Run Claude Trading Skills for investor market review and trade journaling
Use the Claude Trading Skills pack to run structured market-regime checks, portfolio reviews, swing-trade screens, trade journals, and performance retrospectives inside Claude workflows.
Prerequisites
Claude Skills or Claude Code, local portfolio/trading files, optional FMP/FINVIZ Elite/Alpaca data integrations depending on workflow
Installation
Prerequisite: a paid Claude plan that supports Claude Skills.
For Claude Web App, use the prebuilt archives in skill-packages/ and upload the desired ZIP through Settings > Skills.
For Claude Code, copy the desired skill folder, such as backtest-expert, into the Claude Code Skills directory opened from Settings > Skills > Open Skills Folder, then restart or reload Claude Code.
Some workflows require external data integrations such as FMP, FINVIZ Elite, or Alpaca; choose a workflow or skillset whose integrations match your available data sources.
- Source: https://github.com/tradermonty/claude-trading-skills
- Extracted from upstream docs: https://raw.githubusercontent.com/tradermonty/claude-trading-skills/HEAD/README.md