Skillsets
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Purpose-specific skillset bundles for the solo-trader OS. A skillset is a category-scoped set of skills (required / recommended / optional) tied to the workflow(s) that operationalize it — the “what to install for this goal” layer. Manifests in skillsets/ are the canonical definition; this page is auto-generated from them.
Available skillsets
| Skillset | Timeframe | API profile | Difficulty | Related workflows |
|---|---|---|---|---|
core-portfolio — Core Portfolio |
weekly | mixed | beginner | core-portfolio-weekly |
market-regime — Market Regime |
daily | no-api-basic | beginner | market-regime-daily |
swing-opportunity — Swing Opportunity |
daily | fmp-required | intermediate | swing-opportunity-daily |
trade-memory — Trade Memory |
event-driven | no-api-basic | beginner | trade-memory-loop, monthly-performance-review |
Core Portfolio
core-portfolio · weekly · mixed · beginner
When to use: The long-term core sleeve: review holdings, dividend health, and overall allocation once a week. Use to keep the buy-and-hold / dividend book healthy and decide deliberate rebalance actions. Operationalized weekly by the core-portfolio-weekly workflow.
When NOT to use: Do not run this as a daily routine — daily portfolio churn defeats the long-term framing. Do not use it to chase short-term swing setups; that is the swing-opportunity sleeve gated by market-regime.
Target users: long-term-investor, dividend-investor
Required skills: portfolio-manager, trader-memory-core
Recommended skills: kanchi-dividend-review-monitor, value-dividend-screener, kanchi-dividend-us-tax-accounting
Optional skills: dividend-growth-pullback-screener, kanchi-dividend-sop
Related workflows: core-portfolio-weekly
Market Regime
market-regime · daily · no-api-basic · beginner
When to use: The shared risk layer for every trading day. Use before considering new swing-trade risk to decide today’s exposure posture (allow / restrict / cash-priority) from breadth, uptrend participation, and top-risk signals. Operationalized daily by the market-regime-daily workflow.
When NOT to use: Do not treat this bundle’s output as a standalone buy/sell signal — the exposure decision is a posture, not a directive. Do not skip it and run swing-opportunity work directly; the regime gate comes first.
Target users: part-time-swing-trader, growth-investor
Required skills: market-breadth-analyzer, uptrend-analyzer, exposure-coach
Recommended skills: market-top-detector, macro-regime-detector
Optional skills: breadth-chart-analyst, sector-analyst, market-environment-analysis, market-news-analyst, downtrend-duration-analyzer, us-market-bubble-detector
Related workflows: market-regime-daily
Swing Opportunity
swing-opportunity · daily · fmp-required · intermediate
When to use: The satellite swing sleeve: generate and validate swing-trade candidates and build risk-sized entry plans. Use only on days the market-regime sleeve has allowed new risk. Operationalized by the swing-opportunity-daily workflow (prerequisite: market-regime-daily exposure decision).
When NOT to use: Do not run when the latest market-regime exposure decision is cash-priority or restrictive. Do not use the screeners standalone without the regime gate and position sizing.
Target users: part-time-swing-trader
Required skills: vcp-screener, technical-analyst, position-sizer, trader-memory-core
Recommended skills: canslim-screener, breakout-trade-planner, theme-detector
Optional skills: finviz-screener
Related workflows: swing-opportunity-daily
Trade Memory
trade-memory · event-driven · no-api-basic · beginner
When to use: The shared learning loop: record closed-trade outcomes, run postmortems, and feed lessons back into the process. Use after every closed position and for the monthly performance retrospective. Operationalized by the trade-memory-loop (per closed trade) and monthly-performance-review (monthly) workflows.
When NOT to use: Do not run before a position is closed — update an open thesis with trader-memory-core directly instead. Do not skip the loop after a closed trade, even on winners.
Target users: part-time-swing-trader, long-term-investor, growth-investor
Required skills: trader-memory-core, signal-postmortem
Recommended skills: backtest-expert, trade-performance-coach
Optional skills: trade-hypothesis-ideator
Related workflows: trade-memory-loop, monthly-performance-review