# Pre Trade Discipline Gate

Evaluate a local pre-trade checklist before manual order entry, blocking planless...

- Repository: https://github.com/tradermonty/claude-trading-skills (3536 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -g -a claude-code -y`
Codex: `npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -g -a codex -y`
Cursor: `npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -g -a cursor -y`
Gemini CLI: `npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -g -a gemini-cli -y`

## Description

Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision for trader-memory-core review.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Pre-Trade Discipline Gate

## Overview

Evaluate whether a planned manual order should proceed before it is placed at the broker. This skill reads a local checklist plus optional market-regime, circuit-breaker, and trader-memory-core artifacts. It produces a `pre_trade_discipline_decision` artifact and can link that artifact back to the related thesis without changing the thesis review schedule.

The gate is intentionally offline. It does not place orders, cancel orders, call a broker API, or fetch market data.

## When to Use

- Immediately before placing any manual entry order
- When a candidate has passed chart validation and position sizing
- After a recent loss, to avoid revenge trades during the cooldown window
- When the workflow has an upstream `exposure_decision` and `circuit_breaker_decision`
- When you want checklist adherence to be visible in later trader-memory-core reviews

## Prerequisites

- Python 3.9+
- A local JSON or YAML answers file with candidate-level checklist answers
- Optional trader-memory-core thesis state under `state/theses/`
- Optional `exposure_decision` JSON from market-regime-daily / exposure-coach
- Optional `circuit_breaker_decision` JSON from drawdown-circuit-breaker

## Workflow

### Step 1: Prepare the Checklist

Create a JSON or YAML file with candidate answers. Only actionable manual-order intents are gated. Watchlist and ignore intents are journaled as `NO_ACTIONABLE_ORDERS`.

```json
{
  "candidates": [
    {
      "symbol": "AAPL",
      "thesis_id": "th_aapl_gm_20260703_0001",
      "order_intent": "ENTRY_READY",
      "entry_in_written_plan": true,
      "stop_predefined": true,
      "size_within_plan": true,
      "planned_risk_dollars": 500,
      "actual_risk_dollars": 500,
      "notes": "Entry matches the journaled breakout plan."
    }
  ]
}
```

The rest: https://github.com/tradermonty/claude-trading-skills/blob/HEAD/skills/pre-trade-discipline-gate/SKILL.md