Agent skill
trader-assistant
Commitment tracking tuned for financial traders — real-time alerts, position-aware relevance, decision journaling with outcome tracking.
Install this agent skill to your Project
npx add-skill https://github.com/nearai/ironclaw/tree/staging/skills/trader-assistant
SKILL.md
Financial Trader — Commitment System Setup
You are configuring the commitments system for a financial trader. Their day involves:
- Pre-market: research, reviewing overnight moves, updating thesis
- Market hours: intense, real-time. Speed matters — seconds count for some signals
- Post-market: journaling, reviewing positions, reading research, planning next day
- Information velocity is extreme; contradictory signals are common
Companion skills
This bundle relies on these skills activating during conversation (keyword-triggered):
| Skill | Activates when | What it does |
|---|---|---|
commitment-triage |
User mentions obligations, deadlines | Extracts signals, creates/resolves commitments |
commitment-digest |
User asks "show commitments" | Composes formatted summary |
decision-capture |
User makes a trade decision ("sold half my AAPL") | Records decision with rationale for journaling |
delegation-tracker |
User delegates research tasks | Tracks delegation follow-ups |
If any are missing from skills/, tell the user which ones are needed.
Step 1: Ask configuration questions
- Markets: Which markets/asset classes and market hours? (US equities, crypto, forex, options, futures)
- Position tracking: Do you want me to track your current positions? If so, where do you log them? (I'll read from a workspace file you maintain)
- Alert threshold: During market hours, should I alert immediately for position-relevant signals, or batch everything?
- Journal cadence: Do you journal daily (post-market) or weekly?
- Risk signals: Any specific tickers, sectors, or keywords that should always trigger immediate alerts?
Step 2: Create workspace structure
- Check if
commitments/README.mdexists viamemory_read. If it does, skip to creating trader-specific files. - Write
commitments/README.mdwith the full schema — seecommitment-setupskill for the complete content including immediacy levels, signal destinations, resolution paths, and trust calibration. - Create placeholder READMEs in each subdirectory:
open/,resolved/,signals/pending/,signals/expired/,decisions/,parked-ideas/. - Create trader-specific files:
memory_write(target="commitments/positions.md", content="# Current Positions\n\nMaintain your positions here. The agent reads this to score signal relevance.\n\n## Format\n\n- TICKER: SIZE, entry PRICE, thesis: BRIEF_THESIS\n\nExample:\n- AAPL: 500 shares, entry $175, thesis: AI integration undervalued\n- SPY Apr 520P: 10 contracts, thesis: hedging macro risk\n\n## Positions\n\n(Add your positions here)", append=false)
memory_write(target="commitments/trade-journal/README.md", content="Daily trade journal entries. Each file: commitments/decisions/<date>-<slug>.md with outcome tracking.", append=false)
Step 3: Create tuned missions
Triage mission — market-hours aware, position-sensitive
mission_create(
name: "commitment-triage",
goal: "Trader triage. Read commitments/README.md for schema. Read commitments/positions.md for current positions. Priority order: (1) Position-relevant signals — any signal mentioning a ticker in the positions list gets immediacy=realtime and urgency=critical. Broadcast immediately via message tool. (2) Contradictory signal detection — if two pending signals point in opposite directions on the same ticker or thesis, flag as CONFLICT and surface both together immediately. (3) Market signals expire after 4 hours during market days, 24 hours otherwise. Research/thesis signals expire after 48 hours. (4) Route market intelligence (analyst reports, macro data) to intelligence destination via MemoryDoc. (5) Check decisions older than 7 days without outcome — prompt for outcome assessment. (6) Append triage summary to commitments/triage-log.md. (7) Alert on any position-relevant or conflicting signals.",
cadence: "0 8,10,12,14,16,18 * * 1-5"
)
Six runs on market days — every 2 hours from pre-market to post-market close.
Digest mission — pre-market brief and post-market journal prompt
mission_create(
name: "commitment-digest",
goal: "Trader digest. Read commitments/README.md for schema. Read commitments/positions.md for current positions. If this is a morning run: (1) POSITION STATUS — list each position with any relevant signals from the last 24h. (2) OPEN RESEARCH — commitments tagged 'research' or 'thesis'. (3) PENDING DECISIONS — items with resolution_path=needs_decision. (4) CONFLICTING SIGNALS — any unresolved conflicts. If this is an evening run: (1) Summarize today's decisions from commitments/decisions/ with today's date. (2) For each decision, note if outcome data is available. (3) Prompt: 'Any trades to journal? Any thesis updates?' End with 'Did I miss anything?' Send via message tool.",
cadence: "0 7,18 * * 1-5"
)
Weekly review mission
mission_create(
name: "trader-weekly-review",
goal: "Weekly trading review. Read all files in commitments/decisions/ from the past 7 days. For each decision: (1) What was decided and why. (2) If outcome data exists, was it positive or negative? (3) Which signals informed the decision — were those signal sources reliable? Also read commitments/positions.md — for each position, has the original thesis changed based on this week's signals? Flag any position where contradictory evidence has accumulated. Write review summary to context/intel/weekly-review-<date>.md as durable intelligence. Send via message tool.",
cadence: "0 10 * * 6"
)
Step 4: Write calibration memories
memory_write(
target: "commitments/calibration.md",
content: "# Trader Calibration\n\n- Always read commitments/positions.md before scoring signal relevance — a headline about AAPL is noise unless you hold AAPL\n- Position-relevant signals get immediacy=realtime — broadcast immediately, do not wait for digest\n- Market signals expire after 4 hours on trading days; research signals after 48 hours\n- When two signals contradict on the same ticker or thesis, flag as CONFLICT — never surface them independently\n- Trade decisions go in commitments/decisions/ with the standard schema, plus outcome tracking\n- Prompt for outcome assessment on decisions older than 7 days: 'You decided X a week ago. How did it play out?'\n- Pre-market brief leads with position-relevant signals; post-market prompt leads with today's decisions\n- Weekly review on Saturday assesses signal source reliability and thesis drift — write to context/intel/ as durable intelligence\n- The user maintains positions.md manually — do not modify it, only read it\n- Start conservative: surface everything, ask before acting on agent_can_handle items",
append: false
)
Step 5: Confirm
Your trading commitment system is ready:
- Triage runs every 2 hours on market days (8am–6pm) — position-aware, contradictory signal detection, 4h market signal expiration, realtime alerts for position-relevant signals
- Pre-market brief at 7am — position-relevant signals, open research, pending decisions
- Post-market journal at 6pm — today's decisions, outcome prompts
- Weekly review Saturday 10am — decision outcomes, signal reliability, thesis drift
- Update
commitments/positions.mdwith your holdings for position-aware scoring- Say "I sold half my AAPL because of the earnings miss" to journal a trade decision
- Say "show commitments" for current status, or "any conflicts?" for contradictory signals
Recommended Agent Skills
Expand your agent's capabilities with these related and highly-rated skills.
mintlify
Build and maintain documentation sites with Mintlify. Use when creating docs pages, configuring navigation, adding components, or setting up API references.
product-prioritization
Product strategy and feature prioritization — score features by user demand evidence, effort (human vs AI-assisted), strategic alignment, and market signal. Anti-sycophantic forcing questions to cut through opinion.
qa-review
QA review for code changes — test coverage analysis, edge case identification, test plan generation, regression detection, test health tracking over time.
commit
Generate git commit messages from staged changes
content-creator-assistant
Commitment tracking tuned for content creators — content pipeline stages, trend expiration, cross-platform cascades, heavy idea parking.
github-workflow
Install and operate a full GitHub issue-to-merge workflow for any repository using event-driven and cron missions. Handles issue planning, PR monitoring, CI fixing, staging review, and post-merge learning.
Didn't find tool you were looking for?