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Jake Schincariol skills for Claude

All 22 skills from Jake Schincariol

22 skills

Trader Alerts

Price Alerts. Rings when a price, a stop or the opening bell hits. Turns the trade plan into three alerts in one go (the stop, the target and "flat by close" at your flat-by…

Finance & TradingJake Schincariol5.2k

Trader Analyst

The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release)…

Finance & TradingJake Schincariol5.2k

Trader Broker

Order Executor. Sends approved orders to your broker, paper trading by default, never without your yes. Shows each order as a plain ticket (a bracket shows its stop-loss…

Finance & TradingJake Schincariol5.2k

Trader Budget

Budget Manager. Sizes every position to your budget and your max loss per trade. Reads the trade plan from trader-exit (entry, stop, target), finds the whole shares that fit…

Finance & TradingJake Schincariol5.2k

Trader Entry

Entry Timer. Watches a setup bar by bar and tells you the moment to get in. Reads free Yahoo 1-minute or 5-minute bars, builds the opening range (the first 15 minutes by default)…

Finance & TradingJake Schincariol5.2k

Trader Exit

Exit Planner. Sets your stop and your target before you enter, so you know when to get out. Reads the entry from trader-entry (or a price you give), puts the stop at the…

Finance & TradingJake Schincariol5.2k

Trader News

News Monitor. Tracks breaking news on every stock you watch and flags what moves it: Yahoo Finance headlines per ticker, each company's 8-K filings on SEC EDGAR (earnings, CEO…

Finance & TradingJake Schincariol5.2k

Trader Pelosi

The Pelosi Tracker. Watches the stock trades members of Congress must disclose under the STOCK Act: reads the House Clerk's public Periodic Transaction Reports (PTRs) as soon as…

Finance & TradingJake Schincariol5.2k

Trader Risk

Risk Manager. Checks every trade against your limits and stops anything over them, before it can reach the broker. For a day trade: a stop is required, the loss at the stop must…

Finance & TradingJake Schincariol5.2k

Trader Scanner

Chart Scanner. Scans thousands of charts for setups: opening-range breakouts, flags, oversold bounces. Builds the list of US-listed common stocks, ordinary shares and ADRs from…

Finance & TradingJake Schincariol5.2k

Trader Timemachine

Time Machine. Replays every possible outcome of a trade before you risk a dollar: 10,000 simulated sessions plus every past time the setup fired. Takes the plan from trader-exit…

Finance & TradingJake Schincariol5.2k

Trader Alerts

Price Alerts. Rings when a price target, a stop or the opening bell hits: above / below / stop rules, percent moves from the previous close, and the NYSE opening bell, each…

Finance & TradingJake Schincariol1.2k

Trader Analyst

The Earnings Analyst. Reads a company's reported numbers straight from SEC EDGAR (XBRL company facts from its 10-Qs and 10-Ks, plus the latest earnings 8-K and its press release)…

Finance & TradingJake Schincariol1.2k

Trader Broker

Order Executor. Places APPROVED orders through your brokerage connector, one at a time, and never without your explicit yes. Shows each order as a plain ticket plus the exact JSON…

Finance & TradingJake Schincariol1.2k

Trader Budget

Budget Manager. Sizes every position to your budget before anything is bought: keeps a cash buffer, caps any one stock (the excess is shared out to the others), drops slices under…

Finance & TradingJake Schincariol1.2k

Trader Copycat

The Reverse Engineer. Reads a famous investor's public SEC filings (the quarterly 13F-HR, plus Form 4 if you want the insider trades) and rebuilds their portfolio as weights you…

Finance & TradingJake Schincariol1.2k

Trader News

The News Monitor. Watches breaking market news and SEC filings for the stocks you hold (or are about to copy): Yahoo Finance headlines per ticker and each company's 8-K filings on…

Finance & TradingJake Schincariol1.2k

Trader Pelosi

The Pelosi Tracker. Watches the stock trades members of Congress must disclose under the STOCK Act: reads the House Clerk's public Periodic Transaction Reports (PTRs) as soon as…

Finance & TradingJake Schincariol1.2k

Trader Rebalance

Rebalancer. Brings the portfolio back to its target weights when it drifts: values every holding at current prices, works out each stock's drift from its target in percentage…

Finance & TradingJake Schincariol1.2k

Trader Risk

Risk Manager. Checks every proposed order against your limits before it can reach the broker and blocks anything over them: blocked tickers, max order size, minimum order, max…

Finance & TradingJake Schincariol1.2k

Trader Screener

The Stock Screener. Checks a list of companies against the user's own rules (revenue growth, margins, EPS, P/E, earnings yield, sector, anything in the metrics file), says exactly…

Finance & TradingJake Schincariol1.2k

Trader Tax

Tax Optimizer. Tracks cost-basis lots for every position (FIFO, highest cost first, or specific lots), shows unrealized gains and losses by lot with short or long term, works out…

Finance & TradingJake Schincariol1.2k