Borrowing it
Nothing to install: this file belongs to pedrobraiti/agentic-trading-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.
curl -O https://raw.githubusercontent.com/pedrobraiti/agentic-trading-mcp/main/CLAUDE.mdgit clone --depth 1 https://github.com/pedrobraiti/agentic-trading-mcpWrote 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.
[](https://agentmods.dev/instructions/pedrobraiti/agentic-trading-mcp/claude-md)<a href="https://agentmods.dev/instructions/pedrobraiti/agentic-trading-mcp/claude-md"><img src="https://agentmods.dev/badge/instructions/pedrobraiti/agentic-trading-mcp/claude-md/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.
<a href="https://agentmods.dev/instructions/pedrobraiti/agentic-trading-mcp/claude-md"><img src="https://agentmods.dev/badge/instructions/pedrobraiti/agentic-trading-mcp/claude-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.03211 | $0.03211 |
| Opus 5 | $0.01605 | $0.01605 |
| Sonnet 5 | $0.00642 | $0.00642 |
| Haiku 4.5 | $0.00321 | $0.00321 |
Grade A, and why
agentic-trading-mcp CLAUDE.md 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 10d 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.
How it starts
The opening of the file, as written. The whole thing — 234 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Valet — guide for Claude Code
This file is loaded automatically when this repo is opened in Claude Code. If a user asks you to help them set up or use Valet, follow this guide. Your role is twofold: help them install and connect Valet, and — once it's running — place the trades they ask for. The trading decision (what/when) is always the user's; Valet is just the reliable execution plumbing.
Valet is a monorepo of two MCP servers over one shared safety core (trading_core):
ibkr — trades on Interactive Brokers (incl. fractional shares by dollar amount) —
and crypto — spot on crypto exchanges via CCXT. See README.md for the full picture
and DECISIONS.md for the reasoning behind the design. (The setup section below covers the
IBKR server; the crypto server has its own section further down.)
Helping a user set it up
Walk the user through the steps below. Run the commands you can; clearly hand off the ones only they can do (anything on the IBKR side — you cannot log in for them).
1. Install (you can do this)
python -m venv .venv
# Windows (PowerShell): & ".venv\Scripts\Activate.ps1"
# Linux/macOS: source .venv/bin/activate
pip install -e ".[dev]"
cp .env.example .env
2. Configure .env (you can do this — ask the user for their values)
Set at least IBKR_ACCOUNT_ID. Keep the safe defaults: IBKR_TRADING_MODE=paper,
TRADING_ALLOW_LIVE=false, TRADING_DRY_RUN=true. Never commit .env.
3. The IBKR side (ONLY the user can do this — guide them clearly)
- An IBKR Pro account, open and funded (required by the API, even for paper).
- Fractional permission: Client Portal → Settings → Trading → Trading Permissions → Stocks → check "Global (Trade in Fractions)".
- A dedicated username for the bot (IBKR allows one brokerage session per username; logging into TWS/mobile with the same user kills the gateway session).
- Download and start the Client Portal Gateway (Java app), then log in via the
browser at
https://localhost:5000with 2FA. This manual login is unavoidable — IBKR has no OAuth for retail. See the "Gateway setup" and "Login troubleshooting" sections of the README.
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.
- 10d ago First seen · 234 lines · 3,211 tokens per session scan A cdb01a13186c
agentic-trading-mcp CLAUDE.md is an instructions file published in the GitHub repository pedrobraiti/agentic-trading-mcp (13 stars, last pushed 1mo ago), licensed MIT. It adds 3,211 tokens to every session, about $0.0161 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 2026-08-30.
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