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 portfolio-managergit 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/portfolio-manager)<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/portfolio-manager"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/portfolio-manager/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/portfolio-manager"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/portfolio-manager.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk warn
- NVIDIA SkillSpector warn
SkillSpector: 3 findings, up to high
These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →
- high System Prompt Leakage · line 629 Skill contains instructions that could directly expose system prompts, internal rules, or hidden instructions to users or external parties.Fix: Remove any instructions that reveal, print, or output system prompts or internal rules. System instructions should never be exposed to end users.
- medium Data Exfiltration · line 77 Data is being sent to an external URL. This could be legitimate telemetry or data exfiltration. Manual review is recommended.Fix: Verify the destination URL is trusted and necessary. Remove or replace with documented APIs. Ensure no secrets, tokens, or PII are transmitted.
- medium Data Exfiltration · line 96 Data is being sent to an external URL. This could be legitimate telemetry or data exfiltration. Manual review is recommended.Fix: Verify the destination URL is trusted and necessary. Remove or replace with documented APIs. Ensure no secrets, tokens, or PII are transmitted.
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 | $0.00066 | $0.05856 |
| Opus 5.5 | $0.00026 | $0.02342 |
| Sonnet 5.5 | $0.00013 | $0.01171 |
| Haiku 4.5 | $0.00007 | $0.00586 |
Grade A, and why
portfolio-manager 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 3d 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
1 near-identical copy found in the catalogue:
- portfolio-manager — 92% identical, 156 lines differ
How it starts
The opening of the file, as written. The whole thing — 806 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Portfolio Manager
Overview
Analyze and manage investment portfolios by integrating with Alpaca MCP Server to fetch real-time holdings data, then performing comprehensive analysis covering asset allocation, diversification, risk metrics, individual position evaluation, and rebalancing recommendations. Generate detailed portfolio reports with actionable insights.
The full brokerage analysis uses Alpaca's API through MCP for live portfolio data. A separate limited CSV allocation review is available offline; it does not provide the full brokerage analysis or workflow.
When to Use
Invoke this skill when the user requests:
- "Analyze my portfolio"
- "Review my current positions"
- "What's my asset allocation?"
- "Check my portfolio risk"
- "Should I rebalance my portfolio?"
- "Evaluate my holdings"
- "Portfolio performance review"
- "What stocks should I buy or sell?"
- Any request involving portfolio-level analysis or management
Prerequisites
Limited Offline CSV Review
For a local USD equity holdings snapshot without credentials, read
references/csv-holdings-review.md and run scripts/review_csv.py with an explicit
source timestamp. Use the bundled fictional CSV to verify offline execution.
This produces gross allocation and per-position unrealized P&L only; it cannot
measure account exposure, leverage or historical performance. Keep personal
holdings and reports local. Do not fetch brokerage data or continue the full
workflow for this limited mode. Navigator/workflow integration remains unshipped.
Alpaca MCP Server Setup (Full Brokerage Analysis)
The full brokerage analysis requires Alpaca MCP Server to be configured and connected. The MCP server provides access to:
- Current portfolio positions
- Account equity and buying power
- Historical positions and transactions
- Market data for held securities
MCP Server Tools Used:
get_account_info- Fetch account equity, buying power, cash balanceget_positions- Retrieve all current positions with quantities, cost basis, market valueget_portfolio_history- Historical portfolio performance data- Market data tools for price quotes and fundamentals
What ships with it
20 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.
- assets/fictional_holdings.csv 126 B
- README.md 11 KB
- references/alpaca-mcp-setup.md 9.7 KB
- references/asset-allocation.md 17 KB
- references/csv-holdings-review.md 5.0 KB
- references/diversification-principles.md 18 KB
- references/portfolio-risk-metrics.md 17 KB
- references/position-evaluation.md 16 KB
- references/position-reconciliation.md 6.8 KB
- references/rebalancing-strategies.md 19 KB
- references/risk-profile-questionnaire.md 19 KB
- references/target-allocations.md 19 KB
- requirements.txt 128 B
- scripts/check_alpaca_connection.py 12 KB runs code
- scripts/reconcile_positions.py 10 KB runs code
- scripts/review_csv.py 8.7 KB runs code
- scripts/tests/conftest.py 301 B runs code
- scripts/tests/test_check_alpaca_connection.py 9.9 KB runs code
- scripts/tests/test_reconcile_positions.py 12 KB runs code
- scripts/tests/test_review_csv.py 5.5 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.
- 3d ago Changed · +10 lines 82b6888a6485
- 17d ago Changed · +12 lines 62e2bdef2d13
- 1mo ago First seen · 784 lines · 66 tokens per session scan A 2e7c0863ca2c
portfolio-manager is a skill published in the GitHub repository tradermonty/claude-trading-skills (3,373 stars, last pushed yesterday), licensed MIT. It adds 66 tokens to every session and 5,856 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 2026-09-03.
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