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modular-market-brief skill

/skills/boilerrat/modular-market-brief

This skill generates modular, data-backed market briefs across assets and regions, delivering concise reports with top movers, trends, and a best idea.

npx playbooks add skill openclaw/skills --skill modular-market-brief

Review the files below or copy the command above to add this skill to your agents.

Files (6)
SKILL.md
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---
name: modular-market-brief
description: Generate modular, data-backed market reports (AM/PM) across global assets. Use for daily market briefs, premarket/aftermarket summaries, cross-asset dashboards, sector/asset trend tables, top movers (gainers/losers) blocks, and a single best-idea wrap-up. Designed to be region-agnostic and configurable (tickers/regions/assets).
---

# Modular Market Brief

Create a concise but information-dense market report that is **modular** (can include/exclude sections) and **data-backed** (prices/returns/trend state when possible).

## Inputs to ask for (or assume defaults)
- **Time window:** AM (since prior close) vs PM (what changed since AM)
- **Regions:** e.g., US, Canada, EU, Asia (user chooses)
- **Asset blocks:** equities, rates, FX, commodities, crypto
- **Core tickers:** indices + user’s preferred ETFs/tickers
- **Movers source:** which exchange/market and where to get movers
- **Risk appetite:** conservative vs aggressive framing

If the user doesn’t specify, default to a broad global dashboard with US indices, USD, oil, gold, BTC/ETH.

## Report structure (recommended)
1) **TL;DR** (3–6 bullets)
2) **Equities** (by region)
3) **Rates** (2Y/10Y + key central bank watch)
4) **FX** (DXY or major pairs; local pair for user)
5) **Commodities** (WTI/Brent, gold, copper; add relevant)
6) **Crypto** (BTC/ETH + anything user cares about)
7) **Top movers** (top gainers/losers for a chosen exchange)
8) **Patterns / trend box** (BUY/SELL/WAIT labels for selected instruments)
9) **One best idea** (cross-asset; include invalidation)

## Data guidance
Prefer programmatic price tape when available:
- Use **yfinance** for tickers/ETFs/crypto/commodity futures (optional dependency).
- If a market needs a dedicated movers list, use a web source (exchange site / finance portal) and then enrich tickers via yfinance.

### Installing yfinance (recommended, but not required)
If yfinance isn’t available, the skill can still produce a narrative brief from public sources.

For reliable installs on modern Linux distros (PEP 668), prefer a venv:
```bash
python3 -m venv ~/.venvs/market-brief
~/.venvs/market-brief/bin/pip install -U pip
~/.venvs/market-brief/bin/pip install yfinance pandas numpy
```
Then run scripts using `~/.venvs/market-brief/bin/python`.

### Trend labeling (simple + explainable)
Use MA/RSI-based state labels:
- **BUY:** close > MA20 > MA50 and RSI(14) >= 50
- **SELL:** close < MA20 < MA50 and RSI(14) <= 50
- **WAIT:** everything else

Always present it as a **pattern** (not a guarantee) and include a one-line rationale.

## Bundled scripts (optional helpers)
- `scripts/price_tape.py`: pull prices + returns + MA/RSI for a ticker list (yfinance)
- `scripts/movers_yahoo.py`: free Yahoo Finance screeners for top gainers/losers/actives (best-effort)
- `scripts/tmx_movers.py`: example movers scraper (TMX Money) you can adapt or swap
- `scripts/render_example.md`: a template you can reuse

Only run scripts if you actually need structured output; otherwise write the report directly.

## Safety / finance guardrails
- Don’t place trades.
- Avoid certainty language. Use “pattern / bias / invalidation.”
- If the user asks for explicit buy/sell instructions, provide a **conceptual** plan + risks.
- Remind about tax/fees only when relevant.

Overview

This skill generates modular, data-backed market briefs for AM/PM use across global assets. It assembles concise, information-dense summaries with configurable regions, asset blocks, and core tickers. The output is designed to be region-agnostic and easily toggled to include or exclude sections per workflow needs.

How this skill works

The skill pulls price tape and derived indicators (returns, MA20/MA50, RSI14) when data access is available, otherwise it crafts a narrative from public sources. It builds a standard report template (TL;DR, equities, rates, FX, commodities, crypto, movers, trend labels, one best idea) and labels instrument patterns using simple MA/RSI rules. Users can specify time window (AM/PM), regions, asset blocks, core tickers, movers source, and a risk framing; sensible defaults produce a broad global dashboard.

When to use it

  • Daily morning briefs to set the trading/day direction (AM)
  • After-market summaries capturing intraday or overnight developments (PM)
  • Pre-market or pre-open dashboards for multi-asset positioning
  • Cross-asset checks before thematic allocation or research notes
  • Quick client updates or investor one-pagers with a single best-idea wrap-up

Best practices

  • Provide a small, focused ticker list for programmatic accuracy; default broad sets are available
  • Prefer programmatic price tape (yfinance) for returns and indicators; fall back to narrative when unavailable
  • Use the modular toggles to keep briefs concise — include only relevant asset blocks
  • Present trend labels as patterns with a one-line rationale and a clear invalidation level
  • Avoid certainty language; frame recommendations as biases or ideas with risks and stop rules

Example use cases

  • Morning AM brief covering US/EU equities, USD, WTI, gold and BTC with top movers from NYSE
  • PM recap for Asia session highlighting rate moves, FX crosses, and commodity moves that altered risk bias
  • Cross-asset dashboard for a client call: indices, 2Y/10Y, DXY, oil/gold, and one best-idea trade with invalidation
  • Sector-focused briefing: include equities regionally and a sector trend table plus top gainers/losers on a chosen exchange
  • Pre-market note with conservative vs aggressive framing for an institutional allocator

FAQ

What data sources does the skill use?

It prefers programmatic price tape (yfinance for tickers, ETFs, futures) and uses exchange/finance portals for movers when needed; it can produce narrative briefs without direct data access.

How are trend labels determined?

Labels use a simple MA/RSI rule: BUY if close > MA20 > MA50 and RSI14 >= 50; SELL if close < MA20 < MA50 and RSI14 <= 50; otherwise WAIT. Each label is shown as a pattern with a short rationale and invalidation.

Can I customize tickers and regions?

Yes — the skill is configurable by time window, regions, asset blocks, core tickers, movers source, and risk appetite; defaults cover a broad global dashboard.