Setup guides · VALUEFOCUS RESEARCH

How to Install Claude Trading Skills for Claude Code

A practical, security-first setup guide for connecting Claude Trading Skills to Claude Code.

1 Tools coveredClaude Code

Tools covered

Claude Trading Skills

A deeply maintained equity research and trading-analysis skill library with tests, workflows and specialist agents.

Recommended workflow

1
Verify the repository, license and latest release
2
Install in an isolated environment and keep credentials in environment variables
3
Enable read-only tools first and inspect every exposed capability
4
Run a sourced test query and confirm timestamps before relying on output

Examples and expected outcomes

Example 1

Create a repeatable research memo

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 2

Compare companies with one checklist

Sourced evidence
Repeatable steps
Explicit uncertainty

Example 3

Build a sourced bull/bear review

Sourced evidence
Repeatable steps
Explicit uncertainty

Access requirements

Keys and runtime

Depends on the selected data providers and model runner

License and data rights

Review the repository plus each market-data license

Rate limits

Set ticker and concurrency caps for screeners

Connect to your Agent

Claude config

git clone https://github.com/tradermonty/claude-trading-skills.git

# Project-scoped Agent Skill layout
.claude/skills/claude-trading-skills-review/SKILL.md
.claude/skills/claude-trading-skills-review/references/

# Restart Claude Code and confirm discovery.

Prompt example

“Use Claude Trading Skills to research AAPL. List sources and timestamps first, then separate facts, calculations, risks and missing data. Do not give personalized trading advice.”

When not to use it

Large surface area increases setup complexity
Trading language still requires human review

How to choose

Prefer primary sources for filings, maintained adapters for convenience, and narrow permissions for every agent tool. Treat model conclusions as analysis rather than financial advice.

Evidence to retain

Original source URL and retrieval timestamp

Exact tool inputs and normalized output

Missing-data and rate-limit messages

A clear separation between facts and interpretation