Sepa Strategy
Qualify high-probability growth-stock entries with Minervini SEPA before you size a position or wire screening logic into a trading side project.
Overview
SEPA Strategy is an agent skill for the Idea phase that applies Minervini’s SEPA methodology to grade growth-stock setups, entries, and risk-sized positions.
Install
npx skills add https://github.com/himself65/finance-skills --skill sepa-strategyWhat is this skill?
- 7-step SEPA workflow: stage analysis, trend template, fundamentals, patterns, entry, sizing, and market regime
- 8 mandatory trend-template conditions including MA hierarchy and relative strength
- Recognizes VCP, cup-with-handle, flat base, flag, and high tight flag consolidations
- Pivot, buy zone (0–5% above pivot), and breakout volume requirements
- Risk-based share sizing with a 3-phase stop plan and pyramiding rules
- 7-step SEPA analysis framework
- 3-phase stop-loss plan in position sizing
Adoption & trust: 661 installs on skills.sh; 2.7k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You see a hot momentum ticker but lack a repeatable checklist to know if the trend, base, pivot, and risk plan justify a buy.
Who is it for?
Solo builders and indie traders evaluating US-style growth/momentum names who want Minervini-style gates before entries or before encoding rules into tools.
Skip if: Value/dividend investing, day-scalping without trends, or teams that already have a signed-off quantitative model and only need execution plumbing.
When should I use this skill?
Mentions of SEPA, Minervini, VCP, Stage 2, pivot breakouts, consolidation patterns, or growth-stock buy/setup questions in a momentum context.
What do I get? / Deliverables
You get a structured SEPA verdict—stage, trend template pass/fail, pattern type, pivot zone, and position size tied to defined stops—so you can act or pass with explicit reasons.
- Stage and base assessment
- Trend-template and fundamental grade
- Pattern ID with pivot, buy zone, and sizing plan
Recommended Skills
Journey fit
The skill’s job is opportunity and setup research—deciding whether a momentum name passes stage, trend, and pattern rules—before you commit capital or build fintech features on top of those rules. Research is the canonical shelf because outputs are screening judgments and entry plans, not shipping code, operating infra, or marketing distribution.
How it compares
Structured equity setup playbook for agents—not a broker API integration or live market data MCP server.
Common Questions / FAQ
Who is sepa-strategy for?
It is for solo builders and traders who want Minervini SEPA-style discipline when screening growth stocks or discussing entries with an AI coding agent.
When should I use sepa-strategy?
Use it during Idea research when you mention SEPA, VCP, Stage 2, pivot breakouts, or ask if a momentum stock is a good setup; it is less relevant once you are deploying apps or running production monitoring.
Is sepa-strategy safe to install?
Treat it as procedural trading guidance, not financial advice; review the Security Audits panel on this Prism page before installing and validate outputs against your own data and compliance rules.
SKILL.md
READMESKILL.md - Sepa Strategy
# SEPA Strategy Analysis Analyze stocks using Mark Minervini's SEPA (Specific Entry Point Analysis) methodology — a complete framework for identifying high-probability growth stock entries with strict risk management. ## Triggers - Mentions of SEPA, Minervini, superperformance, trend template - VCP (Volatility Contraction Pattern), stage analysis, Stage 2 uptrend - Pivot point breakout, growth stock screening - Moving average alignment checks (bullish stacking) - Consolidation pattern analysis (cup-with-handle, flat base, flag, high tight flag) - Position sizing with risk-based calculations - "Should I buy this stock?" or "Is this a good setup?" in growth/momentum context ## What It Does 1. **Stage Analysis** — determines if a stock is in Stage 2 (the only buyable stage) and counts bases 2. **Trend Template** — evaluates 8 mandatory conditions (MA hierarchy, price position, relative strength) 3. **Fundamental Check** — grades EPS growth/acceleration, revenue, margins, institutional ownership 4. **Pattern Recognition** — identifies VCP, cup-with-handle, flat base, flag, and high tight flag patterns 5. **Entry Assessment** — calculates pivot point, buy zone (0-5% above pivot), breakout volume requirement 6. **Position Sizing** — risk-based share calculation, 3-phase stop loss plan, pyramiding rules 7. **Market Environment** — adjusts strategy based on bull/choppy/bear conditions ## Platform All (works on Claude Code, Claude.ai, and other agents) ## Setup No special setup required. Works best with access to market data tools (yfinance, funda-data) for real-time prices and fundamentals. ## Reference Files | File | Contents | |---|---| | `references/stage-analysis.md` | Four-stage theory, transition signals, base counting | | `references/trend-template.md` | 8 mandatory conditions with detailed explanations | | `references/fundamentals.md` | EPS, revenue, margins, institutional holdings, catalysts | | `references/patterns.md` | VCP 7 rules, cup-with-handle, flat base, flag, high tight flag | | `references/entry-rules.md` | Pivot point mechanics, buy zone, pocket pivot, true vs false breakout | | `references/position-sizing.md` | Position formula, stop loss phases, pyramiding, loss management | | `references/market-environment.md` | Bull/choppy/bear criteria and position adjustment | ## Disclaimer This skill is for educational and informational purposes only. It does not constitute financial advice. Stock investing involves risk. Always do your own research and consult a qualified financial advisor before making investment decisions. # Entry Point Rules "Specific Entry Point" is the core of the SEPA name. This isn't about "looks roughly good, let's buy" — it's about entering at a very specific price level with defined risk. ## The Pivot Point **Minervini's definition**: Below the pivot, supply equals or exceeds demand. Above the pivot, demand overwhelms remaining supply. The pivot is not just a technical resistance level — it is the true supply/demand inflection point. The pivot point = the highest price within the consolidation pattern (VCP, cup-handle, flat base, etc.). ## Buy Zone: Pivot to +5% - **Valid entry window**: From the pivot price to 5% above the pivot - **Beyond +5%**: Do NOT enter. Minervini calls this "buying someone else's profit." The stop distance stays the same but profit potential shrinks — the risk/reward ratio deteriorates. - **Missed it?** Wait for the next consolidation and breakout. There will be another opportunity. ## Volume Confirmation | Breakout Volume vs 20-Day Average | Interpretation | |---|---| | ≥ 2.0x | Strong institutional buying — high confidence | | ≥ 1.5x | Standard confirmation — normal entry | | 1.2x – 1.5x | Marginal — enter with caution, tight stop | | < 1.2x | Insufficient — high probability of false breakout, avoid | ## True Breakout vs False Breakout ### True Breakout Characteristics - Breakout-day volume is a significant spike (≥ 1.5x average) - Stock closes n