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trader-analyst

The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release) and sums up what changed: revenue, gross, operating and net margins, net income and diluted EPS, quarter by quarter, each against the same quarter a year earlier, with the trailing twelve months. Writes a metrics file the screener reads. Use when the user says "how did Apple's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", or "run the analyst on my holdings".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Jakeschincariol/trader-skill
연동 도구SEC EDGAR

실행 점수 미검증

설치 방법 보기

포함된 파일(3)

  • SKILL.md4.6 KB
  • facts.py23.4 KB
  • metrics.example.json2.3 KB

SKILL.md(원문)

설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.

trader-analyst

Earnings season moves stocks, and the press release is written to put the best number first. This skill reads the numbers the company actually filed with the SEC, lines them up quarter by quarter, and says plainly what changed.

Tool in this folder (standard library Python, no keys):

python3 "${CLAUDE_SKILL_DIR}/facts.py" --help

It needs the SEC User-Agent (sec_user_agent in trader/config.json, or SEC_USER_AGENT): "Your Name you@example.com" with the user's real name and email. It refuses to call SEC without one.

What it reads and writes

  • Reads https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json (every number the company has tagged in its filings), the company's submissions list (for the newest 10-Q or 10-K and the newest 8-K with item 2.02, "Results of Operations") and that 8-K's folder to find the press release (the EX-99.1 exhibit).
  • Writes trader/metrics.json with --metrics: one row per company (TTM revenue, net income and diluted EPS, the latest margins and growth) for /trader-screener. metrics.example.json in this folder is a real run for AAPL, AXP, GOOGL, KO and BAC on 2026-10-13.

The rules

  • Filed numbers first. The table comes from XBRL facts the company filed. Use the press release for context (guidance, segment colour), and say which numbers came from where.
  • Compare like with like. Growth is against the same quarter a year earlier. Quarter-on-quarter changes are shown but many businesses are seasonal (Apple's December quarter is always its biggest).
  • Say what is derived. Companies do not file a Q4 10-Q. The fourth quarter is the 10-K year minus the three quarters inside it and is marked "derived"; derived EPS is approximate.
  • Say when the data lags. SEC's facts API can trail a filing. When the newest 10-Q is later than the newest quarter in the facts, the tool prints a NOTE with the link: read the 10-Q itself before summarising.
  • Flag one-offs. When net income is above operating income, gains outside the business (investment marks, tax items) are inside it. The tool says so. Banks and insurers have no gross margin: blank, not zero.

Steps

  1. Run it for the companies in question (or every ticker in trader/targets.json):

    python3 "${CLAUDE_SKILL_DIR}/facts.py" AAPL
python3 "${CLAUDE_SKILL_DIR}/facts.py" AAPL AXP GOOGL KO BAC --metrics trader/metrics.json

    --quarters 8 shows two years, --json everything machine-readable, --cik a company without a ticker.

  2. Open the latest earnings press release (the EX-99 link) and the 10-Q when the numbers need context, and read them.

  3. Write the summary: one line on the quarter (revenue, EPS, growth), one on margins, one on anything unusual (a one-off, a derived quarter, data that lags), and the links. Plain words, real numbers, no adjectives the numbers do not support.

Example: the reel's top holding

facts.py AAPL (2026-10-13): quarter ending 2026-06-27 (fiscal Q3 2026), revenue $109.42B, +16.4% against a year earlier, net income $29.79B (+27.1%), diluted EPS $2.02 (+28.7%); gross margin 50.1% (+0.8 points on the quarter before); last four quarters $466.8B revenue and $8.71 EPS. Press release: the EX-99.1 of the 8-K filed 2026-07-30. For Coca-Cola the tool notes that SEC's facts stop at 2026-04-03 while the 10-Q for 2026-07-03 is already filed, so the summary reads that 10-Q directly.

What it never does

  • Never says a stock is cheap, expensive, a buy or a sell. It reports what the company filed.
  • Never invents a number the filings do not have, or estimates a quarter it cannot derive.
  • Never calls SEC without the User-Agent, and stays well under 10 requests a second.

Safety

Education and tooling, not financial advice. This skill only reads filings. Nothing places an order except /trader-broker, after /trader-risk passes and the user types an explicit yes for that order.

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Price Alerts. Rings when a price target, a stop or the opening bell hits: above / below / stop rules, percent moves from the previous close, and the NYSE opening bell, each ringing once so you are not spammed. Knows NYSE hours with the 2026 and 2027 holidays and 1:00 p.m. early closes, fetches free delayed quotes (Yahoo chart JSON, Stooq CSV) one ticker at a time, and writes trader/prices.json for the other skills. Use when the user says "alert me when", "tell me if AAPL hits", "set a stop", "price target", "watch my stocks", "is the market open", "when does the market open", "get me prices", or to refresh prices before sizing, risk or tax.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Jakeschincariol/trader-skill4502026년 10월 15일 업데이트

trader-broker

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Order Executor. Places APPROVED orders through your brokerage connector, one at a time, and never without your explicit yes. Shows each order as a plain ticket plus the exact JSON for Alpaca's place_stock_order, records your yes word for word, then Claude's own Allow once / Deny card asks again. Covers setting up Alpaca's official MCP server in Claude Desktop (paper trading by default, keys in env vars, never in chat), the Interactive Brokers connector (orders go to your IBKR account for your approval), and setting order tools to "Needs approval". Use when the user says "place the orders", "buy it", "execute", "send it to my broker", "connect Alpaca", "connect Interactive Brokers", "set up paper trading", or after /trader-risk passes.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Jakeschincariol/trader-skill4502026년 10월 15일 업데이트

trader-budget

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Budget Manager. Sizes every position to your budget before anything is bought: keeps a cash buffer, caps any one stock (the excess is shared out to the others), drops slices under your minimum order, rounds so every dollar is used, supports fractional or whole shares, and writes the proposed buy orders to trader/orders.json in the exact shape of Alpaca's place_stock_order (notional as a string). Nothing is placed. Use when the user says "I have $5,000", "size my trades", "how much of each should I buy", "manage my budget", "split my money", "keep 10% in cash", "no stock over 25%", "set my rules", or after /trader-copycat writes targets.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Jakeschincariol/trader-skill4502026년 10월 15일 업데이트

trader-copycat

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The Reverse Engineer. Reads a famous investor's public SEC filings (the quarterly 13F-HR, plus Form 4 if you want the insider trades) and rebuilds their portfolio as weights you can copy: every position, its share of the fund, what they bought, added, trimmed and sold since the last quarter, with tickers matched to every CUSIP. Then it writes trader/targets.json so the budget skill can size it to your money. Use when the user says "copy Buffett", "copy Berkshire", "what does Ackman own", "reverse engineer this investor", "show me their 13F", "what did they buy last quarter", "copy the top 5", or names any fund or famous investor.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Jakeschincariol/trader-skill4502026년 10월 15일 업데이트

trader-news

무료

The News Monitor. Watches breaking market news and SEC filings for the stocks you hold (or are about to copy): Yahoo Finance headlines per ticker and each company's 8-K filings on SEC EDGAR (earnings, CEO changes, deals, restatements, bankruptcy). Shows only what is new since the last check, newest first, flags what touches your positions and why it matters, and never repeats an item. Use when the user says "any news on my stocks", "what's happening with Apple", "monitor the news", "watch my portfolio", "did anything break", "check the 8-Ks", or "morning briefing".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Jakeschincariol/trader-skill4502026년 10월 15일 업데이트

trader-pelosi

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The Pelosi Tracker. Watches the stock trades members of Congress must disclose under the STOCK Act: reads the House Clerk's public Periodic Transaction Reports (PTRs) as soon as they are posted, alerts once per new filing, and turns each PDF into clean rows (who, owner, stock, ticker, buy or sell, options strike and expiry, trade date, amount range, how many days it took to disclose). Flags trades in stocks you hold. Senate reports are covered by a documented manual route. Use when the user says "what is Pelosi buying", "track Nancy Pelosi", "Congress trades", "politician stock trades", "did any congressman buy X", "alert me when Pelosi files", or "run the Pelosi skill".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Jakeschincariol/trader-skill4502026년 10월 15일 업데이트

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