trader-skill

Price Alerts. Rings when a price target, a stop or the opening bell hits: above / below / stop rules, percent moves from the previous close, and the NYSE opening bell, each ringing once so you are not spammed. Knows NYSE hours with the 2026 and 2027 holidays and 1:00 p.m. early closes, fetches free delayed quotes (Yahoo chart JSON, Stooq CSV) one ticker at a time, and writes trader/prices.json for the other skills. Use when the user says "alert me when", "tell me if AAPL hits", "set a stop", "price target", "watch my stocks", "is the market open", "when does the market open", "get me prices", or to refresh prices before sizing, risk or tax.

The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release) and sums up what changed: revenue, gross, operating and net margins, net income and diluted EPS, quarter by quarter, each against the same quarter a year earlier, with the trailing twelve months. Writes a metrics file the screener reads. Use when the user says "how did Apple's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", or "run the analyst on my holdings".

Order Executor. Places APPROVED orders through your brokerage connector, one at a time, and never without your explicit yes. Shows each order as a plain ticket plus the exact JSON for Alpaca's place_stock_order, records your yes word for word, then Claude's own Allow once / Deny card asks again. Covers setting up Alpaca's official MCP server in Claude Desktop (paper trading by default, keys in env vars, never in chat), the Interactive Brokers connector (orders go to your IBKR account for your approval), and setting order tools to "Needs approval". Use when the user says "place the orders", "buy it", "execute", "send it to my broker", "connect Alpaca", "connect Interactive Brokers", "set up paper trading", or after /trader-risk passes.

Budget Manager. Sizes every position to your budget before anything is bought: keeps a cash buffer, caps any one stock (the excess is shared out to the others), drops slices under your minimum order, rounds so every dollar is used, supports fractional or whole shares, and writes the proposed buy orders to trader/orders.json in the exact shape of Alpaca's place_stock_order (notional as a string). Nothing is placed. Use when the user says "I have $5,000", "size my trades", "how much of each should I buy", "manage my budget", "split my money", "keep 10% in cash", "no stock over 25%", "set my rules", or after /trader-copycat writes targets.

The Reverse Engineer. Reads a famous investor's public SEC filings (the quarterly 13F-HR, plus Form 4 if you want the insider trades) and rebuilds their portfolio as weights you can copy: every position, its share of the fund, what they bought, added, trimmed and sold since the last quarter, with tickers matched to every CUSIP. Then it writes trader/targets.json so the budget skill can size it to your money. Use when the user says "copy Buffett", "copy Berkshire", "what does Ackman own", "reverse engineer this investor", "show me their 13F", "what did they buy last quarter", "copy the top 5", or names any fund or famous investor.

The News Monitor. Watches breaking market news and SEC filings for the stocks you hold (or are about to copy): Yahoo Finance headlines per ticker and each company's 8-K filings on SEC EDGAR (earnings, CEO changes, deals, restatements, bankruptcy). Shows only what is new since the last check, newest first, flags what touches your positions and why it matters, and never repeats an item. Use when the user says "any news on my stocks", "what's happening with Apple", "monitor the news", "watch my portfolio", "did anything break", "check the 8-Ks", or "morning briefing".

The Pelosi Tracker. Watches the stock trades members of Congress must disclose under the STOCK Act: reads the House Clerk's public Periodic Transaction Reports (PTRs) as soon as they are posted, alerts once per new filing, and turns each PDF into clean rows (who, owner, stock, ticker, buy or sell, options strike and expiry, trade date, amount range, how many days it took to disclose). Flags trades in stocks you hold. Senate reports are covered by a documented manual route. Use when the user says "what is Pelosi buying", "track Nancy Pelosi", "Congress trades", "politician stock trades", "did any congressman buy X", "alert me when Pelosi files", or "run the Pelosi skill".

Rebalancer. Brings the portfolio back to its target weights when it drifts: values every holding at current prices, works out each stock's drift from its target in percentage points, trades only the stocks outside a band (default 5 points), keeps the cash buffer and the per-stock cap, skips tiny trades, lists sells before buys, and writes the trades to trader/orders.json as proposals. Use when the user says "rebalance", "my portfolio drifted", "bring it back to the targets", "I added money", "the new 13F changed the weights", "am I overweight", or on a schedule (monthly or quarterly) after /trader-copycat updates the targets.

Risk Manager. Checks every proposed order against your limits before it can reach the broker and blocks anything over them: blocked tickers, max order size, minimum order, max position percent after the fill, the cash buffer, margin, short sales, options and crypto (off unless allowed), malformed orders, duplicates and a daily order limit. Prints PASS or BLOCK with the reason for each order and records the verdicts so trader-broker only shows an order that passed. Use when the user says "check my orders", "is this safe", "risk check", "does this break my rules", "can I place this", or before /trader-broker, always.

The Stock Screener. Checks a list of companies against the user's own rules (revenue growth, margins, EPS, P/E, earnings yield, sector, anything in the metrics file), says exactly which rule each company passes or fails and by how much, and ranks the ones that pass into a shortlist. Reads the metrics /trader-analyst writes from SEC filings, or any CSV. Use when the user says "screen for stocks", "find me companies that", "filter my watchlist", "which of these pass my rules", "shortlist candidates", "rank these stocks", or "growing companies under 30 times earnings".

Tax Optimizer. Tracks cost-basis lots for every position (FIFO, highest cost first, or specific lots), shows unrealized gains and losses by lot with short or long term, works out what a sale would realize before you sell, finds tax-loss harvesting candidates over a loss threshold, checks the wash sale rule (30 days before and after, GOOG and GOOGL as one family), and writes harvest sells only as proposals. Not tax advice. Use when the user says "what are my gains", "cost basis", "tax lots", "tax-loss harvest", "what would selling cost me in tax", "short or long term", "wash sale", or before selling anything.