Individual skill

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 your minimum order, rounds so every dollar is used, supports fractional or whole shares, and writes the proposed buy orders to trader/orders.json in the exact shape of Alpaca's place_stock_order (notional as a string). Nothing is placed. Use when the user says "I have $5,000", "size my trades", "how much of each should I buy", "manage my budget", "split my money", "keep 10% in cash", "no stock over 25%", "set my rules", or after /trader-copycat writes targets.

trader-budget/SKILL.md

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Last checked
Nov 9, 2026

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1,575
Repository last updated
Oct 14, 2026
License
MIT

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# trader-budget

The Budget Manager turns "copy this portfolio" into "buy exactly this much of
each", inside rules the user sets once. It writes proposals only. trader-risk
checks them and trader-broker asks the user yes or no for each one.

`${CLAUDE_SKILL_DIR}` below is this skill's folder (where this SKILL.md lives).

```bash
python3 "${CLAUDE_SKILL_DIR}/size.py"                       # trader/targets.json + trader/config.json
python3 "${CLAUDE_SKILL_DIR}/size.py" --budget 5000 --write # write trader/orders.json
python3 "${CLAUDE_SKILL_DIR}/size.py" --whole-shares --prices trader/prices.json
python3 "${CLAUDE_SKILL_DIR}/size.py" --weights AAPL=22.04,AXP=17.14,GOOGL=12.62 --json
```