Use available TradingView MCP tools as a data layer. This skill defines how to frame the research question, combine data, test competing explanations, and communicate conclusions. Do not reproduce MCP API documentation or treat a single indicator as an analysis.
Choose a research mode
- Equity research: one company’s trend, catalysts, valuation, and invalidation risks. Read
references/equity-research.md. - Options and ETF structure: listed chain vs live contract quote; fund AUM and holdings vs related ETF tickers. Read
references/options-and-etf.md. - Opportunity discovery: turn an investment hypothesis into a multi-factor candidate search. Read
references/opportunity-screening.md. - Market and macro research: explain regime, breadth, rotation, macro drivers, and cross-asset implications. Read
references/market-macro-research.md. - Event study: measure an event’s effect before and after it occurs. Read
references/event-study.md. - Portfolio and risk: evaluate exposures, concentration, correlation, drawdown, and position risk together. Read
references/portfolio-risk.md. - Signal validation: test whether a technical, fundamental, or event rule has historical evidence. Read
references/signal-validation.md. - Strategy research and backtesting: turn a rule into a measurable strategy and test robustness. Read
references/strategy-research.md. - Trade execution: assess liquidity, spread, slippage, and whether a signal is executable. Read
references/execution-analysis.md. - Monitoring and triggers: turn strategy, portfolio, and event conditions into state-change alerts. Read
references/monitoring-and-alerts.md.
Use references/analysis-framework.md for shared evidence, uncertainty, and scoring rules, and references/output-templates.md for the chat summary. For a formal report, also read references/visual-report.md and write a portable HTML research board. Do not treat a Cursor canvas as the deliverable.
If the required TradingView MCP tools are not available, read references/mcp-install.md first to configure and verify the hosted MCP connection.
Operating rules
- Resolve the instrument, market, currency, timeframe, and user objective before collecting data.
- Build a small evidence plan, then combine relevant MCP data sources.
- Keep facts, derived metrics, interpretations, and recommendations visibly separate.
- Record the analysis timestamp, data window, market session, missing fields, and assumptions.
- Cross-check important conclusions with an independent data type. State conflicts or stale data.
- Prefer conditional conclusions with invalidation conditions over unconditional buy/sell labels.
- Respect rate limits and use the smallest dataset that answers the question.
- If required MCP tools are unavailable, explain that the analysis cannot run; do not guess or fabricate data.
- Formal reports write JSON, then
scripts/render_research_board.py, then a short chat summary with the HTML path. Skip the board for quote lookups or when files cannot be written.
Scope
This is a research and decision-support workflow. It does not provide personalized investment advice or guarantee returns.