sepa-strategy

SEPA Strategy is an analytical skill that evaluates stocks using Mark Minervini's SEPA (Specific Entry Point Analysis) methodology for growth-stock swing trading. It provides a complete, rules-based framework for identifying high-probability entries: buy the right stock, in the right market stage, at a precise entry point, with strict risk management. The skill is explicit that it is for educational and analytical purposes only and does not constitute investment advice, and that trades should never be executed on its output alone.

The workflow is structured across reference documents. It gathers stock data (price, 50/150/200-day moving averages, 52-week range, volume ratios, quarterly and annual EPS and revenue, margins, institutional ownership, and relative strength) using tools like yfinance or funda-data. It then runs stage analysis to confirm the stock is in a Stage 2 advance, checks the 8-condition trend template (moving-average alignment and slope, distance from lows and highs), evaluates fundamentals (EPS growth and acceleration thresholds, revenue confirmation, margin health, institutional buying), identifies consolidation patterns (VCP, cup-with-handle, flat base, bull flag), defines precise pivot-point entries within a 0–5% buy zone with volume confirmation, and calculates position sizing and reward/risk ratios with a 2:1 minimum. Data is read-only market information; nothing places orders.

The target users are self-directed growth and momentum traders and investors who want a disciplined checklist for assessing setups. Typical use cases include screening a stock against the trend template, judging breakout quality, distinguishing true from false breakouts, and sizing a position against a defined stop.