Find Your Workflow

A static “choose-your-entry-point” guide for the Solo Trader OS. Before you browse the Skill Catalog or Workflows page, this page maps your situation to the right starting workflow in one short scan.

If your situation does not match any line below, jump to trading-skills-navigator and describe your goal in natural language — it returns the same workflow recommendations programmatically.

Pick by daily rhythm

Your situation	Start with
I have 15 minutes each morning before the open	`market-regime-daily`
I want to swing trade only when the regime allows it	`market-regime-daily` → `swing-opportunity-daily`
I review my long-term portfolio weekly	`core-portfolio-weekly`
I just closed a trade and want to learn from it	`trade-memory-loop`
I want to look back on the month and adjust my rules	`monthly-performance-review`

Not sure which one applies? Use trading-skills-navigator and describe your daily rhythm in natural language.

Pick by goal

Your goal	Skillset	Driving workflow
Know whether today is risk-on or risk-off before doing anything else	`market-regime`	`market-regime-daily`
Run a Core long-term portfolio (dividends, ETFs, long holdings)	`core-portfolio`	`core-portfolio-weekly`
Find disciplined Satellite swing-trade candidates only when conditions allow	`swing-opportunity`	`swing-opportunity-daily`
Record every trade, generate postmortems, and journal lessons	`trade-memory`	`trade-memory-loop`, `monthly-performance-review`

Still unsure which goal you fit? trading-skills-navigator can match your free-form goal to a skillset and workflow.

When the existing workflows don’t fit

No-API-key starter path

If you do not have FMP / FINVIZ / Alpaca subscriptions yet, run these five skills manually — the same minimum loop powers the market-regime-daily and trade-memory-loop workflows without paid data:

market-breadth-analyzer — public CSV breadth scoring
uptrend-analyzer — public CSV uptrend participation
position-sizer — pure calculation
trader-memory-core — local YAML journaling
signal-postmortem — review framework

“No API” does not mean “no external data” — these skills still need public CSVs, chart screenshots, or local files. See each skill’s integrations: entry in skills-index.yaml for exact input requirements.

Honest gaps

Some use cases do not yet have a packaged workflow. These are tracked explicitly as upcoming work in PROJECT_VISION.md:

Short-only / risk-off intraday — covered partially by parabolic-short-trade-planner, but no end-to-end short workflow yet
Earnings-week intraday — covered partially by earnings-trade-analyzer and pead-screener, but no weekly orchestration workflow yet
Strategy research pipeline — edge-pipeline-orchestrator exists, but there is no canonical “find a new edge” workflow manifest yet

If your situation maps to one of these gaps, treat it as exploratory: pick the individual skills you need from the Skill Catalog and run them ad-hoc until a dedicated workflow ships.

Free-form natural-language entry

For any situation that does not match the tables above, use the trading-skills-navigator skill. Pass it your free-form goal and it returns the most appropriate workflow, skillset, API profile, and setup path — backed by the same skills-index.yaml single source of truth that powers this page.