This project provides a Claude-powered conversational advisor system designed to streamline market analysis and portfolio management for options traders. It consolidates data from brokers, charting platforms, and news feeds into a single interface, allowing users to ask questions in plain English and receive real-time technicals, fundamentals, option Greeks, and risk metrics. The system benefits retail options traders, self-directed investors, and Interactive Brokers users by simplifying complex analysis and offering AI-assisted portfolio management.

How It Works

The system leverages Claude's conversational AI to interpret natural language queries, translating them into actionable data retrieval and analysis tasks. It integrates with various financial data sources, including Yahoo Finance and optionally Interactive Brokers (TWS/Gateway) for portfolio data. Python scripts, organized as "Skills" or exposed via an MCP server, perform the core analysis, covering technical indicators, fundamental data, option chains, and risk metrics. This approach consolidates multiple trading tools into a single, interactive AI assistant.

Quick Start & Requirements

• Primary Install/Run:
  • Full Experience (Claude Code/Cursor): Clone the repository (git clone), navigate into it (cd trading_skills), and synchronize dependencies (uv sync). Run Claude Code or Cursor within the repository root.
  • MCP Server (Claude Desktop): Install the package using pip install trading-skills. Configure claude_desktop_config.json in Claude Desktop settings with the path to the trading-skills-mcp executable.
• Prerequisites: Python 3.12+ and the uv package manager are required.
• Optional: Interactive Brokers TWS or IB Gateway for portfolio features. A Massive (formerly Polygon.io) API key is needed for the whale-hunting skill.

Highlighted Details

• AI-Powered Portfolio Management: Seamless integration with Interactive Brokers (TWS/Gateway) enables AI-assisted portfolio review, identification of roll candidates, earnings risk flagging, and PMCC analysis.
• Extensive Analytical Capabilities: Offers over 25 skills for real-time market data, technical analysis (RSI, MACD, correlation matrices), fundamental data, option chains, Greeks, and risk metrics.
• Conversational Trade Scanning: Enables natural language queries for bullish setups, PMCC suitability, and diversification analysis, returning structured data and actionable insights.
• Customizable Analysis: Designed for Python-literate traders to extend functionality with custom scripts.

Maintenance & Community

The provided README does not detail specific contributors, sponsorships, or community channels (e.g., Discord, Slack).

Licensing & Compatibility

• License: MIT License.
• Compatibility: The MIT license generally permits commercial use and integration with closed-source projects. However, users should be aware of potential terms of service for underlying data providers like Massive (Polygon.io).

Limitations & Caveats

Interactive Brokers integration requires specific API configurations and may have features still under development (e.g., ib-option-chain). Advanced "whale-hunting" features necessitate a paid Massive (Polygon.io) API key. The project mandates Python 3.12+ and the uv package manager, potentially posing an adoption hurdle for users on older Python versions or those not using uv.