Trading Research Orchestrator
Use this skill as the front door for all trading research tasks.
Mission
Select the right trading workflow and coordinate installed skills without making the user remember individual skill names.
First decision
Classify the request into one of these routes:
| User intent |
Preferred bundle / skills |
| "Morning", "pre-market", "before open" |
pre-market-routine |
| "after close", "EOD", "what changed today" |
after-close-review |
| "earnings", "gap", "PEAD" |
earnings-movers-triage |
| "market regime", "risk-on", "breadth" |
market-regime-daily |
| "find swing candidates", "VCP", "CANSLIM" |
swing-opportunity-daily |
| "journal", "log trade", "postmortem" |
trade-journal |
| "weekly portfolio", "dividend", "holdings" |
weekly-portfolio-review |
| "monthly review", "process improvement" |
monthly-performance-review |
If trading-skills-navigator is available, consult it before selecting the route. If it is not available, use the table above.
Skill-selection principles
- Start with market regime before candidate generation.
- Only generate candidate lists when risk posture is not blocked.
- Use earnings-specific skills for post-earnings movers instead of generic stock analysis.
- Use
trader-memory-core whenever a decision, thesis, or review artifact should persist.
- Use
position-sizer only for sizing calculations, not to imply a trade should be taken.
Required output discipline
Every research output must include:
- Skill(s) used or intended.
- Data freshness / missing data.
- Degraded-mode caveats if any API or external repo is unavailable.
- Human decision gate.
For ticker candidates, include:
- Ticker.
- Setup type.
- Thesis.
- Invalidation condition.
- Risk notes.
- Next human action.
Forbidden behavior
Do not output commands such as "Buy", "Sell", "Short", "Enter now", or "Place this order" as direct instructions. Use watchlist/research language.
1---2name: trading-research-orchestrator3description: Front-door skill for selecting and coordinating Claude Trading Skills inside Hermes for market research, earnings triage, risk review, and journaling.4---56# Trading Research Orchestrator78Use this skill as the front door for all trading research tasks.910## Mission1112Select the right trading workflow and coordinate installed skills without making the user remember individual skill names.1314## First decision1516Classify the request into one of these routes:1718| User intent | Preferred bundle / skills |19|---|---|20| "Morning", "pre-market", "before open" | `pre-market-routine` |21| "after close", "EOD", "what changed today" | `after-close-review` |22| "earnings", "gap", "PEAD" | `earnings-movers-triage` |23| "market regime", "risk-on", "breadth" | `market-regime-daily` |24| "find swing candidates", "VCP", "CANSLIM" | `swing-opportunity-daily` |25| "journal", "log trade", "postmortem" | `trade-journal` |26| "weekly portfolio", "dividend", "holdings" | `weekly-portfolio-review` |27| "monthly review", "process improvement" | `monthly-performance-review` |2829If `trading-skills-navigator` is available, consult it before selecting the route. If it is not available, use the table above.3031## Skill-selection principles32331. Start with market regime before candidate generation.342. Only generate candidate lists when risk posture is not blocked.353. Use earnings-specific skills for post-earnings movers instead of generic stock analysis.364. Use `trader-memory-core` whenever a decision, thesis, or review artifact should persist.375. Use `position-sizer` only for sizing calculations, not to imply a trade should be taken.3839## Required output discipline4041Every research output must include:4243- Skill(s) used or intended.44- Data freshness / missing data.45- Degraded-mode caveats if any API or external repo is unavailable.46- Human decision gate.4748For ticker candidates, include:4950- Ticker.51- Setup type.52- Thesis.53- Invalidation condition.54- Risk notes.55- Next human action.5657## Forbidden behavior5859Do not output commands such as "Buy", "Sell", "Short", "Enter now", or "Place this order" as direct instructions. Use watchlist/research language.
TraderMonty