local_file requirement: optional note: Offline snapshot path (--input-json); schema in references inputs: - coingecko_public_api - funding_rates - snapshot_json outputs: - crypto_regime_composite_score - component_breakdown - posture_recommendation workflows: [] - id: data-quality-checker display_name: Data Quality Checker category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_applicable security_review: not_verified operational_role: type: standalone rationale: "Runs directly against a document before publication or review." summary: Validate data quality in market analysis documents and blog articles before publication. timeframe: event-driven difficulty: beginner integrations: - id: local_calculation type: calculation requirement: not_required note: Local markdown validation; works offline inputs: - markdown_document outputs: - quality_report - issue_list workflows: [] - id: dividend-growth-pullback-screener display_name: Dividend Growth Pullback Screener category: core-portfolio status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Use this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI oversold conditions (RSI ≤40). timeframe: weekly difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API - id: finviz type: screener requirement: recommended note: FINVIZ Elite API inputs: - dividend_universe - rsi_thresholds outputs: - pullback_candidates - yield_growth_metrics workflows: - kanchi-dividend-weekly - id: downtrend-duration-analyzer display_name: Downtrend Duration Analyzer category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: research_only summary: Analyze historical downtrend durations and generate interactive HTML histograms showing typical correction lengths by sector and market cap. timeframe: research difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Duration analysis from market data; pure calculation inputs: - historical_correction_data outputs: - duration_histogram_html - sector_breakdown workflows: [] - id: drawdown-circuit-breaker display_name: Drawdown Circuit Breaker category: trade-planning status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Account-level circuit breaker that reads trader-memory-core state and decides whether new trade risk is allowed today using daily loss limits, losing-streak cooldowns, and weekly/monthly drawdown halts. timeframe: daily difficulty: beginner integrations: - id: local_calculation type: calculation requirement: not_required note: Reads trader-memory-core thesis YAML files; pure calculation, works offline inputs: - thesis_record - account_size outputs: - circuit_breaker_decision workflows: - stockbee-ep-daily - swing-opportunity-daily - id: dual-axis-skill-reviewer display_name: Dual Axis Skill Reviewer category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_applicable financial_logic_review: not_applicable empirical_validation: not_applicable security_review: not_verified operational_role: type: workflow_step summary: 'Review skills in any project using a dual-axis method: (1) deterministic code-based checks (structure, scripts, tests, execution safety) and (2) LLM deep review findings.' timeframe: research difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Deterministic scoring + optional LLM review inputs: - skill_source_tree outputs: - dual_axis_score_report workflows: - monthly-performance-review - id: earnings-calendar display_name: Earnings Calendar category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_applicable security_review: not_verified operational_role: type: standalone rationale: "Fetches an earnings calendar as an independent event-planning utility." summary: This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. timeframe: event-driven difficulty: beginner integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API inputs: - date_range - market_cap_filter outputs: - earnings_calendar_report workflows: [] - id: earnings-trade-analyzer display_name: Earnings Trade Analyzer category: advanced-satellite status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Analyze recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position). timeframe: event-driven difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API inputs: - recent_earnings_universe outputs: - scored_candidates - five_factor_grades workflows: - stockbee-ep-daily - id: economic-calendar-fetcher display_name: Economic Calendar Fetcher category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_applicable security_review: not_verified operational_role: type: standalone rationale: "Fetches economic events as an independent planning utility." summary: Fetch upcoming economic events and data releases using FMP API. timeframe: event-driven difficulty: beginner integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API inputs: - date_range outputs: - economic_events_report workflows: [] - id: fxmacrodata-calendar display_name: FXMacroData Calendar category: meta status: beta operational_role: type: standalone rationale: "Fetches official macro calendar data directly for event-risk planning." summary: Fetch official-source macro release-calendar events using FXMacroData for trade planning and event-risk filters. timeframe: event-driven difficulty: beginner integrations: - id: fxmacrodata type: market_data requirement: optional note: FXMacroData REST API; public USD calendar rows work without a key inputs: - currency - market_tier_filter outputs: - macro_release_calendar workflows: [] - id: edge-candidate-agent display_name: Edge Candidate Agent category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Generate and prioritize US equity long-side edge research tickets from EOD observations, then export pipeline-ready candidate specs for trade-strategy-pipeline Phase I. timeframe: research difficulty: advanced integrations: - id: fmp type: market_data requirement: optional note: Optional OHLCV via FMP for edge ticket export inputs: - eod_observations outputs: - market_summary_json - anomalies_json - tickets_dir workflows: - stockbee-20pct-study-daily - strategy-research-pipeline - id: edge-concept-synthesizer display_name: Edge Concept Synthesizer category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: internal_component summary: Abstract detector tickets and hints into reusable edge concepts with thesis, invalidation signals, and strategy playbooks before strategy design/export. timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Synthesizes detector tickets and hints into edge concepts inputs: - tickets_dir - hints_yaml outputs: - edge_concepts_yaml workflows: [] - id: edge-hint-extractor display_name: Edge Hint Extractor category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Extract edge hints from daily market observations and news reactions, with optional LLM ideation, and output canonical hints.yaml for downstream concept synthesis and auto detection. timeframe: research difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Extracts hints from observations/news; pure calculation inputs: - market_summary_json - anomalies_json outputs: - hints_yaml workflows: - stockbee-20pct-study-daily - strategy-research-pipeline - id: edge-pipeline-orchestrator display_name: Edge Pipeline Orchestrator category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: research_only summary: Orchestrate the full edge research pipeline from candidate detection through strategy design, review, revision, and export. timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Orchestrates edge pipeline subskills via subprocess inputs: - tickets_dir - market_summary - anomalies outputs: - pipeline_report - exported_strategies workflows: [] - id: edge-signal-aggregator display_name: Edge Signal Aggregator category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Directly consolidates selected local research outputs into a ranked dashboard." summary: Aggregate and rank signals from multiple edge-finding skills (edge-candidate-agent, theme-detector, sector-analyst, institutional-flow-tracker) into a prioritized conviction dashboard with weighted scoring, deduplication, and contradicti... timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Aggregates signals from edge-finding skills inputs: - edge_candidate_outputs - theme_outputs - sector_outputs outputs: - conviction_dashboard workflows: [] - id: edge-strategy-designer display_name: Edge Strategy Designer category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: internal_component summary: Convert abstract edge concepts into strategy draft variants and optional exportable ticket YAMLs for edge-candidate-agent export/validation. timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Converts edge concepts into strategy drafts inputs: - edge_concepts_yaml outputs: - strategy_drafts_yaml workflows: [] - id: edge-strategy-reviewer display_name: Edge Strategy Reviewer category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: internal_component summary: Critically review strategy drafts from edge-strategy-designer for edge plausibility, overfitting risk, sample size adequacy, and execution realism. timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Deterministic scoring on local YAML drafts inputs: - strategy_drafts_yaml outputs: - review_yaml - verdict_list workflows: [] - id: exposure-coach display_name: Exposure Coach category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Generate a one-page Market Posture summary with net exposure ceiling, growth-vs-value bias, participation breadth, and new-entry-allowed vs cash-priority recommendation by integrating signals from breadth, regime, and flow analysis skills. timeframe: daily difficulty: beginner integrations: - id: local_calculation type: calculation requirement: not_required note: Synthesizes signals from other skills; pure calculation inputs: - market_breadth_report - uptrend_report - top_risk_report outputs: - exposure_decision workflows: - market-regime-daily - id: finviz-screener display_name: Finviz Screener category: swing-opportunity status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Builds a screener URL directly from a user's standalone screening request." summary: Build and open FinViz screener URLs from natural language requests. timeframe: event-driven difficulty: beginner integrations: - id: finviz type: screener requirement: optional note: FINVIZ Elite API inputs: - natural_language_query outputs: - finviz_url - filter_codes workflows: [] - id: ftd-detector display_name: FTD Detector category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Runs an independent follow-through-day assessment when requested." summary: Detects Follow-Through Day (FTD) signals for market bottom confirmation using William O'Neil's methodology. timeframe: daily difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Daily QQQ/SPY OHLCV via FMP inputs: - sp500_ohlcv - nasdaq_ohlcv outputs: - ftd_signal_report workflows: [] - id: futures-position-sizer display_name: Futures Position Sizer category: trade-planning status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Calculate contract-based futures position sizes from a direction, entry, and stop-loss, using a verified 23-market contract-spec table (multiplier, tick size, tick value), implementing step 4 of Jason Shapiro's contrarian pipeline. timeframe: event-driven difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Pure calculation; consumes contrarian-setup-gate's READY_FOR_PLAN report or explicit direction/entry/stop flags; works offline inputs: - entry_price - stop_price - account_size - risk_pct - contrarian_setup_gate_report outputs: - futures_position_size workflows: - shapiro-contrarian - id: ibd-distribution-day-monitor display_name: IBD Distribution Day Monitor category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Runs an independent distribution-day risk assessment for QQQ or SPY." summary: Detect IBD-style Distribution Days for QQQ/SPY (close down at least 0.2% on higher volume), track 25-session expiration and 5% invalidation, count d5/d15/d25 clusters, classify market risk (NORMAL/CAUTION/HIGH/SEVERE), and emit TQQQ/QQQ... timeframe: daily difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API inputs: - qqq_ohlcv - spy_ohlcv outputs: - distribution_day_count_report workflows: [] - id: institutional-flow-tracker display_name: Institutional Flow Tracker category: advanced-satellite status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Produces an independent institutional ownership and flow assessment on demand." summary: Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. timeframe: research difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API inputs: - 13f_filings - fund_universe outputs: - flow_analysis_report workflows: [] - id: kanchi-dividend-review-monitor display_name: Kanchi Dividend Review Monitor category: core-portfolio status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Monitor dividend portfolios with Kanchi-style forced-review triggers (T1-T5) and convert anomalies into OK/WARN/REVIEW states without auto-selling. timeframe: weekly difficulty: beginner integrations: - id: fmp type: market_data requirement: recommended note: Dividend / price monitoring via FMP inputs: - holdings_snapshot outputs: - t1_t5_anomaly_findings - review_queue workflows: - core-portfolio-weekly - kanchi-dividend-weekly - id: kanchi-dividend-sop display_name: Kanchi Dividend SOP category: core-portfolio status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Convert Kanchi-style dividend investing into a repeatable US-stock operating procedure. timeframe: weekly difficulty: intermediate integrations: - id: fmp type: market_data requirement: recommended note: US dividend stock data via FMP inputs: - screener_universe - sector_filter outputs: - kanchi_candidates - stock_memo workflows: - kanchi-dividend-weekly - id: kanchi-dividend-us-tax-accounting display_name: Kanchi Dividend US Tax Accounting category: core-portfolio status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. timeframe: event-driven difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: US tax workflow guidance; pure calculation inputs: - dividend_distributions - 1099_div outputs: - qualified_ordinary_classification - account_location_advice workflows: - core-portfolio-weekly - kanchi-dividend-weekly - id: macro-regime-detector display_name: Macro Regime Detector category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: passed end_to_end_replay: passed data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Detect structural macro regime transitions (1-2 year horizon) using cross-asset ratio analysis. timeframe: weekly difficulty: advanced integrations: - id: yfinance type: market_data requirement: required note: Keyless cross-asset ETF history; declared in the skill-local requirements file - id: fmp type: market_data requirement: optional note: Optional FMP market and Treasury data; unavailable ETF history falls back to yfinance inputs: - cross_asset_ratios - yield_curve_data outputs: - regime_transition_report workflows: - market-regime-daily - multi-asset-opportunity-daily - id: manifoldbt-backtester display_name: manifoldbt Backtester category: strategy-research status: beta operational_role: type: research_only summary: Runs a declarative strategy spec over OHLCV bars with the manifoldbt Rust engine and emits the eight inputs backtest-expert scores. timeframe: research difficulty: intermediate integrations: - id: manifoldbt type: calculation requirement: required note: pip install manifoldbt; free tier covers this skill, no API key - id: ohlcv_file type: local_file requirement: required note: CSV or Parquet with timestamp, open, high, low, close, volume inputs: - strategy_spec - ohlcv_bars outputs: - round_trip_statistics - backtest_expert_inputs workflows: [] - id: market-breadth-analyzer display_name: Market Breadth Analyzer category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Quantifies market breadth health using TraderMonty's public CSV data. timeframe: daily difficulty: beginner integrations: - id: public_csv type: web requirement: required note: TraderMonty public CSV; no API key required inputs: - public_breadth_csv outputs: - breadth_composite_score - component_breakdown workflows: - market-regime-daily - id: market-environment-analysis display_name: Market Environment Analysis category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Comprehensive market environment analysis and reporting tool. timeframe: daily difficulty: intermediate integrations: - id: websearch type: web requirement: required note: Global market data via WebSearch / WebFetch - id: chart_image type: image requirement: optional note: Optional chart image inputs for technical interpretation inputs: - global_market_data - chart_image outputs: - market_environment_report workflows: - multi-asset-opportunity-daily - id: market-news-analyst display_name: Market News Analyst category: market-regime status: production knowledge_only: true verification: instruction_contract: not_verified unit_tests: not_applicable workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: This skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. timeframe: daily difficulty: intermediate integrations: - id: websearch type: web requirement: required note: Web search / fetch inputs: - news_search_query - date_range outputs: - news_impact_report workflows: - multi-asset-opportunity-daily - id: market-top-detector display_name: Market Top Detector category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Detects market top probability using O'Neil Distribution Days, Minervini Leading Stock Deterioration, and Monty Defensive Sector Rotation. timeframe: daily difficulty: intermediate integrations: - id: public_csv type: web requirement: required note: Public market data CSVs; no API key required inputs: - public_market_data_csv outputs: - market_top_composite_score workflows: - market-regime-daily - id: mt5-robot-tester display_name: MT5 Robot Tester category: strategy-research status: beta operational_role: type: research_only summary: Batch-test MetaTrader 5 Expert Advisors through a resumable three-round local pipeline, rank results, and retain deterministic parameter and symbol learnings. timeframe: research difficulty: advanced integrations: - id: mt5_local_files type: local_file requirement: required note: Local Windows MT5 terminal, EA and set files, and broker tick data; no API key - id: local_calculation type: calculation requirement: not_required note: Offline report parsing, gates, metrics, checkpoints, and learning aggregation inputs: - mt5_ea_binaries - mt5_pipeline_config - broker_tick_data outputs: - mt5_backtest_reports - robot_leaderboard - learning_store workflows: [] - id: news-reaction-failure-analyzer display_name: News Reaction Failure Analyzer category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Judges whether a market failed to react to news favorable to a crowded speculative position, implementing step 2 of Jason Shapiro's contrarian methodology with a Monte-Carlo-verified drift-significance verdict test. timeframe: event-driven difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Historical EOD price data; per-symbol coverage varies (ETF proxy fallback documented) - id: websearch type: web requirement: required note: Events curation (Claude searches news to build the events JSON; no FMP news endpoint exists for futures) inputs: - cot_crowding_report - curated_events_json outputs: - news_failure_verdict workflows: - shapiro-contrarian - id: options-strategy-advisor display_name: Options Strategy Advisor category: advanced-satellite status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Provides self-contained options education, pricing, and scenario analysis." summary: Options trading strategy analysis and simulation tool. timeframe: event-driven difficulty: advanced integrations: - id: fmp type: market_data requirement: optional note: Financial Modeling Prep API inputs: - ticker - strategy_type - stock_data outputs: - greeks - pnl_simulation - strategy_comparison workflows: [] - id: pair-trade-screener display_name: Pair Trade Screener category: advanced-satellite status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Screens and analyzes pair-trade candidates as a self-contained tool." summary: Statistical arbitrage tool for identifying and analyzing pair trading opportunities. timeframe: research difficulty: advanced integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API inputs: - sector_universe - lookback_period outputs: - cointegrated_pairs - zscore_signals workflows: [] - id: parabolic-short-trade-planner display_name: Parabolic Short Trade Planner category: advanced-satellite status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Runs its own screening and conditional short-planning lifecycle." summary: Screen US equities for parabolic exhaustion patterns and generate conditional pre-market short plans, then evaluate intraday trigger fires from live 5-min bars. timeframe: event-driven difficulty: advanced integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API - id: alpaca type: broker requirement: optional note: Alpaca brokerage MCP/API inputs: - screener_universe - alpaca_inventory outputs: - pre_market_plan - intraday_trigger_state workflows: [] - id: pead-screener display_name: PEAD Screener category: advanced-satellite status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Screen post-earnings gap-up stocks for PEAD (Post-Earnings Announcement Drift) patterns. timeframe: event-driven difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API inputs: - earnings_candidates - weekly_ohlcv outputs: - pead_signal_list - breakout_triggers workflows: - stockbee-ep-daily - id: portfolio-manager display_name: Portfolio Manager category: core-portfolio status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. timeframe: weekly difficulty: intermediate integrations: - id: alpaca type: broker requirement: required note: Alpaca brokerage MCP/API inputs: - alpaca_holdings outputs: - allocation_report - rebalance_actions workflows: - core-portfolio-weekly - id: position-sizer display_name: Position Sizer category: trade-planning status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: passed end_to_end_replay: passed data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Calculate risk-based position sizes for long stock trades. timeframe: event-driven difficulty: beginner integrations: - id: local_calculation type: calculation requirement: not_required note: Pure calculation; works offline inputs: - entry_price - stop_price - account_size outputs: - share_count - risk_amount workflows: - multi-asset-opportunity-daily - stockbee-ep-daily - swing-opportunity-daily - id: pre-trade-discipline-gate display_name: Pre-Trade Discipline Gate category: trade-planning status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Offline manual-execution checklist gate that blocks planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries and journals the result. timeframe: event-driven difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Reads local checklist, workflow artifacts, and trader-memory-core state; works offline inputs: - pre_trade_checklist - exposure_decision - circuit_breaker_decision - thesis_record outputs: - pre_trade_discipline_decision workflows: - stockbee-ep-daily - swing-opportunity-daily - id: residual-edge-analyzer display_name: Residual Edge Analyzer category: strategy-research status: beta operational_role: type: research_only summary: Separate strategy return performance into declared baseline exposure and residual edge using HAC regression, rolling stability, baseline sensitivity, and regime diagnostics. timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Analyzes aligned local CSV and JSON inputs; works offline inputs: - strategy_return_series - baseline_return_series - residual_attribution_config outputs: - residual_edge_report - attribution_diagnostics workflows: [] - id: scenario-analyzer display_name: Scenario Analyzer category: strategy-research status: production knowledge_only: true verification: instruction_contract: not_verified unit_tests: not_applicable workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Analyze 18-month scenarios from news headlines via scenario-analyst agent with strategy-reviewer second opinion; outputs primary/secondary/tertiary impact analysis and stock picks. timeframe: event-driven difficulty: advanced integrations: - id: websearch type: web requirement: required note: Headline / news search via WebSearch inputs: - news_headline outputs: - scenario_report - stock_picks - review_yaml workflows: - multi-asset-opportunity-daily - id: sector-analyst display_name: Sector Analyst category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: This skill should be used when analyzing sector rotation patterns and market cycle positioning. timeframe: weekly difficulty: intermediate integrations: - id: chart_image type: image requirement: required note: Chart screenshot input inputs: - sector_uptrend_csv - chart_image outputs: - rotation_assessment_report workflows: - multi-asset-opportunity-daily - id: signal-postmortem display_name: Signal Postmortem category: trade-memory status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Record and analyze post-trade outcomes for signals generated by edge pipeline and other skills. timeframe: event-driven difficulty: beginner integrations: - id: local_calculation type: calculation requirement: not_required note: Postmortem framework; pure calculation inputs: - closed_thesis_record outputs: - postmortem_findings workflows: - monthly-performance-review - stockbee-fluency-loop - trade-memory-loop - id: skill-designer display_name: Skill Designer category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_applicable security_review: not_verified operational_role: type: internal_component summary: Design new Claude skills from structured idea specifications. timeframe: research difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Generates skill scaffolding from idea specs inputs: - idea_specification outputs: - skill_scaffolding workflows: [] - id: skill-idea-miner display_name: Skill Idea Miner category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_applicable security_review: not_verified operational_role: type: internal_component summary: Mine Claude Code session logs for skill idea candidates. timeframe: research difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Mines session logs for skill ideas inputs: - session_logs outputs: - skill_idea_backlog_yaml workflows: [] - id: skill-integration-tester display_name: Skill Integration Tester category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_applicable security_review: not_verified operational_role: type: standalone rationale: "Validates selected skill handoffs directly as a repository maintenance tool." summary: Validate multi-skill workflows defined in CLAUDE.md by checking skill existence, inter-skill data contracts (JSON schema compatibility), file naming conventions, and handoff integrity. timeframe: research difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Validates multi-skill workflow contracts inputs: - claude_md - skill_outputs outputs: - workflow_validation_report workflows: [] - id: stanley-druckenmiller-investment display_name: Stanley Druckenmiller Investment category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Druckenmiller Strategy Synthesizer - Integrates 8 upstream skill outputs (Market Breadth, Uptrend Analysis, Market Top, Macro Regime, FTD Detector, VCP Screener, Theme Detector, CANSLIM Screener) into a unified conviction score (0-100),... timeframe: weekly difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Synthesizes outputs from upstream skills; pure calculation inputs: - upstream_skill_outputs - exposure_decision outputs: - druckenmiller_synthesis_report workflows: - multi-asset-opportunity-daily - id: stockbee-20pct-study display_name: Stockbee 20% Study category: strategy-research status: beta operational_role: type: workflow_step summary: Build a daily Stockbee-style +20%/-20% mover event study, classify catalysts and setup context, update forward outcomes, and export evidence-backed edge hints without treating movers as buy/sell signals. timeframe: daily difficulty: advanced integrations: - id: fmp type: market_data requirement: required note: Live US universe, daily OHLCV, symbol profile, and optional historical backfill data - id: prices_json type: local_file requirement: optional note: Offline OHLCV JSON fallback for no-API backfills and tests - id: news_events_json type: local_file requirement: optional note: Optional catalyst/event records for higher-quality classification - id: websearch type: web requirement: optional note: Optional manual catalyst enrichment when structured event data is unavailable - id: local_calculation type: calculation requirement: not_required note: Event detection, outcome updates, cohort statistics, and report generation inputs: - daily_ohlcv_universe - optional_news_events - market_regime_report - twenty_pct_study_db outputs: - twenty_pct_mover_events - classified_event_study - matured_event_outcomes - twenty_pct_cohort_summary - edge_hints_yaml workflows: - stockbee-20pct-study-daily - id: stockbee-episodic-pivot-analyzer display_name: Stockbee Episodic Pivot Analyzer category: advanced-satellite status: beta operational_role: type: workflow_step summary: Analyze Stockbee-style Day 1 Episodic Pivot candidates from earnings, guidance, M&A, FDA, analyst, contract, product, short-squeeze, and story/theme catalysts using catalyst quality, gap/range expansion, volume shock, neglect/revaluation context, liquidity, and EP-day-low risk. timeframe: event-driven difficulty: advanced integrations: - id: catalyst_events_json type: local_file requirement: required note: User-provided or upstream-generated catalyst/event records; the skill does not discover news by itself - id: fmp type: market_data requirement: optional note: Optional OHLCV/profile enrichment via Financial Modeling Prep - id: local_calculation type: calculation requirement: not_required note: Catalyst classification, EP scoring, handoff flags, and report generation inputs: - catalyst_events - earnings_trade_candidates - momentum_burst_candidates - daily_ohlcv outputs: - episodic_pivot_candidates - catalyst_quality_scores - delayed_ep_watchlist - pead_handoff_candidates workflows: - stockbee-20pct-study-daily - stockbee-ep-daily - id: stockbee-exhaustion-hammer-screener display_name: Stockbee Exhaustion Hammer Screener category: swing-opportunity status: beta operational_role: type: workflow_step summary: Screen US stocks for Stockbee-style selling-exhaustion hammer candidates using quality/liquidity gates, prior momentum, pullback depth, undercut/reclaim, hammer geometry, volume confirmation, market gate, and risk-distance filters. timeframe: daily difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Live US universe, daily OHLCV, and optional quote-derived near-close bar via Financial Modeling Prep - id: prices_json type: local_file requirement: optional note: Offline or near-close provisional OHLCV JSON fallback for no-API screening and tests - id: profiles_json type: local_file requirement: optional note: Optional quality metadata keyed by symbol, such as marketCap and holder counts - id: local_calculation type: calculation requirement: not_required note: Pullback context, hammer geometry, risk-distance scoring, and report generation inputs: - daily_ohlcv_universe - quality_profiles - market_regime_report - risk_policy outputs: - exhaustion_hammer_candidates - setup_quality_scores - trade_plan_inputs workflows: - swing-opportunity-daily - id: stockbee-momentum-burst-screener display_name: Stockbee Momentum Burst Screener category: swing-opportunity status: beta operational_role: type: workflow_step summary: Screen US stocks for Stockbee-style 3-5 day momentum burst candidates using 4% breakout, dollar breakout, range expansion, volume expansion, setup quality, and risk-distance filters. timeframe: daily difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Live US universe and daily OHLCV via Financial Modeling Prep - id: prices_json type: local_file requirement: optional note: Offline OHLCV JSON fallback for no-API screening and tests - id: local_calculation type: calculation requirement: not_required note: Trigger detection, setup scoring, risk-distance checks, and report generation inputs: - daily_ohlcv_universe - market_regime_report - risk_policy outputs: - momentum_burst_candidates - setup_quality_scores - trade_plan_inputs workflows: - stockbee-ep-daily - swing-opportunity-daily - id: stockbee-setup-fluency-trainer display_name: Stockbee Setup Fluency Trainer category: trade-memory status: beta operational_role: type: workflow_step summary: Build a Stockbee-style setup model book from momentum-burst screener candidates, then update 3-day and 5-day forward outcomes with MFE/MAE, stop-hit status, outcome tags, and cohort statistics. timeframe: daily difficulty: intermediate integrations: - id: prices_json type: local_file requirement: optional note: Offline OHLCV JSON for no-API 3/5-day outcome updates - id: fmp type: market_data requirement: optional note: Financial Modeling Prep daily OHLCV for automatic outcome updates when local prices are unavailable - id: local_calculation type: calculation requirement: not_required note: JSONL model-book upsert, MFE/MAE calculation, outcome tagging, and cohort statistics inputs: - momentum_burst_candidates - daily_ohlcv_by_symbol - model_book_jsonl outputs: - stockbee_model_book - matured_setup_outcomes - setup_fluency_summary - rule_candidates workflows: - stockbee-fluency-loop - id: strategy-pivot-designer display_name: Strategy Pivot Designer category: strategy-research status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: research_only summary: Detect backtest iteration stagnation and generate structurally different strategy pivot proposals when parameter tuning reaches a local optimum. timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Pivot proposal generator; pure calculation inputs: - backtest_iteration_history outputs: - pivot_proposals workflows: [] - id: technical-analyst display_name: Technical Analyst category: trade-planning status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs. timeframe: event-driven difficulty: intermediate integrations: - id: chart_image type: image requirement: required note: Chart screenshot input - id: fmp type: market_data requirement: optional note: Optional weekly OHLCV fallback for contrarian confirmation (Shapiro step 3) inputs: - weekly_chart_image outputs: - technical_assessment_report - price_action_confirmation_report workflows: - shapiro-contrarian - stockbee-ep-daily - swing-opportunity-daily - id: theme-detector display_name: Theme Detector category: swing-opportunity status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: passed end_to_end_replay: passed data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Detect and analyze trending market themes across sectors. timeframe: weekly difficulty: intermediate integrations: - id: fmp type: market_data requirement: optional note: Financial Modeling Prep API - id: finviz type: screener requirement: recommended note: FINVIZ Elite API inputs: - theme_universe - sector_data outputs: - theme_heat_scores - trending_themes workflows: - multi-asset-opportunity-daily - stockbee-20pct-study-daily - stockbee-ep-daily - swing-opportunity-daily - id: trade-hypothesis-ideator display_name: Trade Hypothesis Ideator category: trade-memory status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: passed end_to_end_replay: passed data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Generate falsifiable trade strategy hypotheses from market data, trade logs, and journal snippets with ranked hypothesis cards and optional strategy.yaml export. timeframe: research difficulty: advanced integrations: - id: local_calculation type: calculation requirement: not_required note: Hypothesis generation from journal/data inputs; pure calculation inputs: - market_data_bundle - journal_snippets outputs: - hypothesis_cards - strategy_yaml workflows: - multi-asset-opportunity-daily - id: trade-performance-coach display_name: Trade Performance Coach category: trade-memory status: beta operational_role: type: workflow_step summary: Review closed trades, partial exits, and monthly aggregates for process adherence, risk discipline, execution quality, and evidence-based trading behavior patterns, then produce next-session operating rules. timeframe: event-driven difficulty: intermediate integrations: - id: local_calculation type: calculation requirement: not_required note: Works from local trader-memory / postmortem / journal records; no network or paid API required inputs: - closed_thesis_record - postmortem_findings - trade_journal_entries - risk_plan outputs: - performance_coach_report - behavioral_pattern_tags - risk_manager_notes - next_session_operating_rules workflows: - monthly-performance-review - trade-memory-loop - id: trader-memory-core display_name: Trader Memory Core category: trade-memory status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: passed end_to_end_replay: passed data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Track investment theses across their lifecycle — from screening idea to closed position with postmortem. timeframe: event-driven difficulty: beginner integrations: - id: fmp type: market_data requirement: optional note: Financial Modeling Prep API inputs: - screener_report - trade_actions - futures_position_size outputs: - thesis_record - journal_entry workflows: - core-portfolio-weekly - kanchi-dividend-weekly - monthly-performance-review - multi-asset-opportunity-daily - shapiro-contrarian - stockbee-20pct-study-daily - stockbee-ep-daily - stockbee-fluency-loop - swing-opportunity-daily - trade-memory-loop - id: trading-skills-navigator display_name: Trading Skills Navigator category: meta status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_applicable security_review: not_verified operational_role: type: standalone rationale: "Acts as the direct user on-ramp that recommends, but does not join, workflows." summary: Recommend the right workflow, skillset, API profile, and setup path from a natural-language trading goal. timeframe: research difficulty: beginner integrations: - id: local_calculation type: calculation requirement: not_required note: Reads local skills-index.yaml + workflows/*.yaml (or bundled snapshot); no network inputs: - user_goal - optional_constraints outputs: - workflow_recommendation - skillset_recommendation - setup_path workflows: [] - id: uptrend-analyzer display_name: Uptrend Analyzer category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Analyzes market breadth using Monty's Uptrend Ratio Dashboard data to diagnose the current market environment. timeframe: daily difficulty: beginner integrations: - id: public_csv type: web requirement: required note: Monty Uptrend Ratio Dashboard CSV; no API key required inputs: - uptrend_ratio_csv outputs: - uptrend_composite_score workflows: - market-regime-daily - id: us-market-bubble-detector display_name: US Market Bubble Detector category: market-regime status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Produces an independent market bubble-risk assessment on demand." summary: Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. timeframe: weekly difficulty: intermediate integrations: - id: user_input type: local_file requirement: required note: User provides indicators inputs: - bubble_indicators_data outputs: - bubble_risk_score workflows: [] - id: us-stock-analysis display_name: US Stock Analysis category: trade-planning status: production knowledge_only: true verification: instruction_contract: not_verified unit_tests: not_applicable workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Produces a self-contained research report for a requested US equity." summary: Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. timeframe: event-driven difficulty: intermediate integrations: - id: user_input type: local_file requirement: required note: User provides data inputs: - ticker - fundamentals_data - chart_image outputs: - stock_analysis_report workflows: [] - id: value-dividend-screener display_name: Value Dividend Screener category: core-portfolio status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). timeframe: weekly difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: Financial Modeling Prep API - id: finviz type: screener requirement: recommended note: FINVIZ Elite API inputs: - dividend_universe - value_filters outputs: - high_yield_candidates workflows: - core-portfolio-weekly - kanchi-dividend-weekly - id: vcp-screener display_name: VCP Screener category: swing-opportunity status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_verified end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: workflow_step summary: Screen S&P 500 stocks for Mark Minervini's Volatility Contraction Pattern (VCP). timeframe: daily difficulty: intermediate integrations: - id: fmp type: market_data requirement: required note: S&P 500 OHLCV via FMP inputs: - sp500_ohlcv outputs: - vcp_candidates - pivot_points workflows: - swing-opportunity-daily - id: weekly-performance-digest display_name: Weekly Performance Digest category: trade-memory status: production verification: instruction_contract: not_verified unit_tests: not_verified workflow_contract: not_applicable end_to_end_replay: not_applicable data_provenance: not_verified financial_logic_review: not_verified empirical_validation: not_verified security_review: not_verified operational_role: type: standalone rationale: "Generates a standalone weekly digest from supplied closed-trade records." summary: Generate a weekly performance summary from closed trades with win rate, expectancy, and pattern analysis. timeframe: weekly difficulty: beginner integrations: - id: local_calculation type: calculation requirement: not_required note: Pure calculation; works offline inputs: - closed_thesis_record outputs: - weekly_performance_digest - performance_pattern_analysis workflows: [] - id: us-undervalued-growth-screener display_name: US Undervalued Growth Screener category: core-portfolio status: beta verification: instruction_contract: passed unit_tests: passed workflow_contract: not_applicable end_to_end_replay: not_verified data_provenance: not_verified financial_logic_review: passed empirical_validation: not_applicable security_review: passed operational_role: type: standalone rationale: >- Executes an end-to-end US GARP screen from a minimal request. In Claude Code it runs a local direct-FMP pipeline that keeps bulk payloads out of model context, then completes selected SEC/IR underwriting and publishes only a scope-correct audited result. summary: >- Screen and rank US-listed small- and mid-cap undervalued-growth stocks with a generated stable-first FMP client, persistent SQLite cache, adaptive listing enumeration, FY1 estimate normalization, verified 20-day liquidity, deterministic four-lane discovery, forward same-basis valuation, standard and SBC-adjusted FCF, dilution, peer, cycle and LOE controls, strict final evaluation, prepublication audit, and a self-contained evidence bundle. timeframe: weekly difficulty: advanced integrations: - id: fmp type: market_data requirement: recommended note: >- Claude Code-native direct REST path using FMP_API_KEY. Bulk responses are cached and written to local artifacts; only compact screening results are returned to the model. Plan-gated bulk endpoints use bounded per-symbol fallbacks. - id: alternate_market_data type: market_data requirement: optional note: Reputable alternative screener or estimates source for bounded discovery. - id: sec_edgar type: web requirement: required note: Primary filings for statements, shares, SBC, debt, cash flow, and corporate actions. - id: company_ir type: web requirement: required note: Earnings, guidance, presentations, prepared remarks, lifecycle/LOE, and Investor Day evidence. - id: official_macro type: web requirement: required note: Current rates, Treasury yields, GDP, inflation, and market context. - id: local_calculation type: calculation requirement: not_required note: >- Python scripts collect and cache FMP data, normalize discovery inputs, build audits, validate schema-3/contract-3.5 evidence, calculate scenarios, checkpoint runs, render reports, and create the audit bundle. inputs: - minimal_screening_request - fmp_api_key_or_equivalent_market_data - current_sec_ir_and_macro_sources outputs: - compact_discovery_summary - listing_universe_audit - bounded_candidate_pool_and_enrichment_audit - selected_candidate_evidence_packets - checkpointed_run_state - undervalued_growth_candidates - forward_valuation_and_stress_scenarios - conditional_and_review_required_queue - screened_out_and_exclusion_logs - final_research_report_json_and_markdown - self_contained_audit_bundle workflows: []