capital-rotation

Name: capital-rotation
Author: kansoku-trade

226stars19forks

How to install capital-rotation?

kansoku-trade/kansoku/capital-rotation

$npx -y skills add kansoku-trade/kansoku --skill capital-rotation

Installs into the current project.

Summary

Use when reading today's US-market capital flow across multiple sectors to identify rotation direction — e.g. "今天资金流向", "板块强弱", "rotation map", "卖芯买云", "where is money moving today", "scan flows across sectors". Produces a cross-section snapshot of net inflows by cohort (indices

Files · 1

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SKILL.md

1	# Capital Rotation Scanner (US-only)
2
3	Scans capital flow across standard US cohorts in one session, identifies rotation direction, classifies winners / losers, names the dominant narrative, and logs a journal file.
4
5	> Scope: US-only. Do NOT query HK / CN / SG markets (user preference).
6	> Sources: Longbridge `capital`, `market-temp`. Cite as `长桥证券`.
7	> Units: ambiguous — see TD-UNIT-01 in `trading-discipline`. Longbridge does not label the unit. Record the raw API number and the unit you inferred; do NOT silently convert (no 亿).
8
9	## When to use
10
11	- "今天的资金流向", "板块强弱", "rotation map"
12	- "卖芯买云", "AI 资金挪去哪了"
13	- "软件 / 云强不强", "半导体板块今天主力撤了吗"
14	- End-of-session debrief or pre-Asia-open prep
15	- Not for single-symbol deep-dive (use `longbridge-capital-flow` directly)
16	- Not for live intraday tracking (use `market-session-tracker`)
17
18	## Standard cohorts
19
20	\| Cohort \| Symbols \|
21	\| -------------------- \| ------------------------------------------------------------------------------------------------- \|
22	\| Indices \| `SPY`, `QQQ`, `DIA`, `IWM` \|
23	\| Semis \| `NVDA`, `AMD`, `MU`, `MRVL`, `TSM`, `AVGO`, `SMH`, `SOXX`, `AMKR`, `ASX` \|
24	\| Software / Cloud \| `NOW`, `ORCL`, `CRM`, `ADBE`, `SNOW`, `DDOG`, `MDB`, `PLTR`, `PANW`, `CRWD`, `NET`, `IGV`, `CLOU` \|
25	\| Mega-tech \| `AAPL`, `MSFT`, `GOOGL`, `AMZN`, `META`, `TSLA` \|
26	\| Risk-off proxy \| `VXX`, `TLT`, `GLD` (optional, for cross-asset confirmation) \|
27
28	User watchlist override: read `stocks/` directory for symbols the user already tracks; promote those to first-tier in their respective cohort.
29
30	## Workflow
31
32	1. Time check — `date` + confirm US session state (pre / intraday / post / closed). Adjust analysis date in filename: use the US session date, not Asia local date.
33
34	2. Market temperature — single call:
35
36	```bash
37	longbridge market-temp US --format json
38	```
39
40	Report Temperature / Valuation / Sentiment.
41
42	3. Index baseline — snapshot mode (gives large/medium/small breakdown):
43
44	```bash
45	longbridge capital SPY.US --format json
46	longbridge capital QQQ.US --format json
47	```
48
49	Net large = `capital_in.large - capital_out.large`. Flag distribution if large net ≪ 0 while small net > 0 (主力—散户背离).
50
51	4. Cohort scan — for each cohort, `longbridge capital <SYM> --flow --format json \| tail -8` to grab the latest cumulative `inflow` value (the last array element is the running total in 万 USD). Parallelize across symbols.
52
53	5. Rotation classification — for each cohort, sum net flows; rank symbols within cohort; identify:
54	- Cohort net (sector-level direction)
55	- Cohort leader (largest +)
56	- Cohort outlier (largest −, especially if cohort net is positive)
57	- Cross-cohort rotation: which cohort gained vs lost net flow
58
59	6. Narrative identification — pick ONE of:
60	- 卖芯买云 (semis − / software +)
61	- 卖云买芯 (inverse)
62	- 全板派发 (all cohorts negative + indices large-out)
63	- 全板吸金 (all positive + indices large-in)
64	- 窄口集中 (one cohort dominated by 1-2 names; rest flat)
65	- 风险偏好切换 (cyclicals out / defensives in)
66	- AI 已变现 vs 未变现 (rank by AI revenue maturity, see §Narrative criteria)
67
68	7. Write journal file — `~/git/trade/journal/YYYY-MM-DD-flow.md` using the US session date. Use `templates/rotation-snapshot.md` as scaffold. If the file exists (e.g. re-run same day), append a new section with timestamp; do not overwrite.
69
70	8. Surface 3 insights + tomorrow watch — concise, actionable. No vague "市场分化", always name the split.
71
72	## Distribution detection rules
73
74	Use these triggers to label index behavior:
75
76	\| Pattern \| Label \|
77	\| ----------------------------------------------------- \| ----------------- \|
78	\| SPY large net < 0 AND `\\|large net\\|` > 5 × small net \| 机构派发 \|
79	\| All 3 buckets (large / medium / small) net < 0 \| 全档抛压 \|
80	\| Large net < 0, small net > 0, magnitudes similar \| 主力—散户背离 \|
81	\| Large net > 0, small net < 0 \| 主力吸筹 \|
82	\| All 3 buckets > 0 \| *全档吸金

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capital-rotation

226stars19forks

View on GitHub

How to install capital-rotation?

kansoku-trade/kansoku/capital-rotation

$npx -y skills add kansoku-trade/kansoku --skill capital-rotation

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Capital Rotation Scanner (US-only)
2
3	Scans capital flow across standard US cohorts in one session, identifies rotation direction, classifies winners / losers, names the dominant narrative, and logs a journal file.
4
5	> Scope: US-only. Do NOT query HK / CN / SG markets (user preference).
6	> Sources: Longbridge `capital`, `market-temp`. Cite as `长桥证券`.
7	> Units: ambiguous — see TD-UNIT-01 in `trading-discipline`. Longbridge does not label the unit. Record the raw API number and the unit you inferred; do NOT silently convert (no 亿).
8
9	## When to use
10
11	- "今天的资金流向", "板块强弱", "rotation map"
12	- "卖芯买云", "AI 资金挪去哪了"
13	- "软件 / 云强不强", "半导体板块今天主力撤了吗"
14	- End-of-session debrief or pre-Asia-open prep
15	- Not for single-symbol deep-dive (use `longbridge-capital-flow` directly)
16	- Not for live intraday tracking (use `market-session-tracker`)
17
18	## Standard cohorts
19
20	\| Cohort \| Symbols \|
21	\| -------------------- \| ------------------------------------------------------------------------------------------------- \|
22	\| Indices \| `SPY`, `QQQ`, `DIA`, `IWM` \|
23	\| Semis \| `NVDA`, `AMD`, `MU`, `MRVL`, `TSM`, `AVGO`, `SMH`, `SOXX`, `AMKR`, `ASX` \|
24	\| Software / Cloud \| `NOW`, `ORCL`, `CRM`, `ADBE`, `SNOW`, `DDOG`, `MDB`, `PLTR`, `PANW`, `CRWD`, `NET`, `IGV`, `CLOU` \|
25	\| Mega-tech \| `AAPL`, `MSFT`, `GOOGL`, `AMZN`, `META`, `TSLA` \|
26	\| Risk-off proxy \| `VXX`, `TLT`, `GLD` (optional, for cross-asset confirmation) \|
27
28	User watchlist override: read `stocks/` directory for symbols the user already tracks; promote those to first-tier in their respective cohort.
29
30	## Workflow
31
32	1. Time check — `date` + confirm US session state (pre / intraday / post / closed). Adjust analysis date in filename: use the US session date, not Asia local date.
33
34	2. Market temperature — single call:
35
36	```bash
37	longbridge market-temp US --format json
38	```
39
40	Report Temperature / Valuation / Sentiment.
41
42	3. Index baseline — snapshot mode (gives large/medium/small breakdown):
43
44	```bash
45	longbridge capital SPY.US --format json
46	longbridge capital QQQ.US --format json
47	```
48
49	Net large = `capital_in.large - capital_out.large`. Flag distribution if large net ≪ 0 while small net > 0 (主力—散户背离).
50
51	4. Cohort scan — for each cohort, `longbridge capital <SYM> --flow --format json \| tail -8` to grab the latest cumulative `inflow` value (the last array element is the running total in 万 USD). Parallelize across symbols.
52
53	5. Rotation classification — for each cohort, sum net flows; rank symbols within cohort; identify:
54	- Cohort net (sector-level direction)
55	- Cohort leader (largest +)
56	- Cohort outlier (largest −, especially if cohort net is positive)
57	- Cross-cohort rotation: which cohort gained vs lost net flow
58
59	6. Narrative identification — pick ONE of:
60	- 卖芯买云 (semis − / software +)
61	- 卖云买芯 (inverse)
62	- 全板派发 (all cohorts negative + indices large-out)
63	- 全板吸金 (all positive + indices large-in)
64	- 窄口集中 (one cohort dominated by 1-2 names; rest flat)
65	- 风险偏好切换 (cyclicals out / defensives in)
66	- AI 已变现 vs 未变现 (rank by AI revenue maturity, see §Narrative criteria)
67
68	7. Write journal file — `~/git/trade/journal/YYYY-MM-DD-flow.md` using the US session date. Use `templates/rotation-snapshot.md` as scaffold. If the file exists (e.g. re-run same day), append a new section with timestamp; do not overwrite.
69
70	8. Surface 3 insights + tomorrow watch — concise, actionable. No vague "市场分化", always name the split.
71
72	## Distribution detection rules
73
74	Use these triggers to label index behavior:
75
76	\| Pattern \| Label \|
77	\| ----------------------------------------------------- \| ----------------- \|
78	\| SPY large net < 0 AND `\\|large net\\|` > 5 × small net \| 机构派发 \|
79	\| All 3 buckets (large / medium / small) net < 0 \| 全档抛压 \|
80	\| Large net < 0, small net > 0, magnitudes similar \| 主力—散户背离 \|
81	\| Large net > 0, small net < 0 \| 主力吸筹 \|
82	\| All 3 buckets > 0 \| *全档吸金

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