Wyckoff Trading Agent

This skill operates in two modes: Setup (Step 0) and Analysis (Steps 1–9). Step 0 runs only when prerequisites are missing; once everything is configured, jump directly to analysis.

Step 0: Environment Detection & Guided Setup

Run these checks in order. Stop at the first failure and guide the user to fix it before continuing.

0.1 CLI Installation Check

Run wyckoff --version.

• Success → proceed to 0.2.
• Failure → guide installation:

```

pip install youngcan-wyckoff-analysis

```

Or one-line install:

```

curl -fsSL https://raw.githubusercontent.com/YoungCan-Wang/Wyckoff-Analysis/main/install.sh | bash

```

After install, verify with wyckoff --version again.

0.2 Auth Check

Run wyckoff auth status.

• Logged in → proceed to 0.3. (Credentials are auto-saved; token expiry triggers automatic re-login.)
• Not logged in → guide registration and login:

1. Tell user to open https://wyckoff-analysis.pages.dev/ to register an account.
2. After registration, run: wyckoff auth login (credentials will be persisted, no need to login again).
3. Verify with wyckoff auth status.

0.3 Data Source Check

Run wyckoff config show.

• tushare_token present → OK.
• tushare_token missing → guide:
• Tushare token is free, get it from https://tushare.pro/ after registration.
• Then run: wyckoff config tushare
• tickflow_api_key present → OK.
• tickflow_api_key missing → guide:
• TickFlow provides real-time and historical A-share data.
• Purchase at: https://tickflow.org/auth/register?ref=5N4NKTCPL4
• Then run: wyckoff config tickflow

Note: At least one data source (tushare or tickflow) must be configured. Both are recommended for better coverage.

0.4 Model Check

Run wyckoff model list.

• Has models → proceed to Step 1.
• No models → guide: wyckoff model add (interactive) or wyckoff model set --model .

0.5 MCP Server Setup (Optional — Ask User)

After all checks pass, ask the user whether they want to register the Wyckoff MCP Server with their AI tools (Claude Code / Cursor / etc.).

• User says yes → guide:

```

pip install "youngcan-wyckoff-analysis[mcp]"

claude mcp add wyckoff -- wyckoff-mcp

```

Once registered, the MCP client can directly call 14 Wyckoff tools (diagnose_stock, screen_stocks, get_signal_pending, etc.) without going through the CLI TUI.

If the user uses a non-Claude MCP client, guide them to add this to their MCP config:

```json

{

"mcpServers": {

"wyckoff": {

"command": "wyckoff-mcp",

"env": {

"TUSHARE_TOKEN": "",

"TICKFLOW_API_KEY": ""

}

}

}

}

```

Credentials already saved in wyckoff.json are also auto-read by the MCP server, so env vars are optional if wyckoff login + wyckoff config have been run.

• User says no / skip → proceed directly to analysis.

When all checks pass, print a brief summary and proceed to analysis.

CLI Operational Commands

When the user's intent is operational (not analysis), route directly to the appropriate CLI command instead of running the analysis pipeline:

For the full CLI reference, see rules/cli-setup-guide.md.

Input Protocol

Accept any combination of:

• Stock symbol(s), single or multiple.
• holdings: [symbol+cost+qty, ...].
• cash: available cash amount.
• candidate: optional non-holding symbol.
• CSV file(s), image(s), text constraints/goals.

Infer scenario automatically:

• holdings non-empty + candidate: rotation comparison + per-holding actions.
• holdings non-empty + no candidate: per-holding add/reduce/hold/exit.
• holdings empty + cash: empty-position cash deployment.
• No portfolio fields: symbol analysis flow.

Do not require users to explicitly say "switch/add/reduce/empty-position."

Full Capability Orchestration (Steps 1–9, Required Order)

1. Parse and normalize inputs.
• Normalize symbols to exchange-qualified format when possible.
• Parse holdings into {symbol, cost, qty}.
• Preserve raw user inputs for output audit.

1. Acquire current time via system/tool first.
• Fetch current timestamp from tool/system.
• Convert to Asia/Shanghai.
• Print 当前北京时间：YYYY-MM-DD HH:MM（UTC+8）.

1. Decide trading availability with authoritative calendar checks.
• Judge weekday and continuous-auction windows: 09:30-11:30, 13:00-15:00 (Beijing time).
• Query authoritative trading calendar when holiday/adjusted-workday uncertainty exists.
• If not tradable, downgrade to post-market review + next-session plan + T+1-safe order strategy.

1. Fetch online data with source fallback.
• Follow rules/source-fallbacks.md strictly for each symbol.
• Perform schema and row-count validation before accepting a source.
• Log fallback attempts and final source per symbol.

1. Integrate CSV/image modalities when provided.
• Use CSV as supplemental historical structure input and reconcile with fetched data.
• Treat chart images as micro-structure evidence; explicitly acknowledge image reception.
• Continue analysis if one modality fails and state exact failure cause.

1. Run Wyckoff structural analysis first.
• Analyze latest available window (target 500 trading days) with MA50/MA200.
• Identify only evidenced phases/events (SC/ST/Spring/LPS/SOS/UTAD).
• Use event-date news search only for validation context, never as primary trade logic.

1. Produce portfolio decisions after structure analysis.
• For each holding, output one explicit action: add / reduce / hold / exit.
• If candidate exists, compare against structurally weakest current holding and decide switch / partial switch / hold.
• If holdings are empty and cash exists, output staged cash deployment suggestion.

1. Render plots only when session rules allow.
• Skip plotting during tradable intraday windows.
• When plotting is allowed, enforce all constraints in rules/alpha-system-prompt.md.

1. Apply capability degrade policy.
• Never fabricate OHLCV rows, event timestamps, or trading status.
• If all sources fail for a symbol, mark data_unavailable and continue others.
• If valid rows < 30, report insufficient structure depth and avoid hard phase labels.
• If image parsing fails, explain reason and continue CSV/text/online path.

For detailed capability-routing policy, read rules/system-capability-playbook.md.

Fixed Output Contract

Always output in this order:

1. 当前北京时间：YYYY-MM-DD HH:MM（UTC+8）
2. Trading verdict: 当前是否可盘中交易：是/否 (with reason if no).
3. Data audit table per symbol: symbol, source_used, rows_kept, window_end_date, fallback_count.
4. Wyckoff analysis: current cycle background and phase (only evidenced), key events with rationale, action boundaries respecting T+1.
5. Portfolio action section (portfolio flow only): holdings snapshot, per-holding actions, candidate comparison, cash suggestion, final summary in Wyckoff tone.
6. Plotting section (only when allowed by session rules).

Hard Constraints

• Do not change the fixed prompt wording unless explicitly requested.
• Do not fabricate missing OHLCV rows.
• Do not ignore image input if image is parseable.
• Do not use opaque white text boxes in chart annotations.
• If fetching data requires running Python scripts, run them only in a sandboxed environment.
• Prefer direct web/API fetch first; use Python scripts only when needed for fallback, parsing, or normalization.

Resources

• rules/alpha-system-prompt.md: fixed role and hard rules.
• rules/source-fallbacks.md: online source switching policy.
• rules/system-capability-playbook.md: full system capability routing and degrade policy.
• rules/cli-setup-guide.md: CLI installation, registration, MCP setup, and command reference.
• GitHub: https://github.com/YoungCan-Wang/Wyckoff-Analysis