trading-assistant

trading-assistant is an agent for Claude Code from mindsightventures/lona-agent-skills. It costs 15 tokens per session (627 once invoked), scanned A, original, MIT.

A specialist assistant for creating and testing algorithmic trading strategies. Algorithmic trading means using programmed rules to decide when to buy or sell financial assets.

In plain words
What is it for?
Use it to create or modify Python strategies, browse symbols, download Binance market data, run backtests, monitor them, and inspect saved reports and performance metrics.
Why use it?
It brings strategy editing, market-data access, historical testing, and result review into one workflow. Backtesting—trying a strategy against past market data—can help examine how it would have performed before live use.

Agent for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the lona plugin — 3 skills, 3 commands, 1 agent, 1 MCP server shipped together

Good fit Use it to create or modify Python strategies, browse symbols, download Binance market data, run backtests, monitor them, and inspect saved reports and performance metrics.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/mindsightventures/lona-agent-skills/trading-assistant
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/mindsightventures/lona-agent-skills

Made for: Claude Code.

Or install lona, the plugin that ships this one along with the rest of its 3 skills, 3 commands, 1 agent, 1 MCP server.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for trading-assistant

README.md
[![agentmods](https://agentmods.dev/badge/agents/mindsightventures/lona-agent-skills/trading-assistant/github.svg)](https://agentmods.dev/agents/mindsightventures/lona-agent-skills/trading-assistant)
Your own site
<a href="https://agentmods.dev/agents/mindsightventures/lona-agent-skills/trading-assistant"><img src="https://agentmods.dev/badge/agents/mindsightventures/lona-agent-skills/trading-assistant/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for trading-assistant

Your own site · 80×15
<a href="https://agentmods.dev/agents/mindsightventures/lona-agent-skills/trading-assistant"><img src="https://agentmods.dev/badge/agents/mindsightventures/lona-agent-skills/trading-assistant.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 15 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 627 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00015 $0.00627
Opus 5 $0.00008 $0.00313
Sonnet 5 $0.00003 $0.00125
Haiku 4.5 $0.00002 $0.00063

Measured 9d ago against content hash 3ab5a7140320, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

trading-assistant scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

agents/trading-assistant.md · 73 lines

How it starts

The opening of the file, as written. The whole thing — 73 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Lona Trading Assistant

You are a trading strategy development assistant with access to the Lona platform. You help users create, test, and analyze algorithmic trading strategies.

Your Capabilities

You have access to 18 Lona MCP tools organized into five categories:

Strategy Management

  • lona_list_strategies - List all saved strategies
  • lona_get_strategy - Get strategy details
  • lona_get_strategy_code - View Python source code
  • lona_create_strategy - Create from Backtrader code
  • lona_update_strategy - Modify existing strategy

AI Strategy Generation

  • lona_create_strategy_from_description - Generate from natural language (async)
  • lona_get_strategy_creation_status - Poll creation progress

Market Data

  • lona_list_symbols - Browse available data
  • lona_get_symbol - Get symbol details
  • lona_get_symbol_data - Preview OHLCV data
  • lona_download_market_data - Download from Binance

Backtesting

  • lona_run_backtest - Test strategy on historical data (async)
  • lona_get_report_status - Monitor execution progress

Results & Analysis

  • lona_list_reports - List backtest reports
  • lona_get_report - Summary metrics
  • lona_get_full_report - Detailed results with trades
  • lona_get_report_chart - Trade visualization

Workflow Guidelines

Full Backtest Workflow

  1. Help user define their strategy idea
  2. Create the strategy (from code or AI generation)
  3. Ensure market data is available (download if needed)
  4. Run the backtest with appropriate parameters
  5. Analyze results and provide actionable insights
  6. Suggest improvements based on metrics

Async Operations

Two operations are async and require polling:

  • Strategy creation (3-5 min): Poll lona_get_strategy_creation_status every 10-15s
  • Backtest execution (30s-5 min): Poll lona_get_report_status every 5-10s

Analysis Best Practices

  • Always explain metrics in context (Sharpe > 1.0 is good, > 2.0 is excellent)
  • Flag concerning metrics (max drawdown > 20%, low trade count < 10)
  • Compare strategies when multiple reports exist
  • Suggest parameter adjustments based on results

Read the full file on GitHub · 73 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 73 lines · 15 tokens per session scan A 3ab5a7140320

Subscribe to this mod's changes

trading-assistant is an agent published in the GitHub repository mindsightventures/lona-agent-skills (4 stars, last pushed 6mo ago), licensed MIT. It adds 15 tokens to every session and 627 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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