Full 7-component CANSLIM growth stock scoring (C, A, N, S, L, I, M). Composite 0-100 ratings with bear market protection. Phase 3 implements 100% of O’Neil’s methodology
Stockbee-style short-term momentum burst screening: 4% breakout, dollar breakout, and range-expansion triggers scored 0-100 (A/B/Watch) with setup-quality and risk-distance filters. Candidate generation only — routes survivors to technical-analyst and position-sizer
Stockbee-style selling-exhaustion hammer screening for liquid stocks with prior momentum, pullback depth, undercut/reclaim behavior, long lower-wick reversal geometry, and risk-distance filters. Candidate generation only
Translates natural language (Japanese/English) into FinViz filter URLs. 500+ filter codes across fundamentals, technicals, and descriptives. Theme cross-screening (30+ themes × 268 sub-themes) for narrative-based searches like “AI × Logistics” or “Data Centers × Power”. Opens results in Chrome
No APIFINVIZ Optional
Value Dividend Screener
Multi-phase dividend stock screening: value characteristics (P/E, P/B), income (yield), growth (3-year trends), sustainability, and quality scoring
Claude Code-native GARP screen for US small/mid caps: direct-FMP discovery pipeline with local cache, FY1 estimate normalization, verified liquidity, forward same-basis valuation, SBC-adjusted FCF, prepublication audit, and a self-contained evidence bundle
Scores post-earnings stocks using 5 weighted factors: Gap Size (25%), Pre-Earnings Trend (30%), Volume Trend (20%), MA200 Position (15%), MA50 Position (10%). A/B/C/D grades
FMP Required
PEAD Screener
Screens for Post-Earnings Announcement Drift patterns using weekly candle analysis. Stage-based monitoring: MONITORING, SIGNAL_READY, BREAKOUT, EXPIRED
FMP Required
FTD Detector
Detects Follow-Through Day signals for market bottom confirmation using William O’Neil’s methodology. Dual-index tracking with quality scoring (0-100)
FMP Required
Institutional Flow Tracker
Tracks institutional ownership changes using 13F SEC filings. Tier-based quality framework weights superinvestors (Berkshire, Baupost) higher than index funds
FMP Required
2. Market Analysis
Skill
Description
API Requirements
Sector Analyst
Analyzes sector/industry performance charts to assess market positioning and rotation patterns based on market cycle theory (Early/Mid/Late Cycle, Recession)
No API
Breadth Chart Analyst
Analyzes S&P 500 Breadth Index and Uptrend Stock Ratio charts for market health. Identifies bull market phases: Healthy Breadth, Narrowing, Distribution
No API
Technical Analyst
Pure technical analysis of weekly price charts. Identifies trends, support/resistance, chart patterns, and momentum indicators. Covers Elliott Wave, Dow Theory, candlesticks
Quantifies market breadth health using a data-driven 6-component scoring system (0-100) from publicly available CSV data
No API
Uptrend Analyzer
Diagnoses breadth health using Uptrend Ratio Dashboard tracking ~2,800 US stocks across 11 sectors. 5-component composite scoring with warning overlays
No API
Macro Regime Detector
Detects structural macro regime transitions (1-2 year horizon) using 6-component cross-asset ratio analysis (RSP/SPY, yield curve, credit, size factor, sector rotation)
Data-driven bubble risk assessment using Minsky/Kindleberger framework. Two-phase evaluation: quantitative scoring (0-12) + strict qualitative adjustment (0-3). Five risk phases
No API
Market Top Detector
Detects market top probability using O’Neil Distribution Days, Minervini Leading Stock Deterioration, and Defensive Rotation. 6-component tactical timing system
Daily IBD Distribution Day detection for QQQ/SPY with 25-session expiration and 5% invalidation. Risk classification (NORMAL/CAUTION/HIGH/SEVERE) and TQQQ/QQQ exposure recommendation
Detects crowded large-speculator positioning across 65 CFTC futures markets via COT Index (3-year/26-week), implementing step 1 of Jason Shapiro’s contrarian methodology
Judges whether a crowded market failed to react to favorable news via a Monte-Carlo-verified drift-significance test, implementing step 2 of Jason Shapiro’s contrarian methodology
Synthesizes crowding, news-failure, and price-action verdicts into one setup_status via a fail-closed precedence state machine, implementing the decision center of Jason Shapiro’s contrarian methodology. Beta. Pure offline calculation
Batch-tests local MetaTrader 5 Expert Advisors through a resumable three-round pipeline with fail-closed file handling, deterministic gates, and cross-run learnings. Requires Windows, MT5, EA files, and broker tick data
Builds a daily +20%/-20% mover model book, classifies catalyst and chart context, updates forward outcomes, and mines cohorts for research prompts. Study workflow only — not a buy/sell signal service
Persistent thesis lifecycle tracker: register screener outputs as IDEA, manage state transitions through ENTRY_READY → ACTIVE → CLOSED, attach position sizing, schedule reviews, and generate postmortem reports with MAE/MFE
Account-level risk gate that reads trader-memory-core state and returns TRADING_ALLOWED / COOLDOWN / HALTED from realized P&L, losing-streak, and weekly/monthly drawdown rules
Aggregate the week’s closed trades into win rate, expectancy, profit factor, R-multiple, and MAE/MFE, with win/loss pattern analysis by source skill, exit reason, thesis type, sector, and mechanism. Pure local calculation
Risk-based position sizing using Fixed Fractional, ATR-based, and Kelly Criterion methods. Portfolio constraints (max position %, max sector %). Works offline
Contract-based futures position sizing from direction/entry/stop using a verified 23-market contract-spec table (multiplier, tick size, tick value). Explicit flags or contrarian-setup-gate READY_FOR_PLAN handoff. Beta. Works offline
Daily Parabolic Short screener (5-factor weighted score) plus pre-market plan generator that emits three conditional triggers per candidate (5-min ORL break, first red 5-min, VWAP fail). Alpaca ETB-only short check via requests (no SDK), SEC Rule 201 SSR tracker, blocking vs advisory manual confirmation reasons
Synthesizes outputs from breadth, regime, top-risk, and flow skills into a one-page Market Posture summary with net exposure ceiling (0-100%), growth-vs-value bias, and NEW_ENTRY_ALLOWED / REDUCE_ONLY / CASH_PRIORITY recommendation
Fetches official-source macro release-calendar events using FXMacroData for trade planning and event-risk filters. Public USD calendar rows work without a key. Beta
Applies a deterministic pre-trade checklist and fail-closed decision gate before a planned order can proceed
No API
5. Dividend Investing
Skill
Description
API Requirements
Kanchi Dividend SOP
Converts Kanchi-style 5-step dividend investing into a repeatable US-stock workflow. Screening, quality checks, valuation mapping, profit filters, pullback entry planning
No API
Kanchi Dividend Review Monitor
Forced-review anomaly detection for T1-T5 triggers with deterministic OK/WARN/REVIEW outputs. Local rule-engine script with unit tests for trigger boundaries
No API
Kanchi Dividend US Tax Accounting
US dividend tax classification and account-location workflow. Qualified vs ordinary assumptions, holding-period checks, and account placement tradeoffs
No API
6. Edge Research Pipeline
Skill
Description
API Requirements
Edge Candidate Agent
Converts daily market observations into reproducible research tickets. Exports strategy.yaml + metadata.json with interface contract validation
No API
Edge Hint Extractor
Extracts hints from market summary and anomaly data into hints.yaml for downstream concept synthesis
No API
Edge Concept Synthesizer
Synthesizes research tickets and hints into unified edge_concepts.yaml for strategy design
No API
Edge Strategy Designer
Designs strategy drafts (strategy_drafts/*.yaml) from edge concepts with entry/exit rules and risk parameters
Orchestrates the full edge research pipeline end-to-end with review-revision feedback loop (max 2 iterations). Supports resume, review-only, and dry-run modes
Aggregates outputs from edge-candidate-agent, theme-detector, sector-analyst, and institutional-flow-tracker with configurable weighting, deduplication, and contradiction handling into a ranked conviction dashboard
Records and analyzes post-trade outcomes for signals generated by edge pipeline and screeners. Classifies outcomes (true positive, false positive, regime mismatch), generates weight feedback for edge-signal-aggregator and skill improvement backlog entries
Separates a strategy return series into declared baseline exposure and residual edge via OLS attribution with HAC inference, rolling stability, alternate-baseline sensitivity, and regime breakdowns. Answers whether returns contain alpha independent of market, momentum, or sector exposure
No API
7. Quality & Workflow
Skill
Description
API Requirements
Data Quality Checker
Validates market analysis documents for price scale inconsistencies, date/weekday mismatches, allocation total errors, and unit mismatches. Advisory mode (warnings only)
No API
Dual Axis Skill Reviewer
Reviews skill quality using dual-axis method: deterministic auto scoring (5-category, 0-100) + optional LLM deep review. Powers the automated skill improvement loop
No API
Skill Designer
Designs new Claude skills from structured idea specifications. Produces complete skill directories (SKILL.md, references, scripts, tests) following repository conventions
No API
Skill Idea Miner
Mines Claude Code session logs for skill idea candidates. Extracts, scores, and backlogs new skill ideas from recent coding sessions
No API
Skill Integration Tester
Validates multi-skill workflows defined in CLAUDE.md by checking skill existence, inter-skill data contracts (JSON schema compatibility), and handoff integrity
The on-ramp: from a natural-language trading goal, recommends the right workflow, skillset, API profile, and setup path. Deterministic recommender with honest “no workflow yet” gaps; no-API and beginner paths
No API
Weekly Trade Strategy
Structured template and workflow for weekly trade strategy reports
manifoldbt Backtester – Executes a strategy spec and produces the metrics backtest-expert scores
Strategy Pivot Designer – Generate new approaches when optimization stalls
API Requirements Matrix
Skill
FMP
FINVIZ Elite
Alpaca
Backtest Expert
–
–
–
Breadth Chart Analyst
–
–
–
Breakout Trade Planner
–
–
–
CANSLIM Screener
Required
–
–
Contrarian Setup Gate
–
–
–
COT Contrarian Detector
Required
–
–
Crypto Regime Analyzer
–
–
–
Data Quality Checker
–
–
–
Dividend Growth Pullback Screener
Required
Recommended
–
Downtrend Duration Analyzer
–
–
–
Drawdown Circuit Breaker
–
–
–
Dual Axis Skill Reviewer
–
–
–
Earnings Calendar
Required
–
–
Earnings Trade Analyzer
Required
–
–
Economic Calendar Fetcher
Required
–
–
FXMacroData Calendar
–
–
–
Edge Candidate Agent
Optional
–
–
Edge Concept Synthesizer
–
–
–
Edge Hint Extractor
–
–
–
Edge Pipeline Orchestrator
–
–
–
Edge Signal Aggregator
–
–
–
Edge Strategy Designer
–
–
–
Edge Strategy Reviewer
–
–
–
Exposure Coach
–
–
–
Finviz Screener
–
Optional
–
FTD Detector
Required
–
–
Futures Position Sizer
–
–
–
IBD Distribution Day Monitor
Required
–
–
Institutional Flow Tracker
Required
–
–
Kanchi Dividend Review Monitor
Recommended
–
–
Kanchi Dividend SOP
Recommended
–
–
Kanchi Dividend US Tax Accounting
–
–
–
Macro Regime Detector
Optional
–
–
manifoldbt Backtester
–
–
–
Market Breadth Analyzer
–
–
–
Market Environment Analysis
–
–
–
Market News Analyst
–
–
–
Market Top Detector
–
–
–
MT5 Robot Tester
–
–
–
News Reaction Failure Analyzer
Required
–
–
Options Strategy Advisor
Optional
–
–
Pair Trade Screener
Required
–
–
Parabolic Short Trade Planner
Required
–
Optional
PEAD Screener
Required
–
–
Portfolio Manager
–
–
Required
Position Sizer
–
–
–
Pre-Trade Discipline Gate
–
–
–
Residual Edge Analyzer
–
–
–
Scenario Analyzer
–
–
–
Sector Analyst
–
–
–
Signal Postmortem
–
–
–
Skill Designer
–
–
–
Skill Idea Miner
–
–
–
Skill Integration Tester
–
–
–
Stanley Druckenmiller Investment
–
–
–
Stockbee 20% Study
Required
–
–
Stockbee Episodic Pivot Analyzer
Optional
–
–
Stockbee Exhaustion Hammer Screener
Required
–
–
Stockbee Momentum Burst Screener
Required
–
–
Stockbee Setup Fluency Trainer
Optional
–
–
Strategy Pivot Designer
–
–
–
Technical Analyst
Optional
–
–
Theme Detector
Optional
Recommended
–
Trade Hypothesis Ideator
–
–
–
Trade Performance Coach
–
–
–
Trader Memory Core
Optional
–
–
Trading Skills Navigator
–
–
–
Uptrend Analyzer
–
–
–
US Market Bubble Detector
–
–
–
US Stock Analysis
–
–
–
US Undervalued Growth Screener
Recommended
–
–
Value Dividend Screener
Required
Recommended
–
VCP Screener
Required
–
–
Weekly Performance Digest
–
–
–
”–” means not required. “Required” means the skill cannot run without that provider; “Recommended” means the provider is the preferred path but a fallback exists; “Optional” means it only enhances functionality.