AI Skill Report Card
Identifying Investment Opportunities
Quick Start12 / 15
Current Top Opportunity (Example):
- Asset: Bitcoin via ETF exposure
- Entry: $42,000-45,000 range
- Risk Management: 2% portfolio allocation, stop at -20%
- Rationale: Institutional adoption cycle + regulatory clarity improving
Recommendation▾
Remove basic explanations like 'RSI divergences' and 'ATR' - Claude knows these technical terms
Workflow13 / 15
Multi-Asset Opportunity Screening:
Progress:
- Macro environment assessment (interest rates, inflation, geopolitics)
- Cross-asset momentum analysis
- Volatility regime identification
- Correlation matrix review
- Position sizing calculation
- Entry/exit rules definition
Step-by-Step Process:
-
Market Regime Analysis
- Identify if in risk-on/risk-off environment
- Check VIX levels vs historical averages
- Monitor yield curve dynamics
-
Asset Class Rotation
- A-shares: Focus on consumer discretionary in recovery phases
- US Equities: Tech growth vs value rotation signals
- Commodities: Supply/demand fundamentals + dollar strength
- Crypto: Bitcoin dominance + regulatory developments
-
Risk-Adjusted Sizing
- 1-3% allocation for high-conviction plays
- Max 20% correlation between positions
- Daily P&L limit: 0.5% of portfolio
Recommendation▾
The Quick Start example is too generic - provide a real current market setup with specific entry prices and reasoning
Examples12 / 20
Example 1: Input: Current environment - Fed pausing, China reopening, oil supply concerns Output:
- Long Chinese consumer stocks (2% allocation)
- Long crude oil futures (1.5% allocation)
- Short duration bonds (hedge position)
- Bitcoin tactical allocation (1% allocation)
Example 2: Input: High volatility regime, flight to quality Output:
- Reduce risk asset exposure by 30%
- Increase cash/short-term treasuries
- Volatility selling strategies (covered calls)
- Gold allocation for tail risk protection
Recommendation▾
Examples need actual input data (specific market conditions with numbers) and concrete output positions with exact allocations and timeframes
Best Practices
Risk Management:
- Never risk more than 2% on single trade
- Use 20-day ATR for stop placement
- Diversify across uncorrelated strategies
- Rebalance monthly, review weekly
Entry Timing:
- Enter on pullbacks, not breakouts
- Use RSI divergences for timing
- Scale into positions over 3-5 days
- Confirm with volume analysis
Portfolio Construction:
- 60% core positions (low turnover)
- 30% tactical trades (3-6 month horizon)
- 10% opportunistic/event-driven
Common Pitfalls
- Over-diversification: Too many small positions create noise
- Chasing momentum: Enter after significant moves already occurred
- Ignoring correlations: All positions moving together in stress
- Emotional sizing: Increasing position size after losses
- Macro tunnel vision: Missing bottom-up opportunities
- Crypto allocation creep: Letting crypto exceed risk budget due to volatility
Red Flags:
- Position causing sleep loss = too big
- More than 5 positions in same sector
- Using leverage above 1.5x net exposure
- Trading news reactions instead of setups