Wyckoff Trading Agent
This skill operates in two modes: Setup (Step 0) and Analysis (Steps 1–9). Step 0 runs only when prerequisites are missing; once everything is configured, jump directly to analysis.
Step 0: Environment Detection & Guided Setup
Run these checks in order. Stop at the first failure and guide the user to fix it before continuing.
0.1 CLI Installation Check
Run wyckoff --version.
0.2 Auth Check
Run wyckoff auth status.
- Logged in → proceed to 0.3. (Credentials are auto-saved; token expiry triggers automatic re-login.)
- Not logged in → guide registration and login:
- Tell user to open https://wyckoff-analysis-youngcanphoenix.streamlit.app/ to register an account.
- After registration, run:
wyckoff auth login <email> <password> (credentials will be persisted, no need to login again).
- Verify with
wyckoff auth status.
0.3 Data Source Check
Run wyckoff config show.
- tushare_token present → OK.
- tushare_token missing → guide:
- Tushare token is free, get it from https://tushare.pro/ after registration.
- Then run:
wyckoff config tushare <token>
- tickflow_api_key present → OK.
- tickflow_api_key missing → guide:
Note: At least one data source (tushare or tickflow) must be configured. Both are recommended for better coverage.
0.4 Model Check
Run wyckoff model list.
- Has models → proceed to Step 1.
- No models → guide:
wyckoff model add (interactive) or wyckoff model set <name> <provider> <api_key> --model <model_name>.
When all checks pass, print a brief summary and proceed to analysis.
CLI Operational Commands
When the user's intent is operational (not analysis), route directly to the appropriate CLI command instead of running the analysis pipeline:
| Intent | Command |
|---|
| View portfolio | wyckoff portfolio list |
| Add position | wyckoff portfolio add <code> <shares> <cost> |
| Remove position | wyckoff portfolio rm <code> |
| Set cash | wyckoff portfolio cash <amount> |
| View signals | wyckoff signal |
| View recommendations | wyckoff recommend |
| Update CLI | wyckoff update |
For the full CLI reference, see rules/cli-setup-guide.md.
Input Protocol
Accept any combination of:
- Stock symbol(s), single or multiple.
holdings: [symbol+cost+qty, ...].
cash: available cash amount.
candidate: optional non-holding symbol.
- CSV file(s), image(s), text constraints/goals.
Infer scenario automatically:
holdings non-empty + candidate: rotation comparison + per-holding actions.
holdings non-empty + no candidate: per-holding add/reduce/hold/exit.
holdings empty + cash: empty-position cash deployment.
- No portfolio fields: symbol analysis flow.
Do not require users to explicitly say "switch/add/reduce/empty-position."
Full Capability Orchestration (Steps 1–9, Required Order)
-
Parse and normalize inputs.
- Normalize symbols to exchange-qualified format when possible.
- Parse holdings into
{symbol, cost, qty}.
- Preserve raw user inputs for output audit.
-
Acquire current time via system/tool first.
- Fetch current timestamp from tool/system.
- Convert to
Asia/Shanghai.
- Print
当前北京时间:YYYY-MM-DD HH:MM(UTC+8).
-
Decide trading availability with authoritative calendar checks.
- Judge weekday and continuous-auction windows:
09:30-11:30, 13:00-15:00 (Beijing time).
- Query authoritative trading calendar when holiday/adjusted-workday uncertainty exists.
- If not tradable, downgrade to post-market review + next-session plan + T+1-safe order strategy.
-
Fetch online data with source fallback.
- Follow
rules/source-fallbacks.md strictly for each symbol.
- Perform schema and row-count validation before accepting a source.
- Log fallback attempts and final source per symbol.
-
Integrate CSV/image modalities when provided.
- Use CSV as supplemental historical structure input and reconcile with fetched data.
- Treat chart images as micro-structure evidence; explicitly acknowledge image reception.
- Continue analysis if one modality fails and state exact failure cause.
-
Run Wyckoff structural analysis first.
- Analyze latest available window (target 500 trading days) with
MA50/MA200.
- Identify only evidenced phases/events (SC/ST/Spring/LPS/SOS/UTAD).
- Use event-date news search only for validation context, never as primary trade logic.
-
Produce portfolio decisions after structure analysis.
- For each holding, output one explicit action:
add / reduce / hold / exit.
- If candidate exists, compare against structurally weakest current holding and decide
switch / partial switch / hold.
- If holdings are empty and cash exists, output staged cash deployment suggestion.
-
Render plots only when session rules allow.
- Skip plotting during tradable intraday windows.
- When plotting is allowed, enforce all constraints in
rules/alpha-system-prompt.md.
-
Apply capability degrade policy.
- Never fabricate OHLCV rows, event timestamps, or trading status.
- If all sources fail for a symbol, mark
data_unavailable and continue others.
- If valid rows < 30, report
insufficient structure depth and avoid hard phase labels.
- If image parsing fails, explain reason and continue CSV/text/online path.
For detailed capability-routing policy, read rules/system-capability-playbook.md.
Fixed Output Contract
Always output in this order:
当前北京时间:YYYY-MM-DD HH:MM(UTC+8)
- Trading verdict:
当前是否可盘中交易:是/否 (with reason if no).
- Data audit table per symbol:
symbol, source_used, rows_kept, window_end_date, fallback_count.
- Wyckoff analysis: current cycle background and phase (only evidenced), key events with rationale, action boundaries respecting T+1.
- Portfolio action section (portfolio flow only): holdings snapshot, per-holding actions, candidate comparison, cash suggestion, final summary in Wyckoff tone.
- Plotting section (only when allowed by session rules).
Hard Constraints
- Do not change the fixed prompt wording unless explicitly requested.
- Do not fabricate missing OHLCV rows.
- Do not ignore image input if image is parseable.
- Do not use opaque white text boxes in chart annotations.
- If fetching data requires running Python scripts, run them only in a sandboxed environment.
- Prefer direct web/API fetch first; use Python scripts only when needed for fallback, parsing, or normalization.
Resources
rules/alpha-system-prompt.md: fixed role and hard rules.
rules/source-fallbacks.md: online source switching policy.
rules/system-capability-playbook.md: full system capability routing and degrade policy.
rules/cli-setup-guide.md: CLI installation, registration, and command reference.