Trade Behavior Review

Trade Behavior Review

Read-only. reference/READ-ONLY-POLICY.md (hard rule) and reference/RESEARCH-STANDARDS.md (data efficiency, delegated parsing, disclosure) apply.

Kite is the only broker with working order/trade history (Groww's is dead; Upstox's is doc-verified but unconfirmed live) — check reference/BROKER-CAPABILITIES.md. With no such broker active, say so rather than substituting current holdings: a holding's average price is not a trade log.

Steps

1. Pull the history via the order/trade-history capability, scoped to a lookback (default 6-12 months). Use the summary/history call, not a per-order loop. Large dumps go to a subagent per Delegate bulk parsing in RESEARCH-STANDARDS.md, with an output contract (one row per closed trade: symbol, buy date/price, sell date/price, qty, realized P&L) — judgement stays here.

2. Reconstruct round trips — match fills per symbol FIFO into closed trades with holding period and realized P&L. Still-open positions are excluded from win-rate math and noted separately.

3. Metrics: win rate; average win vs. average loss and the ratio; median and mean holding period (median matters more — a few long holds skew the mean); trade count and traded value as churn; best/worst names by realized P&L.

4. Compare against stated intent. Check median holding period against the horizon or style in PORTFOLIO-PLAN.md and name the gap in days/weeks. If the plan is silent, say so — don't assume one.

5. Flag patterns with the number behind each: repeat round trips in one name at a net loss; position value increasing after a loss; a few names driving most of the realized loss.

6. A coaching view ("median hold is 4 days against a stated 1-3 year horizon") takes the completeness checklist, with past-pattern-isn't- predictive as the honest invalidator, plus the disclosure block. Metrics-only sections carry no view and skip it.

7. Present: headline metrics table, then flagged patterns with their trades, then the plan comparison, then any coaching view. Formal version: reference/templates/trade-behavior-review.md. Never recommend placing, closing, or modifying anything.