claude-trading-skills

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, or portfolio risk allocation. Supports stop-loss distance calculation, volatility scaling, and sector concentration checks.

Evaluate account-level drawdown circuit breaker rules from trader-memory-core state and decide whether new trade risk is allowed today. Uses realized P&L, losing-streak cooldowns, and weekly/monthly drawdown limits without any external API.

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.

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.

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", "which skill should I use", "I want to swing trade only when the market is favorable", "what works without API keys", "どれを使えばいい", "API キー無しで 使えるものは". Routes and explains only; it never executes trades or auto-runs other skills, and it is honest when no workflow has shipped yet.

Calculate RSI, MACD, Bollinger Bands, ATR, and EMA for any stock or ETF. Provides programmatic technical indicator values with buy/sell signal interpretation. Use when user asks for RSI, MACD, Bollinger Bands, ATR values, wants to calculate technical indicators for a specific stock, or needs signal-based entry/exit levels from indicators.

Analyze news sentiment for stocks or market themes using NLP scoring. Fetches recent headlines, scores bullish/bearish tone, tracks sentiment momentum over time, and flags sentiment divergence from price action. Use when user asks about news sentiment, whether news is bullish or bearish for a stock, sentiment analysis, or wants to quantify news impact on a security.

Detects Follow-Through Day (FTD) signals for market bottom confirmation using William O'Neil's methodology. Dual-index tracking (S&P 500 + NASDAQ) with state machine for rally attempt, FTD qualification, and post-FTD health monitoring. Use when user asks about market bottom signals, follow-through days, rally attempts, re-entry timing after corrections, or whether it's safe to increase equity exposure. Complementary to market-top-detector (defensive) - this skill is offensive (bottom confirmation).

Detects market top probability using O'Neil Distribution Days, Minervini Leading Stock Deterioration, and Monty Defensive Sector Rotation. Generates a 0-100 composite score with risk zone classification. Use when user asks about market top risk, distribution days, defensive rotation, leadership breakdown, or whether to reduce equity exposure. Focuses on 2-8 week tactical timing signals for 10-20% corrections.

Fetch upcoming economic events and data releases using FMP API. Retrieve scheduled central bank decisions, employment reports, inflation data, GDP releases, and other market-moving economic indicators for specified date ranges (default: next 7 days). The script outputs raw JSON or text; the assistant filters, assesses impact, and generates the Markdown report.

Scan for unusual options activity and large institutional options flow. Identifies calls/puts with abnormal volume vs open interest ratios, sweeps, and block trades. Use when user asks about options flow, unusual options activity, dark pool options, smart money options bets, or wants to track what institutions are buying in the options market.

Scan for stocks breaking out of consolidation ranges on above-average volume. Detects price breakouts above resistance levels, 52-week highs, and multi-week consolidation boxes with volume confirmation. Use when user asks for breakout stocks, 52-week high breakouts, volume breakouts, stocks breaking resistance, or wants to find momentum initiation setups.

Track post-earnings price momentum continuation for stocks that gapped up or down on earnings. Measures 5, 10, and 20-day momentum after the earnings event to identify PEAD (Post-Earnings Announcement Drift) candidates still in play. Use when user asks about earnings momentum, post-earnings drift, stocks still running after earnings, or wants to find earnings continuation setups.

Detect significant insider buying activity (CEO, CFO, directors purchasing company stock in the open market). Filters for cluster buying, large dollar amounts, and purchases near 52-week lows as the strongest signals. Use when user asks about insider buying, what executives are buying, insider purchases, or wants to find stocks where management is buying their own shares.

Monitor cross-asset macro signals including yield curve shape, DXY trend, VIX regime, commodity momentum (gold, oil), and credit spreads to determine the current macro environment and its implications for equity risk. Use when user asks about macro environment, yield curve signals, dollar strength impact, VIX regime, risk-on vs risk-off conditions, or wants macro context for equity exposure decisions.

Screen for oversold stocks with high mean reversion probability using RSI, Bollinger Band position, and distance from moving averages. Identifies quality stocks in Stage 2 uptrends that have pulled back to support and show statistical reversion setups. Use when user asks for oversold stocks, mean reversion setups, pullback entries, RSI dip buys, or stocks bouncing off support levels.

Detect sector rotation by measuring relative momentum across all 11 SPDR sector ETFs (XLK, XLV, XLF, XLE, XLI, XLY, XLP, XLU, XLRE, XLB, XLC). Ranks sectors by 1-month, 3-month, and 6-month momentum and identifies which sectors money is rotating into and out of. Use when user asks about sector rotation, which sectors are leading or lagging, where money is flowing, or wants a sector momentum ranking.

Identify potential short squeeze candidates by combining high short interest, low float, rising price momentum, and increasing volume. Scores stocks on their squeeze potential using the classic short squeeze formula (days-to-cover, short float %, price momentum). Use when user asks about short squeeze candidates, high short interest stocks, potential squeezes, or wants to find stocks where shorts could be forced to cover.

Screen S&P 500 stocks for Mark Minervini's Volatility Contraction Pattern (VCP). Identifies Stage 2 uptrend stocks forming tight bases with contracting volatility near breakout pivot points. Use when user requests VCP screening, Minervini-style setups, tight base patterns, volatility contraction breakout candidates, or Stage 2 momentum stock scanning.

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, performance evaluation, or rebalancing suggestions for their brokerage account.

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.

Analyze recent post-earnings stocks using a 5-factor scoring system (Gap Size, Pre-Earnings Trend, Volume Trend, MA200 Position, MA50 Position). Scores each stock 0-100 and assigns A/B/C/D grades. Use when user asks about earnings trade analysis, post-earnings momentum screening, earnings gap scoring, or finding best recent earnings reactions.

Detect IBD-style Distribution Days for QQQ/SPY (close down at least 0.2% on higher volume), track 25-session expiration and 5% invalidation, count d5/d15/d25 clusters, classify market risk (NORMAL/CAUTION/HIGH/SEVERE), and emit TQQQ/QQQ exposure recommendations. Use after market close, before TQQQ exposure changes, or as input to FTD/market-state frameworks. Does not execute trades.

Use this skill to track institutional investor ownership changes and portfolio flows using 13F filings data. Analyzes hedge funds, mutual funds, and other institutional holders to identify stocks with significant smart money accumulation or distribution. Helps discover stocks before major moves by following where sophisticated investors are deploying capital.

Options trading strategy analysis and simulation tool. Provides theoretical pricing using Black-Scholes model, Greeks calculation, strategy P/L simulation, and risk management guidance. Use when user requests options strategy analysis, covered calls, protective puts, spreads, iron condors, earnings plays, or options risk management. Includes volatility analysis, position sizing, and earnings-based strategy recommendations. Educational focus with practical trade simulation.

Screen US equities for parabolic exhaustion patterns and generate conditional pre-market short plans, then evaluate intraday trigger fires from live 5-min bars. Phase 1 daily 5-factor scorer (MA extension / acceleration / volume climax / range expansion / liquidity), Phase 2 per-candidate plans for ORL break / first-red 5-min / VWAP fail with explicit borrow / SSR / manual-confirmation gating, Phase 3 one-shot intraday FSM that detects trigger fires and resolves concrete share counts. Covers Phase 1 + Phase 2 + Phase 3.

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 screening, post-earnings drift, earnings gap follow-through, red candle breakout patterns, or weekly earnings momentum setups.

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", "track this idea", "thesis status", "review due", "close position", "postmortem", or "trading journal".

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", "which skill should I use", "I want to swing trade only when the market is favorable", "what works without API keys", "どれを使えばいい", "API キー無しで 使えるものは". Routes and explains only; it never executes trades or auto-runs other skills, and it is honest when no workflow has shipped yet.