Reading the repo
Reading the repo
How to install on Windows
11 Claude skills that copy the investors you trust, watch the news and Congress, size every trade to your budget, and never place an order without your yes.
Saved setup from 7 h ago
Will it work on my device?
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.
/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 %./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./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./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./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./trader-copycat diffs the new 13F against the last one,
and /trader-rebalance proposes the trades to match it again.Then run powershell -ExecutionPolicy Bypass -File .\setup.ps1. It stops at the first error and is safe to run again. Servers and tests aren't started; it lists them at the end. Read it first.
Needs Git: winget install Git.Git
git clone https://github.com/Jakeschincariol/trader-skill.git cd trader-skill
In the maintainers' order. Do the README instructions above first — they cover steps outside the terminal.
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)
No reports for Windows yet.
Opens a chat with this manual already filled in, for Windows. It uses your own account; gitmanual sends nothing.