capital-rotation
Use when reading today's US-market capital flow across multiple sectors to identify rotation direction — e.g. "今天资金流向", "板块强弱", "rotation map", "卖芯买云", "where is money moving today", "scan flows across sectors". Produces a cross-section snapshot of net inflows by cohort (indices / semis / software-cloud / mega-tech / AI applications), names the dominant narrative, and writes a dated journal file. Different from `market-session-tracker` (intraday live monitoring of a single watchlist) — this is a one-shot end-of-session rotation read.
npx skills add kansoku-trade/kansoku --skill capital-rotation --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Capital Rotation Scanner (US-only) Scans capital flow across standard US cohorts in one session, identifies rotation direction, classifies winners / losers, names the dominant narrative, and logs a journal file. > **Scope**: US-only. Do NOT query HK / CN / SG markets (user preference). > **Sources**: Longbridge `capital`, `market-temp`. Cite as `长桥证券`. > **Units**: ambiguous — see **TD-UNIT-01** in `trading-discipline`. Longbridge does not label the unit. Record the raw API number and the unit you inferred; **do NOT silently convert** (no 亿). ## When to use - "今天的资金流向", "板块强弱", "rotation map" - "卖芯买云", "AI 资金挪去哪了" - "软件 / 云强不强", "半导体板块今天主力撤了吗" - End-of-session debrief or pre-Asia-open prep - **Not** for single-symbol deep-dive (use `longbridge-capital-flow` directly) - **Not** for live intraday tracking (use `market-session-tracker`) ## Standard cohorts | Cohort | Symbols | | -------------------- | ------------------------------------------------------------------------------------------------- | | **Indices** | `SPY`, `QQQ`, `DIA`, `IWM` | | **Semis** | `NVDA`, `AMD`, `MU`, `MRVL`, `TSM`, `AVGO`, `SMH`, `SOXX`, `AMKR`, `ASX` | | **Software / Cloud** | `NOW`, `ORCL`, `CRM`, `ADBE
- When to use
- Standard cohorts
- Workflow
- Distribution detection rules
- Narrative criteria — "AI 已变现 vs 未变现"
- CLI quick reference
- Failure modes
- Output format (chat reply)
- Anti-patterns
- Related skills
- File layout
longbridge market-temp US --format json longbridge capital SPY.US --format json longbridge capital QQQ.US --format json longbridge capital SPY.US --format json # snapshot (large/med/small) longbridge capital QQQ.US --flow --format json | tail -8 # time-series cumulative longbridge capital --flow --format json < SYM > .US | tail -8 # per-symbol
What does the capital-rotation skill do?
Use when reading today's US-market capital flow across multiple sectors to identify rotation direction — e.g. "今天资金流向", "板块强弱", "rotation map", "卖芯买云", "where is money moving today", "scan flows across sectors". Produces a cross-section snapshot of net inflows by cohort (indices / semis / software-cloud / mega-tech / AI applications), names the dominant narrative, and writes a dated journal file. Different from `market-session-tracker` (intraday live monitoring of a single watchlist) — this is a one-shot end-of-session rotation read.
How do I install it?
Run `npx skills add kansoku-trade/kansoku --skill capital-rotation --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From kansoku-trade/kansoku, a repository with 272 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.