feat(skills): pre-trade pipeline — build-thesis + sector-rotation (tool-agnostic)#247
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…ol-agnostic
Two new analysis skills completing the right-side pre-trade pipeline, bundled
into the chat workspace alongside scan-value-chain:
sector-rotation (what's moving / where capital rotates, multi-timeframe)
→ scan-value-chain (decompose a hot chain into candidates)
→ build-thesis (a name's left + right sides, falsifiable)
- build-thesis: two-sided thesis — left (does the number stand up + variant
view vs consensus) and right (is the market favoring this — relative
strength on the chain, rotation, macro), each with what-must-be-true +
disconfirming signals. The right side anchors on the value-chain map (right
is cross-sectional — you need the comparison set first).
- sector-rotation: the right-side, top-of-funnel "what is the market doing"
read — the daily-driver / retention surface.
All three skills are now **tool-agnostic** — they describe the analysis ("go to
the data, assess X") and never name specific MCP tools, so they don't rot when
the data-source layer is reworked. Removed the hardcoded tool names from
scan-value-chain too.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Summary
The pre-trade skill pipeline that didn't make #246's merge window. Two new analysis skills bundled into the chat workspace, completing the right-side pre-trade flow:
Test plan
Boundary touch
None — shipped default skill content + one template manifest. No code, no migrations.
🤖 Generated with Claude Code