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Claude Trading Skills
tradermonty/claude-trading-skills
Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development.
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Install the skills
npx skills add tradermonty/claude-trading-skillsInstalls into Claude Code, Codex, Cursor, OpenCode and the other agents it finds on your machine.
git clone --depth 1 https://github.com/tradermonty/claude-trading-skills.git /tmp/claude-trading-skills
cp -r /tmp/claude-trading-skills ~/.claude/skills/claude-trading-skillsClaude Code reads ~/.claude/skills/ (or .claude/skills/ in a project). Other agents read the same SKILL.md format from their own skills folder.
Inside this repo
48 of 74 skills
backtest-expertExpert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest resu
skills/backtest-expertbreadth-chart-analystThis skill should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the US Stock Market Uptrend Stock Ratio charts. Use this skill when the user provides breadth chart images for analysis, requests market breadth assessment, positioning stratskills/breadth-chart-analystbreakout-trade-plannerGenerate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confirmation). Use when user has VCP screener results and wants actiskills/breakout-trade-plannercanslim-screenerScreen US stocks using William O'Neil's CANSLIM growth stock methodology. Use when user requests CANSLIM stock screening, growth stock analysis, momentum stock identification, or wants to find stocks with strong earnings and price momentum following O'Neil's investment system.skills/canslim-screenercontrarian-setup-gateSynthesize the three Jason Shapiro contrarian-pipeline verdicts (COT crowding, news-reaction failure, weekly price-action confirmation) into one actionable setup_status via a fail-closed precedence state machine. Pure, offline synthesis -- no network, no API keys, no computation beyond validation anskills/contrarian-setup-gatecot-contrarian-detectorDetect crowded speculative positioning in CFTC futures markets (COT report analysis) to find contrarian setups using Jason Shapiro's methodology. Screens large-speculator ("non-commercial") net positioning across 65 futures markets (indices, rates, FX, metals, energy, crypto) via the FMP Commitment skills/cot-contrarian-detectorcrypto-regime-analyzerQuantifies crypto market regime health using free, keyless public data (CoinGecko + Binance funding). Generates a 0-100 composite score across 6 components (100 = risk-on) with a posture recommendation. No API key required. Use when user asks about crypto market conditions, whether it's alt season, skills/crypto-regime-analyzerdata-quality-checkerValidate data quality in market analysis documents and blog articles before publication. Use when checking for price scale inconsistencies (ETF vs futures), instrument notation errors, date/day-of-week mismatches, allocation total errors, and unit mismatches. Supports English and Japanese content. Askills/data-quality-checkerdividend-growth-pullback-screenerUse this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI oversold conditions (RSI ≤40). This skill combines fundamental dividend analysis with technical timing indicators to identify buying opposkills/dividend-growth-pullback-screenerdowntrend-duration-analyzerAnalyze historical downtrend durations and generate interactive HTML histograms showing typical correction lengths by sector and market cap.skills/downtrend-duration-analyzerdrawdown-circuit-breakerEvaluate account-level drawdown circuit breaker rules from trader-memory-core state and decide whether new trade risk is allowed today. Uses realized P&L, losing-streak cooldowns, and weekly/monthly drawdown limits without any external API.skills/drawdown-circuit-breakerdual-axis-skill-reviewerReview skills in any project using a dual-axis method: (1) deterministic code-based checks (structure, scripts, tests, execution safety) and (2) LLM deep review findings. Use when you need reproducible quality scoring for `skills/*/SKILL.md`, want to gate merges with a score threshold (for example 9skills/dual-axis-skill-reviewerearnings-calendarThis skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API. Use this when the user requests earnings calendar data, wants to know which companies are reporting earnings in the upcoming week, or needs a weekly earnings review. The skill focuses on mskills/earnings-calendarearnings-trade-analyzerAnalyze recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position). Scores each stock 0-100 and assigns A/B/C/D grades. Use when user asks about earnings trade analysis, post-earnings momentum screening, earnings gap scorinskills/earnings-trade-analyzereconomic-calendar-fetcherFetch upcoming economic events and data releases using FMP API. Retrieve scheduled central bank decisions, employment reports, inflation data, GDP releases, and other market-moving economic indicators for specified date ranges (default: next 7 days). The script outputs raw JSON or text; the assistanskills/economic-calendar-fetcheredge-candidate-agentGenerate and prioritize US equity long-side edge research tickets from EOD observations, then export pipeline-ready candidate specs for trade-strategy-pipeline Phase I. Use when users ask to turn hypotheses/anomalies into reproducible research tickets, convert validated ideas into `strategy.yaml` + skills/edge-candidate-agentedge-concept-synthesizerAbstract detector tickets and hints into reusable edge concepts with thesis, invalidation signals, and strategy playbooks before strategy design/export.skills/edge-concept-synthesizeredge-hint-extractorExtract edge hints from daily market observations and news reactions, with optional LLM ideation, and output canonical hints.yaml for downstream concept synthesis and auto detection.skills/edge-hint-extractoredge-pipeline-orchestratorOrchestrate the full edge research pipeline from candidate detection through strategy design, review, revision, and export. Use when coordinating multi-stage edge research workflows end-to-end.skills/edge-pipeline-orchestratoredge-signal-aggregatorAggregate and rank signals from multiple edge-finding skills (edge-candidate-agent, theme-detector, sector-analyst, institutional-flow-tracker) into a prioritized conviction dashboard with weighted scoring, deduplication, and contradiction detection.skills/edge-signal-aggregatoredge-strategy-designerConvert abstract edge concepts into strategy draft variants and optional exportable ticket YAMLs for edge-candidate-agent export/validation.skills/edge-strategy-designeredge-strategy-reviewerCritically review strategy drafts from edge-strategy-designer for edge plausibility, overfitting risk, sample size adequacy, and execution realism. Use when strategy_drafts/*.yaml exists and needs quality gate before pipeline export. Outputs PASS/REVISE/REJECT verdicts with confidence scores.skills/edge-strategy-reviewerexposure-coachGenerate a one-page Market Posture summary with net exposure ceiling, growth-vs-value bias, participation breadth, and new-entry-allowed vs cash-priority recommendation by integrating signals from breadth, regime, and flow analysis skills.skills/exposure-coachfinviz-screenerBuild and open FinViz screener URLs from natural language requests. Use when user wants to screen stocks, find stocks matching criteria, filter by fundamentals or technicals, or asks to open FinViz with specific conditions. Supports both Japanese and English input (e.g., "高配当で成長している小型株を探したい", "Find skills/finviz-screenerftd-detectorDetects Follow-Through Day (FTD) signals for market bottom confirmation using William O'Neil's methodology. Dual-index tracking (S&P 500 + NASDAQ) with state machine for rally attempt, FTD qualification, and post-FTD health monitoring. Use when user asks about market bottom signals, follow-through dskills/ftd-detectorfutures-position-sizerCalculate contract-based futures position sizes from a direction, entry, and stop-loss, using verified per-symbol contract specs (multiplier, tick size, tick value). Use when the user asks how many futures contracts to trade, wants to size a futures position (ES, NQ, ZB, GC, CL, 6E/E6, VX, BT, ...),skills/futures-position-sizerfxmacrodata-calendarFetch official FXMacroData macro release-calendar events for trade planning, macro regime checks, and event-risk filters. Use before CPI, NFP, GDP, PCE, retail sales, PMI, and central-bank decision windows.skills/fxmacrodata-calendaribd-distribution-day-monitorDetect IBD-style Distribution Days for QQQ/SPY (close down at least 0.2% on higher volume), track 25-session expiration and 5% invalidation, count d5/d15/d25 clusters, classify market risk (NORMAL/CAUTION/HIGH/SEVERE), and emit TQQQ/QQQ exposure recommendations. Use after market close, before TQQQ eskills/ibd-distribution-day-monitorinstitutional-flow-trackerUse this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by fskills/institutional-flow-trackerkanchi-dividend-review-monitorMonitor dividend portfolios with Kanchi-style forced-review triggers (T1-T5) and convert anomalies into OK/WARN/REVIEW states without auto-selling. Use when users ask for 減配検知, 8-Kガバナンス監視, 配当安全性モニタリング, REVIEWキュー自動化, or periodic dividend risk checks.skills/kanchi-dividend-review-monitorkanchi-dividend-sopConvert Kanchi-style dividend investing into a repeatable US-stock operating procedure. Use when users ask for かんち式配当投資, dividend screening, dividend growth quality checks, PERxPBR adaptation for US sectors, pullback limit-order planning, or one-page stock memo creation. Covers screening, deep dive,skills/kanchi-dividend-sopkanchi-dividend-us-tax-accountingProvide US dividend tax and account-location workflow for Kanchi-style income portfolios. Use when users ask about qualified vs ordinary dividends, 1099-DIV interpretation, REIT/BDC distribution treatment, holding-period checks, or taxable-vs-IRA account placement decisions for dividend assets.skills/kanchi-dividend-us-tax-accountingmacro-regime-detectorDetect structural macro regime transitions (1-2 year horizon) using cross-asset ratio analysis. Analyze RSP/SPY concentration, yield curve, credit conditions, size factor, equity-bond relationship, and sector rotation to identify regime shifts between Concentration, Broadening, Contraction, Inflatioskills/macro-regime-detectormanifoldbt-backtesterRuns a declarative strategy spec over OHLCV bars with the manifoldbt Rust engine, pairs the fill log into round trips, and emits the eight inputs the backtest-expert skill scores. Use when the user wants to execute a backtest, measure a rule they have described, obtain win rate / average win / averaskills/manifoldbt-backtestermarket-breadth-analyzerQuantifies market breadth health using TraderMonty's public CSV data. Generates a 0-100 composite score across 6 components (100 = healthy). No API key required. Use when user asks about market breadth, participation rate, advance-decline health, whether the rally is broad-based, or general market hskills/market-breadth-analyzermarket-environment-analysisComprehensive market environment analysis and reporting tool. Analyzes global markets including US, European, Asian markets, forex, commodities, and economic indicators. Provides risk-on/risk-off assessment, sector analysis, and technical indicator interpretation. Triggers on keywords like market anskills/market-environment-analysismarket-news-analystThis skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. Use this skill when the user requests analysis of major financial news from the past 10 days, wants to understand market reactions to monetary policy decisions (FOMC, ECB, BOskills/market-news-analystmarket-top-detectorAssesses heuristic market top risk using O'Neil Distribution Days, Minervini Leading Stock Deterioration, and Monty Defensive Sector Rotation. Generates a 0-100 composite score with risk zone classification. Use when user asks about market top risk, distribution days, defensive rotation, leadership skills/market-top-detectormt5-robot-testerSelect the best MetaTrader 5 trading robots (Expert Advisors) that have not been backtested yet, by running the MT5 Strategy Tester from the command line through a 3-round pipeline. Use when the user wants to batch-test MT5 bots/EAs, screen robots across all symbols, optimize EA parameters, or move skills/mt5-robot-testernews-reaction-failure-analyzerJudge whether a market FAILED to react to news favorable to a crowded speculative position — step 2 of Jason Shapiro's COT contrarian process. Consumes a cot-contrarian-detector report (or an explicit direction) plus a Claude-curated events JSON, fetches the underlying price series with a documentedskills/news-reaction-failure-analyzeroptions-strategy-advisorOptions trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnings skills/options-strategy-advisorpair-trade-screenerStatistical arbitrage tool for identifying and analyzing pair trading opportunities. Detects cointegrated stock pairs within sectors, analyzes spread behavior, calculates z-scores, and provides entry/exit recommendations for market-neutral strategies. Use when user requests pair trading opportunitieskills/pair-trade-screenerparabolic-short-trade-plannerScreen US equities for parabolic exhaustion patterns and generate conditional pre-market short plans, then evaluate intraday trigger fires from live 5-min bars. Phase 1 daily 5-factor scorer (MA extension / acceleration / volume climax / range expansion / liquidity), Phase 2 per-candidate plans for skills/parabolic-short-trade-plannerpead-screenerScreen post-earnings gap-up stocks for PEAD (Post-Earnings Announcement Drift) patterns. Analyzes weekly candle formation to detect red candle pullbacks and breakout signals. Supports two input modes - FMP earnings calendar (Mode A) or earnings-trade-analyzer JSON output (Mode B). Use when user asksskills/pead-screenerportfolio-managerComprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk askills/portfolio-managerposition-sizerCalculate risk-based position sizes for long stock trades. Use when user asks about position sizing, how many shares to buy, risk per trade, Kelly criterion, ATR-based sizing, fractional-share sizing, or portfolio risk allocation. Supports stop-loss distance calculation, volatility scaling, and sectskills/position-sizerpre-trade-discipline-gateEvaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision for trader-memory-core review.skills/pre-trade-discipline-gateresidual-edge-analyzerSeparate a strategy return series into declared baseline exposure and residual edge with returns-based OLS attribution, HAC inference, rolling stability, alternate-baseline sensitivity, and regime breakdowns. Use when evaluating whether backtest, out-of-sample, or live returns contain independent alskills/residual-edge-analyzerDocumentation
README
Claude Trading Skills
Claude Trading Skills started as a personal project to use AI to improve my own trading process.
Claude Trading Skills is a Claude Skills-based trading workflow toolkit for time-constrained individual investors.
It is designed for investors who use long-term investing, ETFs, and dividend stocks as their core, while using disciplined swing trading as a satellite strategy when market conditions are favorable.
The goal is not to outsource buy/sell decisions to AI. The goal is to structure market review, risk management, trade planning, journaling, and continuous improvement. It is open source because the workflows, checklists, and review habits behind better trading decisions can improve through shared practice.
This is not a signal service or a promise of profitability. It is a toolkit for traders who want to build a better decision process.
The project follows a first for self, open for others stance: it is built first as a practical workflow the author uses, then shared openly for others who face similar constraints.
📖 Documentation site: https://tradermonty.github.io/claude-trading-skills/
Project vision: PROJECT_VISION.md
日本語版READMEはREADME.ja.mdをご覧ください。
Disclaimer
This repository is for educational, research, and process-improvement purposes only. It is not financial advice, investment advisory service, tax advice, legal advice, a signal service, or a broker execution platform. Trading and investing involve risk, including loss of principal. Past performance, backtests, screens, reports, and AI-generated analysis do not guarantee future results. All trading decisions, position sizing, tax/regulatory compliance, and broker usage are the user's responsibility.
The project is provided under the MIT License, AS IS, WITHOUT WARRANTY.
Who This Is For
This repository is designed for:
- Time-constrained individual investors
- Long-term investors who also want disciplined swing-trading upside
- Dividend and ETF investors who want structured portfolio review
- Traders who want to manage risk before finding trade candidates
- Investors who want to journal and improve their decision process
It is not designed for fully automated trading, signal outsourcing, or short-term scalping.
Recommended Starting Path
New users should start with one of these operational workflows. Each link points to a machine-readable manifest under workflows/ that names the exact skills, decision gates, and artifacts in order.
| Goal | Workflow | Anchor Skills | API Profile |
|---|---|---|---|
| 15-minute daily market check | market-regime-daily |
market-breadth-analyzer, uptrend-analyzer, exposure-coach | No API for basic path |
| Weekly long-term portfolio review | core-portfolio-weekly (sample) |
portfolio-manager, kanchi-dividend-review-monitor, trader-memory-core | Alpaca required; manual CSV is a degraded fallback |
| Find swing candidates only when risk is allowed | swing-opportunity-daily (sample) |
vcp-screener, drawdown-circuit-breaker, technical-analyst, position-sizer, trader-memory-core, pre-trade-discipline-gate | FMP for screeners; local state for risk and discipline gates |
| Record and learn from every closed trade | trade-memory-loop |
trader-memory-core, signal-postmortem | No API for manual path |
| Review monthly performance and adjust rules | monthly-performance-review (sample) |
trader-memory-core, signal-postmortem, backtest-expert | No API for manual path |
See workflows/README.md for how to read a manifest and run it manually. For a one-page "which workflow fits my situation?" guide, see Find Your Workflow (日本語).
New here? Follow Your First Week (日本語) from installation through a no-paid-data-API market check, first journal entry, and first weekly review.
See Example Outputs
These visual excerpts use fictional data to show the kinds of results you can review before setting up a skill. They are illustrations, not live market readings or trading instructions.
Select a preview to open the full-size SVG; on a phone, zoom after opening.
Choose a workflow: Trading Skills Navigator recommends a starting path from your goal.
Review market risk: The market-regime-daily workflow ends with an Exposure Coach posture for human review, not an order.
Learn from closed trades: Weekly Performance Digest summarizes realized outcomes and process lessons.
What This Actually Costs
Claude Web Skills are currently available on Free, Pro, Max, Team, and Enterprise accounts; see Anthropic's current Skills help because access can change. Claude Code has separate account requirements, and the Claude.ai Free plan does not include it; see the Claude Code setup guide. FMP, FINVIZ Elite, and Alpaca are optional data or broker integrations for specific workflows. The five-skill starter path below works with public CSVs, chart screenshots, and local files, so it does not require a paid market-data API subscription.
No API Key Starter Path
If you do not have FMP / FINVIZ / Alpaca subscriptions, start with these five skills and run them manually:
market-breadth-analyzer— public CSV breadth scoring; no API keyuptrend-analyzer— public CSV uptrend participation; no API keyposition-sizer— pure calculation; no I/Otrader-memory-core— local YAML journalingsignal-postmortem— review framework
This path lets you review market conditions, size trades, journal decisions, and review outcomes without paid data APIs. Note: "no API" does not mean "no external data" — these skills still need public CSVs, chart screenshots, or local files. See each skill's integrations: entry in skills-index.yaml for exact input requirements.
Canonical source:
skills-index.yamlis the authoritative index of all skills. If this README,CLAUDE.md, or docs disagree with the index, the index is correct. The same applies to multi-skill workflows —workflows/*.yamlis canonical.
Repository Layout
skills/<skill-name>/– Source folder for each trading skill. ContainsSKILL.md, reference material, and any helper scripts.skills-index.yaml– Canonical metadata index for every skill (id, category, integrations, workflows back-references).workflows/– Operational workflow manifests for the Core + Satellite routines (canonical, validator-enforced via--strict-workflows).skill-packages/– Pre-built.skillarchives ready to upload to Claude's web app Skills tab.docs/– Documentation site content, generated skill pages, anddocs/dev/metadata-and-workflow-schema.md(schema spec).scripts/– Repository-level automation, including the schema validator and one-shot bootstrap helper.skillsets/– Purpose-specific install bundles defining required / recommended / optional skills for major goals (5 skillsets shipped: market-regime, core-portfolio, swing-opportunity, trade-memory, strategy-research; consumed by the Navigator).
Getting Started
First time here? Read the FAQ for plan, cost, safety, and scope answers.
See the Changelog for changes and the release compatibility and migration policy before updating an installed skill.
Use with Claude Web App
- Open the latest GitHub Release and download the
.skillasset that matches the skill you want, plusSHA256SUMS. Verify its hash as described in the release policy. If the Releases page is empty, follow the source-folder installation path below or build a local package withscripts/package_skills.py. - For an individual account, open Settings > Capabilities and enable Code execution and file creation. Team and Enterprise users may need an organization owner to enable Skills.
- Open Customize > Skills, upload the ZIP, confirm it appears in the list, and enable it if needed (see Anthropic's current Skills help).
Use with Claude Code (desktop or CLI)
- Clone or download this repository.
- Copy the desired skill folder (e.g.,
backtest-expert) to~/.claude/skills/for personal use or.claude/skills/inside a project (see the Claude Code setup guide). - Claude Code detects changes in an existing skills directory. Restart it only if you created the top-level skills directory after the session started.
Tip:
.skillpackages are built from the source folders with tests and local build artifacts omitted. Edit a source folder if you want to customize a skill, then runpython3 scripts/package_skills.py --skill <skill-name>before uploading to the web app.
Supported platforms
The shared project environment supports Python 3.11 to 3.13 on Linux, Windows, and macOS. Packaged standalone skills retain a Python 3.9 source floor. A root-project combination counts as supported only if it is exercised by the project's CI; other combinations in that range are best-effort and unverified. See docs/dev/compatibility-matrix.md for the exact supported matrix and how it is enforced.
Companion Work Package
Want a ready-to-run agent-style workflow? See the companion Hermes Trading Research Agent Work Package.
It packages these skills into a Hermes profile with task-oriented slash-command routines such as
/pre-market-routine, /after-close-review, /trade-journal, /weekly-portfolio-review, and
/monthly-performance-review.
This is a research, journaling, and risk-review assistant, not an automated trading system. It does not place orders, provide a signal service, or run hidden scheduled jobs; human decision gates remain central.
Core Skill Areas
This repository contains skills across the following areas:
| Area | Example Skills |
|---|---|
| Market Regime | market-breadth-analyzer, uptrend-analyzer, exposure-coach |
| Core Portfolio | portfolio-manager, value-dividend-screener, kanchi-dividend-sop |
| Swing Opportunities | vcp-screener, canslim-screener, breakout-trade-planner |
| Trade Planning | position-sizer, technical-analyst, pre-trade-discipline-gate |
| Trade Memory | trader-memory-core, signal-postmortem |
| Strategy Research | backtest-expert, manifoldbt-backtester, edge-pipeline-orchestrator |
| Advanced Satellite | parabolic-short-trade-planner, earnings-trade-analyzer, options-strategy-advisor |
The detailed catalog below is auto-generated from skills-index.yaml by scripts/generate_catalog_from_index.py. To update a skill's description, edit its skills-index.yaml entry and re-run the generator (python3 scripts/generate_catalog_from_index.py). For a more navigable version, use the documentation site. For an auto-generated overview of skill lifecycle, test coverage, and runtime health, see the Quality Dashboard.
Detailed Skill Catalog
Market Regime
| Skill | Summary | Integrations | Role | Status |
|---|---|---|---|---|
Breadth Chart Analyst (breadth-chart-analyst) |
This skill should be used when analyzing market breadth charts, specifically the S&P 500 Breadth Index (200-Day MA based) and the US Stock Market Uptrend Stock Ratio charts. | chart_image required |
standalone | production |
COT Contrarian Detector (cot-contrarian-detector) |
Detects crowded speculative (large-speculator) positioning in CFTC futures markets using Commitment of Traders data, implementing step 1 of Jason Shapiro's contrarian methodology. | fmp required |
workflow_step | production |
Crypto Regime Analyzer (crypto-regime-analyzer) |
Quantifies crypto market regime health (0-100 composite, 100 = risk-on) from six components using free keyless public data. | coingecko required, binance_funding recommended, prices_json optional |
standalone | beta |
Downtrend Duration Analyzer (downtrend-duration-analyzer) |
Analyze historical downtrend durations and generate interactive HTML histograms showing typical correction lengths by sector and market cap. | local_calculation — |
research_only | production |
Exposure Coach (exposure-coach) |
Generate a one-page Market Posture summary with net exposure ceiling, growth-vs-value bias, participation breadth, and new-entry-allowed vs cash-priority recommendation by integrating signals from breadth, regime, and flow analysis skills. | local_calculation — |
workflow_step | production |
FTD Detector (ftd-detector) |
Detects Follow-Through Day (FTD) signals for market bottom confirmation using William O'Neil's methodology. | fmp required |
standalone | production |
IBD Distribution Day Monitor (ibd-distribution-day-monitor) |
Detect IBD-style Distribution Days for QQQ/SPY (close down at least 0.2% on higher volume), track 25-session expiration and 5% invalidation, count d5/d15/d25 clusters, classify market risk (NORMAL/CAUTION/HIGH/SEVERE), and emit TQQQ/QQQ... | fmp required |
standalone | production |
Macro Regime Detector (macro-regime-detector) |
Detect structural macro regime transitions (1-2 year horizon) using cross-asset ratio analysis. | yfinance required, fmp optional |
workflow_step | production |
Market Breadth Analyzer (market-breadth-analyzer) |
Quantifies market breadth health using TraderMonty's public CSV data. | public_csv required |
workflow_step | production |
Market Environment Analysis (market-environment-analysis) |
Comprehensive market environment analysis and reporting tool. | websearch required, chart_image optional |
workflow_step | production |
Market News Analyst (market-news-analyst) |
This skill should be used when analyzing recent market-moving news events and their impact on equity markets and commodities. | websearch required |
workflow_step | production |
Market Top Detector (market-top-detector) |
Assesses heuristic market top risk using O'Neil Distribution Days, Minervini Leading Stock Deterioration, and Monty Defensive Sector Rotation. | public_csv required |
workflow_step | production |
News Reaction Failure Analyzer (news-reaction-failure-analyzer) |
Judges whether a market failed to react to news favorable to a crowded speculative position, implementing step 2 of Jason Shapiro's contrarian methodology with a Monte-Carlo-verified drift-significance verdict test. | fmp required, websearch required |
workflow_step | production |
Sector Analyst (sector-analyst) |
This skill should be used when analyzing sector rotation patterns and market cycle positioning. | chart_image required |
workflow_step | production |
Uptrend Analyzer (uptrend-analyzer) |
Analyzes market breadth using Monty's Uptrend Ratio Dashboard data to diagnose the current market environment. | public_csv required |
workflow_step | production |
US Market Bubble Detector (us-market-bubble-detector) |
Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. | user_input required |
standalone | production |
Core Portfolio
| Skill | Summary | Integrations | Role | Status |
|---|---|---|---|---|
Dividend Growth Pullback Screener (dividend-growth-pullback-screener) |
Use this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI oversold conditions (RSI ≤40). | fmp required, finviz recommended |
workflow_step | production |
Kanchi Dividend Review Monitor (kanchi-dividend-review-monitor) |
Monitor dividend portfolios with Kanchi-style forced-review triggers (T1-T5) and convert anomalies into OK/WARN/REVIEW states without auto-selling. | fmp recommended |
workflow_step | production |
Kanchi Dividend SOP (kanchi-dividend-sop) |
Convert Kanchi-style dividend investing into a repeatable US-stock operating procedure. | fmp recommended |
workflow_step | production |
Kanchi Dividend US Tax Accounting (kanchi-dividend-us-tax-accounting) |
Provide US dividend tax and account-location workflow for Kanchi-style income portfolios. | local_calculation — |
workflow_step | production |
Portfolio Manager (portfolio-manager) |
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. | alpaca optional |
workflow_step | production |
US Undervalued Growth Screener (us-undervalued-growth-screener) |
Screen and rank US-listed small- and mid-cap undervalued-growth stocks with a generated stable-first FMP client, persistent SQLite cache, adaptive listing enumeration, FY1 estimate normalization, verified 20-day liquidity, deterministic four-lane discovery, forward same-basis valuation, standard and SBC-adjusted FCF, dilution, peer, cycle and LOE controls, strict final evaluation, prepublication audit, and a self-contained evidence bundle. | fmp recommended, alternate_market_data optional, sec_edgar required, company_ir required, official_macro required, local_calculation — |
standalone | beta |
Value Dividend Screener (value-dividend-screener) |
Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). | fmp required, finviz recommended |
workflow_step | production |
Swing Opportunity
| Skill | Summary | Integrations | Role | Status |
|---|---|---|---|---|
Breakout Trade Planner (breakout-trade-planner) |
Generate Minervini-style breakout trade plans from VCP screener output with worst-case risk calculation, portfolio heat management, and Alpaca-compatible order templates (stop-limit bracket for pre-placement, limit bracket for post-confi... | local_calculation — |
workflow_step | production |
CANSLIM Screener (canslim-screener) |
Screen US stocks using William O'Neil's CANSLIM growth stock methodology. | fmp required |
workflow_step | production |
Finviz Screener (finviz-screener) |
Build and open FinViz screener URLs from natural language requests. | finviz optional |
standalone | production |
Stockbee Exhaustion Hammer Screener (stockbee-exhaustion-hammer-screener) |
Screen US stocks for Stockbee-style selling-exhaustion hammer candidates using quality/liquidity gates, prior momentum, pullback depth, undercut/reclaim, hammer geometry, volume confirmation, market gate, and risk-distance filters. | fmp required, prices_json optional, profiles_json optional, local_calculation — |
workflow_step | beta |
Stockbee Momentum Burst Screener (stockbee-momentum-burst-screener) |
Screen US stocks for Stockbee-style 3-5 day momentum burst candidates using 4% breakout, dollar breakout, range expansion, volume expansion, setup quality, and risk-distance filters. | fmp required, prices_json optional, local_calculation — |
workflow_step | beta |
Theme Detector (theme-detector) |
Detect and analyze trending market themes across sectors. | fmp optional, finviz recommended |
workflow_step | production |
VCP Screener (vcp-screener) |
Screen S&P 500 stocks for Mark Minervini's Volatility Contraction Pattern (VCP). | fmp required |
workflow_step | production |
Trade Planning
| Skill | Summary | Integrations | Role | Status |
|---|---|---|---|---|
Contrarian Setup Gate (contrarian-setup-gate) |
Offline synthesis gate that combines COT crowding, news-reaction failure, and weekly price-action confirmation into one actionable setup_status via a fail-closed precedence state machine, implementing the decision center of Jason Shapiro's contrarian methodology. | local_calculation — |
workflow_step | production |
Drawdown Circuit Breaker (drawdown-circuit-breaker) |
Account-level circuit breaker that reads trader-memory-core state and decides whether new trade risk is allowed today using daily loss limits, losing-streak cooldowns, and weekly/monthly drawdown halts. | local_calculation — |
workflow_step | production |
Futures Position Sizer (futures-position-sizer) |
Calculate contract-based futures position sizes from a direction, entry, and stop-loss, using a verified 23-market contract-spec table (multiplier, tick size, tick value), implementing step 4 of Jason Shapiro's contrarian pipeline. | local_calculation — |
workflow_step | production |
Position Sizer (position-sizer) |
Calculate risk-based position sizes for long stock trades. | local_calculation — |
workflow_step | production |
Pre-Trade Discipline Gate (pre-trade-discipline-gate) |
Offline manual-execution checklist gate that blocks planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries and journals the result. | local_calculation — |
workflow_step | production |
Technical Analyst (technical-analyst) |
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs. | chart_image required, fmp optional |
workflow_step | production |
US Stock Analysis (us-stock-analysis) |
Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. | user_input required |
standalone | production |
Trade Memory
| Skill | Summary | Integrations | Role | Status |
|---|---|---|---|---|
Signal Postmortem (signal-postmortem) |
Record and analyze post-trade outcomes for signals generated by edge pipeline and other skills. | local_calculation — |
workflow_step | production |
Stockbee Setup Fluency Trainer (stockbee-setup-fluency-trainer) |
Build a Stockbee-style setup model book from momentum-burst screener candidates, then update 3-day and 5-day forward outcomes with MFE/MAE, stop-hit status, outcome tags, and cohort statistics. | prices_json optional, fmp optional, local_calculation — |
workflow_step | beta |
Trade Hypothesis Ideator (trade-hypothesis-ideator) |
Generate falsifiable trade strategy hypotheses from market data, trade logs, and journal snippets with ranked hypothesis cards and optional strategy.yaml export. | local_calculation — |
workflow_step | production |
Trade Performance Coach (trade-performance-coach) |
Review closed trades, partial exits, and monthly aggregates for process adherence, risk discipline, execution quality, and evidence-based trading behavior patterns, then produce next-session operating rules. | local_calculation — |
workflow_step | beta |
Trader Memory Core (trader-memory-core) |
Track investment theses across their lifecycle — from screening idea to closed position with postmortem. | fmp optional |
workflow_step | production |
Weekly Performance Digest (weekly-performance-digest) |
Generate a weekly performance summary from closed trades with win rate, expectancy, and pattern analysis. | local_calculation — |
standalone | production |
Strategy Research
| Skill | Summary | Integrations | Role | Status |
|---|---|---|---|---|
Backtest Expert (backtest-expert) |
Expert guidance for systematic backtesting of trading strategies. | user_input required |
workflow_step | production |
Edge Candidate Agent (edge-candidate-agent) |
Generate and prioritize US equity long-side edge research tickets from EOD observations, then export pipeline-ready candidate specs for trade-strategy-pipeline Phase I. | fmp optional |
workflow_step | production |
Edge Concept Synthesizer (edge-concept-synthesizer) |
Abstract detector tickets and hints into reusable edge concepts with thesis, invalidation signals, and strategy playbooks before strategy design/export. | local_calculation — |
internal_component | production |
Edge Hint Extractor (edge-hint-extractor) |
Extract edge hints from daily market observations and news reactions, with optional LLM ideation, and output canonical hints.yaml for downstream concept synthesis and auto detection. | local_calculation — |
workflow_step | production |
Edge Pipeline Orchestrator (edge-pipeline-orchestrator) |
Orchestrate the full edge research pipeline from candidate detection through strategy design, review, revision, and export. | local_calculation — |
research_only | production |
Edge Signal Aggregator (edge-signal-aggregator) |
Aggregate and rank signals from multiple edge-finding skills (edge-candidate-agent, theme-detector, sector-analyst, institutional-flow-tracker) into a prioritized conviction dashboard with weighted scoring, deduplication, and contradicti... | local_calculation — |
standalone | production |
Edge Strategy Designer (edge-strategy-designer) |
Convert abstract edge concepts into strategy draft variants and optional exportable ticket YAMLs for edge-candidate-agent export/validation. | local_calculation — |
internal_component | production |
Edge Strategy Reviewer (edge-strategy-reviewer) |
Critically review strategy drafts from edge-strategy-designer for edge plausibility, overfitting risk, sample size adequacy, and execution realism. | local_calculation — |
internal_component | production |
manifoldbt Backtester (manifoldbt-backtester) |
Runs a declarative strategy spec over OHLCV bars with the manifoldbt Rust engine and emits the eight inputs backtest-expert scores. | manifoldbt required, ohlcv_file required |
research_only | beta |
MT5 Robot Tester (mt5-robot-tester) |
Batch-test MetaTrader 5 Expert Advisors through a resumable three-round local pipeline, rank results, and retain deterministic parameter and symbol learnings. | mt5_local_files required, local_calculation — |
research_only | beta |
Residual Edge Analyzer (residual-edge-analyzer) |
Separate strategy return performance into declared baseline exposure and residual edge using HAC regression, rolling stability, baseline sensitivity, and regime diagnostics. | local_calculation — |
research_only | beta |
Scenario Analyzer (scenario-analyzer) |
Analyze 18-month scenarios from news headlines via scenario-analyst agent with strategy-reviewer second opinion; outputs primary/secondary/tertiary impact analysis and stock picks. | websearch required |
workflow_step | production |
Stanley Druckenmiller Investment (stanley-druckenmiller-investment) |
Druckenmiller Strategy Synthesizer - Integrates 8 upstream skill outputs (Market Breadth, Uptrend Analysis, Market Top, Macro Regime, FTD Detector, VCP Screener, Theme Detector, CANSLIM Screener) into a unified conviction score (0-100),... | local_calculation — |
workflow_step | production |
Stockbee 20% Study (stockbee-20pct-study) |
Build a daily Stockbee-style +20%/-20% mover event study, classify catalysts and setup context, update forward outcomes, and export evidence-backed edge hints without treating movers as buy/sell signals. | fmp required, prices_json optional, news_events_json optional, websearch optional, local_calculation — |
workflow_step | beta |
Strategy Pivot Designer (strategy-pivot-designer) |
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