Skill: j3m2b/jb-catalyst-edge (version 1.0.1)

# Skill: Catalyst Edge **Purpose:** High-conviction stock opportunities + JB's retirement portfolio tracker. **Trigger:** Weekly (Sunday 10 AM CDT via cron) or on demand. --- ## Part 1 — Stock Scanning ### What It Looks For | Pattern | Description | Conviction | |---------|-------------|------------| | Earnings Surprise | Beat estimates, raised guidance | 🟡-🟢 | | Catalyst Event | FDA approval, contract win, merger | 🟡-🟠 | | Technical Breakout | Volume surge, breakout above resistance | 🟡 | | Insider Buying | Executives buying heavily | 🟡 | | Sector Rotation | Money flowing into our themes | 🟢 | ### Target Themes - Healthcare/RCM tech - AI/automation - Dividend payers - Growth with value ### Quality Criteria - Score ≥75 = alert JB immediately (Discord DM) - Score 60-75 = include in weekly summary - Score <60 = skip - Always include source + date ### Output Format ``` 🎯 CATALYST EDGE — [Date] [Stock] — [Ticker] Catalyst: [What it is] Conviction: [🔵🟡🟢🟠] Score: [0-100] Thesis: [1-sentence why] Watch List: 1. [Stock] - [reason] 2. [Stock] - [reason] ``` --- ## Part 2 — Quarterly Financial Review (Every 3 Months) **Trigger:** January, April, July, October — first Sunday of the month at 10 AM CDT. ### Steps 1. **Read the current state:** - `/workspace/skills/catalyst-edge/FIRE_MODEL.md` — current numbers - `/workspace/skills/catalyst-edge/PORTFOLIO_ANALYSIS.md` — portfolio - `/workspace/memory/life-archive.md` — personal context 2. **Post to Discord `#retirement-edge`:** ``` 📊 QUARTERLY FINANCIAL REVIEW — [Month Year] Net Worth: $XX,XXX (vs $XX,XXX last quarter — +/- $X,XXX) This Quarter: [what changed — new savings, paid down debt, market movement] FIRE Progress: [X years to FI / age XX target] Next Quarter Goals: • [Action 1] • [Action 2] Action Items Due: • [Stale items from FIRE_MODEL.md priority list] ``` 3. **Update the files:** - Note any account changes in PORTFOLIO_ANALYSIS.md - Flag any action items that are overdue - Log the quarter's net worth in a table at the bottom of FIRE_MODEL.md 4. **Alert JB if:** - A major milestone was hit (e.g., hit $100K, mortgage paid off early) - An action item is 60+ days overdue - Net worth dropped >15% (market downturn check) ### Quality Standards - Keep it to 10 lines or less in Discord - Full details go in the .md files - Numbers over opinions always --- --- ## Part 3 — FIRE Pipeline (Weekly) **Trigger:** Runs alongside the weekly stock scan (Sunday 10 AM CDT). ### What It Does 1. Reads RSI results from `/workspace/skills/catalyst-edge/stock_scanner/last_scan.json` 2. Applies FIRE model thresholds from `/workspace/skills/catalyst-edge/fire_config.json` 3. Calculates signals: STRONG BUY / BUY / HOLD / WEAK / AVOID / TAKE PROFIT 4. Posts a formatted signal report to Discord `#retirement-edge` ### FIRE Signal Logic | RSI Range | Signal | Action | |-----------|--------|--------| | ≤ 30 (core) / ≤ 35 (income) | 🟢 STRONG BUY | FI deployment window | | 30-40 | 🟢 BUY | Accumulation candidate | | 40-60 | 🟡 HOLD | No action | | 60-70 | 🟠 WEAK | Partial profit taking | | ≥ 70 (core) / ≥ 75 (income) | 🔴 TAKE PROFIT / AVOID | Book gains; not an entry | ### Core Principle VT/VTI/QYLD at RSI ~29-30 simultaneously = **historically rare cluster bottom**. When 2+ core holdings hit RSI < 30 → FI deployment signal. This has happened <5 times in the past 5 years. ### Run the Pipeline ```bash cd /workspace/skills/catalyst-edge/stock_scanner python3 scan_once.py # runs fresh scan python3 ../fire_pipeline.py # applies FIRE logic + posts to Discord ``` ### Files - `/workspace/skills/catalyst-edge/SKILL.md` (this) - `/workspace/skills/catalyst-edge/FIRE_MODEL.md` — current numbers - `/workspace/skills/catalyst-edge/PORTFOLIO_ANALYSIS.md` — portfolio details - `/workspace/skills/catalyst-edge/HISTORICAL_PICKS.md` — past picks + performance - `/workspace/skills/catalyst-edge/fire_config.json` — FIRE threshold config - `/workspace/skills/catalyst-edge/fire_pipeline.py` — signal engine - `/workspace/skills/catalyst-edge/stock_scanner/last_scan.json` — latest scan results


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