trading-as-business

SkillCommerce & finance

Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations

Available today. Use it from your connected AI after setup.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the trading-as-business skill

What this skill tells your AI

The instructions your AI receives, as published by agentii-ai/agentii-investment-intelligence in plugins/vertical-plugins/trading-as-business/skills/agentii/trading-as-business/SKILL.md and read by ahel’s review.

Methodology inspired by publicly taught trading frameworks; all text is an original paraphrase.

Defaults

ParameterDefault ValueRationale
lookback_quarters4Standard window for trading-as-business

Preflight

Run canonical pre-flight per contracts/preflight.md. Propagate X-Agentii-Trace per contracts/x-agentii-trace-header.md.

Data Source Priority

  1. Knowledge entries (frameworks) -> 2. search_by_analogue for historical analogues -> 3. Real-time context

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Query knowledge entries for trading-as-business frameworks; query search_by_analogue for historical analogues.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

  1. Framework selection
  2. Signal analysis
  3. Analogue retrieval
  4. Risk assessment

Output File

{ticker}/{YYYY-MM-DD_HHMM}_trading-as-business_{affix}.md

Output Structure

  1. Executive Summary — key findings in 2-3 sentences
  2. Core Analysis — applied frameworks with specific evidence
  3. Quantitative Indicators — key metrics and benchmarks
  4. Historical Analogues — matched cases with /v/ citations
  5. Risk Assessment — key risk factors and mitigants
  6. Coverage Gaps — data limitations and degraded flags

Error Handling

ErrorFallback
No frameworksProceed with standard indicators; flag degraded

Memory Load

See contracts/memory-load.md.

Snapshot

See contracts/snapshot-synthesis.md.

Final Summary (TUI)

Include ### Key Citations block with 0-10 clickable /v/ URLs.

References

  • contracts/citation-and-memory.md
  • contracts/output-frontmatter-schema.md
  • contracts/memory-load.md
  • contracts/snapshot-synthesis.md
  • contracts/preflight.md

Signals

GitHub stars
204
Forks
16
Last commit
Sep 2026
Advanced
Catalog kind
skill
Gateway key
trading-as-business
Source
github.com/agentii-ai/agentii-investment-intelligence