KevinZai Trading Analysis
When to Use
- Daily market review
- Evaluating a specific trade idea
- Portfolio analysis
- Polymarket opportunity scanning
Data Sources
Yahoo Finance (yf CLI)
yf quote 'AAPL' # Current quote
yf quote 'AAPL MSFT NVDA' # Multiple tickers
Web Research
# SEC filings, earnings, news
web_fetch "https://finance.yahoo.com/quote/AAPL"
Polymarket (if running)
# Check Polymarket dashboard
curl -s http://localhost:3005/api/positions 2>/dev/null
Analysis Framework
Quick Scan (5 min)
- Fetch quote for ticker(s)
- Check: price vs 50/200 DMA, RSI, volume
- Output: 1-line verdict (buy/hold/sell/watch)
Deep Dive (15 min)
- Fetch full history + key metrics
- Technical: support/resistance, trend, momentum
- Fundamental: P/E, revenue growth, margins
- Catalyst: upcoming earnings, events, macro
- Output:
~/reports/trading/YYYY-MM-DD-{ticker}.md
Portfolio Review
- Fetch all positions
- P&L by position
- Sector exposure + risk assessment
- Rebalancing recommendations
Output Format
# Trade Report: {TICKER}
**Date:** YYYY-MM-DD | **Price:** $X.XX | **Verdict:** BUY/HOLD/SELL
## Technical
- Trend: Up/Down/Sideways
- Support: $X | Resistance: $X
- RSI: XX (overbought/oversold/neutral)
- Volume: Above/below average
## Fundamental
- P/E: XX | Revenue growth: XX%
- Key metric for sector: XX
## Catalysts
- Upcoming events that could move price
## Risk
- Downside scenario: $X (-XX%)
- Position size recommendation: X% of portfolio
## Decision
- [ ] Open position / Add / Trim / Close
- Entry: $X | Stop: $X | Target: $X
Gotchas
- Kevin trades CAD and USD — always note currency
- All tax implications are Canadian (TFSA, RRSP, taxable)
- Polymarket positions are event-based — different risk model than equities
- Never give financial advice — present analysis, Kevin decides