SEPA Strategy AnalysisFinance Skill

A SEPA (Specific Entry Point Analysis) strategy skill implementing Mark Minervini's growth stock trading framework. 9-step process: (1) gather stock data (price, MAs, 52wk range, volume, EPS, revenue, margins, institutional ownership, RS rating, price history) via yfinance/funda-data; (2) stage analysis — identify which of 4 stages (basing/advancing/topping/declining) the stock is in, only Stage 2 is buyable, count bases (1-2 safest, 5+ avoid); (3) trend template — 8 mandatory conditions (price > 150MA > 200MA, 200MA rising, 50MA > 150MA > 200MA, price > 50MA, price ≥ 30% above 52wk low, within 25% of 52wk high, RS > 70th percentile); (4) fundamental check — quarterly EPS growth ≥ 20%, EPS acceleration, annual EPS ≥ 25%, revenue ≥ 15%, margin trends, institutional ownership, catalysts, graded A/B/C/D; (5) pattern recognition — VCP (7 characteristics: decreasing pullback depths, volume shrinkage, VDU, higher lows, clear pivot, RS > 70, bull market), cup-with-handle, flat base, bull flag, high tight flag; (6) entry point — pivot breakout with volume ≥ 1.5x 20-day average, buy zone 0-5% above pivot, true vs false breakout table, risk/reward ≥ 2:1; (7) position sizing — formula: Shares = (Account × Risk%) ÷ (Entry − Stop), 3-phase stop loss (initial 7-8% → breakeven at +8% → trailing at +15%), pyramiding rules (50/30/20 decreasing); (8) market environment — bull/choppy/bear assessment adjusts risk per trade (1-2% / 0.5-1% / 0%); (9) structured report with 8 sections and overall verdict (Strong Buy Setup / Watch List / Pass). Includes 7 reference files covering stage analysis, trend template, fundamentals, patterns, entry rules, position sizing, and market environment. Uses yfinance and funda-data for data. Works on all platforms.

Snapshot quality

88/100

Snapshot risk

Medium

Audit conclusion

Needs review