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)

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:

1. market-breadth-analyzer — public CSV breadth scoring; no API key
2. uptrend-analyzer — public CSV uptrend participation; no API key
3. position-sizer — pure calculation; no I/O
4. trader-memory-core — local YAML journaling
5. signal-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.yaml is 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/*.yaml is canonical.

Repository Layout

• skills/<skill-name>/ – Source folder for each trading skill. Contains SKILL.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 .skill archives ready to upload to Claude's web app Skills tab.
• docs/ – Documentation site content, generated skill pages, and docs/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

1. Open the latest GitHub Release and download the .skill asset that matches the skill you want, plus SHA256SUMS. 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 with scripts/package_skills.py.
2. 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.
3. 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)

1. Clone or download this repository.
2. 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).
3. 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: .skill packages 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 run python3 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...

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 required	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 , optional, , , , —

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).

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.

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

Advanced Satellite

Skill	Summary	Integrations	Role	Status
Earnings Trade Analyzer (earnings-trade-analyzer)	Analyze recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position).	fmp required	workflow_step	production
Institutional Flow Tracker (institutional-flow-tracker)	Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data.	fmp required	standalone	production
Options Strategy Advisor (options-strategy-advisor)	Options trading strategy analysis and simulation tool.	fmp optional	standalone	production
Pair Trade Screener (pair-trade-screener)	Statistical arbitrage tool for identifying and analyzing pair trading opportunities.	fmp required	standalone	production
Parabolic Short Trade Planner (parabolic-short-trade-planner)	Screen US equities for parabolic exhaustion patterns and generate conditional pre-market short plans, then evaluate intraday trigger fires from live 5-min bars.	fmp required, alpaca optional	standalone	production
PEAD Screener (pead-screener)	Screen post-earnings gap-up stocks for PEAD (Post-Earnings Announcement Drift) patterns.	fmp required	workflow_step	production
Stockbee Episodic Pivot Analyzer (stockbee-episodic-pivot-analyzer)	Analyze Stockbee-style Day 1 Episodic Pivot candidates from earnings, guidance, M&A, FDA, analyst, contract, product, short-squeeze, and story/theme catalysts using catalyst quality, gap/range expansion, volume shock, neglect/revaluation context, liquidity, and EP-day-low risk.	catalyst_events_json required, optional, —

Meta / Development Tooling

Skill	Summary	Integrations	Role	Status
Data Quality Checker (data-quality-checker)	Validate data quality in market analysis documents and blog articles before publication.	local_calculation —	standalone	production
Dual Axis Skill Reviewer (dual-axis-skill-reviewer)	Review 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.	local_calculation —	workflow_step	production
Earnings Calendar (earnings-calendar)	This skill retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep (FMP) API.	fmp required	standalone	production
Economic Calendar Fetcher (economic-calendar-fetcher)	Fetch upcoming economic events and data releases using FMP API.	fmp required	standalone	production
FXMacroData Calendar (fxmacrodata-calendar)	Fetch official-source macro release-calendar events using FXMacroData for trade planning and event-risk filters.	fxmacrodata optional	standalone	beta
Skill Designer (skill-designer)	Design new Claude skills from structured idea specifications.	local_calculation —	internal_component	production
Skill Idea Miner (skill-idea-miner)	Mine Claude Code session logs for skill idea candidates.	local_calculation —	internal_component	production
Skill Integration Tester (skill-integration-tester)	Validate multi-skill workflows defined in CLAUDE.md by checking skill existence, inter-skill data contracts (JSON schema compatibility), file naming conventions, and handoff integrity.	local_calculation —

Additional Workflow Examples

The main Core + Satellite starting path is described above. The examples below show additional ways to compose skills, including advanced satellite and contributor workflows.

Daily Market Monitoring

1. Use Economic Calendar Fetcher to check today's high-impact events (FOMC, NFP, CPI releases)
2. Use Earnings Calendar to identify major companies reporting today
3. Use Market News Analyst to review overnight developments and their market impact
4. Use Breadth Chart Analyst to assess overall market health and positioning

Weekly Strategy Review

1. Use Sector Analyst to fetch CSV data and identify rotation patterns (optionally provide charts)
2. Use Technical Analyst on key indices and positions for trend confirmation
3. Use Market Environment Analysis for comprehensive macro briefing
4. Use US Market Bubble Detector to assess speculative excess and risk levels

Individual Stock Research

1. Use US Stock Analysis for comprehensive fundamental and technical review
2. Use Earnings Calendar to check upcoming earnings dates
3. Use Market News Analyst to review recent company-specific news and sector developments
4. Use Backtest Expert to validate entry/exit strategies before position sizing

Strategic Positioning

1. Use Stanley Druckenmiller Investment for macro theme identification
2. Use Economic Calendar Fetcher to time entries around major data releases
3. Use Breadth Chart Analyst and Technical Analyst for confirmation signals
4. Use US Market Bubble Detector for risk management and profit-taking guidance

Earnings Momentum Trading

1. Use Earnings Trade Analyzer to score recent earnings reactions (gap size, trend, volume, MA position)
2. Use PEAD Screener (Mode B) with analyzer output to find PEAD setups (red candle pullbacks → breakout signals)
3. Use Technical Analyst to confirm weekly chart patterns and support/resistance levels
4. Use Liquidity filters in PEAD Screener to ensure position sizing feasibility
5. Monitor SIGNAL_READY stocks for breakout entries with defined stop-loss (red candle low) and 2R targets

Income Portfolio Construction

1. Use Value Dividend Screener to identify high-quality dividend stocks with sustainable yields
2. Use Dividend Growth Pullback Screener to find growth-focused dividend stocks at attractive technical entry points
3. Use US Stock Analysis for deep-dive fundamental analysis on top candidates
4. Use Earnings Calendar to track upcoming earnings for portfolio holdings
5. Use Market Environment Analysis to assess macro conditions for dividend strategies
6. Use Backtest Expert to validate dividend capture or growth strategies

Kanchi Dividend Workflow (US Stocks)

1. Use Kanchi Dividend SOP to run Kanchi's 5-step process and create buy plans with invalidation conditions
2. Use Kanchi Dividend Review Monitor on a daily/weekly/quarterly cadence to generate OK/WARN/REVIEW queues
3. Use Kanchi Dividend US Tax Accounting to align holdings with qualified-dividend assumptions and account location
4. Feed REVIEW findings back into Kanchi Dividend SOP before adding to positions

Options Strategy Development

1. Use Options Strategy Advisor to simulate and compare options strategies using Black-Scholes pricing
2. Use Technical Analyst to identify optimal entry timing and support/resistance levels
3. Use Earnings Calendar to plan earnings-based options strategies
4. Use US Stock Analysis to validate fundamental thesis before deploying capital
5. Review Greeks and P/L scenarios to select optimal strategy (covered calls, spreads, straddles, etc.)

Portfolio Review & Rebalancing

1. Use Portfolio Manager to fetch current holdings via Alpaca MCP and analyze portfolio health
2. Review asset allocation, sector diversification, and risk metrics (beta, volatility, concentration)
3. Review position-level flags (HOLD/ADD/TRIM/SELL candidates) based on thesis validation
4. Use Market Environment Analysis and US Market Bubble Detector to assess macro conditions
5. Review a rebalancing plan and decide manually which actions, if any, to take

Statistical Arbitrage Opportunities

1. Use Pair Trade Screener to identify cointegrated stock pairs within sectors
2. Analyze mean-reversion metrics (half-life, z-score) and hedge ratios
3. Use Technical Analyst to confirm technical setups for both legs of the pair
4. Monitor entry/exit signals based on z-score thresholds
5. Track spread convergence and manage market-neutral positions

Skill Quality & Automation

• Data Quality Checker (data-quality-checker)

  • Validates data quality in market analysis documents and blog articles before publication.
  • 5 check categories: price scale inconsistencies (ETF vs futures digit hints), instrument notation consistency, date/weekday mismatches (English + Japanese), allocation total errors (section-limited), and unit mismatches.
  • Advisory mode — flags issues as warnings for human review, exit 0 even with findings.
  • Supports full-width Japanese characters (％, 〜), range notation (50-55%), and year inference for dates without explicit year.
  • No API key required — works offline on local markdown files.

• Skill Designer (skill-designer)

  • Generates Claude CLI prompts for designing new skills from structured idea specifications.
  • Embeds repository conventions (structure guide, quality checklist, SKILL.md template) into the prompt.
  • Lists existing skills to prevent duplication. Used by the skill auto-generation pipeline's daily flow.
  • No API key required.

• Dual-Axis Skill Reviewer (dual-axis-skill-reviewer)

  • Reviews skill quality using a dual-axis method: deterministic auto scoring (structure, workflow, execution safety, artifacts, tests) and optional LLM deep review.
  • 5-category auto axis (0-100): Metadata & Use Case (20), Workflow Coverage (25), Execution Safety & Reproducibility (25), Supporting Artifacts (10), Test Health (20).
  • Detects knowledge_only skills (no scripts, references only) and adjusts scoring expectations to avoid unfair penalties.
  • Optional LLM axis for qualitative review (correctness, risk, missing logic, maintainability) with configurable weight blending.
  • Supports --all flag to review every skill at once, --skip-tests for quick triage, and --project-root for cross-project review.
  • No API key required.

• Skill Idea Miner (skill-idea-miner)

  • Mines Claude Code session logs for skill idea candidates, scores them for novelty/feasibility/trading value, and maintains a prioritized backlog.
  • Used by the weekly skill auto-generation pipeline. Can also be run manually.
  • No API key required.

Contributor Automation

The self-improvement and skill-generation pipelines are maintainer workflows, not beginner trading steps. See the Skill Automation Quickstart (日本語) for behavior, side effects, manual commands, and macOS scheduling.

Customization & Contribution

• Update SKILL.md files to tweak trigger descriptions or capability notes; ensure the frontmatter name matches the folder name when zipping.
• Extend reference documents or add scripts inside each skill folder to support new workflows.
• When distributing updates, regenerate the matching .skill file in skill-packages/ so web-app users get the latest version:

  python3 scripts/package_skills.py --skill <skill-name>
  

API Requirements

Several skills require API keys for data access:

Skills Requiring APIs

Skill	FMP API	FINVIZ Elite	Alpaca	Notes
Economic Calendar Fetcher	✅ Required	❌ Not used	❌ Not used	Fetches economic events
Earnings Calendar	✅ Required	❌ Not used	❌ Not used	Fetches earnings dates
Institutional Flow Tracker	✅ Required	❌ Not used	❌ Not used	13F filings analysis, free tier sufficient
Value Dividend Screener	✅ Required	🟡 Optional	❌ Not used	FINVIZ reduces execution time 70-80%
Dividend Growth Pullback Screener	✅ Required	🟡 Optional	❌ Not used	FINVIZ for RSI pre-screening
Kanchi Dividend SOP	❌ Not used	❌ Not used	❌ Not used	Knowledge workflow; uses outputs from other skills or manual lists
Kanchi Dividend Review Monitor	❌ Not used	❌ Not used	❌ Not used	Local rule engine; consumes normalized input JSON
Kanchi Dividend US Tax Accounting	❌ Not used	❌ Not used	❌ Not used	Knowledge workflow for classification/account location
Pair Trade Screener	✅ Required	❌ Not used	❌ Not used	Statistical arbitrage analysis
Options Strategy Advisor	🟡 Optional	❌ Not used	❌ Not used	FMP for stock data; theoretical pricing works without
Portfolio Manager	❌ Not used	❌ Not used	✅ Required	Real-time holdings via Alpaca MCP
CANSLIM Stock Screener	✅ Required	❌ Not used	❌ Not used	Phase 3.1 (7 components, multi-period RS); free tier sufficient for 35 stocks; Finviz web scraping for institutional data
VCP Screener	✅ Required

API Setup

Financial Modeling Prep (FMP) API:

• Free tier: 250 requests/day (sufficient for most use cases)
• Sign up: https://financialmodelingprep.com/developer/docs
• Set environment variable: export FMP_API_KEY=your_key_here
• Or provide key via command-line argument when prompted

FINVIZ Elite API:

• Subscription: $39.50/month or $299.50/year
• Sign up: https://elite.finviz.com/
• Set environment variable: export FINVIZ_API_KEY=your_key_here
• Provides fast pre-screening for dividend screeners

Alpaca Trading API:

• Free paper trading account available
• Sign up: https://alpaca.markets/
• Requires Alpaca MCP Server configuration
• Set environment variables:

  export ALPACA_API_KEY="your_api_key_id"
  export ALPACA_SECRET_KEY="your_secret_key"
  export ALPACA_PAPER="true"  # or "false" for live trading
  

Support & Further Reading

• Claude Skills launch overview: https://www.anthropic.com/news/skills
• Claude Code Skills how-to: https://docs.claude.com/en/docs/claude-code/skills
• Financial Modeling Prep API: https://financialmodelingprep.com/developer/docs

Questions or suggestions? Open an issue or include guidance alongside the relevant skill folder so future users know how to get the most from these trading assistants.

License

All skills and reference materials in this repository are provided for educational and research purposes.