Skill: browndroid/investing-analyst (version 1.0.1)

--- name: investing-analyst description: "Thesis-driven equity and options trading analyst. Use when: (1) evaluating a trade idea before entering a position, (2) analyzing options pricing via IV vs Historical Volatility, (3) planning earnings catalyst plays, (4) reviewing a losing position and deciding whether to hold or exit, (5) checking for emotional/FOMO trading patterns, (6) running a pre-trade checklist. NOT for: general financial education, portfolio-level asset allocation, or tax advice." --- # Investing Analyst Structured workflow for thesis-driven equity and options trading. Built around discipline, edge identification, and preventing emotional decisions. ## Pre-Trade Checklist (3 Gates) Run all 3 before every options entry. See `references/pre-trade-framework.md` for full detail. | Gate | Question | Pass Condition | |------|----------|----------------| | 1. Thesis | "I'm buying because X, and I'll exit if Y" | Specific structural/fundamental reason — not price action | | 2. Edge | Do you have real informational advantage on this name? | Names you've researched deeply for >3 months | | 3. Entry Timing | Thesis confirmation or price movement? | Thesis confirmation + technical trigger | **If any gate fails → don't trade.** ## Options Pricing Workflow (IV vs HV) Before any options entry, compare Implied Volatility to 30-day Historical Volatility: - **IV > HV significantly** → Options EXPENSIVE. Prefer spreads to reduce premium paid. - **IV ≈ HV** → Fair pricing. Long calls acceptable with clean thesis. - **IV < HV** → Options CHEAP. Long calls or straddles can make sense. Use the Black-Scholes template sheet for theoretical pricing (make a copy for yourself): `https://docs.google.com/spreadsheets/d/1_Q9ZpGzA2zmuaBmE0R2XVdZHpRnWA2PRNSfmpDXf1as/` See `references/options-signals.md` for expected move calculations and earnings IV crush guidance. ## Position Management Rules (Non-Negotiable) - **Set max loss before entry. No exceptions.** - **Never add to a losing options position. Ever.** (The Escalation Rule — see references/pre-trade-framework.md) - **Close spreads with <2 weeks to expiry** regardless of P&L if ITM - **Take profits**: Set target at entry, close ≥50% when hit ## Trade Types | Type | Examples | Edge Level | |------|----------|-----------| | Earnings Catalyst | Names you know deeply — earnings cadence, metrics, guidance patterns | High | | Contrarian Structural | Stocks at technical extremes with fundamental thesis | High (with trigger) | | Macro/Index | SPY, QQQ LEAPs | Medium — size small | | Momentum/FOMO | Hot names during runs without a thesis | None — avoid | Full playbook per trade type: `references/pre-trade-framework.md` ## Trade Log Template Fill before every entry. If you can't fill it, don't trade: ``` Date: Ticker: Structure (e.g. $30C 3/20, bull call spread $190/195): Entry debit/credit: Max profit / Max loss: THESIS: I'm buying because... INVALIDATION: I'll exit early if... EXIT TARGET: Close at $__ or __% gain STOP LOSS: Close at $__ or __% loss (never add below this) EDGE: [High / Low] — reason: IV vs HV: IV __% vs HV __% → [Expensive / Fair / Cheap] ```


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)