What problem does it solve?
Autonomous trading systems and active traders risk violating FINRA pattern day trader (PDT) rules and IRS H1B visa income classification requirements if they execute buy and sell transactions too close together, and manually tracking mandatory cooldown periods between trades is error-prone and time-consuming.
Core Features & Use Cases
- 2-Trading-Day Cooldown Enforcement: Automatically enforces a configurable cooldown period between buy and sell actions, using trading days (excluding weekends and holidays) rather than calendar days to avoid loopholes.
- Automatic Pool Filtering: Splits the user's stock trading pool into two compliant sets: sellable (positions held for at least 2 trading days) and buyable (stocks not sold in the last 2 trading days or never sold).
- Use Case: For ClaudeTrading and similar autonomous trading systems, this skill acts as a mandatory safety gate that all trade orders must pass through before execution, ensuring regulatory compliance without manual oversight.
Quick Start
Use the safe_trading skill to retrieve the current list of compliant sellable and buyable stocks from your trading pool.