aifolimizer: Skill for Claude Code

Weekly Mirror (Cold Performance Review)

Goal

One scroll-length, no-sugarcoat performance review of the user's discretionary trading vs their boring-core (index / ETF) holdings. Tells the user the truth even when uncomfortable. Recommends one of: continue, cool-off 30 days, suspend discretionary.

The point: most retail traders never measure their real win rate. They remember winners, forget losers, and feel like they're doing fine until the account is down. This skill makes the math impossible to ignore.

State check (BEFORE any tool calls)

Read .claude/context/STATE.md. If last_mirror_date is within the last 6 days, output:

"Weekly mirror ran on last_mirror_date - only N days ago. Run again? (yes to proceed)" Wait for user confirmation before continuing. If user says yes or forced, proceed normally.

When to invoke

• User asks "how am I doing?", "am I making money?"
• Sunday evening review (can be scheduled via /loop)
• After any 7-day streak of losses
• Before any decision to increase position sizes

Stage 0 - Decision Memory (load FIRST)

Before the review, load prior decisions so the mirror reflects the logged record, not memory:

• mcp__aifolimizer__get_cross_ticker_lessons with max_lessons=3 - portfolio-level win/loss patterns
• For any name you single out, load mcp__aifolimizer__get_ticker_decision_history (ticker=…, max_decisions=5) and mcp__aifolimizer__get_ticker_reflection (symbol=…, n=3).

How to run

Step 1 - Pull state (parallel):

1. mcp__aifolimizer__get_profile - total NAV per account, cash balances
2. mcp__aifolimizer__get_portfolio - current holdings + day/total returns
3. mcp__aifolimizer__score_recommendations - mark-to-market all open recs from pre-trade-check and other skills, mark stops/targets hit
4. mcp__aifolimizer__get_live_track_record with windows_days=[7,30,90] (single call returns all three windows) - win rate + P&L per window
5. mcp__aifolimizer__get_alpha_attribution with lookback_days=90 - am I beating the index? (benchmarks are fixed internally: SPY / XEQT / TSX / QQQ - the tool takes no benchmarks arg)
6. mcp__aifolimizer__snapshot_portfolio_equity - append today's NAV to history (idempotent per day)
7. mcp__aifolimizer__get_cross_ticker_lessons with max_lessons=5 - recurring patterns from prior stop-outs
8. mcp__aifolimizer__get_personal_context - account waterfall + contribution room so DCA/verdict actions are tailored. If present=false, skip personalization gracefully.