trading-research-orchestrator

name	trading-research-orchestrator
description	Front-door skill for selecting and coordinating Claude Trading Skills inside Hermes for market research, earnings triage, risk review, and journaling.
version	0.1.0
required_environment_variables	[{"name":"CLAUDE_TRADING_SKILLS_REPO","prompt":"Absolute path to claude-trading-skills repository","help":"Used in external-linked mode to discover canonical skills and workflow manifests.","required_for":"external skill discovery and workflow validation"},{"name":"FMP_API_KEY","prompt":"Financial Modeling Prep API key","help":"Required for FMP-backed earnings, economic calendar, fundamentals, and OHLCV skills.","required_for":"full market data functionality"},{"name":"FINVIZ_API_KEY","prompt":"FINVIZ Elite API key","help":"Optional for FINVIZ-backed screener workflows.","required_for":"faster or richer screener functionality where supported"}]
metadata	{"hermes":{"tags":["trading","equities","research","orchestrator","finance"],"category":"finance"}}

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.