wind-alice/add_to_winner_decision_skill

Add To Winner Decision Skill

Data Dependencies and Pre-execution Conditions

It is recommended to use the Wind wind-mcp-skill to obtain underlying data. Before execution, check if wind-mcp-skill is available locally; if not, prompt the user to install it:

# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee Mirror (China)
 npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

Skill Positioning

This skill is used to determine "whether a position that is already profitable is worth further scaling." The output does not encourage chasing highs or adding risk recklessly; instead, it helps the user find a balance between trend confirmation, profit protection, and risk redistribution, making addition a calculated expansion with the trend rather than an impulse driven by profit.

Feature Overview

The core function of this skill is: determining when a profitable position can be added to.

It emphasizes first confirming that the original trend is still strengthening before deciding whether to convert unrealized gains into a larger position, while also providing protection rules and boundaries for stopping additions.

Use Cases

• A strong stock is already profitable, and the user wants to assess whether it is suitable for rolling addition.
• The planned initial position has been validated successfully, and a decision is needed on whether to scale up to the full position.
• A team wants to turn "adding to winners" into a disciplined, positive feedback mechanism.
• Users often become fearful after making a profit, unsure whether to hold, add, or exit.

Working Principles

1. Adding to a winner is only worth discussing when the trend, logic, and environment are simultaneously strengthening.
2. Adding must be based on existing unrealized profit protection; gains should not be re-exposed to large risks.
3. Additions should be deployed gradually based on confidence level, not in a single large exposure.
4. The boundary for stopping additions must be clearly defined to prevent loss of control due to strength.
5. The main text presents only the decision framework, not the internal implementation process.

Execution Flow

Step 1: Confirm Current Profit Quality

First, determine whether the existing profit is "healthy":

• Does the profit come from a trend continuation or a short-term spike?
• Is the current position just above the cost basis, or significantly above it?
• Is the unrealized profit sufficient to provide a buffer?
• Does the current price action still follow the original plan?

Step 2: Check if Original Thesis Continues to Strengthen

Adding is not because of profit, but because "the odds have improved":

• Is the core catalyst further strengthening?
• Is the sector or industry continuing to resonate?
• Is the market providing more confirmation, rather than just emotional chasing?
• Are the original uncertainties converging favorably?

Step 3: Identify Suitable Patterns and Timing for Addition

Profitable positions are not always suitable for expansion:

• Is it better to add after a breakout pullback confirmation or on a secondary volume surge?
• Is the stock near the end of an acceleration phase, making it unsuitable for chasing?
• Is there a new consolidation platform that could serve as a low-risk entry point?
• If the price is far from key levels, is it better to wait rather than force an addition?

Step 4: Design Addition Pacing and Protection Rules

Break down the addition into executable steps:

• How much of the original planned position does the first addition represent?
• How should the protective stop be moved up after the addition?
• If the price does not continue to strengthen after the addition, should the new portion be quickly withdrawn?
• Should only unrealized profits be used for expansion, without using additional risk budget?

Step 5: Assess Overall Risk Exposure After Addition

Adding changes the trade's characteristics and requires a re-evaluation:

• Has the total position become too large?
• Does the new addition cause an overweight in a single stock?
• Is the portfolio's exposure to a particular theme or style becoming overly concentrated?
• If the market suddenly changes, can you still exit comfortably?

Step 6: Set Stopping and Reverse Processing Standards

Clearly define in advance when to stop adding:

• The trend enters the final acceleration phase.
• Sector heat becomes overcrowded.
• New confirmation is insufficient, only price momentum remains.
• No positive feedback after the addition.

Step 7: Produce the Final Winner Addition Report

The final output should let the user know "whether they can add now, how to add, how to protect after adding, and under what conditions the new position should be withdrawn." The main text retains timing judgment, pacing arrangement, and boundary rules.

Output Structure

---

Winner Addition Decision ({YYYY-MM-DD})

1. 30-Second Summary

• Holding Object: {Stock Name}
• Current Profit Status: {Content}
• Addition Bias: {Add / Conditionally Add / Do Not Add}
• Best Addition Method: {Content}
• Stop Addition Signal: {One sentence}

2. Addition Justification

Dimension	Current Judgment	Meaning for Addition
Profit Quality	{Content}	{Content}
Thesis Strength	{Content}	{Content}
Pattern Timing	{Content}	{Content}
Sector Environment	{Content}	{Content}
Total Exposure Level	{Content}	{Content}

3. Addition Execution Plan

• First Addition Condition: {Content}
• Addition Size Suggestion: {Content}
• New Position Protection Rule: {Content}
• What to Do If Addition Fails: {Content}

4. Expansion Boundaries

• {Boundary 1}
• {Boundary 2}
• {Boundary 3}

5. Risk Warnings

• {Risk 1}
• {Risk 2}
• {Risk 3}

---

Quality Requirements

1. Profit quality must be confirmed before discussing whether to add.
2. Addition suggestions should reflect protecting unrealized gains, not restarting high-risk exposure.
3. Distinguish between a trend strengthening phase and a terminal acceleration phase.
4. The withdrawal rule for new positions must be clear.
5. The output should facilitate disciplined expansion with the trend, not amplify profit illusions.