Claude Trading Skills is a collection of Claude Code workflows for individual investors who want structured market analysis, charting, economic-calendar review, screening, trade planning, journaling, and risk management. It is designed for people using long-term investing, ETFs, dividend stocks, and disciplined swing trading, and the catalogue entries package these workflows as skills, agents, commands, settings, and instructions.
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.
npx skills add tradermonty/claude-trading-skills --skill kanchi-dividend-us-tax-accountinggit clone --depth 1 https://github.com/tradermonty/claude-trading-skillsWrote 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/skills/tradermonty/claude-trading-skills/kanchi-dividend-us-tax-accounting)<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/kanchi-dividend-us-tax-accounting"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/kanchi-dividend-us-tax-accounting/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/skills/tradermonty/claude-trading-skills/kanchi-dividend-us-tax-accounting"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/kanchi-dividend-us-tax-accounting.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk pass
- NVIDIA SkillSpector pass
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 | $0.00065 | $0.00896 |
| Opus 5.5 | $0.00026 | $0.00358 |
| Sonnet 5.5 | $0.00013 | $0.00179 |
| Haiku 4.5 | $0.00006 | $0.00090 |
Grade A, and why
kanchi-dividend-us-tax-accounting 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 1mo 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.
Copies of this mod
2 near-identical copies found in the catalogue:
- kanchi-dividend-us-tax-accounting — 95% identical, 22 lines differ
- kanchi-dividend-us-tax-accounting — 95% identical, 22 lines differ
How it starts
The opening of the file, as written. The whole thing — 120 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Kanchi Dividend Us Tax Accounting
Overview
Apply a practical US-tax workflow for dividend investors while keeping decisions auditable. Focus on account placement and classification, not legal/tax advice replacement.
When to Use
Use this skill when the user needs:
- US dividend tax classification planning (qualified vs ordinary assumptions).
- Holding-period checks before year-end tax planning.
- Account-location decisions for stock/REIT/BDC/MLP income holdings.
- A standardized annual dividend tax memo format.
Prerequisites
Prepare holding-level inputs:
tickerinstrument_typeaccount_typehold_days_in_window(if available)
Use the exact JSON contract and examples in references/input-schema.md.
For deterministic output artifacts, provide JSON input and run:
python3 skills/kanchi-dividend-us-tax-accounting/scripts/build_tax_planning_sheet.py \
--input /path/to/tax_input.json \
--output-dir reports/
Guardrails
Always state this clearly: tax outcomes depend on individual facts and jurisdiction. Treat this skill as planning support, then escalate final filing decisions to a tax professional.
Workflow
1) Classify each distribution stream
For each holding, classify expected cash flow into:
- Potential qualified dividend.
- Ordinary dividend/non-qualified distribution.
- REIT/BDC-specific distribution components where applicable.
Use references/qualified-dividend-checklist.md
for holding-period and classification checks.
2) Validate holding-period eligibility assumptions
For potential qualified treatment:
- Check ex-dividend date windows.
- Check required minimum holding days in the measurement window.
- Flag positions at risk of failing holding-period requirement.
If data is incomplete, mark status as ASSUMPTION-REQUIRED.
3) Map to reporting fields
Map planning assumptions to expected tax-form buckets:
- Ordinary dividend total.
- Qualified dividend subset.
- REIT-related components when reported separately.
What ships with it
9 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
- agents/openai.yaml 136 B
- references/account-location-matrix.md 1.3 KB
- references/annual-tax-memo-template.md 843 B
- references/input-schema.md 1005 B
- references/qualified-dividend-checklist.md 2.2 KB
- requirements.txt 70 B
- scripts/build_tax_planning_sheet.py 5.9 KB runs code
- scripts/tests/conftest.py 154 B runs code
- scripts/tests/test_build_tax_planning_sheet.py 2.1 KB runs code
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.
- 1mo ago First seen · 120 lines · 65 tokens per session scan A 084d3ada6b4a
kanchi-dividend-us-tax-accounting is a skill published in the GitHub repository tradermonty/claude-trading-skills (3,373 stars, last pushed yesterday), licensed MIT. It adds 65 tokens to every session and 896 once invoked, about $0.0003 per session on Opus 5.5. 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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