sector-rotation

sector-rotation is a skill for Claude Code from yyordanov-tradu/stock-scanner-mcp. It costs 31 tokens per session (1,202 once invoked), scanned A, original, MIT.

A market analysis that tracks how money moves between industry groups, such as technology or healthcare, over several time periods. It combines sector performance with market breadth and technical signals to classify the environment as more risk-seeking or risk-avoiding.

In plain words
What is it for?
Use it to rank the strongest and weakest sectors, examine their related exchange-traded funds, and identify sectors to consider overweighting or underweighting.
Why use it?
It helps show whether market leadership is changing instead of looking only at the overall index, making sector allocation decisions easier to compare.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the stock-scanner plugin — 19 skills, 3 commands, 2 MCP servers shipped together

Good fit Use it to rank the strongest and weakest sectors, examine their related exchange-traded funds, and identify sectors to consider overweighting or underweighting.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yyordanov-tradu/stock-scanner-mcp/sector-rotation
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yyordanov-tradu/stock-scanner-mcp --skill sector-rotation
Clone the repo
git clone --depth 1 https://github.com/yyordanov-tradu/stock-scanner-mcp

Made for: Claude Code.

Or install stock-scanner, the plugin that ships this one along with the rest of its 19 skills, 3 commands, 2 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for sector-rotation

README.md
[![agentmods](https://agentmods.dev/badge/skills/yyordanov-tradu/stock-scanner-mcp/sector-rotation/github.svg)](https://agentmods.dev/skills/yyordanov-tradu/stock-scanner-mcp/sector-rotation)
Your own site
<a href="https://agentmods.dev/skills/yyordanov-tradu/stock-scanner-mcp/sector-rotation"><img src="https://agentmods.dev/badge/skills/yyordanov-tradu/stock-scanner-mcp/sector-rotation/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for sector-rotation

Your own site · 80×15
<a href="https://agentmods.dev/skills/yyordanov-tradu/stock-scanner-mcp/sector-rotation"><img src="https://agentmods.dev/badge/skills/yyordanov-tradu/stock-scanner-mcp/sector-rotation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 31 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,202 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00031 $0.01202
Opus 5 $0.00015 $0.00601
Sonnet 5 $0.00006 $0.00240
Haiku 4.5 $0.00003 $0.00120

Measured 12d ago against content hash 75c54bbe6ad1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

sector-rotation scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/macro/sector-rotation/SKILL.md · 98 lines

How it starts

The opening of the file, as written. The whole thing — 98 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Sector Rotation

Overview

Act as a sector strategist. Collect sector performance data across multiple timeframes, overlay market breadth and technical signals on leaders and laggards, and determine whether capital is rotating toward risk-on or risk-off sectors. Produce actionable sector allocation guidance.

Announce at start: "Running sector rotation analysis -- collecting sector performance, breadth, market indices, and technical signals."

Data Collection

Wave 1 -- ALL calls in parallel

Tool Parameters Priority
tradingview_sector_performance (default) REQUIRED
tradingview_market_indices (default) REQUIRED
market_breadth universe=major_us ENRICHMENT
sentiment_fear_greed (default) ENRICHMENT
fred_indicator series_id=treasury_10y ENRICHMENT

Wave 2 -- After Wave 1 completes

Rank sectors by 1-week performance for rotation analysis. Identify the top 3 and bottom 3 sectors by this ranking. Call technicals for their ETFs.

Tool Parameters Priority
tradingview_technicals tickers=[top 3 + bottom 3 sector ETFs] REQUIRED

Standard sector ETF mapping: XLK (Technology), XLF (Financials), XLV (Health Care), XLY (Consumer Discretionary), XLP (Consumer Staples), XLE (Energy), XLI (Industrials), XLRE (Real Estate), XLU (Utilities), XLB (Materials), XLC (Communication Services).

DO NOT proceed to analysis until ALL REQUIRED calls return. ENRICHMENT failures are acceptable.

Analysis

Cross-reference the collected data across four dimensions:

  1. Timeframe Divergence -- Compare 1-day vs 1-week vs 1-month vs YTD performance for each sector. Short-term moves diverging from longer-term trends signal emerging rotation.
  2. Risk Appetite -- Defensive sectors (XLU, XLP, XLV) outperforming cyclicals (XLY, XLI, XLF) = RISK-OFF. Cyclicals outperforming defensives = RISK-ON. Mixed leadership = no clear signal. Use breadth as confirmation: strong breadth confirms broad risk-on rotation; weak breadth implies narrow leadership.
  3. Rate Sensitivity -- Compare rate-sensitive sectors (XLU, XLRE) performance to 10Y yield direction. Rising yields should pressure these sectors. Outperformance despite rising yields is a strong signal.
  4. Technical Confirmation -- Use RSI and trend data from Wave 2 to confirm or contradict the rotation signal. Overbought leaders (RSI >70) may reverse. Oversold laggards (RSI <30) may bounce.

Read the full file on GitHub · 98 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 98 lines · 31 tokens per session scan A 75c54bbe6ad1

Subscribe to this mod's changes

sector-rotation is a skill published in the GitHub repository yyordanov-tradu/stock-scanner-mcp (6 stars, last pushed 2d ago), licensed MIT. It adds 31 tokens to every session and 1,202 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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