Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confirmation). Use when user has VCP screener results and wants acti

Breakout Trade Planner Generate trade plans from VCP screener output following Mark Minervini's breakout methodology. Calculate position sizes using worst case entry prices, enforce portfolio risk limits, and output Alpaca API compatible order templates. When to Use User has VCP screener JSON output and wants trade plans User asks for breakout entry/stop/target calculation User wants Alpaca order templates for VCP breakout candidates User needs position sizing with portfolio heat management Prerequisites VCP screener JSON output with schema version: "1.0" No API keys required (works with local JSON files) No external skill dependencies (position sizing is built in) Workflow Step 1: Generate Trade Plans Run the planner with VCP screener output: Step 2: Review Output Read the generated JSON and Markdown reports. Present: 1. Actionable Orders — Pre breakout candidates with order templates 2. Revalidation — Breakout state candidates needing live confirmation 3. Watchlist — Developing VCP candidates to monitor 4. Rejected/Deferred/Constrained — Candidates filtered by Gate or portfolio limits Step 3: Explain Trade Plans For each actionable order, explain: Entry levels (signal vs worst case) and stop loss placement R multiple targets and reward risk ratio Two execution modes: pre place (stop limit) vs post confirm (limit after 5min confirmation) Portfolio risk contribution and cumulative heat Broker and intraday constraints: these templates are planning artifacts, not broker permission. If the plan could create same day round trips or use margin, confirm the user's broker specific intraday/day trading controls. FINRA replaced the old pattern day trader day count and $25,000 minimum equity requirements with intraday margin standards effective 2026 06 04, with broker phase in allowed through 2027 10 20. Minervini Gate (Filtering Criteria) Candidates must pass ALL conditions: Condition Pre breakout Breakout valid vcp True True rating band good/strong/textbook good/strong/textbook risk pct worst <= 8.0% <= 8.0% breakout volume — True distance from pivot — <= max chase pct current price — <= worst entry CLI Parameters Parameter Default Description account size (required) Account equity in dollars risk pct 0.5 Base risk % per trade max position pct 10.0 Max single position % max sector pct 30.0 Max sector exposure % max portfolio heat pct 6.0 Max total open risk % target r multiple 2.0 Take profit R multiple stop buffer pct 1.0 Stop buffer below contraction low max chase pct 2.0 Max chase above pivot pivot buffer pct 0.1 Pivot buffer for buy stop trigger current exposure json None Existing portfolio exposure Output breakout trade plan YYYY MM DD HHMMSS.json — Structured plans with order templates breakout trade plan YYYY MM DD HHMMSS.md — Human readable report Exchange Calendar and Replay Install requirements.txt before running the planner. as of accepts either YYYY MM DD (00:00 America/New York) or an offset bearing ISO 8601 timestamp. Plan validity uses the current not yet closed XNYS session or the next real session after a close, weekend, or exchange holiday. Resources references/minervini entry rules.md — Entry methodology and rules

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