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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.

Third-party, by tradermonty

June 1, 2026

Install

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. 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. 2

    Know which skills need an API key

    The starter set above needs no paid data subscription — it works off public CSVs, chart screenshots, or local files instead. Some of the other ~40 skills do call out to FMP, FINVIZ, or Alpaca, and you'll need your own key for those. Check a skill's README before you install it to know which kind it is.

  3. 3

    Download the .skill package

    Download the .skill archive for each skill you want from skill-packages/ at the reviewed commit.

  4. 4

    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 .skill archive and enable it.

  5. 5

    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.

GitHub Repo
Toolkit

What's in this toolkit

This is a toolkit of multiple skills, each with its own SKILL.md. Open the source on GitHub to read the instructions for the skills you install.

This is a toolkit of multiple skills. The reviewed source lives on GitHub. Open it to read each skill's SKILL.md and pick the ones you need.

View on GitHub