Jakeschincariol/trader-skill

What is it?

Key features

• 01Rebuilds an investor's portfolio from their 13F-HR filing into copyable target weights.
• 02Sizes proposed orders to a set budget, cash buffer and per-stock cap.
• 03Monitors news and 8-K filings for stocks you hold.
• 04Parses House congressional stock-trade disclosures into rows.
• 05Checks each order against risk limits before it can be approved.
• 06Requires explicit user approval for every order and defaults to paper trading.

Use cases

• Following a well-known fund's quarterly portfolio changes as a research input.
• Keeping a small brokerage account within position-size and cash limits.
• Getting alerts when a new congressional trade disclosure is posted.
• Tracking cost basis, gains and wash-sale windows for tax planning.

Quick start

1. 1

   In Claude Code, add the plugin marketplace

   /plugin marketplace add Jakeschincariol/trader-skill
2. 2

   Install the trader-skill plugin

   /plugin install trader-skill@trader-skill
3. 3

   Set your name and email for SEC requests in trader/config.json (sec_user_agent) or the SEC_USER_AGENT variable

4. 4

   Run a sample tool to find an investor's CIK

   python3 trader-copycat/edgar13f.py find buffett

Things to know

• !Requires Claude and Python 3.8 or newer.
• !13F filings are published about 45 days after each quarter ends, so holdings data is old and partial.
• !Yahoo Finance's chart endpoint used for prices is unofficial and may change.
• !It is not financial advice, and copying an investor does not copy their results.

In collections

Topics

FAQ

What is trader-skill?

A set of 11 Claude skills with Python tools that copy 13F-disclosed investor portfolios, monitor news and congressional trades, and size orders, requiring your approval before any trade. The Trader skill is a pack of 11 Claude skills for retail investors who want to research and manage trades with public data. It can reverse-engineer a fund manager's portfolio from their SEC 13F-HR filing, turn it into target weights, and size proposed orders to a fixed budget with a cash buffer and per-stock cap. Other skills watch headlines and 8-K filings for held stocks, parse House Clerk periodic transaction reports for congressional trades, pull XBRL earnings figures, screen companies against user rules, check orders against risk limits, track cost-basis lots and wash sales, and flag rebalancing drift.

Is trader-skill free to use? What license does it have?

trader-skill is open source under the MIT license. Check the license terms before using it in commercial products.

Is trader-skill still maintained?

Actively maintained. The last commit to trader-skill was on Oct 14, 2026.

What can I use trader-skill for?

Following a well-known fund's quarterly portfolio changes as a research input. Keeping a small brokerage account within position-size and cash limits. Getting alerts when a new congressional trade disclosure is posted. Tracking cost basis, gains and wash-sale windows for tax planning.

How do I install trader-skill?

In Claude Code, add the plugin marketplace: /plugin marketplace add Jakeschincariol/trader-skill Install the trader-skill plugin: /plugin install trader-skill@trader-skill Set your name and email for SEC requests in trader/config.json (sec_user_agent) or the SEC_USER_AGENT variable Run a sample tool to find an investor's CIK: python3 trader-copycat/edgar13f.py find buffett

Where can I get trader-skill?

The source code and installation instructions are on GitHub: https://github.com/Jakeschincariol/trader-skill