investing-analyst

What This Skill Does

The investing-analyst skill is a structured, thesis-driven framework designed to bring institutional discipline to equity and options trading. It acts as a cognitive filter, forcing traders to articulate their rationales clearly while mitigating the influence of emotional decision-making. The core of this tool is the rigorous Pre-Trade Checklist, which evaluates potential positions through three mandatory gates: thesis, edge, and timing. By ensuring every trade is backed by a fundamental or structural rationale—rather than mere price action—it helps users avoid the common pitfall of speculative FOMO trading.

Furthermore, the skill includes specialized logic for options pricing, requiring users to weigh Implied Volatility (IV) against 30-day Historical Volatility (HV). This quantitative check ensures that users don't overpay for options during periods of volatility expansion. The skill also enforces strict position management, including non-negotiable rules on stop-loss placement and the avoidance of scaling into losing positions.

Installation

To integrate this skill into your agent, run the following command in your terminal: clawhub install openclaw/skills/skills/browndroid/investing-analyst

Use Cases

• Pre-Trade Validation: Run a comprehensive checklist for every equity or options entry to ensure the thesis is valid.
• Risk Management: Utilize the skill to evaluate potential exits and determine if a losing position should be held or liquidated based on predefined invalidation points.
• Volatility Analysis: Compare IV and HV to select the optimal options structure (e.g., using spreads when IV is significantly higher than HV).
• Earnings Plays: Analyze earnings catalysts by documenting specific metrics and guidance patterns for names you have researched deeply.

Example Prompts

1. "I'm considering buying $NVDA 120C 06/20. Can you run my trade idea through the 3-gate Pre-Trade Checklist?"
2. "I am currently down 20% on my $AAPL position. Help me review the thesis vs. my original invalidation point to decide whether to cut or hold."
3. "IV for $TSLA is currently 85% while the 30-day HV is 55%. What structural options play do you suggest to mitigate premium risk?"

Tips & Limitations

• Discipline: The agent will strictly prohibit trades that fail any of the three gates. If your edge is not high (i.e., you haven't researched the name for over 3 months), expect the agent to recommend passing on the trade.
• Scope: This tool is strictly for active trading. It is not designed for portfolio-level asset allocation, tax-loss harvesting, or general financial education.
• Documentation: Always fill out the provided Trade Log Template before entering a position. If you cannot articulate the information required in the log, the agent will advise against the trade.