Agent skill

Sector Rotation Detector

by Geeksfino in Geeksfino/finskills

Detect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months.

Apache-2.0Auto-check passedMarketing & SEO

Install Sector Rotation Detector

skills CLI
$ npx skills add Geeksfino/finskills --skill sector-rotation-detector -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install Geeksfino/finskills sector-rotation-detector --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/US-market/sector-rotation-detector .claude/skills/sector-rotation-detector && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
sector-rotation-detector
GitHub stars
282
Token cost
~1.4k tokens
SKILL.md length
628 words
Files
4 (incl. references)
Skills in repo
30
Repo updated
First seen
Licence
Apache-2.0

At a glance

Detect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months.

  • Works in 6 steps: Define Context → Assess Macroeconomic Indicators → Identify Business Cycle Phase → …
  • The user asks about sector rotation
  • SKILL.md covers Workflow, Data Enhancement and Important Guidelines
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Sector Rotation Detector is an agent skill from Geeksfino/finskills. Detect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months. Use when the user asks about sector rotation, macro-driven sector allocation, business cycle investing, which sectors to overweight or underweight, interest rate impact on sectors, inflation plays, or macro investment strategy.

Its SKILL.md is about 1.4k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/macro-sector-framework.md` and `references/output-template.md`).

It sits in Marketing & SEO, covering Positioning and messaging. The repository describes itself as: Financial engineering and risk/compliance skills for agents. The licence is Apache-2.0.

When your agent uses it

  • The user asks about sector rotation
  • Macro-driven sector allocation
  • Business cycle investing
  • Which sectors to overweight

Example prompts

  • “/sector-rotation-detector”

Workflow steps

6 steps, taken from the step headings in SKILL.md.

  1. Define Context
  2. Assess Macroeconomic Indicators
  3. Identify Business Cycle Phase
  4. Generate Sector Signals
  5. Identify Risks and Invalidation Triggers
  6. Present Results

What it can do on your machine

Read from SKILL.md and the folder at commit 8722415. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Sector Rotation Detector loads about 1.4k tokens when it runs, and up to ~4.9k if it reads all its reference files. Until then it costs about 112 tokens; SKILL.md has 628 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~112
When it runs · the whole SKILL.md, loaded when a task matches
~1.4k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.9k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 628 words, ~1,420 tokens.

Download SKILL.mdSave it as .claude/skills/sector-rotation-detector/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.
name
sector-rotation-detector
description
Detect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months. Use when the user asks about sector rotation, macro-driven sector allocation, business cycle investing, which sectors to overweight or underweight, interest rate impact on sectors, inflation plays, or macro investment strategy.
license
Apache-2.0

Sector Rotation Signal Detector

Act as a macro investment strategist. Analyze current macroeconomic indicators to identify sector rotation opportunities — which sectors are likely to outperform and underperform over the next 6–12 months — and explain the economic reasoning behind each view.

Workflow

Step 1: Define Context

Confirm with the user:

  1. Market scope — US only, global developed, or including emerging markets
  2. Time horizon — default: 6–12 months forward
  3. Sector framework — GICS 11 sectors (default), or more granular sub-industries
  4. Current positioning — does the user have existing sector bets to evaluate?
  5. Risk tolerance — conservative (tilt only), moderate (meaningful over/underweights), aggressive (concentrated sector bets)
Step 2: Assess Macroeconomic Indicators

Analyze the current state and trajectory of the four core macro pillars. See references/macro-sector-framework.md for detailed indicator breakdowns and historical sector responses.

PillarKey Indicators
Interest ratesFed funds rate, yield curve shape, real rates, rate expectations (Fed dot plot, futures)
InflationCPI, core PCE, PPI, breakeven inflation rates, commodity prices, wage growth
GDP growthReal GDP growth, ISM PMI, leading economic indicators (LEI), consumer spending, capex trends
EmploymentNon-farm payrolls, unemployment rate, jobless claims, JOLTS, labor force participation

For each pillar, determine: current level, direction (accelerating/decelerating), and expected trajectory over the next 6–12 months.

Step 3: Identify Business Cycle Phase

Map current conditions to one of four business cycle phases:

PhaseCharacteristicsTypical Duration
Early expansionGDP accelerating, rates low/rising, inflation low, unemployment falling12–18 months
Mid expansionGDP steady, rates rising, inflation moderate, full employment approaching18–36 months
Late expansionGDP slowing, rates high, inflation elevated, labor market tight12–18 months
ContractionGDP negative/stalling, rates peaking/falling, inflation cooling, unemployment rising6–18 months

See references/macro-sector-framework.md for the phase identification framework and sector rotation map.

Step 4: Generate Sector Signals

For each GICS sector, classify as:

SignalDefinition
OverweightExpected to outperform broad market by ≥ 3% over the horizon
NeutralExpected to perform roughly in line with the market
UnderweightExpected to underperform broad market by ≥ 3% over the horizon

Provide the economic reasoning for each classification.

Step 5: Identify Risks and Invalidation Triggers

For each view, specify:

  • Base case probability — how confident is the call
  • Key risk — what could make this call wrong
  • Invalidation trigger — a specific, observable data point that would reverse the view
Show full SKILL.md (254 more words)Show less
Step 6: Present Results

Present using the structured format in references/output-template.md:

  1. Macro Dashboard — Current state of all four pillars with direction indicators
  2. Business Cycle Assessment — Current phase and where in the cycle we are
  3. Sector Signal Table — All sectors with signal, reasoning, conviction
  4. Outperformers Deep-Dive — Detailed thesis for top 3–4 sectors to overweight
  5. Underperformers Deep-Dive — Detailed thesis for top 3–4 sectors to underweight
  6. Risk Matrix — Invalidation triggers and scenario analysis
  7. Disclaimers

Data Enhancement

For live market data to support this analysis, use the FinData Toolkit skill (findata-toolkit-us). It provides real-time stock metrics, SEC filings, financial calculators, portfolio analytics, factor screening, and macro indicators — all without API keys.

Important Guidelines

  • Humility about macro: Macro forecasting is notoriously difficult. Express all views in probabilistic terms, never certainties.
  • Lead vs. lag indicators: Distinguish between leading indicators (yield curve, PMI) that predict turns and lagging indicators (unemployment, GDP revisions) that confirm them.
  • Multiple regimes: The economy can send mixed signals — e.g., strong employment but weak manufacturing. Acknowledge contradictions rather than forcing a clean narrative.
  • Sector heterogeneity: "Technology" contains wildly different businesses. When possible, note sub-sector nuances (e.g., semiconductors vs. software in a rate-rising environment).
  • Positioning vs. fundamentals: Sector rotation is about relative performance. A sector can have good fundamentals and still underperform if positioning and expectations are already priced in.
  • Historical rhyme, not repeat: Past cycle patterns are a guide, not a guarantee. Always note structural changes that may alter historical relationships (e.g., AI capex changing the tech sector's cyclical profile).

© Geeksfino, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 3 other files (references) in US-market/sector-rotation-detector of Geeksfino/finskills.

  • SKILL.md
  • LICENSE.txt
  • references/macro-sector-framework.md
  • references/output-template.md

Open the folder on GitHubat commit 8722415

Compare with similar skills

Sector Rotation Detector next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Sector Rotation Detector compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Sector Rotation Detector this skillGeeksfino/finskills282—~1.4kAutomated safety check: PassApache-2.0
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Revenue Centric Designheliocosta-dev/revenue-centric-design740—~1.6kAutomated safety check: PassCustom licence
Startup Positioningferdinandobons/startup-skill1.2k—~4.6kAutomated safety check: PassMIT
Stanley Druckenmiller Investmenttradermonty/claude-trading-skills3k1 repos~2kAutomated safety check: PassMIT
B2b Playbookweilun88313/B2B-Playbook203—~3.1kAutomated safety check: PassProprietary

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Categories

Questions about Sector Rotation Detector

What does Sector Rotation Detector do?

Detect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months. Sector Rotation Detector is an agent skill from Geeksfino/finskills. Detect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months.

When should I use Sector Rotation Detector?

Sector Rotation Detector fits situations like: the user asks about sector rotation; macro-driven sector allocation; business cycle investing; which sectors to overweight.

How do I install Sector Rotation Detector in Claude Code?

Run `npx skills add Geeksfino/finskills --skill sector-rotation-detector -a claude-code`. Or copy the skill folder (US-market/sector-rotation-detector in Geeksfino/finskills) into .claude/skills/sector-rotation-detector in your project. Claude Code loads it when a task matches its description.

How do I install Sector Rotation Detector in Codex?

Run `npx skills add Geeksfino/finskills --skill sector-rotation-detector -a codex`. Or copy the skill folder (US-market/sector-rotation-detector in Geeksfino/finskills) into .agents/skills/sector-rotation-detector in your project. Codex loads it when a task matches its description.

Can I use Sector Rotation Detector in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Geeksfino/finskills --skill sector-rotation-detector -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sector-rotation-detector, .gemini/skills/sector-rotation-detector, .github/skills/sector-rotation-detector and .opencode/skills/sector-rotation-detector in your project.

What does Sector Rotation Detector need to run?

SKILL.md names no scripts, command-line tools or credentials: Sector Rotation Detector is instructions for the agent only.

Does Sector Rotation Detector access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Sector Rotation Detector safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Sector Rotation Detector use?

Sector Rotation Detector is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Sector Rotation Detector use?

About 1.4k tokens (SKILL.md is roughly 5.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.5k tokens, read only when the agent opens those files.

What are the alternatives to Sector Rotation Detector?

Skills that share tags, products or a category with Sector Rotation Detector: Marketing Os (Yuzzyuk/marketing-os, 540 stars), Revenue Centric Design (heliocosta-dev/revenue-centric-design, 740 stars), Startup Positioning (ferdinandobons/startup-skill, 1.2k stars) and Stanley Druckenmiller Investment (tradermonty/claude-trading-skills, 3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Sector Rotation Detector?

Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 282 GitHub stars. The repository holds 30 skills in this directory. The repository was last updated on March 5, 2026.

Source: Geeksfino/finskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.