# New Opportunity Fast Buy Rules

## Purpose

The portfolio should not be trapped inside current holdings.

When a non-held stock shows a clearly better setup than the current portfolio, the agent should be able to flag it quickly for buy consideration.

This is not a FOMO engine. It is an opportunity-cost engine.

## Fast Buy Eligibility

A non-held ticker can become `FAST BUY REVIEW` only when most of these are true:

1. Market regime is `RISK-ON` or at least `SELECTIVE`.
2. The ticker has a real catalyst: earnings, guidance, contract, analyst upgrade, sector breakout, volume confirmation, or official news.
3. Liquidity is sufficient for clean entry and exit.
4. Expected upside is at least `7-15%`, preferably `15%+`.
5. Invalidation is clear before entry.
6. Entry is not too extended from VWAP, breakout level, or planned trigger.
7. The candidate beats at least one current holding on risk-adjusted opportunity cost.

If the setup is good but extended, classify it as `WAIT FOR RESET`.

## Action Labels

- `FAST BUY REVIEW`: immediate buy review is justified, but the user still makes the order decision.
- `STAGED ENTRY`: start small and add only if confirmation continues.
- `WAIT FOR RESET`: setup is good, but chase risk is too high.
- `WATCHLIST ONLY`: interesting but not actionable yet.
- `AVOID CHASE`: the move is too extended or unsupported.
- `REPLACE CANDIDATE`: current capital may be better used here than in a weaker holding.

## Required Fast Buy Output

For each `FAST BUY REVIEW` candidate, include:

- Ticker and sector.
- Catalyst quality.
- Current move and relative strength.
- Entry trigger.
- Chase-limit price or condition.
- Invalidation condition.
- Initial size guideline.
- 1st trim or profit-taking condition.
- Which current holding, if any, it competes against.

Limit fast-buy candidates to the best 3.

## FOMO Guardrails

Do not fast-buy when:

- The stock is already too far above the planned trigger.
- The news is only rumor.
- The ticker has poor liquidity or wide spreads.
- The invalidation distance is too large for the account.
- The move already consumed most of the expected upside.
- The buy would overconcentrate the account in one theme.
- The trade exists only to recover weekly/monthly quest pressure.

## Position Sizing

Default starting size should be smaller when:

- The ticker is high beta.
- The catalyst is fresh and price discovery is unstable.
- The account is already exposed to the same sector.
- The entry is after a large gap-up.

Staged entries are preferred over emotional full-size entries.

## Portfolio Rotation

Every new opportunity alert must compare the candidate with current holdings:

- `Keep`: holding still has better expected value.
- `Trim Source`: holding can fund the better setup.
- `Replace Candidate`: holding has weak upside or rising thesis risk.
- `No Action`: no capital move needed.

Average cost is not a veto. Tax drag is a cost. The decision should be after-tax and risk-adjusted.

## Kakao Summary Format

`신규 기회: Market [...]. Top [...]. Fast Buy [...]. Wait [...]. Replace [...]. FOMO 금지 [...]. Cash/SOXL [...].`