| name | trading-skills-navigator |
| description | Recommend the right trading workflow, skillset, API profile, and setup path from a natural-language goal. Use this as the on-ramp when a user expresses a trading or investing goal and needs to know which skill/workflow to use, where to start, or whether something works without paid API keys โ e.g. "where do I start", "which skill should I use", "I want to swing trade only when the market is favorable", "what works without API keys", "ใฉใใไฝฟใใฐใใ", "API ใญใผ็กใใง ไฝฟใใใใฎใฏ". Routes and explains only; it never executes trades or auto-runs other skills, and it is honest when no workflow has shipped yet. |
Trading Skills Navigator
The interactive on-ramp for this repository. It turns a user's goal into a
concrete recommendation: which workflow to run, which skillset
(skills-index category) it belongs to, the API requirement, and the
setup path for Claude Web App or Claude Code.
A new user faces 54 skills + 5 workflows with no router. This skill is that
router. It is deterministic โ a Python recommender (scripts/recommend.py)
consumes the repo metadata; this SKILL.md narrates the result conversationally.
When to Use
- The user expresses a trading/investing goal and asks where to start or which
skill/workflow to use ("ใฉใใไฝฟใใฐใใ", "where do I start").
- The user asks what works without paid API keys.
- The user wants the no-API vs API path separated, or a beginner path.
- The user describes a persona ("part-time swing trader", "dividend investor",
"I want to short", "I want to backtest ideas") and needs routing.
Do not use this skill to execute trades, place orders, or auto-run other
skills. It recommends and explains only.
Workflow
Step 1 โ Capture the goal and constraints
From the user's message, extract:
- The natural-language goal (verbatim is fine).
- Optional constraints: no-API only? a daily time budget
(15m/30m/60m/90m)? experience level (beginner/intermediate/advanced)?
Ask at most one brief clarifying question only if the goal is empty or has no
discernible intent. Otherwise proceed โ the recommender degrades gracefully.
Step 2 โ Run the recommender
python3 skills/trading-skills-navigator/scripts/recommend.py \
--query "<the user's goal, verbatim>" \
--format json
- In Claude Code the script reads the repo-root SSoT
(
skills-index.yaml + workflows/*.yaml) automatically.
- In the Claude Web App there is no repo root; the script transparently
falls back to the bundled
assets/metadata_snapshot.json. The recommendation
is byte-identical in both environments โ no behavior change for the user.
Step 3 โ Narrate the result conversationally
Parse the JSON and explain, in the user's language:
- Primary workflow โ
display_name, cadence, ~estimated_minutes,
api_profile. State plainly what it does and when to run it.
- Secondary workflows โ if any, how they relate (e.g. "run the regime
check first, then this when it allows risk").
- Skillset โ the
skillset.id (skills-index category).
manifest_status: active means a curated skillsets/<id>.yaml bundle ships
for this category (market-regime, core-portfolio, swing-opportunity,
trade-memory) โ mention it as the install bundle for the recommended
workflow. manifest_status: deferred means no manifest yet (e.g. honest-gap
categories); the recommendation is workflow-based only.
- No-API vs API โ read
no_api_path: true โ the entire recommended path
works without paid API keys (state this plainly); false โ tell the user
which paid key(s) the path needs; null โ honest gap, no path. (no_api is
the request flag โ whether no-API mode was active โ not whether the path is
free; always narrate no_api_path.) If a workflow was excluded under
--no-api, surface the rationale entry naming the paid integration (e.g.
"swing-opportunity-daily needs FMP").
- Honest gap โ if
honest_gap is true there is no shipped workflow for
this intent. Say so directly, then present suggested_skills from the
relevant category and relay the note. Never invent a workflow.
- Always read the
rationale array and explain why this was recommended.
Step 4 โ Explain the setup path
Read references/setup_paths.md and walk the user through installing
setup_bundle โ the recommender's deterministic install union over the
primary skillset and every secondary workflow (so nothing is dropped for a
multi-workflow recommendation). Enumerate setup_bundle.required โ
recommended โ optional, cite setup_bundle.sources to explain why each
skill is needed, and name skillset.manifest.related_workflows for how the
bundle is run. Narrate skillset.manifest (when present) as "what the
recommended skillset is". On an honest gap install suggested_skills. Do this
for whichever environment the user is in (Claude Web App .skill upload, or
Claude Code folder copy); call out any paid API keys those skills need.
Step 5 โ Point to the learning loop
Close by pointing the user at trader-memory-core and the
trade-memory-loop / monthly-performance-review workflows so every
recommended path feeds the Plan โ Trade โ Record โ Review โ Improve loop.
Output Format
The JSON the recommender emits (stable, idempotent, sort_keys):
| Field | Meaning |
|---|
primary_workflow | Recommended workflow object, or null on an honest gap |
secondary_workflows | Supporting workflows (ordered, time-budget filtered) |
skillset | {id, source: skills-index.category, manifest_status, manifest}. manifest_status is active when skillsets/<id>.yaml ships, else deferred. manifest is the 5-key view {display_name, required_skills, recommended_skills, optional_skills, related_workflows} when active, else null. Describes the primary skillset only โ not the install list |
setup_bundle | {required, recommended, optional, sources} โ the actionable install union over the primary skillset and every secondary workflow (deterministic, tier-deduped). This is what to install. All-empty on an honest gap (use suggested_skills) |
suggested_skills | Skills to use when no workflow shipped (honest gap); else [] |
no_api | Request-side: was no-API constraint mode active (flag or persona) |
no_api_path | Path-side: does the whole recommendation (primary + every secondary) work without paid API keys? true/false; null on an honest gap. This is the DoD's API-vs-no-API separation โ narrate it explicitly |
honest_gap | true when no workflow exists for the intent |
note | Plain-language explanation for gaps / unmapped input |
rationale | Ordered list of why-this-was-recommended strings |
setup_path_ref | Pointer to the setup-path reference |
Resources
scripts/recommend.py โ the deterministic recommender (single source of
truth for routing).scripts/build_snapshot.py โ regenerates assets/metadata_snapshot.json
from the SSoT; --check guards drift (pre-commit + CI).references/intent_routing.md โ the persona table, the 10-question contract,
the --no-api credential rule, and scoring tie-breaks.references/setup_paths.md โ Claude Web App vs Claude Code setup steps.assets/metadata_snapshot.json โ generated SSoT digest for the Web App
fallback. Never edit by hand; run build_snapshot.py.
