Claude Trading Skills

Claude Trading Skills is an open-source trading workflow toolkit for time-constrained individual investors using Claude Skills.

Claude Trading Skills provides a structured workflow toolkit for individual investors, focusing on long-term core portfolios and disciplined swing trading. Designed to improve human decision processes rather than automate trades, it covers market review, risk management, trade planning, journaling, and continuous improvement. The project relies on operational manifests and skills like market breadth analyzers, uptrend analyzers, and position sizers. Users can run workflows with optional data integrations like Alpaca, FMP, or FINVIZ Elite, or rely on public CSVs, chart screenshots, and local YAML files. It is intended for educational and research purposes under the MIT License.

Claude Trading Skills at a glance

Best for: Finance
Runs on: Web, macOS, Windows, Linux, CLI, open source
Pricing: Free; compatible with Claude Free, Pro, Max, Team, and Enterprise accounts
Released: October 2025
Category: AI research tool
Website: github.com/tradermonty/claude-trading-skills

Key features

Analyze market breadth using public CSVs
Monitor uptrend participation and market regimes
Calculate position sizing and risk parameters
Maintain local YAML-based trade journals
Conduct signal postmortems and performance reviews
Execute pre-trade discipline gates

Use it for

Conducting 15-minute daily market checks
Reviewing weekly long-term portfolios
Finding swing candidates with risk controls
Recording and learning from closed trades

Alternatives to Claude Trading Skills

TradingView MCP — Enables AI agents to interact directly with local TradingView Desktop charts.
Investor Skills — It connects wallets and brokerages to execute trades with AI agents.
AlphaGBM Skills — Integrates real-time market data and analysis into tools like Cursor and Claude Code.
TradingView MCP Server — Eliminates infrastructure setup by providing 27 market analysis tools via URL.
Vibe-Trading — Provides reproducible, inspectable research artifacts for financial markets.
FinanceToolkit — Access transparent calculation methods for 500+ financial metrics.
FinCatch Studio — Simulates forward scenarios and stress-tests financial models on primary facts.
Serenity Skill — Translates market hype into logical, evidence-based research priorities.
FinRL — Build trading agents with a unified Python framework and reusable strategy components.
TradingAgents A-Share — It features seven specialized A-share analysts and free direct data sources with no API key required.
AI Berkshire — It forces clear conclusions with specific price ranges and multi-agent debate.
QuantHarness — Uses price-driven multi-agent LLMs for high-frequency trading analysis.

All Claude Trading Skills alternatives