StealIt

Trader Analyst

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) and sums up what changed: revenue, gross, operating and net margins, net income and diluted EPS, quarter by quarter, each against the same quarter a year earlier, with the trailing twelve months. Writes a metrics file the screener reads. Use when the user says "how did Apple's earnings look", "analyze the earnings", "what changed this quarter", "is revenue growing", "check the 10-Q", "compare margins", or "run the analyst on my holdings".

Install

Research and paper-trading tools, not financial advice. Orders go to your broker only after you approve them, and paper trading is the default. Open the repository

Run this in your project folder. It works with Claude Code, Cursor, Codex and dozens of other agents.

$ npx skills add Jakeschincariol/trader-skill --skill trader-analyst

Needs Node.js. Add -g to install for every project, or -a claude-code to skip the agent picker.

How to use Trader Analyst

Once it's installed, Claude reads this skill on its own whenever a request matches what it's for, so you don't have to mention it by name. In Claude Code you can also run it directly by typing /trader-analyst.

It includes scripts that Claude may run on your computer, so skim them on GitHub before you install.

What the instructions cover

  1. 1What it reads and writes
  2. 2The rules
  3. 3Steps
  4. 4Example: the reel's top holding
  5. 5What it never does
  6. 6Safety

Section headings from the skill's SKILL.md file.

What's inside · 3 files

  • SKILL.md
  • facts.py
  • metrics.example.json

More from Jake Schincariol

See all →

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 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
See all →

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