| name | sector-rotation |
| description | Identify which market sectors to overweight or underweight based on current macro conditions and sector performance data |
| allowed-tools | ["get_market_overview","get_sector_data","search_news"] |
Sector Rotation Skill
Use this skill when a user asks about sector allocation, where to rotate capital, which sectors to favor or avoid, or how to position a portfolio across sectors.
Required workflow
- Retrieve the overall market overview using
get_market_overview.
- Retrieve detailed data for the following sectors using
get_sector_data for each: technology, healthcare, financials, energy, consumer_staples, consumer_discretionary.
- Search for macro news using
search_news with sector="macro" to understand the rate/GDP backdrop.
- Rank sectors by today's performance and YTD trend direction.
- Classify each sector as Overweight, Neutral, or Underweight based on:
- Today's performance relative to the broad market
- Outlook field from sector data
- Macro backdrop (rate environment, growth signals)
- Identify the top 2 sectors to overweight and the bottom 2 to underweight.
- Provide a rotation rationale (2–3 sentences) explaining the macro driver.
Output Format
Sector Rotation Recommendation
Market backdrop : {brief macro summary}
Overweight (1) : {sector} — {reason}
Overweight (2) : {sector} — {reason}
Neutral : {sectors list}
Underweight (1) : {sector} — {reason}
Underweight (2) : {sector} — {reason}
Rotation theme : {1–2 sentence theme}
