Agent skill

Breakout Trade Planner

by tradermonty in tradermonty/claude-trading-skills

Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for…

MITAuto-check passed

Install Breakout Trade Planner

skills CLI
$ npx skills add tradermonty/claude-trading-skills --skill breakout-trade-planner -a claude-code

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

GitHub CLI
$ gh skill install tradermonty/claude-trading-skills breakout-trade-planner --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/tradermonty/claude-trading-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/breakout-trade-planner .claude/skills/breakout-trade-planner && 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
breakout-trade-planner
GitHub stars
3k
Used in
1 other repo
Token cost
~1k tokens
SKILL.md length
386 words
Files
12 (incl. scripts, references)
Skills in repo
74
Repo updated
First seen
Licence
MIT

At a glance

Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for…

  • Works in 3 steps: Generate Trade Plans → Review Output → Explain Trade Plans
  • User has VCP screener results and wants actionable trade plans with entry/stop/target levels and position sizing
  • SKILL.md covers When to Use, Prerequisites, Workflow and Minervini Gate (Filtering…, plus 4 more sections
  • Runs Python scripts from its folder; calls python3

What it does

Breakout Trade Planner is an agent skill from tradermonty/claude-trading-skills. Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confirmation). Use when user has VCP screener results and wants actionable trade plans with entry/stop/target levels and position sizing.

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 14 other files, including scripts and reference files (for example `references/minervini_entry_rules.md`, `scripts/_market_calendar.py` and `scripts/order_builder.py`).

The repository describes itself as: Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development. The licence is MIT.

When your agent uses it

  • User has VCP screener results and wants actionable trade plans with entry/stop/target levels and position sizing

Example prompts

  • “/breakout-trade-planner”

Requirements

  • Python 3

Workflow steps

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

  1. Generate Trade Plans
  2. Review Output
  3. Explain Trade Plans

What it can do on your machine

Read from SKILL.md and the folder at commit c8d58f0. 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

    Ships 9 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python3

    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

Breakout Trade Planner loads about 1k tokens when it runs, and up to ~1.6k if it reads all its reference files. Until then it costs about 98 tokens; SKILL.md has 386 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~98
When it runs · the whole SKILL.md, loaded when a task matches
~1k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.6k

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); the scripts in this folder are not scanned.

SKILL.md

The full file from tradermonty/claude-trading-skills at commit c8d58f0, republished under its MIT licence (© tradermonty). 386 words, ~1,043 tokens.

Download SKILL.mdSave it as .claude/skills/breakout-trade-planner/SKILL.md (or your agent's skills folder). This skill also uses 11 other files; get the full folder from GitHub.
name
breakout-trade-planner
description
Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confirmation). Use when user has VCP screener results and wants actionable trade plans with entry/stop/target levels and position sizing.

Breakout Trade Planner

Generate trade plans from VCP screener output following Mark Minervini's breakout methodology. Calculate position sizes using worst-case entry prices, enforce portfolio risk limits, and output Alpaca API-compatible order templates.

When to Use

  • User has VCP screener JSON output and wants trade plans
  • User asks for breakout entry/stop/target calculation
  • User wants Alpaca order templates for VCP breakout candidates
  • User needs position sizing with portfolio heat management

Prerequisites

  • VCP screener JSON output with schema_version: "1.0"
  • No API keys required (works with local JSON files)
  • No external skill dependencies (position sizing is built-in)

Workflow

Step 1: Generate Trade Plans

Run the planner with VCP screener output:

bash
python3 skills/breakout-trade-planner/scripts/plan_breakout_trades.py \
  --input reports/vcp_screener_YYYY-MM-DD.json \
  --account-size 100000 \
  --risk-pct 0.5 \
  --output-dir reports/
Step 2: Review Output

Read the generated JSON and Markdown reports. Present:

  1. Actionable Orders — Pre-breakout candidates with order templates
  2. Revalidation — Breakout-state candidates needing live confirmation
  3. Watchlist — Developing VCP candidates to monitor
  4. Rejected/Deferred/Constrained — Candidates filtered by Gate or portfolio limits
Step 3: Explain Trade Plans

For each actionable order, explain:

  • Entry levels (signal vs worst-case) and stop-loss placement
  • R-multiple targets and reward-risk ratio
  • Two execution modes: pre_place (stop-limit) vs post_confirm (limit after 5min confirmation)
  • Portfolio risk contribution and cumulative heat
  • Broker and intraday constraints: these templates are planning artifacts, not broker permission. If the plan could create same-day round trips or use margin, confirm the user's broker-specific intraday/day-trading controls. FINRA replaced the old pattern-day-trader day-count and $25,000 minimum-equity requirements with intraday margin standards effective 2026-06-04, with broker phase-in allowed through 2027-10-20.
Show full SKILL.md (146 more words)Show less

Minervini Gate (Filtering Criteria)

Candidates must pass ALL conditions:

ConditionPre-breakoutBreakout
valid_vcpTrueTrue
rating_bandgood/strong/textbookgood/strong/textbook
risk_pct_worst<= 8.0%<= 8.0%
breakout_volume—True
distance_from_pivot—<= max_chase_pct
current_price—<= worst_entry

CLI Parameters

ParameterDefaultDescription
--account-size(required)Account equity in dollars
--risk-pct0.5Base risk % per trade
--max-position-pct10.0Max single position %
--max-sector-pct30.0Max sector exposure %
--max-portfolio-heat-pct6.0Max total open risk %
--target-r-multiple2.0Take-profit R-multiple
--stop-buffer-pct1.0Stop buffer below contraction low
--max-chase-pct2.0Max chase above pivot
--pivot-buffer-pct0.1Pivot buffer for buy-stop trigger
--current-exposure-jsonNoneExisting portfolio exposure

Output

  • breakout_trade_plan_YYYY-MM-DD_HHMMSS.json — Structured plans with order templates
  • breakout_trade_plan_YYYY-MM-DD_HHMMSS.md — Human-readable report

Exchange Calendar and Replay

Install requirements.txt before running the planner. --as-of accepts either YYYY-MM-DD (00:00 America/New_York) or an offset-bearing ISO-8601 timestamp. Plan validity uses the current not-yet-closed XNYS session or the next real session after a close, weekend, or exchange holiday.

Resources

  • references/minervini_entry_rules.md — Entry methodology and rules

© tradermonty, MIT. 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 11 other files (scripts, references) in skills/breakout-trade-planner of tradermonty/claude-trading-skills.

  • SKILL.md
  • references/minervini_entry_rules.md
  • requirements.txt
  • scripts/_market_calendar.py
  • scripts/order_builder.py
  • scripts/plan_breakout_trades.py
  • scripts/risk_calculator.py
  • scripts/tests/conftest.py
  • scripts/tests/test_market_calendar_contract.py
  • scripts/tests/test_order_builder.py
  • scripts/tests/test_plan_breakout_trades.py
  • scripts/tests/test_risk_calculator.py

Open the folder on GitHubat commit c8d58f0

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in tradermonty/claude-trading-skills, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Breakout Trade Planner 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.

Breakout Trade Planner compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Breakout Trade Planner this skilltradermonty/claude-trading-skills3k1 repos~1kAutomated safety check: PassMIT
Plannerpenpot/penpot61k—~2.7kAutomated safety check: PassMPL-2.0
Plancodewhale-hq/Codewhale41k—~213Automated safety check: PassMIT
Make A Planpenpot/penpot61k—~1.6kAutomated safety check: PassMPL-2.0
Minervini Vcpquestflowai/investorskills1.9k—~601Automated safety check: PassMIT
Planningn8n-io/n8n207k—~2.5kAutomated safety check: PassCustom licence

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Questions about Breakout Trade Planner

What does Breakout Trade Planner do?

Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for…. Breakout Trade Planner is an agent skill from tradermonty/claude-trading-skills. Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confirmation).

When should I use Breakout Trade Planner?

Breakout Trade Planner fits situations like: user has VCP screener results and wants actionable trade plans with entry/stop/target levels and position sizing.

How do I install Breakout Trade Planner in Claude Code?

Run `npx skills add tradermonty/claude-trading-skills --skill breakout-trade-planner -a claude-code`. Or copy the skill folder (skills/breakout-trade-planner in tradermonty/claude-trading-skills) into .claude/skills/breakout-trade-planner in your project. Claude Code loads it when a task matches its description.

How do I install Breakout Trade Planner in Codex?

Run `npx skills add tradermonty/claude-trading-skills --skill breakout-trade-planner -a codex`. Or copy the skill folder (skills/breakout-trade-planner in tradermonty/claude-trading-skills) into .agents/skills/breakout-trade-planner in your project. Codex loads it when a task matches its description.

Can I use Breakout Trade Planner 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 tradermonty/claude-trading-skills --skill breakout-trade-planner -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/breakout-trade-planner, .gemini/skills/breakout-trade-planner, .github/skills/breakout-trade-planner and .opencode/skills/breakout-trade-planner in your project.

What does Breakout Trade Planner need to run?

Going by SKILL.md and its folder, Breakout Trade Planner needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does Breakout Trade Planner 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 Breakout Trade Planner 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Breakout Trade Planner use?

Breakout Trade Planner is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Breakout Trade Planner use?

About 1k tokens (SKILL.md is roughly 4.2k 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 583 tokens, read only when the agent opens those files.

What are the alternatives to Breakout Trade Planner?

Skills that share tags, products or a category with Breakout Trade Planner: Planner (penpot/penpot, 61k stars), Plan (codewhale-hq/Codewhale, 41k stars), Make A Plan (penpot/penpot, 61k stars) and Minervini Vcp (questflowai/investorskills, 1.9k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Breakout Trade Planner?

tradermonty (a GitHub user) maintains it in tradermonty/claude-trading-skills, which has 2,982 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on October 11, 2026.

Source: tradermonty/claude-trading-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.