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Trader Skill
Trader Skill: Eleven Claude skills read public financial filings, news, and Congress trades to propose portfolios.
Trader Skill provides eleven Python-based tools that run inside Claude to assist with personal stock trading and portfolio management. It reads public data sources including SEC EDGAR 13F filings, the House Clerk, news feeds, and SEC XBRL earnings reports. Users can reverse-engineer investment portfolios, track breaking news, manage budgets, monitor congressional stock disclosures, analyze earnings, screen stocks, check risk limits, optimize taxes, set price alerts, and rebalance holdings. The software requires Python 3.8 or newer and uses paper trading by default, ensuring no orders execute without explicit user approval. It is designed for individual traders who want to automate research and portfolio tracking through Claude.
Trader Skill at a glance
Key features
- Reverse-engineer investor portfolios from 13F filings
- Monitor news headlines and SEC 8-K filings for holdings
- Size positions and manage cash buffers according to a budget
- Read and alert on congressional stock trade disclosures
- Pull company financial numbers and earnings data from SEC XBRL
- Screen and rank companies based on custom rules
- Check proposed orders against risk limits
- Track cost-basis lots, gains, losses, and wash sales
Use it for
- Copying the portfolio weights of trusted institutional investors
- Tracking breaking news and SEC filings for held stocks
- Sizing stock trades and managing cash budgets
- Monitoring stock trades disclosed by members of Congress
- Rebalancing investment portfolios when they drift past target bands
Companions
Tools that articles about Trader Skill recommend using with it, each with its job.
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- Context7 — Up-to-date API documentation for coding questions.
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