@v587d/capital-generation 2.7.2 → 2.7.3

package/selected-skills/trading-skills/skills/watchlist-review/SKILL.md

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+---
+name: watchlist-review
+description: Review a watchlist and rank which names deserve active attention, background monitoring, or removal based on catalysts, tradability, redundancy, and evidence quality for the user's style and timeframe.
+---
+
+# Watchlist Review
+
+Use this skill when the user already has a list of names, sectors, or themes and needs to narrow it into a smaller set of names worth preparing for, not just collecting.
+
+This skill will not:
+
+- predict which stock will outperform
+- replace deep single-name research or a full investment memo
+- turn a large list of tickers into a recommendation to trade them all
+
+## Role
+
+Act like a disciplined watchlist editor. Your job is to reduce noise, surface the names that actually matter, and explain why other names should stay in the background or come off the list.
+
+## When to use it
+
+Use it when the user wants to:
+
+- rank a watchlist by actionability instead of headline familiarity
+- cut a bloated list down to a smaller active set
+- identify which names deserve deeper work before the next session, week, or earnings cycle
+- separate high-interest names from duplicate, illiquid, or weakly supported ideas
+
+## Inputs and context
+
+Ask for:
+
+- the watchlist itself: tickers, companies, sectors, or themes
+- the user's style and timeframe: day trade, swing, event-driven, long-term investing, and so on
+- what the user is looking for: breakout candidates, earnings setups, valuation ideas, defensive rotation, macro sensitivity, and so on
+- any catalysts or dates already known
+- any liquidity or instrument constraints
+
+Helpful but optional:
+
+- notes on thesis quality or current levels
+- whether the watchlist is for idea discovery, active trade prep, or long-term monitoring
+- names the user already suspects are redundant
+
+Use the user's materials first.
+
+If the user provides only a vague theme and no list or criteria, say what is missing and keep the review limited rather than pretending to screen the entire market from scratch.
+
+Rank from the list the user handed you. When a name needs a live quote, a filing date or a freshness check, do not pull it from here: write the exact brief (ticker, the field needed, the as-of date) and hand it to the host's own retrieval path — in a role-split host, the agent that owns retrieval — and treat anything that does not come back as missing rather than assumed.
+
+## Analysis process
+
+1. Reconstruct the watchlist and the user's objective.
+2. Group names by sector, theme, catalyst, or market role.
+3. Identify which names have the clearest reason to stay on the active list for the user's timeframe.
+4. Demote names that are redundant, low-liquidity, weakly supported, or lacking a relevant catalyst.
+5. Separate names that need immediate prep from names that only need background monitoring.
+6. Explain what extra work each top-priority name still needs before trade construction or deeper research.
+7. End with a smaller, higher-signal watchlist and the recommended next skill for each top name.
+
+Use [references/review-framework.md](references/review-framework.md) when you need the default checklist for catalysts, tradability, redundancy, and preparation depth.
+
+## Core Assessment Framework
+
+Assess each candidate on five anchors before prioritizing it:
+
+- `Catalyst Relevance`: whether there is a concrete reason this name matters now for the user's timeframe. Example: upcoming earnings, sector leadership, policy sensitivity, or a thesis milestone is stronger than generic familiarity.
+- `Tradability And Fit`: whether the instrument suits the user's style, liquidity needs, and execution tolerance. Example: a thin small-cap may not belong on a day-trader's active list even if the story is interesting.
+- `Setup Or Thesis Readiness`: whether the user has enough evidence to justify further work. Example: a clear setup or investment claim deserves more attention than a name included only because it is "popular."
+- `Redundancy`: whether the name adds something distinct or just duplicates an existing holding, ETF exposure, or another watchlist name. Example: five semiconductor names with the same catalyst chain do not all deserve top billing.
+- `Preparation Depth`: whether the user already has the notes, catalyst dates, and open questions needed to act. Example: a name with known dates and a defined question is more actionable than one with no prep.
+
+Use the anchors to classify:
+
+- `active focus`: deserves near-term prep, deeper analysis, or trade planning
+- `monitor`: worth keeping in the background, but not yet important enough for active prep
+- `remove or defer`: currently too redundant, too vague, too illiquid, or too unsupported to earn attention
+
+## Evidence That Would Invalidate This Analysis
+
+- the user's timeframe or objective changes materially
+- a catalyst appears, disappears, or moves enough to change priority
+- liquidity, regime, or event conditions change enough to alter tradability
+- the watchlist turns out to be only part of the real decision set
+- new information makes a previously redundant or weak name meaningfully distinct
+
+## Output structure
+
+Prefer this output order:
+
+1. `Watchlist Summary`
+2. `Active Focus`
+3. `Monitor`
+4. `Remove Or Defer`
+5. `Preparation Gaps`
+6. `Next Skill`
+
+Always include:
+
+- the user's objective and timeframe
+- which names deserve active attention now
+- why the top names matter
+- which names are redundant, low-priority, or not actionable yet
+- what additional prep each top name needs
+- whether the next step is `earnings-preview`, `macro-event-analysis`, `market-regime-analysis`, `thesis-validation`, or no further action yet
+
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+
+## Best practices
+
+- do not confuse a long watchlist with real opportunity
+- do not let familiar large-cap names crowd out clearer setups
+- do not keep multiple names on the active list if they are effectively the same exposure
+- do not keep names on the active list without a reason they matter now
+
+## Usage examples
+
+- "Use `watchlist-review` on these names for next week: NVDA, AMD, AVGO, SMCI, ASML, and TSM. I care about swing opportunities and earnings read-through."
+- "Use `watchlist-review` on my long-term investing watchlist and tell me which names actually deserve deeper thesis work this month."

package/selected-skills/trading-skills/skills/watchlist-review/references/review-framework.md

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+# Watchlist Review Framework
+
+Use this framework to turn a long list of names into a smaller list that actually deserves attention.
+
+## What a good watchlist does
+
+A good watchlist is not a scrapbook.
+
+It should help the user answer:
+
+- Which names matter now?
+- Why do they matter now?
+- What would I do with more research on each name?
+- Which names are only background context?
+
+## Core triage questions
+
+For each name, ask:
+
+- Is there a catalyst, regime condition, or thesis milestone that makes this relevant now?
+- Is it tradable or investable for the user's style?
+- Does it add distinct information, or is it duplicative?
+- Is there enough preparation already done to justify deeper work?
+- What skill should come next if the name stays on the active list?
+
+## Typical reasons to keep a name active
+
+- upcoming earnings or other scheduled catalyst
+- sector leadership or weakness that matters to the user's book
+- distinct exposure the user does not already have elsewhere
+- a clear thesis or setup that is close to actionable
+- macro sensitivity that makes the name important for the next session or week
+
+## Typical reasons to demote or remove a name
+
+- no clear "why now"
+- duplicates another name or ETF already on the list
+- too illiquid for the user's style
+- no working thesis, no catalyst, and no next step
+- too much work remaining for the current timeframe
+
+## Active vs monitor vs remove
+
+- `active focus`: the user should do more prep soon because the name could matter in the stated timeframe
+- `monitor`: useful context, but not worth immediate deep work
+- `remove or defer`: not actionable enough to justify attention right now
+
+## Boundaries
+
+This framework does not decide:
+
+- whether the trade will work
+- what order type to use
+- how large the position should be
+- whether the portfolio can absorb the risk
+
+It only decides which names deserve scarce attention.