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Breakout trade planner

Skill xonevn-ai/xone-trading-skills/skills/breakout-trade-planner

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Install
npx -y skills add xonevn-ai/xone-trading-skills --skill breakout-trade-planner

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Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confirmation). Use when user has VCP screener results and wants actionable trade plans with entry/stop/target levels and position sizing.

SKILL.md

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Breakout Trade Planner

Generate trade plans from VCP screener output following Mark Minervini's breakout methodology. Calculate position sizes using worst-case entry prices, enforce portfolio risk limits, and output Alpaca API-compatible order templates.

When to Use

  • User has VCP screener JSON output and wants trade plans
  • User asks for breakout entry/stop/target calculation
  • User wants Alpaca order templates for VCP breakout candidates
  • User needs position sizing with portfolio heat management

Prerequisites

  • VCP screener JSON output with schema_version: "1.0"
  • No API keys required (works with local JSON files)
  • No external skill dependencies (position sizing is built-in)

Workflow

Step 1: Generate Trade Plans

Run the planner with VCP screener output:

python3 skills/breakout-trade-planner/scripts/plan_breakout_trades.py \
  --input reports/vcp_screener_YYYY-MM-DD.json \
  --account-size 100000 \
  --risk-pct 0.5 \
  --output-dir reports/

Step 2: Review Output

Read the generated JSON and Markdown reports. Present:

  1. Actionable Orders — Pre-breakout candidates with order templates
  2. Revalidation — Breakout-state candidates needing live confirmation
  3. Watchlist — Developing VCP candidates to monitor
  4. Rejected/Deferred/Constrained — Candidates filtered by Gate or portfolio limits

Step 3: Explain Trade Plans

For each actionable order, explain:

  • Entry levels (signal vs worst-case) and stop-loss placement
  • R-multiple targets and reward-risk ratio
  • Two execution modes: pre_place (stop-limit) vs post_confirm (limit after 5min confirmation)
  • Portfolio risk contribution and cumulative heat

Minervini Gate (Filtering Criteria)

Candidates must pass ALL conditions:

ConditionPre-breakoutBreakout
valid_vcpTrueTrue
rating_bandgood/strong/textbookgood/strong/textbook
risk_pct_worst<= 8.0%<= 8.0%
breakout_volumeTrue
distance_from_pivot<= max_chase_pct
current_price<= worst_entry

CLI Parameters

ParameterDefaultDescription
--account-size(required)Account equity in dollars
--risk-pct0.5Base risk % per trade
--max-position-pct10.0Max single position %
--max-sector-pct30.0Max sector exposure %
--max-portfolio-heat-pct6.0Max total open risk %
--target-r-multiple2.0Take-profit R-multiple
--stop-buffer-pct1.0Stop buffer below contraction low
--max-chase-pct2.0Max chase above pivot
--pivot-buffer-pct0.1Pivot buffer for buy-stop trigger
--current-exposure-jsonNoneExisting portfolio exposure

Output

  • breakout_trade_plan_YYYY-MM-DD_HHMMSS.json — Structured plans with order templates
  • breakout_trade_plan_YYYY-MM-DD_HHMMSS.md — Human-readable report

Resources

  • references/minervini_entry_rules.md — Entry methodology and rules

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