/stockbee-episodic-pivot-analyzer

name: stockbee-episodic-pivot-analyzer
description: Analyze Stockbee-style Day 1 Episodic Pivot candidates from earnings, guidance raises, M&A, FDA/regulatory approvals, analyst actions, major contracts, product launches, short-squeeze catalysts, or theme/story events. Scores catalyst quality together with gap/range expansion, volume shock, neglect/revaluation context, liquidity, and risk to the EP-day low. Use when the user asks for EP candidates, episodic pivots, Day 1 catalyst trades, game-changing news reactions, delayed EP watchlists, or handoffs into PEAD monitoring.

Stockbee Episodic Pivot Analyzer

Classify Day 1 Episodic Pivot (EP) candidates using both **catalyst quality** and **price/volume confirmation**. The skill is a candidate-quality analyzer, not an execution engine.

When to Use

• The user asks for Pradeep Bonde / Stockbee style EP candidates
• The user provides earnings, guidance, M&A, FDA, analyst, contract, product, short-squeeze, or theme/news events
• The user wants to separate `ACTIONABLE_DAY1` candidates from `DELAYED_EP_WATCH` names
• The user wants to hand strong earnings/guidance EPs into `pead-screener`
• The user wants to combine catalyst analysis with `stockbee-momentum-burst-screener` price/volume output

Prerequisites

• Python 3.10+
• Optional: FMP API key for OHLCV/profile enrichment
• One of:
• Catalyst/events JSON
• `earnings-trade-analyzer` JSON output
• Catalyst JSON plus `stockbee-momentum-burst-screener` JSON enrichment
• This skill does not fetch or discover news by itself. If the catalyst is not supplied, first gather the event/news context using the user's preferred news or research process.

Workflow

Step 1: Prepare Candidate Inputs

Use one or more of these input modes.

**Mode A — Catalyst/event JSON:**

{
  "events": [
    {
      "symbol": "ABC",
      "event_date": "2026-04-25",
      "catalyst_type": "guidance_raise",
      "headline": "ABC raises FY guidance after record demand",
      "summary": "Management raised revenue and EPS guidance."
    }
  ]
}

**Mode B — Earnings pipeline:**

Use the JSON produced by `earnings-trade-analyzer`.

**Mode C — Price/volume enrichment:**

Pass a `stockbee-momentum-burst-screener` JSON report to reuse day-gain, volume, close-location, and risk-distance fields.

Step 2: Run the Analyzer

# Catalyst JSON + offline OHLCV
python3 skills/stockbee-episodic-pivot-analyzer/scripts/analyze_ep.py \
  --events-json data/catalysts.json \
  --prices-json data/daily_ohlcv.json \
  --output-dir reports/

# Earnings pipeline input
python3 skills/stockbee-episodic-pivot-analyzer/scripts/analyze_ep.py \
  --earnings-json reports/earnings_trade_analyzer_YYYY-MM-DD_HHMMSS.json \
  --output-dir reports/

# Catalyst JSON + Stockbee momentum enrichment
python3 skills/stockbee-episodic-pivot-analyzer/scripts/analyze_ep.py \
  --events-json data/catalysts.json \
  --momentum-json reports/stockbee_momentum_burst_YYYY-MM-DD_HHMMSS.json \
  --output-dir reports/

Optional FMP enrichment:

export FMP_API_KEY=your_key
python3 skills/stockbee-episodic-pivot-analyzer/scripts/analyze_ep.py \
  --events-json data/catalysts.json \
  --max-api-calls 200 \
  --output-dir reports/

Step 3: Review the Output

For each candidate, present:

• `state`: `ACTIONABLE_DAY1`, `DAY1_WATCH`, `DELAYED_EP_WATCH`, `CATALYST_WATCH`, or `REJECT`
• `ep_type`: `EARNINGS_EP`, `GUIDANCE_EP`, `FDA_EP`, `M_AND_A_EP`, `STORY_EP`, etc.
• Catalyst quality score and reasons
• Price/range expansion, volume shock, and close-location quality
• Risk to EP-day low
• `pead_handoff` and `delayed_ep_watch` flags

Step 4: Handoff Rules

• `ACTIONABLE_DAY1`: Send to `technical-analyst` and `position-sizer` before any trade decision.
• `DAY1_WATCH`: Keep on the intraday/next-day watchlist; require chart confirmation.
• `DELAYED_EP_WATCH`: Do not chase Day 1; monitor for a controlled pullback or new range.
• `CATALYST_WATCH`: Catalyst may be important, but price/volume confirmation is not yet sufficient.
• `REJECT`: Do not trade from this candidate source.
• Earnings/guidance EPs with `pead_handoff=true` can be sent to `pead-screener` for weekly red-candle / delayed reaction monitoring.

Output

• `stockbee_episodic_pivot_YYYY-MM-DD_HHMMSS.json` — structured EP scoring report
• `stockbee_episodic_pivot_YYYY-MM-DD_HHMMSS.md` — human-readable candidate report

Resources

• `references/ep_methodology.md` — Stockbee EP interpretation and setup taxonomy
• `references/catalyst_quality.md` — catalyst classification and quality scoring
• `references/handoff_rules.md` — downstream workflow handoffs and review rules