breakout-trade-planner

Q: How do I install breakout-trade-planner?

Run npx skills add https://github.com/tradermonty/claude-trading-skills --skill breakout-trade-planner in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/breakout-trade-planner/ (personal) or .claude/skills/breakout-trade-planner/ (project).

Q: Which AI agents can use breakout-trade-planner?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Q: Is breakout-trade-planner safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Q: Who maintains breakout-trade-planner?

It is published by tradermonty in tradermonty/claude-trading-skills. It has 3,127 recorded installs.

by tradermontyBusiness & Finance

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.

Installs: 3.1K
Last 24h: +20
Trending rank: #5768
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/tradermonty/claude-trading-skills --skill breakout-trade-planner

01
Install
Run the command in your project. The CLI asks which agents to install for.
02
Describe the task
Ask your agent for something this skill covers. It loads breakout-trade-planner automatically when relevant.
03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

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:

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:

Actionable Orders — Pre-breakout candidates with order templates
Revalidation — Breakout-state candidates needing live confirmation
Watchlist — Developing VCP candidates to monitor
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.

Minervini Gate (Filtering Criteria)

Candidates must pass ALL conditions:

Condition	Pre-breakout	Breakout
valid_vcp	True	True
rating_band	good/strong/textbook	good/strong/textbook
risk_pct_worst	<= 8.0%	<= 8.0%
breakout_volume	—	True
distance_from_pivot	—	<= max_chase_pct
current_price	—	<= worst_entry

CLI Parameters

Parameter	Default	Description
--account-size	(required)	Account equity in dollars
--risk-pct	0.5	Base risk % per trade
--max-position-pct	10.0	Max single position %
--max-sector-pct	30.0	Max sector exposure %
--max-portfolio-heat-pct	6.0	Max total open risk %
--target-r-multiple	2.0	Take-profit R-multiple
--stop-buffer-pct	1.0	Stop buffer below contraction low
--max-chase-pct	2.0	Max chase above pivot
--pivot-buffer-pct	0.1	Pivot buffer for buy-stop trigger
--current-exposure-json	None	Existing 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

FAQ

What does the breakout-trade-planner skill do?

How do I install breakout-trade-planner?

Run npx skills add https://github.com/tradermonty/claude-trading-skills --skill breakout-trade-planner in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/breakout-trade-planner/ (personal) or .claude/skills/breakout-trade-planner/ (project).

Which AI agents can use breakout-trade-planner?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is breakout-trade-planner safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains breakout-trade-planner?

It is published by tradermonty in tradermonty/claude-trading-skills. It has 3,127 recorded installs.