Skill: Catalyst Edge
Purpose: High-conviction stock opportunities + JB's retirement portfolio tracker.
Trigger: Weekly (Sunday 10 AM CDT via cron) or on demand.
Part 1 — Stock Scanning
What It Looks For
| Pattern | Description | Conviction |
|---|---|---|
| Earnings Surprise | Beat estimates, raised guidance | 🟡-🟢 |
| Catalyst Event | FDA approval, contract win, merger | 🟡-🟠 |
| Technical Breakout | Volume surge, breakout above resistance | 🟡 |
| Insider Buying | Executives buying heavily | 🟡 |
| Sector Rotation | Money flowing into our themes | 🟢 |
Target Themes
- Healthcare/RCM tech
- AI/automation
- Dividend payers
- Growth with value
Quality Criteria
- Score ≥75 = alert JB immediately (Discord DM)
- Score 60-75 = include in weekly summary
- Score <60 = skip
- Always include source + date
Output Format
🎯 CATALYST EDGE — [Date]
[Stock] — [Ticker]
Catalyst: [What it is]
Conviction: [🔵🟡🟢🟠]
Score: [0-100]
Thesis: [1-sentence why]
Watch List:
1. [Stock] - [reason]
2. [Stock] - [reason]Part 2 — Quarterly Financial Review (Every 3 Months)
Trigger: January, April, July, October — first Sunday of the month at 10 AM CDT.
Steps
- Read the current state:
- /workspace/skills/catalyst-edge/FIRE_MODEL.md — current numbers - /workspace/skills/catalyst-edge/PORTFOLIO_ANALYSIS.md — portfolio - /workspace/memory/life-archive.md — personal context
- Post to Discord
#retirement-edge:
📊 QUARTERLY FINANCIAL REVIEW — [Month Year]
Net Worth: $XX,XXX (vs $XX,XXX last quarter — +/- $X,XXX)
This Quarter: [what changed — new savings, paid down debt, market movement]
FIRE Progress: [X years to FI / age XX target]
Next Quarter Goals:
• [Action 1]
• [Action 2]
Action Items Due:
• [Stale items from FIRE_MODEL.md priority list]- Update the files:
- Note any account changes in PORTFOLIO_ANALYSIS.md - Flag any action items that are overdue - Log the quarter's net worth in a table at the bottom of FIRE_MODEL.md
- Alert JB if:
- A major milestone was hit (e.g., hit $100K, mortgage paid off early) - An action item is 60+ days overdue - Net worth dropped >15% (market downturn check)
Quality Standards
- Keep it to 10 lines or less in Discord
- Full details go in the .md files
- Numbers over opinions always
Part 3 — FIRE Pipeline (Weekly)
Trigger: Runs alongside the weekly stock scan (Sunday 10 AM CDT).
What It Does
- Reads RSI results from
/workspace/skills/catalyst-edge/stock_scanner/last_scan.json - Applies FIRE model thresholds from
/workspace/skills/catalyst-edge/fire_config.json - Calculates signals: STRONG BUY / BUY / HOLD / WEAK / AVOID / TAKE PROFIT
- Posts a formatted signal report to Discord
#retirement-edge
FIRE Signal Logic
| RSI Range | Signal | Action |
|---|---|---|
| ≤ 30 (core) / ≤ 35 (income) | 🟢 STRONG BUY | FI deployment window |
| 30-40 | 🟢 BUY | Accumulation candidate |
| 40-60 | 🟡 HOLD | No action |
| 60-70 | 🟠 WEAK | Partial profit taking |
| ≥ 70 (core) / ≥ 75 (income) | 🔴 TAKE PROFIT / AVOID | Book gains; not an entry |
Core Principle
VT/VTI/QYLD at RSI ~29-30 simultaneously = historically rare cluster bottom. When 2+ core holdings hit RSI < 30 → FI deployment signal. This has happened <5 times in the past 5 years.
Run the Pipeline
cd /workspace/skills/catalyst-edge/stock_scanner
python3 scan_once.py # runs fresh scan
python3 ../fire_pipeline.py # applies FIRE logic + posts to DiscordFiles
/workspace/skills/catalyst-edge/SKILL.md(this)/workspace/skills/catalyst-edge/FIRE_MODEL.md— current numbers/workspace/skills/catalyst-edge/PORTFOLIO_ANALYSIS.md— portfolio details/workspace/skills/catalyst-edge/HISTORICAL_PICKS.md— past picks + performance/workspace/skills/catalyst-edge/fire_config.json— FIRE threshold config/workspace/skills/catalyst-edge/fire_pipeline.py— signal engine/workspace/skills/catalyst-edge/stock_scanner/last_scan.json— latest scan results