cyberneticlibrary

Identify sector rotation opportunities

sector-rotation-analysisskillsetup L12
ssurmic/claude-investment-skills
What it does

Analyze sector rotation and heat maps

Best for

Allocators identifying overheated vs undervalued sectors and executing tax-aware rotation pairs.

Inputs
  • · GNN model files
  • · Stock ticker, price level or %
  • · Current portfolio positions
  • · Claude account credentials
Outputs
  • · Risk audit report with trim list and hedge recommendations
  • · 11-step quality pipeline execution with approval gates
  • · Sector heatmap with rotation pair recommendations
Requires
  • · SEC EDGAR API
Preconditions

Claude Code installed and accessible; Live market data access (yfinance or broker API); SEC EDGAR feed access

Failure modes

Depends on external service availability

Trust signals
  • · Unit tests and test fixtures provided
  • · Example usage and code snippets documented