About breakout-trade-planner
A skill that converts VCP screener JSON into breakout trade plans using Mark Minervini's methodology. It calculates position sizes under portfolio risk limits and produces JSON/Markdown reports with Alpaca-compatible order templates.
Key features
- 01Plan trades from VCP screener JSON
- 02Calculate position sizes and stop levels
- 03Enforce portfolio and sector risk limits
- 04Filter candidates using Minervini criteria
- 05Produce Alpaca-compatible order templates
Use cases
- 01Create plans from VCP screener results
- 02Assess breakout entry, stop, and target levels
- 03Manage portfolio heat across candidate trades
- 04Review actionable orders and watchlist candidates
Install
Copy the command and run it in a terminal.
npx skills add https:/After installing, type/breakout-trade-plannerin Claude Code to confirm it loaded.
Bundled files
References and scripts installed along with SKILL.md.
README.mdreferences/minervini_entry_rules.mdscripts/order_builder.pyplan_breakout_trades.pyrisk_calculator.pyscripts/tests/conftest.pytest_order_builder.pytest_plan_breakout_trades.pytest_risk_calculator.pyDetails
From the project READMEBreakout Trade Planner
Generate trade plans from VCP screener output following Mark Minervini's breakout methodology. Calculate position sizes using worst-case entry prices, enforce portfolio risk limits, and output Alpaca API-compatible order templates.
When to Use
- User has VCP screener JSON output and wants trade plans
- User asks for breakout entry/stop/target calculation
- User wants Alpaca order templates for VCP breakout candidates
- User needs position sizing with portfolio heat management
Prerequisites
- VCP screener JSON output with
schema_version: "1.0" - No API keys required (works with local JSON files)
- No external skill dependencies (position sizing is built-in)
Workflow
Step 1: Generate Trade Plans
Run the planner with VCP screener output:
python3 skills/breakout-trade-planner/scripts/plan_breakout_trades.py \
--input reports/vcp_screener_YYYY-MM-DD.json \
--account-size 100000 \
--risk-pct 0.5 \
--output-dir reports/
Step 2: Review Output
Read the generated JSON and Markdown reports. Present:
- Actionable Orders — Pre-breakout candidates with order templates
- Revalidation — Breakout-state candidates needing live confirmation
- Watchlist — Developing VCP candidates to monitor
- Rejected/Deferred/Constrained — Candidates filtered by Gate or portfolio limits
Step 3: Explain Trade Plans
For each actionable order, explain:
- Entry levels (signal vs worst-case) and stop-loss placement
- R-multiple targets and reward-risk ratio
- Two execution modes: pre_place (stop-limit) vs post_confirm (limit after 5min confirmation)
- Portfolio risk contribution and cumulative heat
Minervini Gate (Filtering Criteria)
Candidates must pass ALL conditions:
| Condition | Pre-breakout | Breakout |
|---|---|---|
| valid_vcp | True | True |
| rating_band | good/strong/textbook | good/strong/textbook |
| risk_pct_worst | <= 8.0% | <= 8.0% |
| breakout_volume | — | True |
| distance_from_pivot | — | <= max_chase_pct |
| current_price | — | <= worst_entry |
CLI Parameters
| Parameter | Default | Description |
|---|---|---|
| --account-size | (required) | Account equity in dollars |
| --risk-pct | 0.5 | Base risk % per trade |
| --max-position-pct | 10.0 | Max single position % |
| --max-sector-pct | 30.0 | Max sector exposure % |
| --max-portfolio-heat-pct | 6.0 | Max total open risk % |
| --target-r-multiple | 2.0 | Take-profit R-multiple |
| --stop-buffer-pct | 1.0 | Stop buffer below contraction low |
| --max-chase-pct | 2.0 | Max chase above pivot |
| --pivot-buffer-pct | 0.1 | Pivot buffer for buy-stop trigger |
| --current-exposure-json | None | Existing portfolio exposure |
Output
breakout_trade_plan_YYYY-MM-DD_HHMMSS.json— Structured plans with order templatesbreakout_trade_plan_YYYY-MM-DD_HHMMSS.md— Human-readable report
Resources
references/minervini_entry_rules.md— Entry methodology and rules