From tradermonty-claude-trading-skills
Synthesizes outputs from 8 upstream market analysis skills into a conviction score (0-100), pattern classification, and portfolio allocation recommendations for Druckenmiller-style strategy.
npx claudepluginhub joshuarweaver/cascade-business-ops --plugin tradermonty-claude-trading-skillsThis skill uses the workspace's default tool permissions.
Synthesize outputs from 8 upstream analysis skills (5 required + 3 optional) into a single composite conviction score (0-100), classify the market into one of 4 Druckenmiller patterns, and generate actionable allocation recommendations. This is a **meta-skill** that consumes structured JSON outputs from other skills — it requires no API keys of its own.
assets/strategy_report_template.mdreferences/case-studies.mdreferences/conviction_matrix.mdreferences/investment-philosophy.mdreferences/market-analysis-guide.mdscripts/allocation_engine.pyscripts/report_generator.pyscripts/report_loader.pyscripts/scorer.pyscripts/strategy_synthesizer.pyscripts/tests/conftest.pyscripts/tests/test_allocation_engine.pyscripts/tests/test_report_generator.pyscripts/tests/test_report_loader.pyscripts/tests/test_scorer.pyscripts/tests/test_strategy_synthesizer.pyGenerates 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.
Synthesize outputs from 8 upstream analysis skills (5 required + 3 optional) into a single composite conviction score (0-100), classify the market into one of 4 Druckenmiller patterns, and generate actionable allocation recommendations. This is a meta-skill that consumes structured JSON outputs from other skills — it requires no API keys of its own.
English:
Japanese:
| # | Skill | JSON Prefix | Role |
|---|---|---|---|
| 1 | Market Breadth Analyzer | market_breadth_ | Market participation breadth |
| 2 | Uptrend Analyzer | uptrend_analysis_ | Sector uptrend ratios |
| 3 | Market Top Detector | market_top_ | Distribution / top risk (defense) |
| 4 | Macro Regime Detector | macro_regime_ | Macro regime transition (1-2Y structure) |
| 5 | FTD Detector | ftd_detector_ | Bottom confirmation / re-entry (offense) |
| # | Skill | JSON Prefix | Role |
|---|---|---|---|
| 6 | VCP Screener | vcp_screener_ | Momentum stock setups (VCP) |
| 7 | Theme Detector | theme_detector_ | Theme / sector momentum |
| 8 | CANSLIM Screener | canslim_screener_ | Growth stock setups + M(Market Direction) |
Run the required skills first. The synthesizer reads their JSON output from reports/.
Check that the 5 required skill JSON reports exist in reports/ and are recent (< 72 hours). If any are missing, run the corresponding skill first.
python3 skills/stanley-druckenmiller-investment/scripts/strategy_synthesizer.py \
--reports-dir reports/ \
--output-dir reports/ \
--max-age 72
The script will:
Present the generated Markdown report, highlighting:
Load appropriate reference documents to provide philosophical context:
references/case-studies.md| # | Component | Weight | Source Skill(s) | Key Signal |
|---|---|---|---|---|
| 1 | Market Structure | 18% | Breadth + Uptrend | Market participation health |
| 2 | Distribution Risk | 18% | Market Top (inverted) | Institutional selling risk |
| 3 | Bottom Confirmation | 12% | FTD Detector | Re-entry signal after correction |
| 4 | Macro Alignment | 18% | Macro Regime | Regime favorability |
| 5 | Theme Quality | 12% | Theme Detector | Sector momentum health |
| 6 | Setup Availability | 10% | VCP + CANSLIM | Quality stock setups |
| 7 | Signal Convergence | 12% | All 5 required | Cross-skill agreement |
| Pattern | Trigger Conditions | Druckenmiller Principle |
|---|---|---|
| Policy Pivot Anticipation | Transitional regime + high transition probability | "Focus on central banks and liquidity" |
| Unsustainable Distortion | Top risk >= 60 + contraction/inflationary regime | "How much you lose when wrong matters most" |
| Extreme Sentiment Contrarian | FTD confirmed + high top risk + bearish breadth | "Most money made in bear markets" |
| Wait & Observe | Low conviction + mixed signals (default) | "When you don't see it, don't swing" |
| Score | Zone | Exposure | Guidance |
|---|---|---|---|
| 80-100 | Maximum Conviction | 90-100% | Fat pitch - swing hard |
| 60-79 | High Conviction | 70-90% | Standard risk management |
| 40-59 | Moderate Conviction | 50-70% | Reduce position sizes |
| 20-39 | Low Conviction | 20-50% | Preserve capital, minimal risk |
| 0-19 | Capital Preservation | 0-20% | Maximum defense |
druckenmiller_strategy_YYYY-MM-DD_HHMMSS.json — Structured analysis datadruckenmiller_strategy_YYYY-MM-DD_HHMMSS.md — Human-readable reportNone. This skill reads JSON outputs from other skills. No API keys required.
references/investment-philosophy.mdreferences/market-analysis-guide.mdreferences/case-studies.mdreferences/conviction_matrix.mdinvestment-philosophy.md for framework understandingmarket-analysis-guide.md + conviction_matrix.mdcase-studies.md| Skill | Relationship | Time Horizon |
|---|---|---|
| Market Breadth Analyzer | Input (required) | Current snapshot |
| Uptrend Analyzer | Input (required) | Current snapshot |
| Market Top Detector | Input (required) | 2-8 weeks tactical |
| Macro Regime Detector | Input (required) | 1-2 years structural |
| FTD Detector | Input (required) | Days-weeks event |
| VCP Screener | Input (optional) | Setup-specific |
| Theme Detector | Input (optional) | Weeks-months thematic |
| CANSLIM Screener | Input (optional) | Setup-specific |
| This Skill | Synthesizer | Unified conviction |