Trading Skills — AI-Powered Market Analysis

Most retail traders juggle 5+ tabs — broker, charting platform, screener, news feed, spreadsheet — just to decide whether to enter a trade. This project collapses all of that into a single conversational interface powered by Claude.

Ask a question in plain English, get back real data: technicals, fundamentals, option Greeks, risk metrics, earnings dates, correlation matrices, and full PDF reports. Connect your Interactive Brokers account and it manages your portfolio too — finds roll candidates for expiring shorts, flags earnings risk, and generates action reports.

Who is this for?

• Retail options traders who sell premium, run PMCCs, or manage covered calls
• Self-directed investors who want quick fundamental + technical scans without switching tools
• Python-literate traders who want to extend the analysis with custom scripts
• IBRK users who want AI-assisted portfolio management

Quick example — scan for bullish setups and check PMCC viability:

You: Scan AAPL,MSFT,NVDA,GOOGL,AMZN for bullish trends, then check the top picks for PMCC suitability

Claude: [runs scanner-bullish → filters top scores → runs scanner-pmcc]
        NVDA: Bullish score 8/10, PMCC score 9.2/11 — LEAPS $95 call (Δ0.82),
        sell $140 call (Δ0.18), net debit $5,420, annual yield 47%...

Another example — correlation check before adding to a portfolio:

You: Show correlation for SPY,GOOG,NVDA,ZM,RTX,PFE,XOM

Claude: NVDA is the standout diversifier — near-zero correlation with everything.
        RTX/XOM at 0.86 — little diversification benefit between them.

Real sessions in Claude Desktop (free account)

"Analyze option spread strategies and probability of profit for SPY, QQQ and DIA"

Requirements

• Python 3.12+
• uv package manager
• Claude Code, Claude Desktop, or Cursor with third-party skills enabled (fully installed and authenticated)
• Optional: TWS or IB Gateway for portfolio features

Two Ways to Use

Claude Code / Cursor (Full Experience)

Installation

git clone https://github.com/staskh/trading_skills.git
cd trading_skills
uv sync

Run Claude Code or Cursor in the repository root. All skills are available as interactive commands — ask questions about your IBKR portfolio, symbols, or companies of interest.

MCP Server (Claude Desktop)

The MCP server is a lightweight alternative for use with Claude Desktop (including the free tier). It exposes 23 trading analysis tools directly to Claude Desktop without needing Claude Code.

Installation

1. Install the package (requires Python 3.12+):

   pip install trading-skills
   

2. Find the full path to the installed command:

   macOS / Linux:

   which trading-skills-mcp
   

   Windows:

   where trading-skills-mcp
   

   If where doesn't find it, locate it manually:

   python -c "import sysconfig; print(sysconfig.get_path('scripts'))"
   

   The script will be trading-skills-mcp.exe in that directory (typically at C:\Users\<YourUsername>\AppData\Local\Programs\Python\Python<Version>\Scripts\)

3. Open Claude Desktop, go to Settings → Developer → Edit Config:

   

   Add the following to claude_desktop_config.json:

   macOS / Linux:

   {
     "mcpServers": {
       "trading-skills": {
         "command": "/full/path/to/trading-skills-mcp"
       }
     }
   }
   

   Windows:

   {
     "mcpServers": {
       "trading-skills": {
         "command": "C:\\full\\path\\to\\trading-skills-mcp.exe"
       }
   
   

... View full README on GitHub