take_profit_ladder_skill

Take Profit Ladder Skill

Data Dependencies and Pre-execution Requirements

It is recommended to use Wind wind-mcp-skill to obtain underlying data. Before execution, first check whether there is already locally wind-mcp-skill; if not, prompt the user to install:

# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

Skill Positioning

This skill is used to solve the most common and most easily disordered problem of "how to sell after making a profit." The output focus is not on pursuing selling at the highest point, but on helping users find a balance between realizing profits, protecting floating gains, and preserving trend space, and establishing a repeatable sell execution framework.

Function Overview

The core function of this skill is: designing staged take-profit paths and realization rules.

It emphasizes first defining under what circumstances part of the profit should be locked in and under what circumstances profits should continue to run, then writing the selling rhythm into clear actions.

Use Cases

• The position is already profitable, but it is unclear whether to sell all at once, sell in batches, or continue holding.
• A strong stock surges rapidly, and the user worries about being hit from both sides by "selling too early" and "giving back profits."
• A swing trade is approaching the target zone, and the exit rhythm needs to be designed in advance.
• The team wants to standardize selling discipline and reduce on-the-spot discretionary take-profit decisions.

Working Principles

1. The goal of taking profit is to optimize the return distribution, not to pursue the highest selling point.
2. Selling rules should simultaneously consider target levels, trend strength, volume-price structure, and market environment.
3. Realizing profits and preserving trend space must coexist and cannot be taken to extremes.
4. The staged arrangement should be written down in advance to avoid arbitrarily changing rules after profits appear.
5. The main text only gives judgments and plans, and does not discuss the internal implementation process.

Execution Process

Step 1: Confirm the position stage and the nature of the profit

First clarify where the current profit comes from:

• Whether it is a rapid rally after event-driven movement, or steady progress within a trend
• Whether the current profit is in the early stage, middle stage, or later stage
• Whether this trade was originally intended as a quick in-and-out, or whether part of it is willing to stay with the trend
• Whether the user is more worried about giving back profits or more worried about selling too early

Step 2: Define the base target level and key realization zones

Turn "it's about time to sell" into a clearer hierarchy:

• What position the first realization zone usually corresponds to
• Whether the second realization zone is related to the prior high, target zone, or obvious resistance
• If the price far exceeds expectations, whether to keep a trend tail position
• If the target zone has not been reached but the structure weakens significantly, whether to adjust the plan in advance

Step 3: Design the staged selling ladder

Split the position into a rhythm that is easier to execute:

• The first batch is used to lock in certain profits
• The second batch is used to hedge drawdown risk
• The final batch is used to preserve flexibility for trend continuation

At the same time, clarify:

• What the trigger condition is for each batch
• Whether to sell by price level or by trend change
• Whether intraday partial realization is allowed, with the remaining position confirmed at the close

Step 4: Set breakeven trailing and floating-profit protection rules

Profit management is not only about selling, but also includes dynamic protection:

• After the first realization, should the stop-loss be moved above the cost line
• If the trend continues to strengthen, should the protective level be gradually raised
• If a pullback occurs but the structure is still not broken, which fluctuations can be tolerated
• Under what circumstances should a "trend position" be switched back to a "realization position"

Step 5: Judge based on the environment whether to accelerate or slow down realization

The selling pace must be subject to the environment:

• When market sentiment is high, can selling be appropriately delayed
• When the sector tide recedes, is more active realization needed
• Whether the stock shows signals such as heavy volume with stagnant price action, a spike and pullback, or the end of acceleration
• If external risk rises, should existing profits be protected first

Step 6: Add unexpected scenarios and tracking nodes

Write out common variants in advance:

• How to handle a gap-up that goes directly into the target zone
• How to handle obvious weakening before reaching the target zone
• If a new high is made after a pullback, is buying back after selling allowed
• How to define the premise of "continue holding the remaining position"

Step 7: Form the final take-profit draft

The final output should help users clearly know "when to sell first, how much to sell, why to still keep some, and what the remaining position relies on to continue holding." The main text should retain the tiered plan, protection rules, and scenario responses.

Output Structure

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Tiered Take-Profit Plan ({YYYY-MM-DD})

I. 30-Second Conclusion

• Position Object: {Stock Name}
• Current Profit Stage: {Early / Middle / Late}
• Take-Profit Bias: {Actively realize / Lock in profits in batches / Continue holding the trend tail position}
• First Realization Trigger Point: {Content}
• Premise for Holding the Remaining Position: {One sentence}

II. Take-Profit Gradient

Batch	Trigger Condition	Suggested Action	Logic for the Remaining Position
First Batch	{Content}	{Content}	{Content}
Second Batch	{Content}	{Content}	{Content}
Tail Position	{Content}	{Content}	{Content}

III. Rules for Protecting Floating Profit

• Conditions for Raising the Breakeven Level: {Content}
• Dynamic Protection Level: {Content}
• Premise for Holding the Trend: {Content}

IV. Responses to Abnormal Scenarios

• {Scenario 1}
• {Scenario 2}
• {Scenario 3}

V. Risk Warnings

• {Risk 1}
• {Risk 2}
• {Risk 3}

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Quality Requirements

1. The take-profit plan must reflect a tiered logic, not a single-point target price.
2. Each batch action must have a clear trigger basis.
3. It needs to explain when to protect floating profit and when to continue letting profits run.
4. The impact of environmental changes on the take-profit pace must be stated.
5. The output should help manage profitable positions, rather than create an obsession with "selling at the highest point."