Preparation packages

This is the entity reference for preparation packages. By the end you’ll know what they hold, when to refresh them, and which strategies benefit most.

What this is

Preparation packages store cached analysis that supports the live trading loop. The idea is simple: some analysis is useful but not useful enough to regenerate every cycle. Examples — broader market structure, regime classification, higher-timeframe directional framing, prepared key-level maps.

A preparation package can define what type of analysis to generate, the symbol it applies to, the data source, custom prompts for specialized analysis, and refresh behavior (candle-count or price-movement triggers).

How it fits into Cortiq

Preparation packages are referenced by sessions as a support layer. The same package can be reused across sessions; one session typically references one prep package per topic. For the role within the cycle, see Supporting context.

How to use it

Use a preparation package when you want the AI to begin each cycle with already-prepared context rather than rediscovering the same structure repeatedly. A daily preparation package refreshed before market open is a high-impact layer for swing-style sessions.

Update or refresh the package when the underlying structure changes — most prep packages refresh on a candle-count trigger (every N higher-timeframe candles) or a price-movement trigger (when price moves outside the prepared range).

Reference

Good fit

Higher-timeframe structure summaries.
Regime classification (trending, ranging, transitional).
Directional skew from slower charts.
Prepared key-level maps for the session window.

Poor fit

Single-cycle observations (those belong in the data package).
Discretionary one-off theses (those belong in trade ideas).
Persistent symbol behavior (that belongs in the instrument profile).