Review closed trades, partial exits, and monthly trade aggregates for process adherence, risk discipline, execution quality, and evidence-based trading behavior patterns. Use after trader-memory-core and signal-postmortem have produced records, or when the user asks for a post-trade coach, risk-mana

Trade Performance Coach Overview Trade Performance Coach reviews recorded trade outcomes and journal evidence to help a human trader improve their decision process. It converts closed trade records, postmortem findings, risk rules, and optional market regime context into an evidence based coaching report covering: process adherence risk discipline execution quality possible trading behavior patterns next session operating rules coach questions for reflection This skill is intended to fill the support role that a risk manager, desk lead, or trading coach might provide in a professional trading environment. It is strictly a process review skill: it never recommends entering, exiting, buying, selling, shorting, holding, or sizing a specific security. When to Use Use this skill when any of the following are true: A trade has been closed and the user wants a post trade coaching review. A partial close occurred and the user wants to inspect sizing, stop, or exit behavior. The user has trader memory core thesis records and signal postmortem findings and wants next session operating rules. The user wants a monthly review of recurring process, risk, execution, or behavior patterns. The user asks for a risk manager style review of their own recorded trades. The user asks whether a loss was a process error, execution error, market environment issue, or acceptable variance. The user wants possible FOMO, revenge trade, overconfidence, hesitation, stop moving, or size creep patterns flagged with evidence. When Not to Use Do not use this skill to: Pick stocks or rank trade candidates. Approve or reject a live trade as financial advice. Place orders or draft broker instructions. Provide therapy, mental health diagnosis, or personality assessment. Infer private psychological traits beyond the trade evidence supplied. Shame the user for losses or rule violations. Replace trader memory core ; this skill consumes journal/thesis records and produces coaching findings. If the input is incomplete, default to REVIEW REQUIRED or journal only mode and ask for missing records rather than inventing evidence. Prerequisites Recommended upstream records: trader memory core closed thesis record or journal entry signal postmortem postmortem findings original trade plan or trade ticket actual entry / exit / partial close actions user defined risk plan, if available optional market regime daily / exposure coach context No paid API key is required. The deterministic script works from local JSON/YAML like records. Inputs Minimum useful input is one recorded trade or one monthly aggregate. Preferred fields: The script tolerates partial records. Missing evidence is marked as unclear . Workflow Step 1 — Collect source records Collect the most recent closed trade record, postmortem, risk plan, and journal notes. Step 2 — Evaluate process adherence Compare actual actions against the user's documented plan and rules. Check for: missing pre entry thesis setup confirmation skipped trade taken against market regime gate stop moved without a pre defined rule exit / partial close inconsistent with plan incomplete record quality Step 3 — Evaluate risk discipline Compare actual risk and heat against the risk plan. Check for: per trade risk above max portfolio heat above max weekly loss or consecutive loss escalation oversized trade after a winner or loser correlated exposure if provided Step 4 — Evaluate execution quality Classify entry, stop, exit, add, trim, and review behavior. Separate clean process losses from execution mistakes. Step 5 — Detect possible behavior patterns Use evidence from journal notes and action flags to tag possible trading behavior patterns. Always tie a tag to evidence and use non diagnostic language. Supported MVP tags: fomo entry revenge trade premature exit overconfidence after winner stop moved size creep hesitation rule drift no pattern detected Step 6 — Produce next session operating rules Convert findings into temporary, concrete guardrails. Examples: require thesis record and screenshot before the next entry cap risk at 0.5R for the next two trades after a rule violation switch to review only mode after repeated revenge trade evidence do not chase a missed entry; add to watchlist for the next valid setup Step 7 — Human decision gate End every report with a human decision gate. The default action is journal only . Allowed actions: Output The skill produces a JSON report and optionally a Markdown report. Required top level JSON fields: schema version review type review id overall verdict summary scores process adherence findings risk manager notes execution quality assessment behavioral pattern tags next session operating rules coach questions human decision gate disclaimer Verdicts: Verdict Meaning OK No material process violation found. Outcome appears compatible with the plan. WARN Minor process or record quality concern. REVIEW REQUIRED Meaningful process, risk, or behavior finding before next similar trade. RULE VIOLATION Explicit user rule appears to have been broken. COOL DOWN Repeated violations, drawdown/revenge pattern, or escalation suggests review only mode. Example Command Resources Read these selectively when invoked: references/review framework.md — five axis review model, scoring, verdicts references/behavior tags.md — behavior tag definitions and evidence rules references/risk review checklist.md — risk manager checklist and severity rules references/output contract.md — JSON output contract and schema notes references/hermes integration.md — suggested Hermes /post trade coach and monthly coaching integration assets/performance coach report.schema.json — machine readable output schema scripts/review trade performance.py — deterministic local reviewer Guardrails This is process review support, not financial advice. Do not recommend buying, selling, shorting, holding, or sizing a specific security. Do not provide therapy or mental health diagnosis. Do not infer personality traits. Do not shame or moralize the user. Tie every behavior tag to evidence. Use "possible pattern" language for behavior tags. Always include a human decision gate. Default to journal/review mode when data is incomplete.

trade-performance-coach