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claude-trading-skills

by tradermonty2.8kPythonUpdated 2026-09-05

Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development.

Claude CodeClaude Desktop

Claude Trading Skills is a trading workflow toolkit for Claude Code that provides 70+ agent skills for equity investors and swing traders. The project delivers structured workflows for market regime analysis, portfolio management, technical screening, trade planning, journaling, and strategy research. It is designed for time-constrained individual investors who combine long-term core holdings with disciplined swing trading, emphasizing process improvement and decision discipline over automated signal generation.

Key Features

70+ production-ready trading skills covering market breadth, screeners (VCP, CANSLIM, dividend growth), technical analysis, and position sizing
Structured workflow manifests for daily market checks, weekly portfolio reviews, swing opportunity discovery, and monthly performance analysis
No-API starter path using public CSV data for market breadth and uptrend analysis without paid data subscriptions
Trade memory and journaling system with trader-memory-core, signal-postmortem, and performance coaching skills
Integration support for FMP, FINVIZ Elite, and Alpaca APIs with graceful degradation to manual CSV workflows
Automated skill packaging, quality scoring, and dual-axis skill review system for maintainability
Kanchi-style dividend investing workflows with forced-review triggers and US tax accounting guidance
Edge research pipeline for systematic strategy hypothesis generation, backtesting, and postmortem analysis

Use Cases

  • 01Run a 15-minute daily market regime check using breadth, uptrend, and exposure coach skills without paid APIs
  • 02Screen for Mark Minervini VCP patterns or William O'Neil CANSLIM candidates with automated FMP data retrieval
  • 03Manage dividend portfolios with Kanchi-style review triggers, dividend growth pullback screening, and tax-optimized account placement
  • 04Journal every closed trade with trader-memory-core and generate monthly performance reviews with win rate and expectancy metrics
  • 05Build post-earnings momentum setups using earnings-trade-analyzer and PEAD screener for drift opportunities
  • 06Implement circuit-breaker risk controls with drawdown limits, losing-streak cooldowns, and pre-trade discipline gates

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claude-trading-skills — FAQ

What is Claude Trading Skills?+

Claude Trading Skills is a collection of 70+ agent skills for Claude Code and Claude Web that structure equity trading workflows including market analysis, screeners, position sizing, journaling, and strategy research. It is designed for individual investors who want disciplined decision processes, not automated trading signals.

How do I install a skill in Claude Code?+

Clone the repository and copy the desired skill folder (e.g. backtest-expert) to ~/.claude/skills/ for personal use or .claude/skills/ inside a project. Claude Code auto-detects changes; restart only if you create the skills directory after the session started.

How do I install a skill in Claude Web App?+

Download the .skill file from the skill-packages/ directory, open Settings > Capabilities and enable Code execution, then go to Customize > Skills, upload the ZIP, and enable it. Team/Enterprise users may need org-owner approval for Skills.

Which API keys do I need?+

The no-API starter path (market-breadth-analyzer, uptrend-analyzer, position-sizer, trader-memory-core, signal-postmortem) works with public CSV data and no paid subscriptions. Advanced workflows use FMP (250 free requests/day), FINVIZ Elite ($39.50/month), or Alpaca (free paper trading) for real-time screening and portfolio integration.

Is this free and open source?+

Yes, the entire skill collection is MIT licensed and open source. The skills themselves are free; optional data APIs have their own pricing (FMP free tier, FINVIZ Elite subscription, Alpaca free paper trading).

Which AI clients does this work with?+

These skills are designed for Claude Code (desktop and CLI) and Claude Web App with Skills enabled. They require Claude Pro, Max, Team, or Enterprise plans for Skills support; the Free plan does not include Claude Code or Skills.

How do I install claude-trading-skills?+

Open the source repository on GitHub and follow its README. claude-trading-skills is a skill — MCP Agents Market links you directly to the official repo.

Is claude-trading-skills free?+

claude-trading-skills is an open-source project hosted on GitHub. Check the repository for its license and any usage requirements.

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