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sepa-strategy

Agent skill fromhimself65/finance-skills

Analyze stocks with Mark Minervini's SEPA (Specific Entry Point Analysis) methodology: stage analysis, the 8-condition trend template, fundamentals, VCP and other base patterns, pivot-point entries, market environment, and risk-based position sizing. Use this skill whenever the user mentions SEPA, Minervini, superperformance, the trend template, VCP (volatility contraction pattern), Stage 2, pivot or breakout entries, moving-average stacking (price above the 50/150/200-day MAs), breakout volume, position sizing from risk percentage, growth-stock screening or swing-trade entry criteria, or bases such as cup-with-handle, flat base, bull flag, or high tight flag. Also use it when the user asks "should I buy this stock" or "is this a good setup" about a growth or momentum name, or shares a chart for pattern analysis.

How to install sepa-strategy

install sepa-strategy
# install the finance-skills pack with the skills CLI
npx skills add himself65/finance-skills

# or add only this skill to Claude Code: copy the folder

plugins/market-analysis/skills/sepa-strategy/

# into

~/.claude/skills/sepa-strategy/ (all projects)

.claude/skills/sepa-strategy/ (one project)

plugins/market-analysis/skills/sepa-strategy/SKILL.md

MITFull file
1# SEPA Strategy Analysis
2
3Analyze stocks using Mark Minervini's SEPA (Specific Entry Point Analysis) framework — a complete system for identifying high-probability growth stock entries with strict risk management.
4
5**Core philosophy:** Buy the right stock, in the right stage, at a precise entry point, with strict risk controls. Win rate is ~50-55% — profitability comes from asymmetric risk/reward (small losses, large gains), not from predicting direction.
6
7> This skill is for educational/analytical purposes only. It does not constitute investment advice. Never execute trades based solely on this analysis.
8
9---
10
11## Step 1: Gather Stock Data
12
13Collect the following data for the stock. Use yfinance or any available market data tool.
14
15| Data needed | Purpose |
16|---|---|
17| Current price | Trend template check |
18| 50-day, 150-day, 200-day moving averages | MA alignment verification |
19| 52-week high and low | Price position check |
20| 200MA value from 1 month ago and 4-5 months ago | MA200 slope direction |
21| 20-day average volume + today's volume | Volume ratio analysis |
22| Recent quarterly EPS (last 3-4 quarters) | EPS growth & acceleration |
23| Annual EPS (last 3 years) | Long-term growth trend |
24| Recent quarterly revenue (last 3-4 quarters) | Revenue growth check |
25| Gross margin and net margin trend | Margin health |
26| Institutional ownership changes (if available) | Smart money signal |
27| RS rating or 12-month relative performance vs S&P 500 | Relative strength |
28…

Excerpt shown under the repository's MIT license.

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