stockbee-episodic-pivot-analyzer

---
name: stockbee-episodic-pivot-analyzer
description: Use when the user wants Stockbee-style Day 1 Episodic Pivot candidates from earnings, guidance, M&A, FDA, analyst, contract, product, squeeze, or theme catalysts, scored for actionability.
category: Strategy R&D
version: 1.0.0
tools: []
---

# Stockbee Episodic Pivot Analyzer

Classify Day 1 Episodic Pivot (EP) candidates, Pradeep Bonde / Stockbee style, using both catalyst quality and price/volume confirmation together. This is a candidate-quality analyzer, not an execution engine — it never places or times orders.

## When to Use

- The user asks for Stockbee-style EP candidates
- The user supplies earnings, guidance, M&A, FDA, analyst-action, major-contract, product-launch, short-squeeze, or theme/news events
- The user wants `ACTIONABLE_DAY1` candidates separated from names that only deserve a `DELAYED_EP_WATCH`
- The user wants to route strong earnings/guidance EPs onward into post-earnings drift monitoring

## Inputs

Work from whichever of these is available: a list of catalyst/news events (symbol, date, catalyst type, headline, summary); an earnings-analysis pipeline's output; or price/volume data (day-gain, volume, close-location, distance to risk) to enrich a catalyst list. This skill does not discover news on its own — gather the event/catalyst context first via web_search or the user's own research, then analyze it here.

## Methodology

**Catalyst quality** is scored by type and substance: earnings surprises and guidance raises, FDA/regulatory approvals, M&A announcements, major contract wins, analyst actions, product launches, short-squeeze dynamics, and story/theme catalysts each carry different base credibility, adjusted for how concrete and material the news is.

**Price/volume confirmation** is scored alongside catalyst quality using: gap size and range expansion versus the stock's normal range, volume shock (multiple of average volume), whether the stock was previously neglected (revaluation context), liquidity (tradability), and risk distance to the EP-day low (the key protective stop reference for any EP trade).

Combine both scores to classify each candidate into one of:
- `ACTIONABLE_DAY1` — catalyst and price/volume both confirm; tradeable same day
- `DAY1_WATCH` — promising but needs intraday/next-day chart confirmation
- `DELAYED_EP_WATCH` — catalyst is real but Day 1 price action doesn't support chasing; wait for a controlled pullback or new range
- `CATALYST_WATCH` — catalyst matters but price/volume confirmation isn't sufficient yet
- `REJECT` — do not trade from this source

Tag each candidate with an `ep_type`: `EARNINGS_EP`, `GUIDANCE_EP`, `FDA_EP`, `M_AND_A_EP`, `STORY_EP`, etc.

## Handoff Rules

- `ACTIONABLE_DAY1` — hand to technical/chart review and position-sizing before any trade decision
- `DAY1_WATCH` — keep on the watchlist; require chart confirmation before acting
- `DELAYED_EP_WATCH` — do not chase Day 1; monitor for a pullback or basing range
- `CATALYST_WATCH` — hold for further confirmation
- `REJECT` — drop
- Earnings/guidance EPs flagged for post-earnings-drift monitoring can be routed to weekly delayed-reaction tracking

## Output

For each candidate, present: state, ep_type, catalyst quality score with reasons, price/range expansion and volume-shock read, close-location quality, risk-to-EP-day-low, and any downstream routing flags — as a structured summary in chat, not a file.