modular-market-brief

### Cleanup Review `python scripts/_purge_cache.py` is an optional cleanup helper for the `Modular Market Brief` skill. It may recursively remove /tmp/.skill_state. Show the exact paths first, explain whether they are skill-private temporary paths or user state, and run the cleanup only after the user confirms. # Modular Market Brief Create a concise but information-dense market report that is **modular** (can include/exclude sections) and **data-backed** (prices/returns/trend state when possible). ## Inputs to ask for (or assume defaults) - **Time window:** AM (since prior close) vs PM (what changed since AM) - **Regions:** e.g., US, Canada, EU, Asia (user chooses) - **Asset blocks:** equities, rates, FX, commodities, crypto - **Core tickers:** indices + user’s preferred ETFs/tickers - **Movers source:** which exchange/market and where to get movers - **Risk appetite:** conservative vs aggressive framing If the user doesn’t specify, default to a broad global dashboard with US indices, USD, oil, gold, BTC/ETH. ## Report structure (recommended) 1) **TL;DR** (3–6 bullets) 2) **Equities** (by region) 3) **Rates** (2Y/10Y + key central bank watch) 4) **FX** (DXY or major pairs; local pair for user) 5) **Commodities** (WTI/Brent, gold, copper; add relevant) 6) **Crypto** (BTC/ETH + anything user cares about) 7) **Top movers** (top gainers/losers for a chosen exchange) 8) **Patterns / trend box** (BUY/SELL/WAIT labels for selected instruments) 9) **One best idea** (cross-asset; include invalidation) ## Data guidance Prefer programmatic price tape when available: - Use **yfinance** for tickers/ETFs/crypto/commodity futures (optional dependency). - If a market needs a dedicated movers list, use a web source (exchange site / finance portal) and then enrich tickers via yfinance. ### Installing yfinance (recommended, but not required) If yfinance isn’t available, the skill can still produce a narrative brief from public sources. For reliable installs on modern Linux distros (PEP 668), prefer a venv: ```bash python3 -m venv ~/.venvs/market-brief ~/.venvs/market-brief/bin/pip install -U pip ~/.venvs/market-brief/bin/pip install yfinance pandas numpy ``` Then run scripts using `~/.venvs/market-brief/bin/python`. ### Trend labeling (simple + explainable) Use MA/RSI-based state labels: - **BUY:** close > MA20 > MA50 and RSI(14) >= 50 - **SELL:** close < MA20 < MA50 and RSI(14) <= 50 - **WAIT:** everything else Always present it as a **pattern** (not a guarantee) and include a one-line rationale. ## Bundled scripts (optional helpers) - `scripts/price_tape.py`: pull prices + returns + MA/RSI for a ticker list (yfinance) - `scripts/movers_yahoo.py`: free Yahoo Finance screeners for top gainers/losers/actives (best-effort) - `scripts/tmx_movers.py`: example movers scraper (TMX Money) you can adapt or swap - `scripts/render_example.md`: a template you can reuse Only run scripts if you actually need structured output; otherwise write the report directly. ## Safety / finance guardrails - Don’t place trades. - Avoid certainty language. Use “pattern / bias / invalidation.” - If the user asks for explicit buy/sell instructions, provide a **conceptual** plan + risks. - Remind about tax/fees only when relevant.