Finance tasks
Sepa strategy analysisScreener analysisChart analysis
Indexedhimself65/finance-skills
SEPA Strategy AnalysisFinance Skill
A nine-file guide to trend filters, fundamentals, chart patterns and planned trade risk. Its useful screening structure is accompanied by unsupported win-rate and return claims, stop-loss guarantees, inconsistent sizing examples and an RS-ranking shortcut. The findings identify these defects and the data needed to test the rules. This is an untested third-party adaptation, not a verified trading system or trade-execution tool.
- Assessment score
- 71/100
- Snapshot risk
- High
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Technical analysisPublic equities
Topics
sepaminervinivcpvolatility-contraction-patterntrend-templatestage-analysisgrowth-stockmomentum-tradingpivot-pointposition-sizingstop-lossbreakout
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
MITYes
GitHub reports the repository license as MIT License.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 9
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-sepa-strategy-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow explicitly reads seven local reference files; selected data tools may have additional file effects.
FilesystemWrite
Not verifiedThe report destination and optional data-tool cache or setup effects are not specified; the snapshot does not establish that no local writes occur.
NetworkAccess
Yesyfinance fetches market data (prices, MAs, volume, fundamentals) from Yahoo Finance. Optional — user can provide data directly.
ShellExecution
YesThe skill may execute Python commands via yfinance for data gathering. Core analysis is performed by the agent.
CodeExecution
YesThe skill may execute Python code for data gathering via yfinance. Position sizing calculations and pattern analysis are performed by the agent.
ExternalCredentials
Not verifiedNo credential is needed for user-supplied data. The optional Funda route requires account credentials; requirements depend on the selected data source.
Dependencies
yfinance
python3 -m pip install yfinance (for price, MA, volume, and fundamental data)
Python library for market data. Optional — skill works with any data source.
funda-data
Optional companion skill for fundamental data (EPS, revenue, margins)
Optional companion skill for fundamental data gathering.
Data sources named by the Skill
Yahoo Finance (yfinance)
Market data for technical and fundamental analysis.
User-provided data
User can provide data directly if market data tools are unavailable.
Snapshot assessment
71/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
High risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
56/100Safety guardrails
44/100Finance task fit
80/100Audit findings
High
Sizing examples do not establish portfolio returns
The pyramid table totals $10,270 over 195 shares, an average near $52.67 rather than $53.20. Selling half of its initial 100 shares at a $4 gain realizes $200 before costs, not the cited $400. Summing ten trade percentage returns to +45% is not an account return without capital weights and timing. At a 50% win probability, gross expectancy is positive when average wins exceed average losses; a 2:1 threshold is a rule choice, not a mathematical necessity.
High
A stop price does not cap realized loss
The source says losses are fully controllable and a breakeven stop makes capital safe. Stop orders can execute below the trigger after gaps or poor liquidity; stop-limit orders can remain unfilled. The sizing formula is planned loss at an assumed fill, not maximum possible loss. Require positive entry-minus-stop distance, whole-share rounding, capital and aggregate-risk limits, costs and gap scenarios before presenting position size.
High
Win rates and attributed returns lack evidence
The source asserts a 50-55% win rate, a 75% historical EPS statistic, a personal 72% counterfactual return, catalyst-driven return ranges and pattern success rankings without a traceable sample or primary citation. Treat them as unverified claims, not expected outcomes. The numerical gates describe this author adaptation; the record does not certify that every rule is Minervini original methodology.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or pyproject.toml is included. Dependencies (yfinance, funda-data) are documented in SKILL.md and README.md.
Medium
Patterns do not identify institutions or future confirmation
Price and volume cannot prove that institutions are accumulating or that sellers are exhausted. 13F holdings have reporting dates and a filing delay, not live trading intent. Full-day volume and next-day follow-through are unavailable at an earlier intraday entry; preserve signal timing when testing rules. Keep hypothetical contraction and sizing examples clearly hypothetical, and define targets independently of the desired reward/risk ratio.
Medium
Use the actual ranking universe and matching financial periods
Outperforming the S&P 500 is not a percentile rank across stocks. State the RS universe, window, weights and point-in-time membership; unavailable ranks remain unknown. Four quarterly EPS values cannot establish four year-over-year comparisons without prior-year quarters. Separate GAAP and adjusted EPS, handle zero or negative bases, and do not equate negative EPS growth with a loss-making company. EPS growth faster than revenue can have several causes, not only unsustainable cost cutting.
Low
Relies on optional market data tools for best results
The skill works best with yfinance and funda-data but can function with user-provided data. Missing RS rating is flagged as a significant gap. Without market data tools, the analysis quality may be reduced.
Sources and relations
Context around this Skill.
Repository
himself65/finance-skills
topic
SEPA (Specific Entry Point Analysis)
topic
Growth stock screening & momentum
topic
Volatility Contraction Pattern (VCP)
topic
Risk-based position sizing & stop loss
agent
Claude Code
collection
Market analysis
guide
Reviewing finance skills before install
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:himself65/finance-skills:plugins/market-analysis/skills/sepa-strategy
- Snapshot ID
- fsh-sepa-strategy-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.