2461 Todo C14eb873

Claude Trading Skills - TODO List

Completed ✅

• Institutional Flow Tracker (2025-11-09)
  • 13F filings analysis with tier-based quality framework
  • Multi-quarter trend identification
  • FMP API integration
  • Comprehensive reference guides

In Progress 🔄

None currently.

Pending Skills 📋

1. Relative Strength Momentum Scanner (High Priority)

Purpose: Identify stocks with strong momentum using IBD-style RS Rating

Why This Skill:

• Fills gap in current skill set (no momentum/growth stock focus)
• Complements value-oriented skills (Value Dividend Screener, Institutional Flow Tracker)
• IBD RS Rating is proven methodology used by successful growth investors
• Useful for swing traders and growth stock investors

Key Features:

• RS Rating calculation (3/6/12-month price performance vs market)
• Sector-relative strength ranking
• Momentum acceleration/deceleration detection
• Volume-confirmed breakout candidates
• Stage analysis (Accumulation → Markup → Distribution → Decline)

Data Requirements:

• FMP API (price history, volume data)
• Free tier sufficient (250 calls/day)

Implementation Plan:

1. Create directory structure: relative-strength-momentum-scanner/
2. Write SKILL.md with RS Rating methodology
3. Create references:
   • rs_rating_methodology.md - IBD-style RS calculation
   • momentum_patterns.md - Acceleration/deceleration patterns
   • breakout_checklist.md - Volume confirmation criteria
4. Write scripts:
   • calculate_rs_rating.py - RS Rating for single stock
   • screen_momentum_stocks.py - Sector-wide screening
   • detect_breakouts.py - Volume-confirmed breakout detection
5. Write README.md with usage examples
6. Update main README.md and CLAUDE.md
7. Commit and push

Estimated Effort: 4-6 hours

Integration Opportunities:

• Combine with Institutional Flow Tracker (momentum + smart money confirmation)
• Combine with Technical Analyst (momentum + chart pattern confirmation)
• Use with Sector Analyst to identify leading sectors

2. Macro Indicator Dashboard (Medium Priority)

Purpose: Automated macro economic indicator tracking and analysis

Why This Skill:

• Current Market Environment Analysis requires manual data entry
• FRED API provides free access to thousands of economic indicators
• Automates weekly/monthly macro reviews
• Helps with sector rotation and risk management decisions

Key Features:

• Automated data fetching from FRED API (free, unlimited)
• Key indicators: Fed Funds Rate, CPI, PPI, NFP, GDP, ISM PMI, Yield Curve
• Trend visualization (MoM, YoY, moving averages)
• Economic cycle detection (Early/Mid/Late Cycle, Recession)
• Market implication generation (sector recommendations, risk posture)
• Alert system for threshold breaches

Data Requirements:

• FRED API (free, no rate limits for reasonable use)
• FMP API for complementary market data (optional)

Implementation Plan:

1. Create directory structure: macro-indicator-dashboard/
2. Write SKILL.md with economic indicator framework
3. Create references:
   • fred_api_guide.md - FRED API usage and key series IDs
   • economic_cycle_indicators.md - Leading/lagging indicators
   • sector_cycle_mapping.md - Sector performance by cycle phase
   • interpretation_guide.md - How to read macro data
4. Write scripts:
   • fetch_macro_data.py - Pull data from FRED API
   • analyze_economic_cycle.py - Determine current cycle phase
   • generate_dashboard.py - Create comprehensive macro report
5. Write README.md with indicator catalog
6. Update main README.md and CLAUDE.md
7. Commit and push

Estimated Effort: 6-8 hours

Integration Opportunities:

• Combine with Sector Analyst for cycle-based rotation
• Combine with US Market Bubble Detector for risk assessment
• Feed into Portfolio Manager for macro-driven rebalancing
• Support Stanley Druckenmiller Investment Advisor with macro themes

Future Enhancements (Backlog) 💡

3. Short Interest Analyzer (Low Priority)

• Track short interest changes
• Identify short squeeze opportunities
• FMP API integration
• Estimated effort: 3-4 hours

4. Insider Trading Monitor (Low Priority)

• Form 4 filing analysis
• Cluster detection (multiple insiders buying/selling)
• FMP API integration
• Estimated effort: 4-5 hours

5. Swing Trade Setup Scanner (Low Priority)

• Price action pattern recognition
• Volume profile analysis
• Specific entry/stop/target levels
• Estimated effort: 6-8 hours

6. Correlation Matrix Analyzer (Low Priority)

• Portfolio correlation analysis
• Hidden concentration risk detection
• Diversification scoring
• Estimated effort: 3-4 hours

Repository Maintenance Tasks

Documentation Updates Needed

• Create Japanese README.ja.md for Institutional Flow Tracker
• Generate ZIP package for Institutional Flow Tracker (for web app users)
• Update skill catalog count in main README.md

Testing Needed

• Test Institutional Flow Tracker scripts with real FMP API
• Validate reference guide accuracy against current SEC rules
• Test integration with other skills (Value Dividend Screener, etc.)

Code Quality

• Add error handling improvements to all FMP API scripts
• Add retry logic with exponential backoff for rate limits
• Standardize output format across all skills

Priority Order for Next Implementation

1. Relative Strength Momentum Scanner (completes momentum/growth coverage)
2. Macro Indicator Dashboard (automates manual workflow, high value-add)
3. Short Interest Analyzer (nice-to-have, lower priority)
4. Insider Trading Monitor (complementary to Institutional Flow)
5. Others as needed

Notes

• All new skills should follow existing directory structure:

  <skill-name>/
  ├── SKILL.md
  ├── README.md
  ├── references/
  ├── scripts/
  └── assets/
  

• API keys should support both environment variables and CLI arguments

• All scripts should include help text and usage examples

• Reference guides should be comprehensive with examples

• Integration with existing skills should be documented

Last Updated: 2025-11-09