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.
What it does
Claude trading skills for self-directed investors: about 40 open-source skills for market-regime checks, swing-trade screening, sizing, and journaling.
How to use this
Once it is installed, this skill picks itself up. You do not need to name it.
- Created by
- tradermonty
- Category
- Finance
- Source
- View source
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Pick where you want it. Nothing to configure after.
These install links go live once the signup flow ships. Until then, ask Claude, ChatGPT, or Gemini to fetch this skill's file directly from GitHub.
Not sure which? See the install guide.
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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 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
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
Download the .skill package
Download the
.skillarchive for each skill you want fromskill-packages/at the reviewed commit. - 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
.skillarchive and enable it. - 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.
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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.