trade-idea-generation

> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase. ## Defaults | Parameter | Default Value | Rationale | |-----------|---------------|-----------| | trade_horizon_days | 20-60 | Professional long/short portfolio management sweet spot | | volatility_target | 20% annualized | Target portfolio volatility (1.5-2x VIX) | | screening_universe | S&P 500 + liquid mid-caps | Default screening universe for trade ideas | | portfolio_bias_source | macro-analysis skill | Derive bias from upstream macro view | ## Preflight Run canonical pre-flight per `contracts/preflight.md`. Propagate X-Agentii-Trace per `contracts/x-agentii-trace-header.md`. ## Data Source Priority 1. Process framework — embedded in this Protocol (proprietary systematic process) 2. Quantitative data — `search_investment_strategies` + financial data from market data scripts 3. Qualitative context — `search_investment_cases` + `search_by_analogue` for historical analogues 4. Real-time context — market conditions and sector trends from data tools ## Methodology ### Retrieval Scope structured_only ### Retrieval Strategy **Ownership & insider signals**: `search_institutional_holdings` (top-10 holders + whale portfolios, `direction=accumulating|reducing|new|exited`) and `search_insider_trades` (Form-4 transactions with SEC URLs) are available as signal inputs. This skill follows Branch (d) Simple Lookup from `contracts/retrieval.md`: query `search_investment_...