Eleven investing skills on public data: copy a 13F, watch news and Congress trades, risk-check orders, and trade only on your yes.
Pack · 11 skills4 images
About
A community pack of eleven Agent Skills by Jake Schincariol (Jakeschincariol) for do-it-yourself investing. The tools are plain Python that read public data, including SEC EDGAR, the House Clerk's disclosures and news feeds, so there's no signup or API key. Nothing in the pack places an order on its own: paper trading is the default, and every order needs your explicit yes. The eleven skills - trader-copycat: rebuilds an investor's portfolio from their 13F filing, with what they bought, added, trimmed and sold - trader-news: watches headlines and 8-K filings for the stocks you hold and flags what touches them - trader-pelosi: reads House members' stock-trade disclosures as they post and turns each PDF into clean rows - trader-analyst: pulls reported revenue, net income, EPS, margins and growth from SEC XBRL data - trader-screener: screens companies against your own rules and ranks what passes - trader-budget and trader-risk: size every position to your budget, keep a cash buffer, and block orders over your limits - trader-broker: turns an approved order into the ticket your brokerage connector receives, and records your yes - trader-tax, trader-alerts and trader-rebalance: track lots and tax-loss candidates, ring on price targets and the opening bell, and bring the portfolio back to target weights How it works - Install as a Claude Code plugin from the maker's marketplace (Jakeschincariol/trader-skill), or copy the trader-* folders into your skills folder. - Each skill writes to a trader/ folder that the next one reads, for flows like copycat, then budget, then risk, then broker. - The tools need Python 3.8 or newer and nothing to pip install. SEC asks you to set your name and email as the user agent in trader/config.json or SEC_USER_AGENT. - Orders go through your own brokerage connector, such as Alpaca's MCP server on a paper account by default. Good to know - Not financial advice. Check every ticket before you approve it. - MIT licensed.
Once it’s added
“Copy Berkshire's latest 13F into my portfolio with a $10,000 budget”
“Any news on my stocks this morning?”
“What stock trades did members of Congress disclose this week?”
“Screen for profitable companies with revenue growth over 20%”
“Rebalance my portfolio back to its targets”
“Find tax-loss harvesting candidates without triggering wash sales”
Before you add it
Reads only
13F filings, 8-Ks and XBRL financials on SEC EDGAR · House stock-trade disclosures and news headlines · Your positions, budget and rules in the trader/ folder
Makes changes · your agent can ask first
Order tickets, risk checks and budget plans in the trader/ folder · Orders through your brokerage connector, only after your yes
Pack · 11 skills, each with its own page
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/plugin marketplace add Jakeschincariol/trader-skill /plugin install trader-skill@trader-skill
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