trade-template

> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase. ## Defaults | Parameter | Default Value | Rationale | |-----------|---------------|-----------| | target_horizon_months | 12 | Standard forward price target horizon | | scenario_probability_sum | 100% | Bear + Base + Bull must sum to 100% | | default_position_size | 3-5% | Standard single-position risk allocation | ## Preflight Run canonical pre-flight per `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md` — carry the `_run_id` from your first tool result and name yourself (and your parent, if you were spawned). ## Data Source Priority 1. Upstream outputs — quantitative screening results + qualitative filtering assessment 2. Market data — current price, sector multiples, historical ranges via market data tools 3. Strategy frameworks — `search_investment_strategies(kind=thesis)` for thesis construction methodology ## 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. Branch (d) Simple Lookup from `contracts/retrieval.md`: template methodology is embedded in this Protocol. Market data from data tools. Strategy frameworks via `searc...