The claude-trading-skills repo has 74 skills. Open it for the first time and your head spins. We looked at the list too, wondered "where do you even start?", and then grouped the whole thing.
We liked what the author wrote: the goal isn't handing decisions to AI, it's organising how you review the market, manage risk and learn from mistakes. It's written for busy long-term, ETF and dividend investors.
As usual, a note: we read the names and descriptions, but didn't run the skills.
- Finding and analysing stocks24
- Market conditions22
- Strategy research13
- Risk and portfolio5
- Trading journal5
- Building skills5
Source: the repo's skills folder, as of November 5. The grouping is ours, not the author's.
As you can see, there's plenty on searching and reading the market, and little on risk and journaling. But we think ordinary people gain more from the latter. Our picks reflect that.
For looking at the market
- market-breadth-analyzer. Scores market breadth from 0 to 100: is the index rising, or are many stocks actually going up? No API key needed.
- sector-analyst. Analyses rotation between sectors and the market cycle. Also works without a key.
- earnings-calendar. Shows upcoming reports and needs an FMP key. We have an article on earnings season too.
For checking a stock
- us-stock-analysis. Looks at a company from every side: numbers, business quality, valuation, chart.
- value-dividend-screener. Searches dividend stocks with clear limits: P/E under 20, P/B under 2, yield of at least 3%. This isn't a halal filter, so check the results separately.
For protecting your money
In our view this is the most valuable part:
- position-sizer. Works out how many shares to buy in a trade based on risk.
- pre-trade-discipline-gate. A checklist before you trade. It stops planless, oversized or "revenge" trades. Anyone who has tried to win it back right after a loss will understand.
- drawdown-circuit-breaker. Looks at losing streaks and weekly or monthly loss limits and tells you whether taking new risk today is allowed.
- portfolio-manager. Analyses your allocation and risk. It needs an Alpaca connection.
For learning
- trader-memory-core. Tracks an idea from first thought to closed position and prepares a review at the end. You can't misremember later why you bought. We have an article on this habit: the trading journal.
What we left out on purpose
- Other skills58
- Our picks10
- Left out on purpose6
The other 58 aren't bad: they're more complex or narrower than an ordinary investor needs.
We skipped six for reasons visible in their names: options strategies, futures sizing, crypto regimes, pair trading, short planning and MetaTrader robots. They're either outside our focus or rely on shorting and similar practices, which many scholars consider impermissible. So we don't promote them.
Where to start
The README lays out a five-skill path that needs no paid data key and works with public CSVs and your own files. For a beginner that's plenty. There's no need to install everything; we haven't met anyone who uses 74 tools either.
For information only, not investment advice. This is a third-party project and we're not affiliated with it.
Terms in this article
Check halal stocks yourself
Verdicts, ratios and last check dates for every NASDAQ and NYSE stock.
Related articles
- GuideTrading journal: what to record and how to analyse the resultsA journal isn't a notebook — it shows which of your decisions make money and which lose it. What to record, which numbers to watch, and CSV import.
- GuideEarnings season: what to watch and how it affects halal statusEvery quarter US companies report: prices jump and halal ratios get updated. What to look at during the season and how to re-check your portfolio.
- AI ToolsAnthropic's 10 finance agents: what does each one do?The company behind Claude published an open repo for finance teams. The 10 agents in plain words, which ones an ordinary investor might care about, and why they give no advice.