Claude Trading Skills

A set of skills for individual investors and traders: market review, stock screening, technical analysis, trade planning, journaling and post-trade review

  • 3,800 ★ on the repository
  • Last commit
  • MIT
Skill

Broad access

Why this level

  • Works with broker and market data APIs and keeps their keys in environment variables
  • Deals with real money and trading decisions, though it places no orders itself
All reasons and checks

tradermonty/claude-trading-skills

Install

In your terminal, with SkillFoxx CLI

npx skillfoxx add skills/claude-trading-skills

Detects the agents on your machine, shows the access level and pins the version.

Other ways to install

Access and checks

How we review

Broad accessThe tool can change data, run commands or handle secrets.

  • Works with broker and market data APIs and keeps their keys in environment variables
  • Deals with real money and trading decisions, though it places no orders itself

This is third-party code. Review the repository files before installing.

What it does

The set gives the agent a Core plus Satellite workflow: a long-term portfolio as the base and disciplined swing trading as a satellite when the market allows. More than 70 skills are grouped by area, market regime, portfolio, swing candidate screening, trade planning, trade memory and strategy research, and a navigator skill routes a natural-language goal to the right workflow. Skills size positions, keep a thesis journal and review closed trades, and support screening with methods such as VCP, CANSLIM and dividend strategies. Some skills need paid data APIs or broker access, while a five-skill starter set runs on public CSVs, chart screenshots and local files. The author stresses that the skills place no orders and do not replace your own judgment.

Who it is for. For individual investors and traders who combine long-term investing with disciplined swing trading and want a systematic process.

Good fit when

  • You want a regular review of market conditions and allowed risk before hunting for trades
  • You want to screen trade candidates with methods such as VCP, CANSLIM or dividend screening
  • You want to size positions, keep a trade journal and review outcomes

Not a fit when

  • You want fully automated trading or ready buy and sell signals
  • The task specifically needs paid data APIs that you do not have

Example request

Check the market conditions and tell me whether it is a good time to look for swing trades

Limitations

This is a decision-process tool, not investment advice and not a signal service. Some skills require paid APIs, FMP, FINVIZ Elite, the Alpaca broker, and keep their keys in environment variables. The five-skill starter set works without paid keys but still needs public CSVs, chart screenshots or local files. The skills place no orders and promise no returns; all decisions and tax and regulatory compliance stay with the user.

How to disable. Remove the skill folders from ~/.claude/skills/ or the project's .claude/skills/. If you uploaded .skill archives to the Claude web app, disable them under Skills.

FAQ

Does it give buy signals?

No. The author states plainly that this is not a signal service and not automated trading. The skills structure market review, risk and journaling, while decisions stay with the person.

Can I start without paid APIs?

Yes. The five starter skills run on public CSVs, screenshots and local files without keys. The rest need FMP, FINVIZ Elite or Alpaca.

Discussion

No questions or reviews yet.

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Comparison with similar tools

Cards that share the main search query, and how they differ.

ToolOfficialRepository starsMain difference
Claude Trading Skills (this card)no3,800
Day1Global Skillsno1,064five skills for investment research
Anti-Gambling Traderno1,179a skill and CLI that test a trade log with statistics
Vibe AStock data-accessno1,011A skill helps an agent retrieve Chinese-equity data and preserve source responses with timestamps and explicit gaps

README in short

The README describes a skill set for time-constrained investors, built on a Core plus Satellite model: a long-term portfolio as the base and swing trading as a satellite. Skills are grouped by area from market regime to strategy research, and the canonical skills-index.yaml plus the workflow manifests set the run order. It installs by copying folders into the Claude Code skills directory or uploading .skill archives to the web app. The project supports Python 3.9 to 3.13 on Linux, Windows and macOS. The author stresses the educational purpose and the absence of guarantees; MIT licensed.

README badge

Original SKILL.md

---
name: trading-skills-navigator
description: >-
  Recommend the right trading workflow, skillset, API profile, and setup path
  from a natural-language goal. Use this as the on-ramp when a user expresses a
  trading or investing goal and needs to know which skill/workflow to use, where
  to start, or whether something works without paid API keys.
---

# Trading Skills Navigator

The interactive on-ramp for this repository. It turns a user's goal into a
concrete recommendation: which **workflow** to run, which **skillset**
(skills-index category) it belongs to, the **API requirement**, and the
**setup path** for Claude Web App or Claude Code.

A new user faces 74 skills + 11 workflows with no router. This skill is that
router. It is **deterministic** - a Python recommender (`scripts/recommend.py`)
consumes the repo metadata; this SKILL.md narrates the result conversationally.

## When to Use

- The user expresses a trading/investing goal and asks where to start or which
  skill/workflow to use.
- The user asks what works **without paid API keys**.
- The user wants the no-API vs API path separated, or a beginner path.

Do **not** use this skill to execute trades, place orders, or auto-run other
skills. It recommends and explains only.

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