# Trader Skill

> Eleven investing skills on public data: copy a 13F, watch news and Congress trades, risk-check orders, and trade only on your yes.

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.

- Type: Skill
- Made by: Jakeschincariol
- Category: Finance
- Formats: Skills, Claude plugins
- Version: latest
- Website: https://github.com/Jakeschincariol/trader-skill
- Source: https://github.com/Jakeschincariol/trader-skill
- Page: https://pluginboard.ai/skills/trader-skill

## Works with

- ChatGPT
- Claude
- Gemini
- GitHub Copilot
- Cursor
- Claude Code
- Codex
- Antigravity
- Gemini CLI
- Replit
- OpenClaw
- OpenCode
- Hermes Agent

## Install

### ChatGPT

In ChatGPT: Download the trader-skill folder and zip it, then Plugins → Skills → Create → Upload from your computer. Business and Enterprise plans.

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Claude

In Claude (web or desktop): Download each skill’s folder and zip it, then upload them one at a time in Customize → Skills.

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Gemini

In Gemini: Download the trader-skill folder, then at gemini.google.com click Customize → Skills → Create → Upload and pick the folder (or a .zip of it).

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### GitHub Copilot

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.copilot/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.copilot/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.copilot/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.copilot/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.copilot/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.copilot/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.copilot/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.copilot/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.copilot/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.copilot/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.copilot/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Cursor

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.cursor/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.cursor/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.cursor/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.cursor/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.cursor/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.cursor/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.cursor/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.cursor/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.cursor/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.cursor/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.cursor/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Claude Code

In Claude Code, as a plugin:

```text
/plugin marketplace add Jakeschincariol/trader-skill
/plugin install trader-skill@trader-skill
```

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.claude/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.claude/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.claude/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.claude/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.claude/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.claude/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.claude/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.claude/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.claude/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.claude/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.claude/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Codex

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.agents/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.agents/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.agents/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.agents/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.agents/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.agents/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.agents/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.agents/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.agents/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.agents/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.agents/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Antigravity

In Antigravity: Copy the trader-skill folder into ~/.gemini/config/skills (Antigravity app and IDE) or ~/.gemini/antigravity-cli/skills (Antigravity CLI).

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Gemini CLI

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.gemini/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.gemini/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.gemini/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.gemini/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.gemini/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.gemini/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.gemini/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.gemini/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.gemini/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.gemini/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.gemini/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Replit

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts .agents/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst .agents/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker .agents/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget .agents/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat .agents/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news .agents/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi .agents/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance .agents/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk .agents/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener .agents/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax .agents/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### OpenClaw

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.openclaw/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.openclaw/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.openclaw/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.openclaw/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.openclaw/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.openclaw/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.openclaw/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.openclaw/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.openclaw/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.openclaw/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.openclaw/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### OpenCode

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.config/opencode/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.config/opencode/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.config/opencode/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.config/opencode/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.config/opencode/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.config/opencode/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.config/opencode/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.config/opencode/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.config/opencode/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.config/opencode/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.config/opencode/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

### Hermes Agent

Copy all 11 skills, in your terminal:

```shell
npx -y degit Jakeschincariol/trader-skill/trader-alerts ~/.hermes/skills/trader-alerts
npx -y degit Jakeschincariol/trader-skill/trader-analyst ~/.hermes/skills/trader-analyst
npx -y degit Jakeschincariol/trader-skill/trader-broker ~/.hermes/skills/trader-broker
npx -y degit Jakeschincariol/trader-skill/trader-budget ~/.hermes/skills/trader-budget
npx -y degit Jakeschincariol/trader-skill/trader-copycat ~/.hermes/skills/trader-copycat
npx -y degit Jakeschincariol/trader-skill/trader-news ~/.hermes/skills/trader-news
npx -y degit Jakeschincariol/trader-skill/trader-pelosi ~/.hermes/skills/trader-pelosi
npx -y degit Jakeschincariol/trader-skill/trader-rebalance ~/.hermes/skills/trader-rebalance
npx -y degit Jakeschincariol/trader-skill/trader-risk ~/.hermes/skills/trader-risk
npx -y degit Jakeschincariol/trader-skill/trader-screener ~/.hermes/skills/trader-screener
npx -y degit Jakeschincariol/trader-skill/trader-tax ~/.hermes/skills/trader-tax
```

View the skills on GitHub: https://github.com/Jakeschincariol/trader-skill

---
From Pluginboard (https://pluginboard.ai).
