dca-strategy
starsforks
How to install dca-strategy?
ske-labs/agent-trading-skills/dca-strategy
$npx -y skills add SKE-Labs/agent-trading-skills --skill dca-strategyImplement Dollar Cost Averaging for systematic long-term accumulation. Use when building positions over time, reducing timing risk, or accumulating during uncertainty.
SKILL.md
| 1 | # Dollar Cost Averaging (DCA) |
| 2 | |
| 3 | Invest new cash on a fixed schedule. Distinguish paycheck-style periodic investing from deliberately delaying a lump sum that is already available. |
| 4 | |
| 5 | ## DCA Mechanics |
| 6 | |
| 7 | ``` |
| 8 | Each Purchase = Fixed Amount / Current Price |
| 9 | Average Cost = Total Spent / Total Units Acquired |
| 10 | ``` |
| 11 | |
| 12 | Example ($100/week): |
| 13 | - Week 1: $100 / $50 = 2.0 units |
| 14 | - Week 2: $100 / $40 = 2.5 units |
| 15 | - Week 3: $100 / $60 = 1.67 units |
| 16 | - Total: 6.17 units for $300 (avg cost: $48.62) |
| 17 | |
| 18 | ## DCA Variants |
| 19 | |
| 20 | | Variant | Description | |
| 21 | | ----------------- | ------------------------------------------------ | |
| 22 | | Fixed Interval | Same amount every week/month -- simplest | |
| 23 | | Value Averaging | Adjust amount to hit a target portfolio value | |
| 24 | | Enhanced DCA | Base amount + bonus when price drops below MA | |
| 25 | | Lump Sum + DCA | Deploy 50% immediately, DCA the remaining 50% | |
| 26 | |
| 27 | ## Asset Eligibility |
| 28 | |
| 29 | | Candidate | Reject or escalate | |
| 30 | | ---------------- | -------------------------- | |
| 31 | | Diversified, liquid exposure | Unclear rights or custody | |
| 32 | | Assets with a documented thesis | Failing liquidity or security | |
| 33 | | Instruments compatible with the horizon | Position already above its risk cap | |
| 34 | |
| 35 | ## Workflow |
| 36 | |
| 37 | 1. **Capture the plan**: goal, horizon, target allocation, contribution amount, frequency, funding source, custody, fees, and maximum allocation. Do not change the schedule from short-term price forecasts. |
| 38 | |
| 39 | 2. **Check allocation drift and current price context**: |
| 40 | ``` |
| 41 | get_candles(symbol="BTC/USD", exchange="binance", interval="1d", count=1) |
| 42 | get_indicators(indicator_code="sma_50", symbol="BTC/USD", exchange="binance", interval="1w") |
| 43 | ``` |
| 44 | |
| 45 | 3. **Apply any enhanced-DCA rule only if it was predeclared and validated**; a 200-day moving-average rule is optional, not inherent to DCA: |
| 46 | ``` |
| 47 | get_indicators(indicator_code="sma_200", symbol="BTC/USD", exchange="binance", interval="1d") |
| 48 | ``` |
| 49 | |
| 50 | 4. **Re-underwrite the asset**, not the next candle: |
| 51 | ``` |
| 52 | get_financial_news(topic="BTC macro outlook accumulation") |
| 53 | ``` |
| 54 | |
| 55 | 5. **Report** scheduled contribution, post-trade allocation, weighted average cost, fees, custody or concentration flags, and whether a written pause condition was triggered. |
| 56 | |
| 57 | ## When to Stop DCA |
| 58 | |
| 59 | - Target position size reached |
| 60 | - Fundamentals have materially deteriorated |
| 61 | - Better risk/reward opportunity identified elsewhere |
| 62 | |
| 63 | ## Evidence and Validation |
| 64 | |
| 65 | - Treat the setup as a testable hypothesis, not a prediction. Define thresholds, entry, invalidation, and exit before evaluating outcomes. |
| 66 | - Calibrate on the same instrument, venue, session, and timeframe. Use closed candles and a held-out or walk-forward sample; record every variant tried. |
| 67 | - Include spread, fees, slippage, borrow or funding, partial fills, and latency. Reject the setup when net expectancy is not positive or depends on one narrow parameter. |
| 68 | - Return observed inputs, missing data, cost assumptions, entry, invalidation, exit, and a valid, watch, or no-trade status. |
| 69 | - Research basis: [Vanguard research](https://corporate.vanguard.com/content/dam/corp/research/pdf/cost_averaging_invest_now_or_temporarily_hold_your_cash.pdf) found immediate lump-sum investment historically beat temporary cost averaging about two-thirds of the time; DCA is mainly a cash-flow and behavior plan. |
| 70 | |
| 71 | ## Key Rules |
| 72 | |
| 73 | - Do not skip or enlarge a scheduled purchase from an improvised price forecast |
| 74 | - Do not confuse DCA with averaging down an invalidated speculative thesis |
| 75 | - Review quarterly, not daily; over-monitoring defeats the purpose |
| 76 | - For cash already available, explicitly compare immediate investment with staged deployment; DCA may reduce short-term regret at the cost of expected time in market |
| 77 | |
| 78 | ## Related Skills |
| 79 | |
| 80 | - **altcoin-rotation** -- DCA into BTC/ETH during accumulation, then rotate when cycle shifts |
| 81 | - **on-chain-analysis** -- MVRV and realized cap identify macro accumulation zones for enhanced DCA |
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