pre-trade-discipline-gate

pre-trade-discipline-gate is a skill for Claude Code, Codex from tradermonty/claude-trading-skills. It costs 53 tokens per session (1,479 once invoked), scanned A, original, MIT.

A local checklist that decides whether a planned manual stock order should proceed before it is entered at a broker. It can check for missing plans, excessive size, revenge trading, blocked market conditions, and circuit-breaker rules, then record the decision.

In plain words
What is it for?
Use it immediately before a manual entry, after position sizing or chart review, after a loss to check for revenge risk, or when upstream exposure and circuit-breaker decisions are available.
Why use it?
It creates a pause between a trade idea and manual order entry. The recorded decision makes checklist use visible in later reviews.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

not rated 2.8krepo +32 today A scan Socket: warnSnyk: passSkillSpector: pass 53 tokens original MIT

Good fit Use it immediately before a manual entry, after position sizing or chart review, after a loss to check for revenge risk, or when upstream exposure and circuit-breaker decisions are available.

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Install with agentmods
npx agentmods add skills/tradermonty/claude-trading-skills/pre-trade-discipline-gate
About the project

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.

tradermonty/claude-trading-skills · 2,813 stars · on GitHub · tradermonty.github.io

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.

Any agent
npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate
Clone the repo
git clone --depth 1 https://github.com/tradermonty/claude-trading-skills

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 pre-trade-discipline-gate

README.md
[![agentmods](https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/pre-trade-discipline-gate/github.svg)](https://agentmods.dev/skills/tradermonty/claude-trading-skills/pre-trade-discipline-gate)
Your own site
<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/pre-trade-discipline-gate"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/pre-trade-discipline-gate/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 pre-trade-discipline-gate

Your own site · 80×15
<a href="https://agentmods.dev/skills/tradermonty/claude-trading-skills/pre-trade-discipline-gate"><img src="https://agentmods.dev/badge/skills/tradermonty/claude-trading-skills/pre-trade-discipline-gate.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 53 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,479 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. Third-party audits
  • Socket warn 5 Sept 2026
  • Snyk pass 5 Sept 2026
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00053 $0.01479
Opus 5 $0.00026 $0.00740
Sonnet 5 $0.00011 $0.00296
Haiku 4.5 $0.00005 $0.00148

Measured 9d ago against content hash cd33ad056ae3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

pre-trade-discipline-gate 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.

The scan reads SKILL.md. This mod also ships 3 executable files (scripts/check_pre_trade_discipline.py, scripts/tests/conftest.py, scripts/tests/test_check_pre_trade_discipline.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

skills/pre-trade-discipline-gate/SKILL.md · 128 lines

How it starts

The opening of the file, as written. The whole thing — 128 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Pre-Trade Discipline Gate

Overview

Evaluate whether a planned manual order should proceed before it is placed at the broker. This skill reads a local checklist plus optional market-regime, circuit-breaker, and trader-memory-core artifacts. It produces a pre_trade_discipline_decision artifact and can link that artifact back to the related thesis without changing the thesis review schedule.

The gate is intentionally offline. It does not place orders, cancel orders, call a broker API, or fetch market data.

When to Use

  • Immediately before placing any manual entry order
  • When a candidate has passed chart validation and position sizing
  • After a recent loss, to avoid revenge trades during the cooldown window
  • When the workflow has an upstream exposure_decision and circuit_breaker_decision
  • When you want checklist adherence to be visible in later trader-memory-core reviews

Prerequisites

  • Python 3.9+
  • A local JSON or YAML answers file with candidate-level checklist answers
  • Optional trader-memory-core thesis state under state/theses/
  • Optional exposure_decision JSON from market-regime-daily / exposure-coach
  • Optional circuit_breaker_decision JSON from drawdown-circuit-breaker

Workflow

Step 1: Prepare the Checklist

Create a JSON or YAML file with candidate answers. Only actionable manual-order intents are gated. Watchlist and ignore intents are journaled as NO_ACTIONABLE_ORDERS.

{
  "candidates": [
    {
      "symbol": "AAPL",
      "thesis_id": "th_aapl_gm_20260703_0001",
      "order_intent": "ENTRY_READY",
      "entry_in_written_plan": true,
      "stop_predefined": true,
      "size_within_plan": true,
      "planned_risk_dollars": 500,
      "actual_risk_dollars": 500,
      "notes": "Entry matches the journaled breakout plan."
    }
  ]
}

Actionable intents are ENTRY_READY, ACTIONABLE, ACTIONABLE_DAY1, and MANUAL_ORDER. Non-actionable intents such as WATCHLIST, DELAYED_EP_WATCH, PEAD_HANDOFF, IGNORE, and REJECTED are recorded but do not create an order permission.

Read the full file on GitHub · 128 lines

Files

What ships with it

5 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.

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 · 128 lines · 53 tokens per session scan A cd33ad056ae3

Subscribe to this mod's changes

pre-trade-discipline-gate is a skill published in the GitHub repository tradermonty/claude-trading-skills (2,813 stars, last pushed today), licensed MIT. It adds 53 tokens to every session and 1,479 once invoked, about $0.0003 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 2026-09-03.

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