tradermonty/claude-trading-skills: Claude Skills for structured investing and trading decisions
Claude Skills organizes market review, sizing, trade plans, and journaling for time-constrained investors without issuing buy or sell signals.
GitHub tradermonty/claude-trading-skills Updated 2026-11-14 Branch main Stars 4.2K Forks 865
Python Claude Code Skills FMP API Technical analysis and trading strategies Linux/Windows/macOS

🧭 Decision Guide

Try it if you

  • You center your portfolio on ETFs, dividend stocks, and long-term investing, while adding disciplined swing trading.
    The README introduction and Who This Is For describe long-term investing, ETFs, and dividend stocks as the core, with swing trading as a satellite strategy.
  • You need to manage risk before finding candidates and want to record trading decisions.
    The README's Who This Is For and Core Skill Areas list exposure-coach, pre-trade-discipline-gate, and trader-memory-core.
  • You do not yet have FMP, FINVIZ, or Alpaca subscriptions but can provide public CSVs, chart screenshots, or local files.
    The README's No API Key Starter Path lists five skills without API keys and describes their input limitations.
  • You want to compare covered calls, spreads, or straddles with Black-Scholes.
    The README's Options Strategy Development section explicitly lists Options Strategy Advisor and Black-Scholes.

Skip it if you

  • You need a fully automated trading, signal-outsourcing, or short-term scalping system.
    The README's Who This Is For explicitly excludes fully automated trading, signal outsourcing, and short-term scalping.
  • You expect the project to make buy or sell decisions for you or guarantee profitability.
    The README states that the goal is not to outsource buy/sell decisions to AI and that it is not a signal service or profitability promise.
  • Your environment is not Linux, Windows, or macOS and cannot use Python 3.11 through 3.13.
    The README's Supported platforms section lists Linux, Windows, macOS, and Python 3.11 through 3.13 for the shared project environment.
  • You require an existing formal package release or a stable release channel.
    Project metadata shows zero releases and the latest version as No releases.

Requirements

  • {'text': 'The shared project environment supports Python 3.11 through 3.13 on Linux, Windows, and macOS.', 'text_en': 'The shared project environment supports Python 3.11 through 3.13 on Linux, Windows, and macOS.'}
  • {'text': 'Some skills require FMP, FINVIZ Elite, or Alpaca APIs; skills-index.yaml is authoritative.', 'text_en': 'Some skills require FMP, FINVIZ Elite, or Alpaca APIs; skills-index.yaml is authoritative.'}
  • {'text': "FMP's free tier provides 250 requests per day and requires FMP_API_KEY.", 'text_en': "FMP's free tier provides 250 requests per day and requires FMP_API_KEY."}
  • {'text': 'The no-API-key path still requires public CSVs, chart screenshots, or local files.', 'text_en': 'The no-API-key path still requires public CSVs, chart screenshots, or local files.'}

First step (verbatim from README)

export FMP_API_KEY=your_key_here

Watch out

  • When the README conflicts with other documentation, skills-index.yaml and workflows/*.yaml are canonical.
    README section: Canonical source.
  • No API key does not mean no external data; market-breadth-analyzer still needs public CSVs.
    README note in No API Key Starter Path.
  • FINVIZ Elite is not free; it costs $39.50 per month or $299.50 per year.
    README section: API Setup, FINVIZ Elite API.
  • Alpaca live mode requires ALPACA_PAPER=false and Alpaca MCP Server configuration.
    README section: API Setup, Alpaca Trading API.

Not stated in the README

  • The provided README material does not include complete installation commands or per-skill installation steps.
  • The provided README material does not explain the exact configuration steps for Claude Web App and Claude Code.
  • The provided README material does not provide the per-skill API dependencies, input formats, or output latency.
  • The provided README material does not provide test coverage, production stability, or live-market data accuracy metrics.
  • The provided README material does not explain the compatibility commitment associated with having zero formal releases.
  • The provided README material does not explain storage and privacy handling for trading data, API keys, or local journals.

💡 Deep Analysis

6
Yes I maintain this MIT-licensed project and have added or changed a Claude Skill. Does the repository provide a clear index-and-generation workflow to keep the catalog, skill descriptions, and quality dashboard consistent?
For: A contributor maintaining the open-source repository who updates the skill catalog through `skills-index.yaml` and a Python generation script

Yes, because the README designates skills-index.yaml as the authoritative source for skill metadata and provides an exact catalog-generation command.

  • The Detailed Skill Catalog says to edit skills-index.yaml when changing a skill description, then run scripts/generate_catalog_from_index.py.
  • The catalog, workflow configurations, compatibility matrix, and quality dashboard together document maintenance and usage.
  • Project data lists the MIT License, which permits reading, modifying, and extending the project.
  • The README also asks contributors to review the changelog and release compatibility and migration policy before updating, helping control change impact.

However, the repository has no formal releases, and the supplied information does not say whether the generation script has automated tests, CI blocking rules, or post-generation diff checks.

  • README: "The detailed catalog below is auto-generated from `skills-index.yaml` by `scripts/generate_catalog_from_index.py`"
  • README: "To update a skill's description, edit its `skills-index.yaml` entry and re-run the generator"
  • Project data: license is MIT License; main language is Python
  • README: "See the Changelog ... and the release compatibility and migration policy before updating"
python3 scripts/generate_catalog_from_index.py
Not stated in the README:The README does not say whether the script overwrites manual edits, exits on validation failure, or is enforced by CI.;It does not provide contributor counts, test coverage, or concrete quality-dashboard thresholds.
Yes I already use Alpaca paper trading and want to connect market regime analysis, `position-sizer`, `pre-trade-discipline-gate`, and trade review into one workflow. Is this project suitable without turning analysis into live orders by default?
For: An individual trader who wants to use the Alpaca paper-trading API but is not yet ready to switch to live trading

Yes, provided that Alpaca remains explicitly in paper-trading mode; the project is designed for decision support rather than automated trading.

  • The README requires an Alpaca MCP Server and configuration through ALPACA_API_KEY, ALPACA_SECRET_KEY, and ALPACA_PAPER.
  • Its example sets ALPACA_PAPER to "true" and states that "false" means live trading, giving paper mode an explicit switch.
  • The market-regime-daily example ends with an Exposure Coach posture for human review rather than an order.
  • position-sizer, pre-trade-discipline-gate, and signal-postmortem cover risk calculation, pre-trade discipline, and post-trade review.

However, the README does not describe live-order permission isolation, duplicate-order prevention, failure handling, or an approval API. Paper mode should not be interpreted as a complete production safety system.

  • README: "Requires Alpaca MCP Server configuration"
  • README: `export ALPACA_PAPER="true" # or "false" for live trading`
  • README: "market-regime-daily workflow ends with an Exposure Coach posture for human review, not an order"
  • Core Skill Areas: `position-sizer`, `pre-trade-discipline-gate`, and `signal-postmortem`
export ALPACA_PAPER="true"  # or "false" for live trading
Not stated in the README:The README does not say whether workflows can submit Alpaca orders directly or only generate plans for external execution.;It does not describe permission, approval, or recovery layers separating paper and live trading.
It depends I share a Claude Code environment across Linux, Windows, and macOS. The root project uses Python 3.11–3.13, while some standalone skills retain a Python 3.9 source floor. Is the compatibility model sufficient for cross-platform deployment?
For: A developer integrating the skills with Claude Code on Linux, Windows, or macOS while maintaining a Python 3.11–3.13 root environment

It depends, because the README defines platform and Python ranges but does not claim that every combination within those ranges is CI-verified.

  • The shared project environment supports Linux, Windows, macOS, and Python 3.11–3.13.
  • Standalone packaged skills retain a Python 3.9 source floor, so the root-project version range should not be treated as a universal runtime guarantee for every skill.
  • The README states that only root-project combinations exercised by CI count as supported; other combinations are best-effort and unverified.
  • It also directs users to the compatibility matrix, changelog, and release compatibility and migration policy before updating. Project data reports release_count: 0, so there is no formal release version to lock onto.

It is therefore suitable for developers who can validate and pin a commit themselves, but not ideal as a dependency with a fully certified compatibility matrix.

  • README: "supports Python 3.11 to 3.13 on Linux, Windows, and macOS"
  • README: "Packaged standalone skills retain a Python 3.9 source floor"
  • README: "A root-project combination counts as supported only if it is exercised by the project's CI"
  • Project data: main language is Python; release count is 0
Not stated in the README:The supplied README excerpt does not include the exact compatibility matrix, so CI coverage for a particular OS, Python patch version, and skill combination cannot be confirmed.;It does not describe Claude Code installation, path, or permission differences across the three operating systems.
Yes I use ETFs and dividend stocks as my core holdings and only want to run VCP or CANSLIM swing trades when market conditions are favorable. Can this project connect review, position sizing, and trade planning instead of merely giving me stock signals?
For: A time-constrained individual investor whose core holdings are long-term investments, ETFs, and dividend stocks, with limited time for disciplined swing trading

Yes, because it explicitly targets time-constrained investors with long-term, ETF, and dividend-stock cores plus disciplined swing trading as a satellite strategy; it is not presented as a signal service.

  • The market-regime-daily workflow ends with an Exposure Coach posture for human review rather than an order.
  • vcp-screener, canslim-screener, and breakout-trade-planner cover opportunity discovery and trade planning.
  • position-sizer, pre-trade-discipline-gate, and technical-analyst can place risk, technical conditions, and pre-trade checks in one workflow.
  • trader-memory-core and Weekly Performance Digest record realized outcomes and process lessons.

The README does not establish stable profitability, nor does it specify whether all skills use identical default assumptions when composed.

  • README: "designed for investors who use long-term investing, ETFs, and dividend stocks as their core, while using disciplined swing trading as a satellite strategy"
  • README: "The goal is not to outsource buy/sell decisions to AI"
  • Core Skill Areas: `vcp-screener`, `canslim-screener`, `position-sizer`, `pre-trade-discipline-gate`, `trader-memory-core`
  • README: "market-regime-daily workflow ends with an Exposure Coach posture for human review, not an order"
Not stated in the README:The README does not specify the exact data handoff format when VCP, CANSLIM, position sizing, and market-regime skills are composed.;It does not say whether the workflows use different default risk assumptions for ETFs, dividend stocks, and swing positions.
Yes I do not want to buy FINVIZ Elite and currently have no FMP or Alpaca API key. Can I start with public CSV files, chart screenshots, and local YAML to run market breadth, position sizing, trade memory, and signal postmortems?
For: An individual investor who wants to validate the workflow using public CSV files, screenshots, and local files before subscribing to FMP, FINVIZ Elite, or Alpaca

Yes, because the project explicitly provides a no-paid-API starter path, although that does not mean completely offline operation or zero data preparation.

  • The project insight identifies five no-API capabilities: market breadth, uptrend participation, position sizing, trade memory, and signal postmortems.
  • The README says to check offline alternatives for individual skills and supports public CSV files, chart screenshots, and local files as inputs.
  • FMP’s free tier allows 250 requests per day, while FINVIZ Elite costs $39.50 per month or $299.50 per year, so you can begin without configuring those services.
  • Input quality, freshness, and field definitions can still affect results, and the README does not provide a complete sample file or minimum-field list for every offline skill.

A sensible first move is to use the project’s skill navigator to select an API-free path rather than configuring a trading interface immediately.

  • Project insight: the no-paid-API path includes market breadth, uptrend participation, position sizing, trade memory, and signal postmortems
  • README, API Requirements: "Check the individual skill guides for mode-specific prerequisites and offline alternatives"
  • README, API Setup: "Free tier: 250 requests/day" and "$39.50/month or $299.50/year"
  • Project insight: inputs include APIs, public CSV files, chart screenshots, and local YAML
Not stated in the README:The README does not list the minimum CSV columns, screenshot format, or date range required by each no-API skill.;It does not say whether offline inputs produce the same complete outputs or quality checks as API mode.
It depends I mainly hold US stocks and ETFs and want to compare covered calls, spreads, and straddles with Black-Scholes, earnings calendars, technical analysis, and Greeks. Is this project suitable for research without treating its output as certain trade advice?
For: An individual investor mainly holding US stocks and ETFs who needs Black-Scholes options research, earnings calendars, and Greeks

It depends, because the project covers this options-research chain while explicitly positioning itself as a workflow and decision-support toolkit rather than a profitability promise or deterministic advisory system.

  • Options Strategy Advisor can simulate and compare strategies with Black-Scholes and review Greeks and P/L scenarios.
  • The README’s Options Strategy Development workflow also combines Technical Analyst, Earnings Calendar, and US Stock Analysis.
  • The project focuses on US stocks, ETFs, options, and related market data, but it does not promise applicability to other markets’ tax rules, contract conventions, or liquidity conditions.
  • Backtests and model outputs remain affected by data quality, slippage, trading costs, sample selection, and overfitting; the project insight warns against treating AI analysis as a certain signal.

It is suitable for structured research, but not for deploying options capital solely from model output.

  • README, Options Strategy Development: "simulate and compare options strategies using Black-Scholes pricing"
  • README: "Review Greeks and P/L scenarios"
  • README: the workflow combines `Technical Analyst`, `Earnings Calendar`, and `US Stock Analysis`
  • Project insight: backtests are affected by trading costs, slippage, data bias, and overfitting
Not stated in the README:The README does not identify the options-chain data provider, its latency, or the coverage of tradable contracts.;It does not say whether the Black-Scholes implementation accounts for volatility surfaces, early exercise, dividends, or liquidity costs.

✨ Highlights

  • Covers market regimes, ETFs, dividends, swing trades, and options strategies
  • Includes workflow skills such as position-sizer and trader-memory-core
  • The no-API-key path includes five skills that can run manually
  • FMP's free tier allows 250 requests per day; FINVIZ costs $39.50 per month

🔧 Engineering

  • Uses market-regime-daily and Exposure Coach for human market-risk review
  • Uses position-sizer for sizing and trader-memory-core for trade journaling
  • Options Strategy Advisor compares options strategies with Black-Scholes

⚠️ Risks

  • The README explicitly says it is not a signal service and promises no profitability
  • It is not designed for fully automated trading, signal outsourcing, or scalping
  • API requirements vary by skill and must be checked in skills-index.yaml
  • The no-API path still needs public CSVs, chart screenshots, or local files

👥 For who?

  • Time-constrained individual investors centered on long-term holdings and ETFs
  • Investors seeking disciplined swing trading alongside a core portfolio
  • Traders who want risk management before finding trade candidates
  • Developers using Claude Code and Python 3.11 through 3.13