Beta Trading Analysis

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

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

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

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 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