From tradermonty-claude-trading-skills
Implements Kanchi dividend investing as repeatable US stock workflow: screening, growth checks, PERxPBR analysis, pullback entry planning, memos, and monitoring cadence. Uses Python scripts with FMP API.
npx claudepluginhub joshuarweaver/cascade-business-ops --plugin tradermonty-claude-trading-skillsThis skill uses the workspace's default tool permissions.
Implement Kanchi's 5-step method as a deterministic workflow for US dividend investing.
Generates design tokens/docs from CSS/Tailwind/styled-components codebases, audits visual consistency across 10 dimensions, detects AI slop in UI.
Records polished WebM UI demo videos of web apps using Playwright with cursor overlay, natural pacing, and three-phase scripting. Activates for demo, walkthrough, screen recording, or tutorial requests.
Delivers idiomatic Kotlin patterns for null safety, immutability, sealed classes, coroutines, Flows, extensions, DSL builders, and Gradle DSL. Use when writing, reviewing, refactoring, or designing Kotlin code.
Implement Kanchi's 5-step method as a deterministic workflow for US dividend investing. Prioritize safety and repeatability over aggressive yield chasing.
Use this skill when the user needs:
The entry signal script requires FMP API access:
export FMP_API_KEY=your_api_key_here
Prepare one of the following inputs before running the workflow:
skills/value-dividend-screener/scripts/screen_dividend_stocks.py.skills/dividend-growth-pullback-screener/scripts/screen_dividend_growth.py.When using --input, provide JSON in one of these formats:
{
"profile": "balanced",
"candidates": [
{"ticker": "JNJ", "bucket": "core"},
{"ticker": "O", "bucket": "satellite"}
]
}
Or simplified:
{
"tickers": ["JNJ", "PG", "KO"]
}
For deterministic artifact generation, provide tickers to:
python3 skills/kanchi-dividend-sop/scripts/build_sop_plan.py \
--tickers "JNJ,PG,KO" \
--output-dir reports/
For Step 5 entry timing artifacts:
python3 skills/kanchi-dividend-sop/scripts/build_entry_signals.py \
--tickers "JNJ,PG,KO" \
--alpha-pp 0.5 \
--output-dir reports/
Collect and lock the parameters first:
Load references/default-thresholds.md and apply baseline
settings unless the user overrides.
Start with a quality-biased universe:
Use explicit source priority for ticker collection:
skills/value-dividend-screener/scripts/screen_dividend_stocks.py output (FMP/FINVIZ).skills/dividend-growth-pullback-screener/scripts/screen_dividend_growth_rsi.py output.Return a ticker list grouped by bucket before moving forward.
Primary rule:
forward_dividend_yield >= 3.5%Trap controls:
>= 8%) as deep-dive-required.Output:
PASS or FAIL per ticker.deep-dive-required flag for potential yield traps.Require:
Add safety checks:
When trend is mixed but not broken, classify as HOLD-FOR-REVIEW instead of hard reject.
Use references/valuation-and-one-off-checks.md and apply
sector-specific valuation logic:
PER x PBR can remain primary.P/FFO or P/AFFO instead of plain P/E.P/E, P/FCF, and historical range.Always report which valuation method was used for each ticker.
Reject or downgrade names where recent profits rely on one-time effects:
Record one-line evidence for each FAIL to keep auditability.
Set entry triggers mechanically:
+0.5pp).P/E, P/FFO, or P/FCF).Execution pattern:
40% -> 30% -> 30%.Always produce three artifacts:
PASS, HOLD-FOR-REVIEW, FAIL with evidence).references/stock-note-template.md).Return and/or generate:
references/stock-note-template.md.skills/kanchi-dividend-sop/scripts/build_sop_plan.py in reports/.skills/kanchi-dividend-sop/scripts/build_entry_signals.py in reports/.Use this minimum rhythm:
Run this skill first, then hand off outputs:
kanchi-dividend-review-monitor for daily/weekly/quarterly anomaly detection.kanchi-dividend-us-tax-accounting for account-location and tax classification planning.skills/kanchi-dividend-sop/scripts/build_sop_plan.py: deterministic SOP plan generator.skills/kanchi-dividend-sop/scripts/tests/test_build_sop_plan.py: tests for plan generation.skills/kanchi-dividend-sop/scripts/build_entry_signals.py: Step 5 target-buy calculator (5y avg yield + alpha).skills/kanchi-dividend-sop/scripts/tests/test_build_entry_signals.py: tests for signal calculations.references/default-thresholds.md: baseline thresholds and profile tuning.references/valuation-and-one-off-checks.md: sector valuation map and one-off checklist.references/stock-note-template.md: one-page memo template for each candidate.