AI Agent Skills

Query TradingView market data through the bundled tradingview MCP server without a desktop app or login. Use whenever the user wants a technical analysis readout (RSI, M…

Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development.

Retrieve official Federal Reserve economic series for GDP, inflation, rates, employment, money supply, and volatility research.

Research a companys valuation, growth, profitability, balance sheet, competitive moat, and management quality.

Evaluate systematic strategy ideas through signal testing, statistical validation, decay, execution costs, and model-risk review.

Codex skill for screen-by-screen Indian ITR-2 filing with foreign income, Schedule FA, FTC, and Form 67

Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting…

Manage the advisor trade lifecycle from order entry through settlement, covering block trading, allocation, pre-trade compliance, custodian routing, and error correction…

Macro-driven trade idea generation, translating macroeconomic views into concrete stock ideas, sector selection from macro regime, international trade ideas via ADRs, cr…

Use this skill to find high-quality dividend growth stocks (12%+ annual dividend growth, 1.5%+ yield) that are experiencing temporary pullbacks, identified by RSI overso…

Use this skill when the user needs to set up bookkeeping, track revenue and expenses, prepare for taxes, choose accounting software, understand SaaS revenue recognition,…

This skill should be used when the user needs to perform year-end closing adjustments (決算整理), review financial statements (決算書), compute depreciation, or review their tr…

Preview, submit, inspect, and manage Alpaca paper-trading orders across US equities, options, and crypto. Use this skill when you want your AI agent to take a strategy s…

Preview, submit, inspect, and manage Alpaca paper-trading orders using the Alpaca CLI. Supports US equities, options, and crypto. Use this skill when you want your AI ag…

3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model bu…

Crypto-native indicators including NVT ratio, exchange flow, funding rate signals, holder momentum, and smart money flow