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 $5,000", "size my trades", "how much of each should I buy", "manage my budget", "split my money", "keep 10% in cash", "no stock over 25%", "set my rules", or after /trader-copycat writes targets.
trader-budget/SKILL.md
Source commit 5189e79b9a480755a3733ac9713f5353981dbe18
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- Matches the observed repository HEAD
- Yes
- Scanner rules are current
- Yes
- Repository scan complete
- No
- Skill scan complete
- No
- Observed behavior
- Local scripts
- Last checked
- Nov 9, 2026
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Repository context
- Repository stars (not skill ratings)
- 1,575
- Repository last updated
- Oct 14, 2026
- License
- MIT
Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.
- 13f Repository topic
- claude Repository topic
- claude-skills Repository topic
- investing Repository topic
- stock-market Repository topic
- finance Derived category
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Browse files
SKILL.mdcore · 5,609 bytesSKILL.mdcore · 5,609 bytesSKILL.mdcore · 5,609 bytesSKILL.mdcore · 5,609 bytesSKILL.mdcore · 5,609 bytesSKILL.mdcore · 5,609 bytesconfig.example.jsonasset · 349 bytessize.pyruns · 19,757 bytestargets.example.jsonasset · 610 bytes
Read excerpt
# trader-budget
The Budget Manager turns "copy this portfolio" into "buy exactly this much of
each", inside rules the user sets once. It writes proposals only. trader-risk
checks them and trader-broker asks the user yes or no for each one.
`${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
```