staskh/trading_skills

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
bash
git clone https://github.com/staskh/tradingskills.git
cd tradingskills
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+):
bash
pip install trading-skills
2. Find the full path to the installed command:
macOS / Linux:
bash
which trading-skills-mcp
Windows:
cmd
where trading-skills-mcp
If where doesn't find it, locate it manually:
cmd
python -c "import sysconfig; print(sysconfig.getpath('scripts'))"
The script will be trading-skills-mcp.exe in that directory (typically at C:\Users\ \AppData\Local\Programs\Python\Python \Scripts\)
3. Open Claude Desktop, go to Settings → Developer → Edit Config:
Add the following to claudedesktopconfig.json:
macOS / Linux:
json
"mcpServers": {
"trading-skills": {
"command": "/full/path/to/trading-skills-mcp"
Windows:
json
"mcpServers": {
"trading-skills": {
"command": "C:\\full\\path\\to\\trading-skills-mcp.exe"