walid@portfolio:~/lab/trading-skills-advisor$
cd../lab
07ideaAug 2026

An option-trading advisor built from Claude skills

25 skills and 32 MCP tools that turn plain English into quotes, Greeks, scans and portfolio reads

A set of Claude skills plus an MCP server that answer market questions with real data — option chains, Greeks, technicals, correlation matrices, PMCC scans, full PDF reports. Connect Interactive Brokers and it reads your live portfolio too. Everything but one skill is read-only, and it runs on the free Claude Desktop tier.

Claude SkillsMCPOptionsInteractive BrokersPythonMITtrading_skills on GitHub ↗
What it is

Plain-English questions, real market data

A collection of Claude skills and an MCP server that turn questions into actual data rather than plausible-sounding text: quotes, option chains, Greeks, technicals, fundamentals, correlation matrices, PMCC scans and full PDF reports.

Connect Interactive Brokers and it can also read your live portfolio, find roll candidates on short positions, and — only when you explicitly tell it to — place a conditional stop-loss order. MIT licensed, Python 3.12+.

Requirements

What you need before starting

✓Python 3.12+✓the uv package manager✓Claude Code, Claude Desktop or Cursor with skills enabled✓optional: TWS or IB Gateway, for portfolio features✓optional: a Massive (ex-Polygon.io) key, for whale detection
Option A

Claude Code or Cursor — the full experience

install.sh6 lines
git clone https://github.com/staskh/trading_skills.git
cd trading_skills
uv sync

# then run Claude Code or Cursor from the repo root —
# all 25 skills become things you can just ask about
Option B

MCP server — works on the free Claude Desktop tier

An MCP error may flash on first load. Ignore it, run one of the example queries, and it clears itself.

mcp-install.sh13 lines
# 1 — install the package (Python 3.12+)
pip install trading-skills

# 2 — find the full path to the command
which trading-skills-mcp          # macOS / Linux
where trading-skills-mcp          # Windows

# if 'where' comes up empty on Windows:
python -c "import sysconfig; print(sysconfig.get_path('scripts'))"
# the file is trading-skills-mcp.exe in that folder

# 3 — Claude Desktop → Settings → Developer → Edit Config
#     add this to claude_desktop_config.json, then restart

The config block

claude_desktop_config.json24 lines
{
  "mcpServers": {
    "trading-skills": {
      "command": "/full/path/to/trading-skills-mcp"
    }
  }
}

// Windows takes the same shape:
//   "command": "C:\\full\\path\\to\\trading-skills-mcp.exe"

// or install straight from GitHub instead of pip:
{
  "mcpServers": {
    "trading-skills": {
      "command": "uvx",
      "args": [
        "--from",
        "git+https://github.com/staskh/trading_skills.git",
        "trading-skills-mcp"
      ]
    }
  }
}
Try it

Questions that should just work

✓“What’s AAPL’s current price and 1y range?”✓“Run technical analysis on SPY with RSI/MACD”✓“Scan AAPL,MSFT,NVDA,GOOGL for bullish trends”✓“Find PMCC candidates from my watchlist”✓“Compare risk metrics for MSFT vs AAPL”✓“Show my portfolio positions” (needs IB)✓“Find roll candidates for my GOOG short call” (needs IB)
What is inside

25 skills, 32 MCP tools

CategoryCovers
Market dataQuotes, option chains, price history, fundamentals, news sentiment, earnings calendar, insider (Form 4) trades
AnalysisRSI, MACD, Bollinger, SMA/EMA, ATR, ADX; option Greeks via Black-Scholes; spread analysis; risk metrics — VaR, beta, Sharpe, drawdown
ScannersBullish trend scan, PMCC suitability scan, institutional whale-flow detection
Portfolio (IB)Account summary, live positions, short-roll finder, collar strategy, PMCC advisor, stop-loss management, action reports
ReportsFull PDF or markdown stock report combining trend, PMCC and fundamentals
Optional

Connecting Interactive Brokers

1

Install TWS or IB Gateway

Either one works; the skills talk to it over the local socket API.

2

Enable the API

In TWS: Configure → API → Settings → Enable ActiveX and Socket Clients.

3

Use the paper port

7497 is paper, 7496 is live. Stay on 7497 while you are testing — there is no reason to point this at a live account before you trust what it reports.

Before you connect a real account

What it can and cannot do to your positions

Checked against the repository itself, not just the guide.

BehaviourThe detail
Almost all read-onlyEvery IB skill but one only fetches data — positions, prices, Greeks — and places no orders.
One exceptionib-stop-loss can place or cancel a conditional order in TWS. It is dry-run by default and only acts for real when --execute is passed. Watch a dry run first.
Data runs lateThe free Yahoo Finance source behind most skills is up to 15 minutes behind. Not real-time for fast-moving names.
Start on paperPort 7497, not 7496 — true even for read-only use, until you are comfortable with what it reports.
!
The repo ships no risk disclaimer, so here is one

This is a research and analysis tool, not a financial advisor, and it does not predict outcomes. Options trading carries real risk of loss — on some strategies, more than the initial investment. Verify anything it tells you before acting on it.

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