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SKE-LabsSKE-Labs/agent-trading-skills/skills/crypto-trading/dca-strategy/SKILL.md

dca-strategy

Skill17 starsChanged 4 months agoApache-2.0View on GitHub

Implement Dollar Cost Averaging for systematic long-term accumulation. Use when building positions over time, reducing timing risk, or accumulating during uncertainty.

2 other projects use a version of this, 1 of them edited.

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We split this skill into the rules it gives an agent

3 rules. About 0 are common, 3 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈3

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Treat the setup as a testable hypothesis, not a prediction.

    line 74
  2. Distinctive:

    Do not skip or enlarge a scheduled purchase from an improvised price forecast

    line 82
  3. Distinctive:

    Do not confuse DCA with averaging down an invalidated speculative thesis

    line 83

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Dollar Cost Averaging (DCA)

Invest new cash on a fixed schedule. Distinguish paycheck-style periodic investing from deliberately delaying a lump sum that is already available.

DCA Mechanics

Each Purchase = Fixed Amount / Current Price
Average Cost  = Total Spent / Total Units Acquired

Example ($100/week):

  • Week 1: $100 / $50 = 2.0 units
  • Week 2: $100 / $40 = 2.5 units
  • Week 3: $100 / $60 = 1.67 units
  • Total: 6.17 units for $300 (avg cost: $48.62)

DCA Variants

VariantDescription
Fixed IntervalSame amount every week/month -- simplest
Value AveragingAdjust amount to hit a target portfolio value
Enhanced DCABase amount + bonus when price drops below MA
Lump Sum + DCADeploy 50% immediately, DCA the remaining 50%

Asset Eligibility

CandidateReject or escalate
Diversified, liquid exposureUnclear rights or custody
Assets with a documented thesisFailing liquidity or security
Instruments compatible with the horizonPosition already above its risk cap

Workflow

  1. Capture the plan: goal, horizon, target allocation, contribution amount, frequency, funding source, custody, fees, and maximum allocation. Do not change the schedule from short-term price forecasts.
  2. Check allocation drift and current price context:
get_candles(symbol="BTC/USD", exchange="binance", interval="1d", count=1)
get_indicators(indicator_code="sma_50", symbol="BTC/USD", exchange="binance", interval="1w")
  1. Apply any enhanced-DCA rule only if it was predeclared and validated; a 200-day moving-average rule is optional, not inherent to DCA:
get_indicators(indicator_code="sma_200", symbol="BTC/USD", exchange="binance", interval="1d")
  1. Re-underwrite the asset, not the next candle:
get_financial_news(topic="BTC macro outlook accumulation")
  1. Report scheduled contribution, post-trade allocation, weighted average cost, fees, custody or concentration flags, and whether a written pause condition was triggered.

When to Stop DCA

  • Target position size reached
  • Fundamentals have materially deteriorated
  • Better risk/reward opportunity identified elsewhere

Evidence and Validation

  • Treat the setup as a testable hypothesis, not a prediction. Define thresholds, entry, invalidation, and exit before evaluating outcomes.
  • Calibrate on the same instrument, venue, session, and timeframe. Use closed candles and a held-out or walk-forward sample; record every variant tried.
  • Include spread, fees, slippage, borrow or funding, partial fills, and latency. Reject the setup when net expectancy is not positive or depends on one narrow parameter.
  • Return observed inputs, missing data, cost assumptions, entry, invalidation, exit, and a valid, watch, or no-trade status.
  • Research basis: Vanguard research found immediate lump-sum investment historically beat temporary cost averaging about two-thirds of the time; DCA is mainly a cash-flow and behavior plan.

Key Rules

  • Do not skip or enlarge a scheduled purchase from an improvised price forecast
  • Do not confuse DCA with averaging down an invalidated speculative thesis
  • Review quarterly, not daily; over-monitoring defeats the purpose
  • For cash already available, explicitly compare immediate investment with staged deployment; DCA may reduce short-term regret at the cost of expected time in market

Related Skills

  • altcoin-rotation -- DCA into BTC/ETH during accumulation, then rotate when cycle shifts
  • on-chain-analysis -- MVRV and realized cap identify macro accumulation zones for enhanced DCA

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