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trade-performance-coach

Review closed trades, partial exits, and monthly records against documented plans and risk limits. Produce evidence-based feedback on execution and possible behavior patterns, with concrete operating rules and reflection questions for the next session.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

원문원문 설명 보기

Review closed trades, partial exits, and monthly trade aggregates for process adherence, risk discipline, execution quality, and evidence-based trading behavior patterns. Use after trader-memory-core and signal-postmortem have produced records, or when the user asks for a post-trade coach, risk-manager style review, rule-adherence review, next-session operating rules, or psychology-aware trading behavior feedback. This skill does not provide buy/sell advice, therapy, or broker execution.

실행 점수 미검증

설치 방법 보기

이럴 때 유용합니다

  • Review plan adherence after closing a trade
  • Check risk and execution during partial exits
  • Find recurring behavior patterns in monthly records
  • Create operating rules for the next session

포함된 파일(17)

  • SKILL.md9.4 KB
  • assets/performance_coach_report.schema.json5.1 KB
  • references/behavior-tags.md3.2 KB
  • references/hermes-integration.md1.5 KB
  • references/output-contract.md2.1 KB
  • references/review-framework.md3.6 KB
  • references/risk-review-checklist.md1.9 KB
  • requirements.txt123 B
  • scripts/review_trade_performance.py31.0 KB
  • scripts/tests/fixtures/incomplete_record.json254 B
  • scripts/tests/fixtures/monthly_aggregate_revenge_pattern.json878 B
  • scripts/tests/fixtures/partial_close_stop_moved.json997 B
  • scripts/tests/fixtures/risk_data_missing_no_size_creep.json880 B
  • scripts/tests/fixtures/single_trade_clean_loss.json970 B
  • scripts/tests/fixtures/single_trade_premature_exit.json1020 B
  • scripts/tests/fixtures/single_trade_rule_violation_loss.json1.0 KB
  • scripts/tests/test_review_trade_performance.py11.4 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

Trade Performance Coach

Overview

Trade Performance Coach reviews recorded trade outcomes and journal evidence to help a human trader improve their decision process. It converts closed-trade records, postmortem findings, risk rules, and optional market-regime context into an evidence-based coaching report covering:

  • process adherence
  • risk discipline
  • execution quality
  • possible trading-behavior patterns
  • next-session operating rules
  • coach questions for reflection

This skill is intended to fill the support role that a risk manager, desk lead, or trading coach might provide in a professional trading environment. It is strictly a process-review skill: it never recommends entering, exiting, buying, selling, shorting, holding, or sizing a specific security.

When to Use

Use this skill when any of the following are true:

  • A trade has been closed and the user wants a post-trade coaching review.
  • A partial close occurred and the user wants to inspect sizing, stop, or exit behavior.
  • The user has trader-memory-core thesis records and signal-postmortem findings and wants next-session operating rules.
  • The user wants a monthly review of recurring process, risk, execution, or behavior patterns.
  • The user asks for a risk-manager style review of their own recorded trades.
  • The user asks whether a loss was a process error, execution error, market environment issue, or acceptable variance.
  • The user wants possible FOMO, revenge-trade, overconfidence, hesitation, stop-moving, or size-creep patterns flagged with evidence.

When Not to Use

Do not use this skill to:

  • Pick stocks or rank trade candidates.
  • Approve or reject a live trade as financial advice.
  • Place orders or draft broker instructions.
  • Provide therapy, mental-health diagnosis, or personality assessment.
  • Infer private psychological traits beyond the trade evidence supplied.
  • Shame the user for losses or rule violations.
  • Replace trader-memory-core; this skill consumes journal/thesis records and produces coaching findings.

If the input is incomplete, default to REVIEW_REQUIRED or journal_only mode and ask for missing records rather than inventing evidence.

Prerequisites

Recommended upstream records:

  • trader-memory-core closed thesis record or journal entry
  • signal-postmortem postmortem findings
  • original trade plan or trade ticket
  • actual entry / exit / partial-close actions
  • user-defined risk plan, if available
  • optional market-regime-daily / exposure-coach context

No paid API key is required. The deterministic script works from local JSON/YAML-like records.

Inputs

Minimum useful input is one recorded trade or one monthly aggregate.

Preferred fields:

review_type: single_trade | partial_close | monthly_aggregate
trade_id: string
ticker: string
outcome: win | loss | breakeven | mixed
planned:
  thesis: string
  entry: number
  stop: number
  target: number
  risk_r: number
  thesis_recorded_before_entry: boolean
  setup_confirmed: boolean
  market_regime: allowed | restrictive | cash_priority | unknown
actual:
  entry: number
  exit: number
  risk_r: number
  portfolio_heat_r: number
  stop_moved: boolean
  stop_move_planned: boolean
  entry_before_confirmation: boolean
  traded_against_regime: boolean
risk_plan:
  max_risk_per_trade_r: number
  max_portfolio_heat_r: number
  max_weekly_loss_r: number
postmortem:
  root_cause: thesis_quality | execution | risk_sizing | market_environment | rule_violation | randomness | unknown
  notes: [string]
journal:
  reflection: string
  emotions: [string]
monthly:
  trades: [object]
  consecutive_losses: number
  rule_violations: number

The script tolerates partial records. Missing evidence is marked as unclear.

For the numeric fields actually evaluated (planned.risk_r, actual.risk_r, risk_plan.max_risk_per_trade_r, actual.portfolio_heat_r, risk_plan.max_portfolio_heat_r, and monthly.consecutive_losses), supplied non-null values must be finite and nonnegative. Numeric strings and zero are accepted; consecutive losses must be a whole number. Booleans, negative values, NaN, infinity, malformed strings, and conversion overflow are rejected. An explicitly invalid maximum never falls back to planned risk. Missing/null fields retain the partial-record behavior. The CLI validates every source record, including multiple inputs, and returns exit code 2 with a field-specific error before creating or modifying reports when a numeric value is invalid.

This skill remains beta. Numeric validation does not establish production readiness; report-ID path safety and the documented shallow multi-input wrapper still require separate assessment.

Workflow

Step 1 — Collect source records

Collect the most recent closed trade record, postmortem, risk plan, and journal notes.

python3 skills/trade-performance-coach/scripts/review_trade_performance.py \
  --input reports/trade_memory/closed_thesis_EXMPL.json \
  --output-dir reports/trade-performance-coach

Step 2 — Evaluate process adherence

Compare actual actions against the user's documented plan and rules. Check for:

  • missing pre-entry thesis
  • setup confirmation skipped
  • trade taken against market-regime gate
  • stop moved without a pre-defined rule
  • exit / partial close inconsistent with plan
  • incomplete record quality

Step 3 — Evaluate risk discipline

Compare actual risk and heat against the risk plan. Check for:

  • per-trade risk above max
  • portfolio heat above max
  • weekly loss or consecutive-loss escalation
  • oversized trade after a winner or loser
  • correlated exposure if provided

Step 4 — Evaluate execution quality

Classify entry, stop, exit, add, trim, and review behavior. Separate clean-process losses from execution mistakes.

Step 5 — Detect possible behavior patterns

Use evidence from journal notes and action flags to tag possible trading behavior patterns. Always tie a tag to evidence and use non-diagnostic language.

Supported MVP tags:

  • fomo_entry
  • revenge_trade
  • premature_exit
  • overconfidence_after_winner
  • stop_moved
  • size_creep
  • hesitation
  • rule_drift
  • no_pattern_detected

Step 6 — Produce next-session operating rules

Convert findings into temporary, concrete guardrails. Examples:

  • require thesis record and screenshot before the next entry
  • cap risk at 0.5R for the next two trades after a rule violation
  • switch to review-only mode after repeated revenge-trade evidence
  • do not chase a missed entry; add to watchlist for the next valid setup

Step 7 — Human decision gate

End every report with a human decision gate. The default action is journal_only.

Allowed actions:

accept_rules / modify_rules / defer / journal_only

Output

The skill produces a JSON report and optionally a Markdown report.

Required top-level JSON fields:

  • schema_version
  • review_type
  • review_id
  • overall_verdict
  • summary
  • scores
  • process_adherence_findings
  • risk_manager_notes
  • execution_quality_assessment
  • behavioral_pattern_tags
  • next_session_operating_rules
  • coach_questions
  • human_decision_gate
  • disclaimer

Verdicts:

VerdictMeaning
OKNo material process violation found. Outcome appears compatible with the plan.
WARNMinor process or record-quality concern.
REVIEW_REQUIREDMeaningful process, risk, or behavior finding before next similar trade.
RULE_VIOLATIONExplicit user rule appears to have been broken.
COOL_DOWNRepeated violations, drawdown/revenge pattern, or escalation suggests review-only mode.

Example Command

python3 skills/trade-performance-coach/scripts/review_trade_performance.py \
  --input skills/trade-performance-coach/scripts/tests/fixtures/single_trade_rule_violation_loss.json \
  --output-dir reports/trade-performance-coach \
  --markdown

Resources

Read these selectively when invoked:

  • references/review-framework.md — five-axis review model, scoring, verdicts
  • references/behavior-tags.md — behavior tag definitions and evidence rules
  • references/risk-review-checklist.md — risk manager checklist and severity rules
  • references/output-contract.md — JSON output contract and schema notes
  • references/hermes-integration.md — suggested Hermes /post-trade-coach and monthly coaching integration
  • assets/performance_coach_report.schema.json — machine-readable output schema
  • scripts/review_trade_performance.py — deterministic local reviewer

Guardrails

  • This is process-review support, not financial advice.
  • Do not recommend buying, selling, shorting, holding, or sizing a specific security.
  • Do not provide therapy or mental-health diagnosis.
  • Do not infer personality traits.
  • Do not shame or moralize the user.
  • Tie every behavior tag to evidence.
  • Use "possible pattern" language for behavior tags.
  • Always include a human decision gate.
  • Default to journal/review mode when data is incomplete.

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