Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development.
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.
This repository also configures its own agents. See what claude-trading-skills tells them →
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Screen post-earnings gap-up stocks for PEAD (Post-Earnings Announcement Drift) patterns. Analyzes weekly candle formation to detect red candle pullbacks and breakout signals. Supports two input modes - FMP earnings calendar (Mode A) or earnings-trade-analyzer JSON output (Mode B). Use when user asks about PEAD…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Comprehensive portfolio analysis using Alpaca MCP Server integration to fetch holdings and positions, then analyze asset allocation, risk metrics, individual stock positions, diversification, and generate rebalancing recommendations. Use when user requests portfolio review, position analysis, risk assessment…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Calculate risk-based position sizes for long stock trades. Use when user asks about position sizing, how many shares to buy, risk per trade, Kelly criterion, ATR-based sizing, fractional-share sizing, or portfolio risk allocation. Supports stop-loss distance calculation, volatility scaling, and sector concentration…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision for trader-memory-core review.
tradermonty/claude-trading-skills
Skill Codex
Separate a strategy return series into declared baseline exposure and residual edge with returns-based OLS attribution, HAC inference, rolling stability, alternate-baseline sensitivity, and regime breakdowns. Use when evaluating whether backtest, out-of-sample, or live returns contain independent alpha beyond market…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Skill that analyzes 18-month scenarios from a news headline. Runs the primary analysis with the scenario-analyst agent and obtains a second opinion with the strategy-reviewer agent. Generates a comprehensive English report covering 1st/2nd/3rd-order impacts, recommended stocks, and a critical review. Example…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Record and analyze post-trade outcomes for signals generated by edge pipeline and other skills. Track false positives, missed opportunities, and regime mismatches. Feed results back to edge-signal-aggregator weights and skill improvement backlog.
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Design new Claude skills from structured idea specifications. Use when the skill auto-generation pipeline needs to produce a Claude CLI prompt that creates a complete skill directory (SKILL.md, references, scripts, tests) following repository conventions.
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Mine Claude Code session logs for skill idea candidates. Use when running the weekly skill generation pipeline to extract, score, and backlog new skill ideas from recent coding sessions.
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Validate multi-skill workflows defined in CLAUDE.md by checking skill existence, inter-skill data contracts (JSON schema compatibility), file naming conventions, and handoff integrity. Use when adding new workflows, modifying skill outputs, or verifying pipeline health before release.
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Build and maintain a Stockbee-style daily 20% mover study for US equities by scanning +20%/-20% movers, classifying catalysts and setup context, updating forward outcomes, and summarizing cohort patterns. Use when the user asks to run a daily 20% study, backfill historical 20% movers, find recurring edge patterns, or…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Analyze Stockbee-style Day 1 Episodic Pivot candidates from earnings, guidance raises, M&A, FDA/regulatory approvals, analyst actions, major contracts, product launches, short-squeeze catalysts, or theme/story events. Scores catalyst quality together with gap/range expansion, volume shock, neglect/revaluation context…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Screen US stocks for Stockbee-style selling-exhaustion hammer setups using prior momentum, pullback depth, undercut/reclaim, long lower-wick geometry, close-location, volume confirmation, quality/liquidity gates, and risk-distance scoring. Use when the user asks for Stockbee, Pradeep Bonde, exhaustion setup, selling…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Screen US stocks for Stockbee-style short-term Momentum Burst setups using 4% breakout, dollar breakout, range expansion, volume expansion, prior range contraction, close-location, failure filters, and risk-distance scoring. Use when the user asks for Stockbee, Pradeep Bonde, momentum burst, 4% breakout, range…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Build a Stockbee-style setup model book from momentum-burst screener candidates, then update 3-day and 5-day forward outcomes with MFE/MAE, stop-hit status, outcome tags, and cohort statistics. Use when the user wants to study Stockbee Momentum Burst examples, track failed candidates, build setup fluency, review A/B…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Detect backtest iteration stagnation and generate structurally different strategy pivot proposals when parameter tuning reaches a local optimum.
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Detect and analyze trending market themes across sectors. Use when user asks about current market themes, trending sectors, sector rotation, thematic investing, what themes are hot or cold, or wants to identify bullish and bearish market narratives with lifecycle analysis.
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Generate falsifiable trade strategy hypotheses from market data, trade logs, and journal snippets. Use when you have a structured input bundle and want ranked hypothesis cards with experiment designs, kill criteria, and optional strategy.yaml export compatible with edge-finder-candidate/v1.
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Review closed trades, partial exits, and monthly trade aggregates for process adherence, risk discipline, execution quality, and evidence-based trading behavior patterns. Use after trader-memory-core and signal-postmortem have produced records, or when the user asks for a post-trade coach, risk-manager style review…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis. Trigger when user says "register thesis"…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Recommend the right trading workflow, skillset, API profile, and setup path from a natural-language goal. Use this as the on-ramp when a user expresses a trading or investing goal and needs to know which skill/workflow to use, where to start, or whether something works without paid API keys — e.g. "where do I start"…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Analyzes market breadth using Monty's Uptrend Ratio Dashboard data to diagnose the current market environment. Generates a 0-100 composite score from 5 components (breadth, sector participation, rotation, momentum, historical context). Use when asking about market breadth, uptrend ratios, or whether the market…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Autonomously screen NYSE, Nasdaq, and NYSE American operating-company stocks for undervalued-growth/GARP opportunities using forward same-basis valuation, driver-derived EPS/FCF forecasts, primary-source financial verification, SBC and dilution controls, sector and cycle normalization, auditable candidate-pool…
tradermonty/claude-trading-skills
Skill Claude CodeCodex
Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering…
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: