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.