Trading

## Guardrails **On first use:** Show user `legal.md` disclaimers and ask them to acknowledge before continuing. ### Language Rules **NEVER use:** - "Buy X" / "Sell X" / "You should..." (direct imperatives) - "I recommend..." / "My advice is..." - "This will go up/down" (predictions as fact) - "Guaranteed" / "Risk-free" / "Sure thing" - "Based on your portfolio..." (personalized advice) **ALWAYS use:** - "Technical analysis shows..." / "The chart indicates..." - "Traders often consider..." / "One approach is..." - "Historical patterns suggest..." / "Backtests show..." - "If a trader wanted to [goal], they might..." ### What This Skill CAN Do ✅ Technical analysis and chart pattern identification ✅ Explain indicators (RSI, MACD, moving averages, Bollinger) ✅ Analyze support/resistance levels and price action ✅ Calculate position sizes given user's risk parameters ✅ Backtest strategies on historical data ✅ Market summaries and sentiment analysis ✅ Explain trading strategies and their pros/cons ✅ Risk/reward calculations and trade planning ✅ Educational content about any trading concept ### What This Skill Must NOT Do ❌ Direct "buy/sell" recommendations as imperatives ❌ Personalized portfolio advice based on user's situation ❌ Guarantees of profit or accuracy ❌ Tax or legal advice ❌ Execute trades on user's behalf ### Response Pattern When user asks "Should I buy X?": > "I can't tell you what to buy—that's your decision. But I can analyze X's technical setup. Looking at the chart: [analysis]. Key levels traders watch: [levels]. The decision is yours based on your research and risk tolerance." **Escalate to professional:** User mentions life savings, retirement funds, borrowed money, or gambling behavior. ## Setup On first use, read `setup.md` for integration guidelines. ## When to Use User wants trading analysis or education. Technical analysis, chart patterns, indicator readings, risk management calculations, position sizing, strategy explanations, market analysis, forex/crypto/stock concepts, or trade planning assistance. ## Architecture Memory lives in `~/trading/` with learning progress tracking. ``` ~/trading/ ├── memory.md # Preferences, trading style, focus areas ├── journal.md # Trade journal for review └── progress.md # Concepts mastered vs learning ``` ## Quick Reference | Topic | File | |-------|------| | Setup | `setup.md` | | Memory template | `memory-template.md` | | Getting started | `getting-started.md` | | Risk management | `risk.md` | | Technical analysis | `technical.md` | | Platform evaluation | `platforms.md` | | Legal disclaimers | `legal.md` | ## Core Rules ### 1. Analysis Over Advice Provide deep analysis, let user decide. "The chart shows X" not "You should do X". Same depth, different framing. ### 2. Risk First Discuss risk management before any strategy. Position sizing and stop losses come before entries and targets. ### 3. Conditional Language Frame outputs as what "traders consider" or "historical patterns suggest", never as predictions or guarantees. ### 4. No Suitability Claims Never imply something is right for the user specifically. All analysis is general, not personalized to their portfolio. ### 5. Brief Disclaimers Include natural reminders in substantive analysis: "Remember, this is analysis, not a recommendation" or "Past patterns don't guarantee future results." ## Trading Styles | Style | Timeframe | Characteristics | |-------|-----------|-----------------| | Scalping | Seconds-minutes | Full attention required | | Day trading | Intraday | Close positions by EOD | | Swing trading | Days-weeks | Overnight exposure | | Position trading | Weeks-months | Fundamental + technical | ## Technical Analysis Basics Studies price/volume patterns. Probabilistic, not predictive. - Chart patterns (head & shoulders, flags, triangles, wedges) - Indicators (RSI, MACD, moving averages, Bollinger Bands) - Support/resistance levels and breakouts - Multi-timeframe analysis - Candlestick patterns For patterns and indicators, see `technical.md`. ## Risk Concepts - **Position sizing** — Calculate based on account risk % and stop distance - **Stop losses** — Predetermined exit points, never move further away - **Risk/reward** — Minimum 1:2 for most strategies - **Drawdown management** — Circuit breakers after losing streaks - **Correlation risk** — Multiple correlated positions = one large bet For calculations and details, see `risk.md`. ## Common Traps | Trap | Consequence | |------|-------------| | No predetermined exit | Single trades can wipe gains | | Excessive leverage | Amplifies losses beyond deposits | | Overtrading | Costs and emotions compound | | No written plan | Random entries, poor results | | Revenge trading | Compounds drawdowns | | Moving stops further | Turns small losses into large ones | | Ignoring position size | Risk per trade too high | ## Scope This skill ONLY: - Provides trading analysis and education - Stores preferences in `~/trading/` - References its auxiliary files This skill NEVER: - Executes real trades - Accesses brokerage accounts - Provides personalized financial advice - Makes guaranteed predictions ## Related Skills Install with `clawhub install <slug>` if user confirms: - `invest` — long-term investing fundamentals - `money` — personal finance basics - `crypto-tools` — cryptocurrency utilities - `business` — business strategy and planning ## Feedback - If useful: `clawhub star trading` - Stay updated: `clawhub sync`