ClawHub

Catalyst Edge

Security

Identifies high-conviction stock opportunities and tracks JB's retirement portfolio with weekly scans, quarterly reviews, and FIRE signal analysis.

Install

openclaw skills install jb-catalyst-edge

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

PatternDescriptionConviction
Earnings SurpriseBeat estimates, raised guidance🟡-🟢
Catalyst EventFDA approval, contract win, merger🟡-🟠
Technical BreakoutVolume surge, breakout above resistance🟡
Insider BuyingExecutives buying heavily🟡
Sector RotationMoney 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

  1. 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

  2. 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]

  3. 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

  4. 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

  1. Reads RSI results from /workspace/skills/catalyst-edge/stock_scanner/last_scan.json
  2. Applies FIRE model thresholds from /workspace/skills/catalyst-edge/fire_config.json
  3. Calculates signals: STRONG BUY / BUY / HOLD / WEAK / AVOID / TAKE PROFIT
  4. Posts a formatted signal report to Discord #retirement-edge

FIRE Signal Logic

RSI RangeSignalAction
≤ 30 (core) / ≤ 35 (income)🟢 STRONG BUYFI deployment window
30-40🟢 BUYAccumulation candidate
40-60🟡 HOLDNo action
60-70🟠 WEAKPartial profit taking
≥ 70 (core) / ≥ 75 (income)🔴 TAKE PROFIT / AVOIDBook 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 Discord

Files

  • /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
More in Security