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Run a Renaissance-style sector rotation and pattern analysis. Use when the user asks about sector trends, "what sectors should I overweight?", money flows, sector leadership, or institutional positioning.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
| name | sector-rotation |
| description | Run a Renaissance-style sector rotation and pattern analysis. Use when the user asks about sector trends, "what sectors should I overweight?", money flows, sector leadership, or institutional positioning. |
Before forming any view, load prior decisions so verdicts stay consistent across sessions:
mcp__aifolimizer__get_cross_ticker_lessons (max_lessons=3) - portfolio-level win/loss patternsmcp__aifolimizer__get_ticker_decision_history (ticker=…, max_decisions=5) and mcp__aifolimizer__get_ticker_reflection (symbol=…, n=3). If a prior decision exists and this run flips it, state explicitly WHY (new data / catalyst / price); never silently contradict a logged decision.After output, log every actionable verdict: for each BUY/SELL/TRIM/ADD/HOLD issued, call mcp__aifolimizer__log_recommendation (skill="sector-rotation", ticker, action, conviction, rationale, target_pct, stop_pct). Skipping breaks the cross-session feedback loop and causes drift.
mcp__aifolimizer__get_profile - account types and capital. Rotation trades in TFSA tax-free; non-reg triggers capital gainsmcp__aifolimizer__get_portfolio - current sector exposuremcp__aifolimizer__get_xray - true sector + geographic exposure after ETF expansionmcp__aifolimizer__get_market_breadth - VIX, SPY regime (bull/bear vs SMA200). Use market_regime to calibrate rotation conviction: bull_low_fear = high conviction; bear_high_fear = defensive onlymcp__aifolimizer__get_factor_snapshot - Fama-French factor leadership. Factor rotation drives sector rotation: value leading → financials/energy/industrials; growth/momentum leading → tech/discretionary; quality (RMW) leading → defensives/staplesget_profile - never hardcodemcp__aifolimizer__get_positioning_signals (symbols=[add candidates]). Defer adds where crowding_score >= 70 (consensus-crowded → negative expected alpha); favor names <= 30 (contrarian edge)get_xray ETF expansion is static sector mapping - not live ETF holdings. Use for "true sector tilt" approximation, NOT precise weight claims.get_market_breadth cached - verify with WebSearch on volatile days before sizing rotation trade.get_factor_snapshot trailing-252d shows the established regime; latest-daily is noise. Cite the trailing window for rotation direction, not one day.Run a parallel bull/bear adversarial research pipeline on a specific ticker. Use when the user asks for "adversarial research", "bull bear analysis", "deep research on [ticker]", a bull-bear debate on X, or wants a rigorous debate-style investment thesis. (Bare "should I buy X?" belongs to pre-trade-check.) Then spawns parallel sub-agents over live data.
Monthly rebalance + DCA prompt for the long-term core ETF sleeve only (broad-market index ETFs) - NOT single-stock adds (use cash-deployment) and NOT max-Sharpe reweighting (use optimize-allocation). Use when the user asks "should I rebalance?", "where should I deploy my paycheck?", "DCA recommendation", "is my allocation drifting?", "auto-invest plan", or on the 1st of each month. Computes target vs actual core allocation, suggests DCA amount per ETF, accounts for tax-account routing.
Plan how to deploy uninvested cash across existing portfolio holdings. Use when the user asks "where do I put my cash?", "I have $X to invest", "deploy my cash", "what should I buy with my settled funds?", or "add to my best names". Routes capital to existing tickers ranked by setup quality and avoids concentration pile-on. Fetches portfolio + technicals + fundamentals via aifolimizer MCP.
Run a one-shot morning portfolio digest that ties together health, alerts, macro regime, crowding risk, concentration, and earnings calendar into a single decision-ready brief. Use when the user asks for "morning briefing", "daily digest", "what's happening today?", "what changed overnight?", or "give me the morning rundown". Composes existing MCP tools - no new data sources.
Harvard Endowment-style dividend income analysis - yield, payout-ratio safety, DRIP projection, and tax-account placement for income holdings. Use when the user asks about dividends, passive income, DRIP, yield, payout ratio, dividend safety, or "what should I hold for income?".
Run a JPMorgan-style pre-earnings analysis on a specific ticker. Use when the user asks about an upcoming earnings report, "should I hold through earnings?", "what's the expected move?", or names a stock and earnings in the same query. Fetches portfolio via aifolimizer MCP.