# 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.

- Skill: `agentskillexchange/run-claude-trading-skills-for-investor-market-review-and-tra` (Agent Skill)
- Install (CLI): `npx skillmds@latest add agentskillexchange/run-claude-trading-skills-for-investor-market-review-and-tra`
- Raw SKILL.md: https://api.skillmd.com/api/skills/agentskillexchange/run-claude-trading-skills-for-investor-market-review-and-tra/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: agentskillexchange (https://skillmd.com/u/agentskillexchange)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/agentskillexchange/run-claude-trading-skills-for-investor-market-review-and-tra

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# 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

## Documentation

- https://tradermonty.github.io/claude-trading-skills/

## Source

- [Agent Skill Exchange](https://agentskillexchange.com/skills/run-claude-trading-skills-for-investor-market-review-and-trade-journaling/)