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Breakout Trade Planner

Investing skill, available on Zeplik

Breakout Trade Planner is a ready-to-run investing skill on Zeplik. Turn a breakout setup the user describes into a Minervini-style plan -- entry vs worst-case, stop, R-multiple target, reward/risk, portfolio heat. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.

The Breakout Trade Planner skill loads automatically when your request matches it, or you can invoke it directly by typing /breakout-trade-planner in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Breakout Trade Planner skill can do

Try these prompts on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

How the Breakout Trade Planner skill works

Breakout Trade Planner

Framing: This turns a breakout setup into a concrete, risk-first plan in the style of Mark Minervini's methodology. It is a planning artifact, not a broker order and not advice. Build it from the levels the user gives; do not invent a pivot or stop.

Quick start

Collect the setup: ticker, pivot (buy trigger), the contraction low or logical stop reference, account size, and risk percent (default 0.5% for breakouts). If the user gives a live or recent price, use it; otherwise plan off the pivot and label entries as levels, not fills.

Build the plan

  1. Entry levels -- signal entry at the pivot plus a small buffer; worst-case entry at the top of the acceptable chase (default up to ~2% above the pivot). Size on the worst case so a fast fill does not blow the risk budget.
  2. Stop -- just below the contraction low (default ~1% buffer). Compute risk per share from the worst-case entry, not the signal entry.
  3. Sanity gate -- if worst-case risk exceeds ~8% of the entry price, the setup is too loose; say so rather than forcing a plan.
  4. Position size -- shares = floor(account x risk_pct / risk_per_share). Report dollar risk and position value as a percent of the account.
  5. Target -- a default 2R take-profit level, plus the reward/risk ratio. Note that R-multiples are a framework, not a promise.
  6. Portfolio heat -- add this trade's open risk to any existing open risk the user mentions; flag if total open risk exceeds a sensible ceiling (default ~6% of equity).

Present it

Lay out signal vs worst-case entry, stop, target, reward/risk, share count, dollar risk, and the heat note. Distinguish a pre-breakout plan (buy-stop above the pivot) from a post-breakout plan (confirm the breakout on volume, then enter) and say which one the user's setup is.

Guardrails

  • Levels are the user's. Never fabricate a pivot, stop, or price -- ask for them.
  • Size on the worst case. Risk is measured from the worst-case entry, not the ideal fill.
  • A plan, not permission. These are planning levels, not a broker order; intraday and margin rules are the user's to confirm. Not investment advice.

How to use the Breakout Trade Planner skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Breakout Trade Planner skill right away.

  2. Describe your investing task

    Ask in plain language, or type /breakout-trade-planner to invoke the skill directly. Zeplik recognizes the Breakout Trade Planner skill and applies its method.

  3. Review and refine the result

    Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.

Source and credit

Author
TraderMonty
License
MIT

Adapted from the open-source tradermonty/claude-trading-skills project and tuned to run natively on Zeplik. View source on GitHub.

Frequently asked questions

What is the Breakout Trade Planner skill?
Breakout Trade Planner is a ready-to-run investing skill on Zeplik. Turn a breakout setup the user describes into a Minervini-style plan -- entry vs worst-case, stop, R-multiple target, reward/risk, portfolio heat. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
How do I use Breakout Trade Planner on Zeplik?
Sign in to Zeplik and ask in plain language, or type /breakout-trade-planner in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Breakout Trade Planner skill use?
Any model you choose. Zeplik works across every model in one chat, so the Breakout Trade Planner skill runs on your preferred model for the task.
Where does the Breakout Trade Planner skill come from?
The Breakout Trade Planner skill is adapted from the open-source tradermonty/claude-trading-skills project (MIT) and tuned to run natively on Zeplik. The original source is linked on this page.
How much does the Breakout Trade Planner skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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Breakout Trade Planner - Investing skill for Zeplik AI | Zeplik Chat