trade-behavior-reviewlisted
Install: claude install-skill getlost01/stock-research-skills
# Trade Behavior Review
Read-only. `reference/READ-ONLY-POLICY.md` (hard rule) and
`reference/RESEARCH-STANDARDS.md` (data efficiency, delegated parsing,
disclosure) apply.
Kite is the only broker with working order/trade history (Groww's is
dead; Upstox's is doc-verified but unconfirmed live) — check
`reference/BROKER-CAPABILITIES.md`. With no such broker active, say so
rather than substituting current holdings: a holding's average price is
not a trade log.
## Steps
1. **Pull the history** via the order/trade-history capability, scoped
to a lookback (default 6-12 months). Use the summary/history call,
not a per-order loop. Large dumps go to a subagent per **Delegate
bulk parsing** in `RESEARCH-STANDARDS.md`, with an output contract
(one row per closed trade: symbol, buy date/price, sell date/price,
qty, realized P&L) — judgement stays here.
2. **Reconstruct round trips** — match fills per symbol FIFO into
closed trades with holding period and realized P&L. Still-open
positions are excluded from win-rate math and noted separately.
3. **Metrics**: win rate; average win vs. average loss and the ratio;
median *and* mean holding period (median matters more — a few
long holds skew the mean); trade count and traded value as churn;
best/worst names by realized P&L.
4. **Compare against stated intent.** Check median holding period
against the horizon or style in `PORTFOLIO-PLAN.md` and name the gap
in days/weeks. If the plan is silent, say s