← ClaudeAtlas

conviction-funnellisted

End-to-end "scan → validated pockets → buyable picks" funnel. Chains regime-scan (market gate) → momentum-scan (names) → a direct read of base-breakout / mean-reversion state for their backtest-validated pockets (BaseWks ≥ 20 bases; fresh high-score oversold listings), then deep-dives the top N (default 3) into actionable entry / stop / size / invalidation briefs with regime threaded into sizing. Use whenever the user wants the whole pipeline from "what's the market doing" to "3 names I could actually buy, with where to get in and bail", e.g. "what should I buy today", "give me 3 high-conviction picks", "run the funnel", "scan to picks", "best risk/reward setups with entries and stops". The orchestration layer ABOVE the individual scans; NOT for a single scan re-run (use that scan directly), a single-ticker lookup (use yfinance), or a pure market-health read (use regime-scan).
mthli/skills · ★ 15 · AI & Automation · score 74
Install: claude install-skill mthli/skills
# conviction-funnel Turn a market full of noise into a *small* set of researched, actionable names. The premise: any single scan can fire on a fluke, and a momentum name tends to be extended by the time it ranks, so picking off one screener tends to buy tops. The funnel runs the market gate, pulls the name lists, cross-references them, then spends real research effort on only a handful, ending in a side-by-side table of where to enter, where the stop goes, how big to size, and what kills the thesis. ⚠️ **How the 2026-05→07 backtests changed the middle step.** The sister scans carry outcome backtests, and the old "2–3 scans agree = conviction" premise did not survive them: overlap count ranked conviction **backwards** (3-scan names −4.5% excess at T+10 vs −1.5% for single-scan), with unusual-options co-flags marking *froth*, not smart money. The two skills built on that premise, cross-scan and unusual-options-scan, are **retired as of 2026-07** on those numbers. The funnel keeps the same shape but the middle step is now a pure file read: momentum's list plus each surviving scan's *validated pockets* form the candidate pool, and the per-scan validated filters (BaseWks ≥ 20; MR Score ≥ 40 on a fresh listing; volume-backed momentum entries) do the ranking that overlap counting used to do. It orchestrates skills the user already has rather than re-implementing anything: ``` regime-scan ── market gate: 🟢/🟡/🔴 + divergence flags (are we even adding risk?) momentum-scan ── p