How jakeschincariol/trader-skill works
The Trader is a bundle of eleven Claude-assisted investing skills backed by standalone Python tools. The main proposal workflow is copycat or screening research → budget sizing → risk checks → a user-approved broker ticket; maintenance tools propose rebalance or tax-related trades for the same safeguards. Separate monitoring skills cover news, Congressional disclosures, and price alerts. The README documents how these skills hand off through shared project files; sampled source excerpts show individual tool behavior, but not every runtime integration.
Main entry points: edgar13f.py 13F Copycat · facts.py Earnings Analyst · screen.py Stock Screener · size.py Budget Sizing
Components 16
Research
- 13F Copycat
trader-copycat/edgar13f.py - Earnings Analyst
trader-analyst/facts.py - Stock Screener
trader-screener/screen.py
Portfolio
- Target Weights
- Budget Sizing
trader-budget/size.py - Rebalancer
trader-rebalance/rebalance.py - Tax Lots
trader-tax/lots.py - Order Proposals
Trade Controls
- Risk Checks
trader-risk/check.py - Ticket and Consent
trader-broker/ticket.py
Monitoring
- News Monitor
trader-news/news.py - Congress Tracker
trader-pelosi/ptr.py - Price Alerts
trader-alerts/alerts.py
Other components
- Investor
- Broker Connector
- Public Data Sources
Connections 23
- Investor → 13F Copycat: requests holdings
README.md - Investor → Earnings Analyst: requests analysis
README.md - Investor → Stock Screener: sets screening rules
README.md - 13F Copycat → Public Data Sources: reads 13F filings
README.md - 13F Copycat → Target Weights: writes weights
README.md - Earnings Analyst → Public Data Sources: reads SEC XBRL
README.md - Earnings Analyst → Stock Screener: supplies metrics
README.md - Stock Screener → Budget Sizing: feeds selection
README.md - Target Weights → Budget Sizing: sizes positions
README.md - Budget Sizing → Order Proposals: writes proposals
trader-budget/size.py - Rebalancer → Target Weights: reads weights
trader-rebalance/rebalance.py - Rebalancer → Order Proposals: proposes trades
README.md - Tax Lots → Order Proposals: proposes trades
README.md - Order Proposals → Risk Checks: checks orders
README.md - Risk Checks → Ticket and Consent: passes exact orders
README.md - Investor → Ticket and Consent: approves ticket
README.md - Ticket and Consent → Broker Connector: prepares tool input
README.md - Investor → News Monitor: monitors holdings
README.md - News Monitor → Public Data Sources: reads headlines and filings
README.md - Investor → Congress Tracker: tracks disclosures
README.md - Congress Tracker → Public Data Sources: reads House records
README.md - Investor → Price Alerts: sets price alerts
README.md - Price Alerts → Public Data Sources: fetches quotes
README.md