Claude Trading Skills
Claude Trading Skills is a third-party, open-source toolkit (MIT, by TraderMonty) of around 40 trading skills organized into Core plus Satellite workflows. It is built for long-term investors who hold ETFs and dividend stocks as their core while running disciplined swing trades as a satellite when conditions allow. The goal is not to outsource buy and sell decisions to AI. It structures the work around them: market-regime checks (market-breadth-analyzer, uptrend-analyzer, exposure-coach), portfolio review (portfolio-manager, dividend monitors, trader-memory-core), swing candidate screening (vcp-screener, position-sizer), and trade journaling and review (signal-postmortem, backtest-expert). Recommended starting workflows include a 15-minute daily market check, a weekly portfolio review, and a trade-memory loop. A no-API-key path lets you review conditions, size trades, and journal without paid data subscriptions, though some skills still need public CSVs, chart screenshots, or local files. Many advanced skills can optionally use FMP, FINVIZ, or Alpaca. This is not financial advice, a signal service, or a promise of profitability.
Install from the toolkit
This is a toolkit of around 40 individual trading skills, not a single skill file. Pick the ones you need and install each from the pinned commit we reviewed.
- 1
Pick the skills you want
Browse the pre-built skill archives in skill-packages/, or the per-skill folders under skills/. New users with no paid data APIs can start with: market-breadth-analyzer, uptrend-analyzer, position-sizer, trader-memory-core, and signal-postmortem.
- 2
Download the .skill package
Download the
.skillarchive for each skill you want fromskill-packages/at the reviewed commit. - 3
Upload to Claude
In the Claude desktop app, go to Code, then Customize, then Skills. On claude.ai, go to Customize, then Skills. Upload each
.skillarchive and enable it. - 4
Activate
Start a session and use a trigger phrase, or follow one of the toolkit's workflow manifests (daily market check, weekly portfolio review, trade-memory loop) documented in the repo.
What's in this toolkit
This is a toolkit of multiple skills, each with its own SKILL.md. Open the
source on GitHub (pinned to the reviewed commit) to read the instructions for the skills
you install.
This is a toolkit of multiple skills. The reviewed source lives on GitHub at the
pinned commit. Open it to read each skill's SKILL.md and pick the ones you need.