What problem does it solve?
Manually timing profit exits for paper trading positions is tedious and error-prone, often leading to missed opportunities to lock in gains as stock prices rise. This skill automates the process, ensuring consistent, rule-based profit-taking without constant market monitoring.
Core Features & Use Cases
- Rule-Based Partial Exits: Triggers incremental sell orders at predefined absolute gain thresholds (10%, 20%, 35%, 50% by default) from your position's cost basis, scaling out of winning positions gradually to lock in incremental profits.
- Seamless Strategy Coordination: Works in tandem with the trailing stop strategy to capture gains both during upward momentum and on price reversals, with clear per-action attribution for daily trade reporting.
- Automatic State Reset: Rebuilds profit thresholds from the new cost basis automatically when additional buys lower your position's average price, avoiding duplicate sells at the same price level.
- Compliance Guardrails: Enforces the mandatory 2-trading-day cooldown after any partial sell to help users avoid unintended pattern day trader classification.
Use Case: For paper traders using the ClaudeTrading system, this skill automatically manages profit-taking for all eligible positions during each scheduled trading tick, removing the need to manually track gain levels and place sell orders.
Quick Start
Use the strategy_profit_take_v2 skill to automatically execute partial profit-taking sell orders for all eligible positions in your current sellable set during the next scheduled trading tick.
