Playbook Examples

Swing Trader Daily Prep

# Objective
Set risk posture before market open.

# Steps
1. Read portfolio and risk metrics.
2. Check market regime, breadth, and sector leadership.
3. List high-impact events in next 48h.
4. Recommend deploy / partial deploy / hold-no-add.

# Output
Executive summary + risk changes + top actions.

Position Trader Monthly Rotation Review

# Objective
Refresh 4-12 week positioning based on regime and sector rotation.

# Steps
1. Confirm market regime and volatility posture.
2. Rank sectors by 1M and 3M relative strength.
3. Review current portfolio exposure vs leading sectors.
4. Identify add / reduce / rotate candidates.
5. Define invalidation signals and size adjustments.

# Output
Rotation map + recommended portfolio shifts + risk guardrails.

Trend Following Screen

# Objective
Find liquid stocks in strong uptrends with clean entries.

# Steps
1. Confirm trend-friendly regime.
2. Screen for RSI/ADX/MA alignment.
3. Filter by relative strength vs SPY.
4. Remove symbols with near-term earnings.
5. Return entry, stop, and target.

# Output
Top 5 candidates in a table.

Mean Reversion Screen

# Objective
Find oversold quality names for tactical bounce setups.

# Steps
1. Confirm non-crisis regime.
2. Screen for oversold conditions.
3. Keep only names with intact long-term trend.
4. Check liquidity and event risk.
5. Return strict stop and time-stop.

# Output
Top setups + risk notes.

Weekly Portfolio Review

# Objective
Review holdings quality, concentration, and drift.

# Steps
1. Score each top holding: intact / at risk / broken.
2. Check concentration and correlation risks.
3. List trim / hold / exit candidates.
4. Propose rebalance priorities.

# Output
Action list with rationale and invalidation points.

Long-Term Investor Quarterly Thesis Check

# Objective
Re-evaluate long-term holdings quality, valuation, and thesis durability.

# Steps
1. Review fundamentals trend for each core holding.
2. Check valuation vs history and sector peers.
3. Confirm balance-sheet and cash-flow health.
4. Mark each holding as add / hold / trim / exit-watch.
5. Update 12-month thesis checkpoints.

# Output
Quarterly thesis dashboard + allocation actions + key risks.

Earnings Season Risk Playbook

# Objective
Reduce avoidable earnings-event risk.

# Steps
1. Pull earnings calendar for holdings and watchlist.
2. Flag blackout symbols (next 7 days).
3. Suggest reduce / hold / avoid actions.
4. Note event clusters and portfolio-level risk.

# Output
Blackout list + pre-earnings risk actions.