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.
This is the beginning of the README. Read the rest at the original. Read the full README ↗
