trading_skills
Trading_skills provides an AI-assisted interface (Claude Code/Cursor integration and a Claude Desktop MCP server) for market and options analysis. It pulls market data (Yahoo Finance) for quotes/history/fundamentals/news/earnings and computes technical indicators, option Greeks, spread analysis, and risk metrics; it can also connect to Interactive Brokers via TWS/IB Gateway to summarize a portfolio and generate event/earnings-aware action reports and option roll candidates (per README descriptions).
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Security posture is partially inferable: transport appears to depend on local connections to IB (TLS/enforcement not specified). Authentication/authorization for the MCP server and secure handling of any IB credentials or session details are not described. The tool consumes external data from Yahoo Finance (potential data integrity concerns). Dependency list includes networking/SDK-like packages (yfinance, ib-async, mcp, lxml, scipy); no CVE/dependency audit information is provided in the provided text.
⚡ Reliability
Best When
You want an agent-friendly, local-tool workflow to answer trading research questions (especially options/earnings/risk) and optionally to augment analysis with IB portfolio data.
Avoid When
You need a formally specified, strongly authenticated hosted API/SDK with strict governance; or you cannot securely manage broker connectivity and any required credentials/session state.
Use Cases
- • Conversational market scans for equities (bullish setups)
- • Options research: option chain, Greeks, spread strategy evaluation
- • Correlation/diversification analysis across symbols
- • Event-focused analysis: earnings calendar and earnings risk flags
- • PMCC suitability scanning and report generation
- • Portfolio review and action reporting for Interactive Brokers accounts
- • Identifying candidate rolls for expiring short calls/covered calls/puts
- • Generating consolidated reports from exported IBRK trade CSVs (as described)
Not For
- • Automated trade execution without human review or broker-side safeguards
- • Latency-critical execution (e.g., high-frequency trading)
- • Compliance/regulated advisory use without appropriate legal/financial approvals
- • Use by agents without explicit controls for sending sensitive data to brokers/LLM tools
Interface
Authentication
README describes IB connectivity via TWS/IB Gateway and enabling API connections; it does not describe OAuth/scoped API keys. Security/auth model for the local MCP server and IB credentials is not documented in the provided text.
Pricing
No explicit SaaS pricing. MCP use is positioned for Claude Desktop (including free tier), but the package itself is a library/tool installed locally.
Agent Metadata
Known Gotchas
- ⚠ IB features require a running TWS/IB Gateway and API permissions; failures may occur if port/connection settings are wrong (README mentions paper vs live ports).
- ⚠ Market data may be delayed up to 15 minutes (Yahoo Finance), which agents may need to account for when reasoning about “real-time” quotes.
- ⚠ Some tools/skills are listed as under development (e.g., `ib-option-chain`), so agents should handle missing/partial coverage gracefully.
Alternatives
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Scores are editorial opinions as of 2026-03-30.