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Thematic strategy

Skill yogeshg665/quill-trading-agent/skills/thematic-strategy

Quill - Deterministic, risk-governed multi-agent trading engine for US equities. A strategy swarm proposes orders; an independent risk guardian has final say. Paper mode by default, gated live Robinhood MCP execution.

Install
npx -y skills add yogeshg665/quill-trading-agent --skill thematic-strategy

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

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What its author says it does

Copied from the file, not written here

Build initial exposure to conviction themes by adding new names in a target sector that are not yet held. WHEN: "invest in this theme", "add exposure to a sector", "build a position in healthcare", "thematic tilt", "buy names in my theme", "start a thematic basket".

SKILL.md

1.7 KB, 329 tokens by cl100k_base, as published. Nobody here has run it

Thematic Strategy

Overview

A strategy that builds exposure to the investor's conviction themes. For each theme (a sector), it finds instruments in that sector that are not yet held and proposes an initial position sized to the configured per-name target, up to a cap on new names per run.

When to Use

  • During the strategy swarm, whenever goals.themes are defined.
  • Do NOT use it to add to existing positions; it only initiates new names.

Inputs

InputRequiredDescription
goals.themesyesSectors the investor wants exposure to.
config.strategy.thematicyesPer-name target weight and the new-name cap.

Process

  1. For each theme, list snapshot instruments in that sector.
  2. Skip names already held.
  3. Size an initial whole-share position to the per-name target weight.
  4. Stop once the per-run new-name cap is reached.

Outputs

Buy OrderProposal objects for new thematic names, each citing the theme and the target size.

Rationalizations

ExcuseRebuttal
"Add the whole theme at once."The new-name cap limits how many names enter per run; the rest wait.

Red Flags

  • A proposal for a name already held.
  • More new names than the configured cap.

Verification

  • Every proposal is a new, unheld name in a requested theme.
  • The number of new names does not exceed the cap.

Keep looking

Skills are one crate of 328,083. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.