skills.rest
astoreyai
astoreyaiCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

Trading Analysis Skill

Analyze Interactive Brokers CSV statements to compute performance metrics and generate reports.

3|1|Updated Nov 5, 2025
Search Tags:#analysis#csv#trading#report#risk#edge
One-click install
npx skills add https://github.com/astoreyai/claude-skills --skill trading-analysis-skill
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Trading Analysis Skill
Source: https://github.com/astoreyai/claude-skills/tree/main/trading-analysis
Command: npx skills add https://github.com/astoreyai/claude-skills --skill trading-analysis-skill

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Analyzes Interactive Brokers CSV statements to deliver comprehensive performance metrics, edge detection, and risk analysis.

Core Features & Use Cases

  • CSV Statement Parsing: extracts trades, returns, P&L, and commissions from IB CSVs.
  • Edge Identification: classifies intraday vs swing, time-of-day patterns, and symbol-level profitability.
  • Risk & Performance Analytics: calculates drawdown, position sizing, risk metrics, and provides formatted reports.
  • Report Generation: outputs Markdown reports and, when requested, professional PDF/LaTeX reports for stakeholder review.

Quick Start

Provide the path to an Interactive Brokers CSV file to generate a markdown performance report.

Frequently Asked Questions about Trading Analysis Skill

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze Interactive Brokers CSV statements for trading performance metrics?▼

Analyzing Interactive Brokers CSV statements extracts trades, P&L, and commissions to compute win rate, profit factor, and drawdown, generating a comprehensive markdown performance report.

What trading edge detection patterns can I find in my broker CSV exports?▼

Edge detection in broker CSV exports classifies intraday versus swing patterns, time-of-day effects, and symbol-level profitability to identify your specific trading advantages.

Can I generate PDF performance reports from Interactive Brokers trade history?▼

Yes, you can generate professional PDF and LaTeX performance reports from Interactive Brokers trade history for stakeholder review, alongside standard Markdown report outputs.

Does this trading analysis approach work with multi-account Interactive Brokers statements?▼

No, this trading analysis approach applies strictly to single-account Interactive Brokers CSV statements and does not support multi-account aggregation or consolidated statement parsing.

What risk management metrics can I calculate from IB CSV trading data?▼

You can calculate drawdown, position sizing, and risk management optimization metrics from IB CSV trading data to evaluate exposure and refine your overall risk strategy.

Related Skills

Explore More Finance & Accounting Skills→
shreed27shreed27

history

Fetch, sync, and analyze trade history from Polymarket and Kalshi.

Community
Intermediate
Ricardo-VaeRicardo-Vae

pandoc

Convert documents between Markdown, DOCX, PDF, HTML, and LaTeX formats.

Community
Intermediate
emilneuraz-aiemilneuraz-ai

risk-metrics-calculation

Calculate VaR, CVaR, Sharpe, Sortino, and drawdown from return time series.

Community
Advanced
guideopsguideops

trading-journal

Automate trade logging, P&L calculation, and performance reporting for traders.

Community
Intermediate