# Trading Research Orchestrator

> Front-door skill for selecting and coordinating Claude Trading Skills inside Hermes for market research, earnings triage, risk review, and journaling.

- Skill: `tradermonty/trading-research-orchestrator` (Agent Skill)
- Install (CLI): `npx skillmds@latest add tradermonty/trading-research-orchestrator`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tradermonty/trading-research-orchestrator/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Research & Search
- Author: TraderMonty (https://skillmd.com/u/tradermonty)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/tradermonty/trading-research-orchestrator

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# 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

1. Start with market regime before candidate generation.
2. Only generate candidate lists when risk posture is not blocked.
3. Use earnings-specific skills for post-earnings movers instead of generic stock analysis.
4. Use `trader-memory-core` whenever a decision, thesis, or review artifact should persist.
5. 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.