trade-republic-analytics

trade-republic-analytics is a skill for Claude Code, Codex from jui-hung-yuan/smarthome-mcp-lab. It costs 103 tokens per session (998 once invoked), scanned A, original, MIT.

A workflow for analysing Trade Republic transaction CSV files, which are spreadsheet exports of your trading activity. It prepares position data and calculates portfolio metrics.

In plain words
What is it for?
Use it to analyse trades, review portfolio performance, and inspect position metrics from a Trade Republic CSV export.
Why use it?
It removes the manual work of cleaning a broker export, separating open and closed positions, and calculating performance figures.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: mentions CLAUDE.md.

Not installable: its command points at a path on the author’s own machine, so it runs nowhere else. The line is /Users/jui-hungyuan/development/playground/agents/trading-journal-analytics.

Good fit Use it to analyse trades, review portfolio performance, and inspect position metrics from a Trade Republic CSV export.

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Install

Getting it into your agent

There is no command for this one: it runs only inside a plugin, and the catalogue could not identify which plugin ships it. The source is linked below.

Made for: Claude Code, Codex.

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 trade-republic-analytics

README.md
[![agentmods](https://agentmods.dev/badge/skills/jui-hung-yuan/smarthome-mcp-lab/trading-journal/github.svg)](https://agentmods.dev/skills/jui-hung-yuan/smarthome-mcp-lab/trading-journal)
Your own site
<a href="https://agentmods.dev/skills/jui-hung-yuan/smarthome-mcp-lab/trading-journal"><img src="https://agentmods.dev/badge/skills/jui-hung-yuan/smarthome-mcp-lab/trading-journal/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 trade-republic-analytics

Your own site · 80×15
<a href="https://agentmods.dev/skills/jui-hung-yuan/smarthome-mcp-lab/trading-journal"><img src="https://agentmods.dev/badge/skills/jui-hung-yuan/smarthome-mcp-lab/trading-journal.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 103 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 998 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 $0.00103 $0.00998
Opus 5 $0.00051 $0.00499
Sonnet 5 $0.00021 $0.00200
Haiku 4.5 $0.00010 $0.00100

Measured 12d ago against content hash bd332baa32e8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

trade-republic-analytics 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 12d 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.

src/smarthome/agent/skills/trading-journal/SKILL.md · 89 lines

How it starts

The opening of the file, as written. The whole thing — 89 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Trade Republic Analytics

Jui's trading journal pipeline lives at:

/Users/jui-hungyuan/development/playground/agents/trading-journal-analytics

What this skill does

Given an uploaded Trade Republic transaction CSV (or a path to one), the pipeline:

  1. Saves the CSV into data/raw/ with the correct filename pattern
  2. Runs prepare_positions.py → produces data/processed/closed_positions.csv and open_positions.csv
  3. Runs compute_metrics.py → produces data/processed/metrics.json
  4. Summarises the key metrics for the user

Step-by-step

1. Locate the uploaded CSV

The uploaded file will be under the session's uploads directory (e.g. /sessions/.../mnt/uploads/). Read it to confirm it looks like a TR export (should have columns like date, type, ISIN, shares, amount or similar).

2. Name and copy the file

TR raw files follow this naming convention:

YYYYMMDD_TR_transactions.csv
  • If the uploaded filename already matches this pattern, keep the date from it.
  • Otherwise, use today's date: $(date +%Y%m%d).
  • Copy (do NOT rename the original) to:
    /Users/jui-hungyuan/development/playground/agents/trading-journal-analytics/data/raw/YYYYMMDD_TR_transactions.csv
    

Use cp via Bash — don't read and re-write the CSV manually (preserves exact bytes).

3. Run the pipeline

Always run both scripts in order from the project root:

cd /Users/jui-hungyuan/development/playground/agents/trading-journal-analytics
uv run python src/prepare_positions.py
uv run python src/compute_metrics.py

Capture stdout/stderr for each. If prepare_positions.py fails, do NOT proceed to compute_metrics.py — report the error.

4. Read and summarise results

After the pipeline finishes, read data/processed/metrics.json and present a clean summary.

Always include in the summary:

  • Total realised P&L (EUR)
  • Win rate (% of closed trades that were profitable)
  • Number of closed positions and open positions
  • Best and worst single trade
  • Any open positions currently held (ticker, avg entry, current P&L if available) Format: Use a clean table or structured list — not raw JSON. Round EUR amounts to 2 decimal places. If metrics.json has fields you don't recognise, include them under "Other metrics" rather than silently dropping them.

Read the full file on GitHub · 89 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. 12d ago First seen · 89 lines · 103 tokens per session scan A bd332baa32e8

Subscribe to this mod's changes

trade-republic-analytics is a skill published in the GitHub repository jui-hung-yuan/smarthome-mcp-lab (0 stars, last pushed 1mo ago), licensed MIT. It adds 103 tokens to every session and 998 once invoked, about $0.0005 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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