Strategy Integration Skill

Convert quantitative analysis into actionable strategic recommendations.

Capability probe

Before adding current external assumptions, follow the shared paid MCP capability probe. This workflow wants exa for broad current-market discovery and financial-datasets for normalized company fundamentals. Announce any primary-source WebSearch fallback and its quality limits; stop if the requested strategy depends on data the fallback cannot verify.

Workflow Steps

1. Review Analysis — Ingest quantitative outputs (risk metrics, momentum, correlations)
2. Objective Alignment — Confirm client goals, risk tolerance, and policy constraints
3. Strategy Development — Map analytical insights to actionable recommendations
4. Risk Validation — Validate proposed positions using risk_metrics_cli.py and momentum_cli.py
5. Implementation Plan — Create detailed execution roadmap with timing and triggers
6. Monitoring Framework — Establish performance tracking and alert systems

Integration Points