Trading SkillsSAFE
Claude powered advisor system for option traders
Overview
From the repository's own README, as read at the audited commit. Badges and raw HTML are left out.
Most retail traders juggle 5+ tabs — broker, charting platform, screener, news feed, spreadsheet — just to decide whether to enter a trade. This project collapses all of that into a single conversational interface powered by Claude.
Ask a question in plain English, get back real data: technicals, fundamentals, option Greeks, risk metrics, earnings dates, correlation matrices, and full PDF reports. Connect your Interactive Brokers account and it manages your portfolio too — finds roll candidates for expiring shorts, flags earnings risk, and generates action reports.
[](https://star-history.dera.page/#staskh/trading_skills&type=date&legend=bottom-right)
Who is this for?
- Retail options traders who sell premium, run PMCCs, or manage covered calls
- Self-directed investors who want quick fundamental + technical scans without switching tools
- Python-literate traders who want to extend the analysis with custom scripts
- IBRK users who want AI-assisted portfolio management
Quick example — scan for bullish setups and check PMCC viability:
You: Scan AAPL,MSFT,NVDA,GOOGL,AMZN for bullish trends, then check the top picks for PMCC suitability Claude: [runs scanner-bullish → filters top scores → runs scanner-pmcc] NVDA: Bullish score 8/10, PMCC score 9.2/11 — LEAPS $95 call (Δ0.82), sell $140 call (Δ0.18), net debit $5,420, annual yield 47%...
Another example — correlation check before adding to a portfolio:
You: Show correlation for SPY,GOOG,NVDA,ZM,RTX,PFE,XOM Claude: NVDA is the standout diversifier — near-zero correlation with everything. RTX/XOM at 0.86 — little diversification benefit between them.
Real sessions in Claude Desktop (free account)
"Analyze option spread strategies and probability of profit for SPY, QQQ and DIA"
30d798a819f9OBSERVED · 2026-10-03Connect
Built from this server's own package name, version and transport as found in its source — not copied from anyone's documentation, so it cannot drift against a page we do not control. Replace the environment placeholders with a token scoped to the least it needs.
claude mcp add trading-skills --env IB_FLEX_TOKEN=${IB_FLEX_TOKEN} --env MASSIVE_API_KEY=${MASSIVE_API_KEY} -- uvx trading-skills{
"mcpServers": {
"trading-skills": {
"command": "uvx",
"args": [
"trading-skills"
],
"env": {
"IB_FLEX_TOKEN": "${IB_FLEX_TOKEN}",
"MASSIVE_API_KEY": "${MASSIVE_API_KEY}"
}
}
}
}Exposed tools (36)
30 read · 6 write · 0 destructive.
| Tool | Risk | Description |
|---|---|---|
earnings_calendar | read | Get upcoming earnings dates with timing (BMO/AMC) and EPS estimates. |
fundamentals | read | Get fundamental financial data including metrics, financials, and earnings. |
get_version | read | Return the current version of the trading-skills package. |
ib_0dte_ema_vix | read | Find (and optionally place) the best 0DTE credit spread via the EMA + VIX/VXN strategy. |
ib_account | read | Get account summary from Interactive Brokers. |
ib_collar | read | Generate tactical collar strategy report for protecting PMCC positions. |
ib_delta_exposure | read | Calculate delta-adjusted notional exposure across all IBKR accounts. |
ib_find_short_roll | write | Find roll, spread, or covered call/put candidates using real-time IB data. |
ib_option_chain | read | Get option chain data from Interactive Brokers with real-time quotes. |
ib_option_expiries | read | List available option expiration dates from Interactive Brokers. |
ib_pmcc_advisor | read | Analyze PMCC (diagonal call spread) positions and recommend roll actions. |
ib_portfolio | read | Get portfolio positions from Interactive Brokers. |
ib_portfolio_action_report | read | Analyze portfolio positions with earnings dates and risk assessment. |
ib_stop_loss | write | Analyze and manage downside stop-loss orders for PMCC, naked LEAPS, and stock positions. |
ib_trades_history | read | Fetch trade executions from Interactive Brokers. |
ib_trailing_stop | write | Manage IB native TRAIL orders for stocks and naked LEAPS positions. |
insider_trading | read | Get insider trading activity (SEC Form 4) for one or more stocks. |
news_sentiment | read | Get recent news headlines for a stock. |
option_chain | read | Get option chain data (calls and puts) for a specific expiration. |
option_expiries | read | List available option expiration dates for a symbol. |
option_greeks | read | Calculate option Greeks (delta, gamma, theta, vega) using Black-Scholes. |
piotroski_score | read | Calculate Piotroski F-Score (0-9) evaluating financial strength. |
price_correlation | read | Compute price correlation matrix between multiple symbols. |
price_history | read | Get historical OHLCV price data. |
report_stock | read | Generate comprehensive stock analysis data with trend, PMCC, and fundamental analysis. |
risk_assessment | read | Assess risk metrics including volatility, beta, VaR, and drawdown. |
scan_bullish | read | Scan symbols for bullish trends using SMA, RSI, MACD, ADX. |
scan_pmcc | read | Scan symbols for Poor Man |
spread_diagonal | read | Analyze diagonal spread (different expiries and strikes). |
spread_iron_condor | read | Analyze iron condor (sell strangle + buy protective wings). |
spread_straddle | write | Analyze long straddle (buy call + put at same strike). |
spread_strangle | write | Analyze long strangle (buy OTM call + OTM put). |
spread_vertical | write | Analyze vertical spread (bull/bear call/put spread). |
stock_quote | read | Get real-time stock quote with price, volume, change, and key metrics. |
technical_indicators | read | Compute technical indicators for a stock. |
whale_hunting | read | Detect institutional whale option activity for a given underlying. |
Trust audit
SAFEgrade B · trust 89/100 Nothing in the source contradicts what it says it does. Grade A is reserved for packages that have also passed the behavioural sandbox.
| Layer | What it checks | Result |
|---|---|---|
| L0 | Provenance & inventory | PASS |
| L1 | Static analysis of the code | PASS |
| L2 | Instruction surface (what it tells the agent) | PASS |
| L3 | Class-specific surface | PASS |
| L4 | Behavioural (sandbox) | SKIPPED |
What the source does
- Filesystem
- none-observed
- Network
- declared (5 observation(s))
- Shell
- none-observed
- Dependencies
- pinned
- Secrets in source
- none-found
Findings (0)
No findings outside the package's declared scope.
Gates applied: no_behavioural_pass.
30d798a819f9full audit observations/trust-audit/mcp-server/staskh__trading-skills.json · Report an issue / request a re-scanAudit history
Every audit this server has had. A grade with a past is a grade somebody is still checking.
| Date | Source | Verdict | Grade | Score | Change |
|---|---|---|---|---|---|
| 2026-10-03 | 30d798a819f9 | SAFE | B | 89 | first audit |
Questions
What is the Trading Skills MCP server?
Claude powered advisor system for option traders
What tools does Trading Skills expose?
36 in total: 30 read-only, 6 that write, and 0 that can delete or overwrite. Every one is listed on this page with its risk.
Is Trading Skills safe to connect to an agent?
The audit found nothing in the source that contradicts what it says it does, and graded it B (89/100). Grade A is held back for packages that have also passed a sandboxed behavioural run, which is why a clean server reads B.
What credentials does Trading Skills need?
It reads IB_FLEX_TOKEN and MASSIVE_API_KEY from the environment. Give it a token scoped to the least it needs — an agent that can be talked into calling a tool can be talked into calling it with your credentials.
How current is this page?
The grade is for one exact copy of the source (30d798a819f9), read on 2026-10-03. The repository is watched and re-audited when it changes.