Sepa Strategy
Analyze stocks with Mark Minervini's SEPA (Specific Entry Point Analysis) methodology...
Install
npx skills add himself65/finance-skills --skill sepa-strategy -g -a claude-code -y- Repository
- himself65/finance-skills3.5k
- Category
- Marketing
- Updated
- 10d ago
- License
- MIT
- Context cost
- Mediumabout 2,962 tokens
- Runs scripts
- No, instructions only
What it does
Analyze stocks with Mark Minervini's SEPA (Specific Entry Point Analysis) methodology: stage analysis, the 8-condition trend template, fundamentals, VCP and other base patterns, pivot-point entries, market environment, and risk-based position sizing. Use this skill whenever the user mentions SEPA, Minervini, superperformance, the trend template, VCP (volatility contraction pattern), Stage 2, pivot or breakout entries, moving-average stacking (price above the 50/150/200-day MAs), breakout volume, position sizing from risk percentage, growth-stock screening or swing-trade entry criteria, or bases such as cup-with-handle, flat base, bull flag, or high tight flag. Also use it when the user asks "should I buy this stock" or "is this a good setup" about a growth or momentum name, or shares a chart for pattern analysis.
SEPA Strategy Analysis
Analyze stocks using Mark Minervini's SEPA (Specific Entry Point Analysis) framework, a complete system for identifying high-probability growth stock entries with strict risk management.
Core philosophy: Buy the right stock, in the right stage, at a precise entry point, with strict risk controls. Win rate is ~50-55%, profitability comes from asymmetric risk/reward (small losses, large gains), not from predicting direction.
This skill is for educational/analytical purposes only. It does not constitute investment advice. Never execute trades based solely on this analysis.
Step 1: Gather Stock Data
Collect the following data for the stock. Use yfinance or any available market data tool.
| Data needed | Purpose |
|---|---|
| Current price | Trend template check |
| 50-day, 150-day, 200-day moving averages | MA alignment verification |
| 52-week high and low | Price position check |
| 200MA value from 1 month ago and 4-5 months ago | MA200 slope direction |
| 20-day average volume + today's volume | Volume ratio analysis |
| Recent quarterly EPS (last 3-4 quarters) | EPS growth & acceleration |
| Annual EPS (last 3 years) | Long-term growth trend |
| Recent quarterly revenue (last 3-4 quarters) | Revenue growth check |
| Gross margin and net margin trend | Margin health |
| Institutional ownership changes (if available) | Smart money signal |
| RS rating or 12-month relative performance vs S&P 500 | Relative strength |
| Price history for pattern recognition | VCP / chart pattern analysis |
Compute the moving averages, 200MA slope, 52-week range, volume ratio, and relative performance from daily price history in code rather than estimating them, two years of history covers the 200-day MA and its 5-month slope.
If certain data is unavailable, note it and proceed with what you have. Missing RS rating is a significant gap, flag it.
