In simple English
This tool helps you manage a stock portfolio using AI chat commands. It reads public filings from the SEC and the US Congress to find what famous investors bought. It sizes your trades based on your budget and checks them against safety rules. It never buys or sells anything without your explicit permission. You need the Claude app or Claude Code to run it.
What it is
A collection of eleven Python-based AI skills and scripts that automate stock research, portfolio budgeting, and risk checks. It pulls official financial data from public registries and formats it for decision-making.
What it is good for
Solo builders and investors who want to automate stock market research, track congressional stock trades, or copy the portfolios of famous long-term investors without paying for expensive terminal software.
- Runs on free public data with no API keys or paid subscriptions required.
- Includes built-in risk checks that block trades exceeding your custom limits.
- Paper trading is enabled by default so you can test strategies without real money.
- Requires familiarity with Claude chat skills or Claude Code to install and use.
- Depends on SEC 13F filings which are published up to forty-five days after a quarter ends.
- Relies on unofficial endpoints for price data which can break if external websites change.
manual stock research on SEC EDGAR and expensive financial terminal subscriptions
Alpaca API for paper trading and executing approved orders
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git clone https://github.com/Jakeschincariol/trader-skill.git cp -r trader-skill/trader-* ~/.claude/skills/