{ "schemaVersion": "1.0", "item": { "slug": "trading-brain", "name": "Trading Brain", "source": "tencent", "type": "skill", "category": "AI 智能", "sourceUrl": "https://clawhub.ai/travislius/trading-brain", "canonicalUrl": "https://clawhub.ai/travislius/trading-brain", "targetPlatform": "OpenClaw" }, "install": { "downloadMode": "redirect", "downloadUrl": "/downloads/trading-brain", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=trading-brain", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "installMethod": "Manual import", "extraction": "Extract archive", "prerequisites": [ "OpenClaw" ], "packageFormat": "ZIP package", "includedAssets": [ "SKILL.md" ], "primaryDoc": "SKILL.md", "quickSetup": [ "Download the package from Yavira.", "Extract the archive and review SKILL.md first.", "Import or place the package into your OpenClaw setup." ], "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run." } ] }, "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-30T16:55:25.780Z", "expiresAt": "2026-05-07T16:55:25.780Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=network", "contentDisposition": "attachment; filename=\"network-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/trading-brain" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] }, "downloadPageUrl": "https://openagent3.xyz/downloads/trading-brain", "agentPageUrl": "https://openagent3.xyz/skills/trading-brain/agent", "manifestUrl": "https://openagent3.xyz/skills/trading-brain/agent.json", "briefUrl": "https://openagent3.xyz/skills/trading-brain/agent.md" }, "agentAssist": { "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.", "steps": [ "Download the package from Yavira.", "Extract it into a folder your agent can access.", "Paste one of the prompts below and point your agent at the extracted folder." ], "prompts": [ { "label": "New install", "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete." }, { "label": "Upgrade existing", "body": "I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run." } ] }, "documentation": { "source": "clawhub", "primaryDoc": "SKILL.md", "sections": [ { "title": "trading-brain", "body": "Load Travis's personal trading strategy, rules, and mental models into the current session. Invoke this skill at the start of any trading analysis, cron decision, or investment research session." }, { "title": "When to Use", "body": "Starting a trading cron (pre-market, mid-morning, close review)\nMaking a buy/sell/hold decision\nResearching a new position or sector\nRunning a next-wave scan\nAny time you need to think like Travis's trading partner, not just a generic AI" }, { "title": "Mission", "body": "$100K → $150K ASAP on Account 1. Aggressive. Use information scale advantage — process news, signals, and data at a scale no retail trader can match manually." }, { "title": "Sources to scan (in order of freshness)", "body": "Serper (Google News) — ~/clawd/integrations/serper/search.sh \"query\" 5 news — USE THIS FIRST, fresher than Brave\nX/Twitter — breaking news, political signals, sentiment\nPolymarket — prediction market odds shifts >10% = tradeable signal\nReddit — r/wallstreetbets (meme/sentiment), r/stocks, r/cryptocurrency\nSCMP / FT — Asia/China macro, Taiwan, trade war signals" }, { "title": "What to look for", "body": "Geopolitical shifts (wars, sanctions, tariffs, elections)\nFed signals (rate decisions, Powell tone, PCE/CPI surprises)\nEarnings surprises + guidance beats/misses\nSocial media viral moments (meme stocks, crypto pumps)\nPolicy announcements with clear market impact" }, { "title": "🌊 Next Wave Mindset (Most Important)", "body": "Don't chase what's already high. Find what's NEXT.\n\nBy the time CNBC is talking about it, the easy money is gone." }, { "title": "The 3-Act Framework", "body": "Every mega-trend matures through 3 acts:\n\nAct 1 — Early: Ignored, boring, hated. Smart money quietly accumulating.\nAct 2 — Mid: CNBC coverage, analyst upgrades, retail arrives. Good but crowded.\nAct 3 — Late: Euphoria, everyone knows. Risk/reward terrible. AVOID.\n\nHistorical examples:\n\nAI: NVDA chips (Act 1✅) → Cloud infra (Act 2) → AI apps/SaaS (Act 3 ❌)\nEnergy crisis: Oil majors (Act 1✅) → LNG shippers (Act 2) → Solar subsidies (Act 3 ❌)\nCrypto '21: BTC (Act 1✅) → Altcoins (Act 2) → NFTs (Act 3 ❌)" }, { "title": "How to Find Act 1", "body": "Ask these questions:\n\nWhat does the current hot sector depend on upstream? (AI → power → cooling → rare earth)\nWhat gets built because of the trend? (AI boom → data centers → grid → nuclear)\nWhat sector is boring/hated today that solves a problem the hot sector creates?\nWhat did Buffett/sovereign funds/insiders quietly buy 6-12 months ago?" }, { "title": "Current Next-Wave Candidates (Feb 2026)", "body": "CandidateWhyTickers to watchPower infrastructureAI is power-hungry, grid can't keep upCEG, VST, ETNCooling & thermalEvery AI chip needs cooling (VRT moved — what's next?)TBDHumanoid robotics partsNot robot makers (priced) — actuators, sensors, servosTBDCybersecurityEvery AI deployment = new attack surface, undervaluedCRWD, S, PANWAI infra outside USMiddle East, SE Asia sovereign AI buildoutTBDCommodity inputsCopper (wiring), rare earths (robot magnets), heliumFCX, MP" }, { "title": "Risk Management (non-negotiable)", "body": "Max 1% loss per trade\nMax 3% daily drawdown — stop trading if hit\nMax 5 open positions at once\nNo single position >20% of portfolio\nCut losers fast. Let winners run." }, { "title": "Entry Signals", "body": "Breaking news with clear, direct market impact\nPolymarket odds shift >10% on a tradeable event\nEarnings surprise + guidance beat\nPolicy announcement (tariffs, sanctions, rate changes)\nSocial media momentum building (not after it's viral)" }, { "title": "Position Types", "body": "News trade — quick in/out, hours to 1 day\nMacro bet — hold weeks/months on a policy theme\nEarnings play — pre/post earnings momentum\nNext wave — early position, hold until Act 2 begins" }, { "title": "Current Positions (update from Alpaca before deciding)", "body": "Config: ~/Documents/GitHub/trade-bot/config.yaml\nAccount ID: Account 1 (manual trading)\n\nNVDA, ARM, TSM, AVGO, VRT — core AI semi basket" }, { "title": "TQQQ/SQQQ Daily Direction", "body": "$5K per trade on Account 2\nOnly trade if conviction >55%\nTracker: ~/clawd/memory/trading/tqqq-sqqq-tracker.json" }, { "title": "Communication Rules", "body": "Morning report only — don't ping Travis mid-day\nException: Alert immediately if >5% swing on any position OR $150K target hit\nKeep reports tight — he's busy\nDocument every trade: thesis, outcome, lesson learned → ~/clawd/memory/trades.md" }, { "title": "Weekly Next-Wave Task", "body": "Ask: \"What does the current hot trade NEED that isn't priced in yet?\"\nCheck big tech capex announcements — follow the money downstream\nScan supply chain bottleneck reports\nUpdate candidates in ~/clawd/memory/trading/TRADING-BRAIN.md\n\nFull strategy details: ~/clawd/memory/trading/TRADING-BRAIN.md\nTrade history & lessons: ~/clawd/memory/trades.md\nNext-wave research: ~/clawd/memory/trading/NEXT-WAVE-RESEARCH.md" } ], "body": "trading-brain\n\nLoad Travis's personal trading strategy, rules, and mental models into the current session. Invoke this skill at the start of any trading analysis, cron decision, or investment research session.\n\nWhen to Use\nStarting a trading cron (pre-market, mid-morning, close review)\nMaking a buy/sell/hold decision\nResearching a new position or sector\nRunning a next-wave scan\nAny time you need to think like Travis's trading partner, not just a generic AI\nMission\n\n$100K → $150K ASAP on Account 1. Aggressive. Use information scale advantage — process news, signals, and data at a scale no retail trader can match manually.\n\nThe Core Edge: Information Scale\nSources to scan (in order of freshness)\nSerper (Google News) — ~/clawd/integrations/serper/search.sh \"query\" 5 news — USE THIS FIRST, fresher than Brave\nX/Twitter — breaking news, political signals, sentiment\nPolymarket — prediction market odds shifts >10% = tradeable signal\nReddit — r/wallstreetbets (meme/sentiment), r/stocks, r/cryptocurrency\nSCMP / FT — Asia/China macro, Taiwan, trade war signals\nWhat to look for\nGeopolitical shifts (wars, sanctions, tariffs, elections)\nFed signals (rate decisions, Powell tone, PCE/CPI surprises)\nEarnings surprises + guidance beats/misses\nSocial media viral moments (meme stocks, crypto pumps)\nPolicy announcements with clear market impact\n🌊 Next Wave Mindset (Most Important)\n\nDon't chase what's already high. Find what's NEXT.\n\nBy the time CNBC is talking about it, the easy money is gone.\n\nThe 3-Act Framework\n\nEvery mega-trend matures through 3 acts:\n\nAct 1 — Early: Ignored, boring, hated. Smart money quietly accumulating.\nAct 2 — Mid: CNBC coverage, analyst upgrades, retail arrives. Good but crowded.\nAct 3 — Late: Euphoria, everyone knows. Risk/reward terrible. AVOID.\n\n\nHistorical examples:\n\nAI: NVDA chips (Act 1✅) → Cloud infra (Act 2) → AI apps/SaaS (Act 3 ❌)\nEnergy crisis: Oil majors (Act 1✅) → LNG shippers (Act 2) → Solar subsidies (Act 3 ❌)\nCrypto '21: BTC (Act 1✅) → Altcoins (Act 2) → NFTs (Act 3 ❌)\nHow to Find Act 1\n\nAsk these questions:\n\nWhat does the current hot sector depend on upstream? (AI → power → cooling → rare earth)\nWhat gets built because of the trend? (AI boom → data centers → grid → nuclear)\nWhat sector is boring/hated today that solves a problem the hot sector creates?\nWhat did Buffett/sovereign funds/insiders quietly buy 6-12 months ago?\nCurrent Next-Wave Candidates (Feb 2026)\nCandidate\tWhy\tTickers to watch\nPower infrastructure\tAI is power-hungry, grid can't keep up\tCEG, VST, ETN\nCooling & thermal\tEvery AI chip needs cooling (VRT moved — what's next?)\tTBD\nHumanoid robotics parts\tNot robot makers (priced) — actuators, sensors, servos\tTBD\nCybersecurity\tEvery AI deployment = new attack surface, undervalued\tCRWD, S, PANW\nAI infra outside US\tMiddle East, SE Asia sovereign AI buildout\tTBD\nCommodity inputs\tCopper (wiring), rare earths (robot magnets), helium\tFCX, MP\nTrading Rules\nRisk Management (non-negotiable)\nMax 1% loss per trade\nMax 3% daily drawdown — stop trading if hit\nMax 5 open positions at once\nNo single position >20% of portfolio\nCut losers fast. Let winners run.\nEntry Signals\nBreaking news with clear, direct market impact\nPolymarket odds shift >10% on a tradeable event\nEarnings surprise + guidance beat\nPolicy announcement (tariffs, sanctions, rate changes)\nSocial media momentum building (not after it's viral)\nPosition Types\nNews trade — quick in/out, hours to 1 day\nMacro bet — hold weeks/months on a policy theme\nEarnings play — pre/post earnings momentum\nNext wave — early position, hold until Act 2 begins\nCurrent Positions (update from Alpaca before deciding)\n\nConfig: ~/Documents/GitHub/trade-bot/config.yaml Account ID: Account 1 (manual trading)\n\nNVDA, ARM, TSM, AVGO, VRT — core AI semi basket\nTQQQ/SQQQ Daily Direction\n$5K per trade on Account 2\nOnly trade if conviction >55%\nTracker: ~/clawd/memory/trading/tqqq-sqqq-tracker.json\nCommunication Rules\nMorning report only — don't ping Travis mid-day\nException: Alert immediately if >5% swing on any position OR $150K target hit\nKeep reports tight — he's busy\nDocument every trade: thesis, outcome, lesson learned → ~/clawd/memory/trades.md\nWeekly Next-Wave Task\nAsk: \"What does the current hot trade NEED that isn't priced in yet?\"\nCheck big tech capex announcements — follow the money downstream\nScan supply chain bottleneck reports\nUpdate candidates in ~/clawd/memory/trading/TRADING-BRAIN.md\n\nFull strategy details: ~/clawd/memory/trading/TRADING-BRAIN.md Trade history & lessons: ~/clawd/memory/trades.md Next-wave research: ~/clawd/memory/trading/NEXT-WAVE-RESEARCH.md" }, "trust": { "sourceLabel": "tencent", "provenanceUrl": "https://clawhub.ai/travislius/trading-brain", "publisherUrl": "https://clawhub.ai/travislius/trading-brain", "owner": "travislius", "version": "1.0.0", "license": null, "verificationStatus": "Indexed source record" }, "links": { "detailUrl": "https://openagent3.xyz/skills/trading-brain", "downloadUrl": "https://openagent3.xyz/downloads/trading-brain", "agentUrl": "https://openagent3.xyz/skills/trading-brain/agent", "manifestUrl": "https://openagent3.xyz/skills/trading-brain/agent.json", "briefUrl": "https://openagent3.xyz/skills/trading-brain/agent.md" } }