Catalyst Edge

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

Skill: Catalyst Edge

Purpose: High-conviction stock opportunities + JB's retirement portfolio tracker.

Trigger: Weekly (Sunday 10 AM CDT via cron) or on demand.

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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

text

🎯 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]

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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:

   text

   📊 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

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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 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

bash

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