Everything lands in a trader/ folder in your project, and each skill reads what the last one wrote:

copycat -> budget -> risk -> broker            (copy an investor)
news / pelosi / alerts                          (watch, on a schedule)
analyst -> screener -> budget -> risk -> broker (pick your own)
rebalance / tax -> risk -> broker               (maintain)

An example: copying Berkshire Hathaway with $5,000.

1. /trader-copycat "copy Berkshire's top 5". It finds Berkshire Hathaway (CIK 1067983), downloads its latest 13F-HR (Q2 2026, filed 2026-08-14) and reads every row: Apple 22.04 % of the reported portfolio, American Express 17.14 %, Alphabet 12.62 % (both share classes), Coca-Cola 10.86 %, Bank of America 9.20 %. Since last quarter: new D.R. Horton, sold out of Constellation Brands. It writes trader/targets.json, the top 5 renormalised: 30.67 / 23.85 / 17.56 / 15.11 / 12.80 %.
2. /trader-budget with a $5,000 budget, a 10 % cash buffer and a 25 % cap: Apple $1,250 (capped), American Express $1,119, Alphabet $823, Coca-Cola $708, Bank of America $600, $500 cash, $0 idle. It writes trader/orders.json as proposals.
3. /trader-risk checks all five against your limits: blocked tickers, order size, position size after the fill, the cash buffer, no options or margin. PASS or BLOCK, with the reason.
4. /trader-broker shows you each ticket: "Buy $1,250 of AAPL, market, day". You type yes for that exact order. Claude calls your brokerage connector (Alpaca's MCP server, paper account by default), and Claude's own "Allow once / Deny" card asks you one more time.
5. On a schedule: /trader-news flags headlines on what you hold, /trader-pelosi alerts you when a new disclosure posts, and /trader-alerts rings on your price levels.
6. Every quarter: /trader-copycat diffs the new 13F against the last one, and /trader-rebalance proposes the trades to match it again.