skills.rest
finskills
finskillsCOMMUNITY
Explore all skills by this author →
GitHub

trading-plan-generator

Generate long or short trading plans from stock ideas using Finskills API data.

Updated Apr 18, 2026
Search Tags:#risk management#stock analysis#support resistance#position sizing#trade planning#atr stop-loss
One-click install
npx skills add https://github.com/finskills/trading-plan-generator --skill trading-plan-generator-finskills
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: trading-plan-generator
Source: https://github.com/finskills/trading-plan-generator/tree/main
Command: npx skills add https://github.com/finskills/trading-plan-generator --skill trading-plan-generator-finskills

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Converts a stock idea into a complete, professional trading plan with concrete entry triggers, ATR-based stop-loss, risk-based position sizing, multi-target exits, a time stop, and a structured thesis you can monitor.

Core Features & Use Cases

  • Live-data plan generation: Pulls quote, 6-month OHLCV history, and analyst recommendations from the Finskills API to ground decisions in current market context.
  • Volatility- and structure-aware risk: Computes ATR(14) and identifies support/resistance levels to place stops and define targets with consistent risk/reward logic.
  • Risk-based sizing and trade management: Uses fixed-risk position sizing (shares derived from account risk and stop distance), sets multiple profit targets, and applies a time stop for swing/position time horizons.
  • Thesis validation framework: Produces a 3-part thesis (Catalyst, Invalidation, Monitoring) to clarify what must be true for the trade to work.

Quick Start

Ask the skill: "Create a trade plan for going long on MSFT with a $50,000 account, risking 2% per trade, and a swing time horizon."

Frequently Asked Questions about trading-plan-generator

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

FAQPage Schema
How do I create a complete trading plan with ATR stop-loss and position sizing?▼

To create a trading plan with ATR stop-loss and position sizing, provide a stock ticker, account size, risk percentage, and time horizon. The generator fetches live quotes and six-month history to compute volatility-based stops and risk-based share allocation automatically.

What is ATR-based stop-loss placement and how does it work for swing trades?▼

ATR-based stop-loss placement uses the Average True Range indicator to set dynamic risk boundaries based on current market volatility. For swing trades, it calculates stop distance from ATR(14) to normalize risk across different price movements and stock profiles.

How do I calculate risk-based position sizing for a stock trade?▼

Risk-based position sizing calculates the number of shares to buy by dividing your fixed account risk amount by the stop-loss distance. This ensures you only risk a predetermined percentage of your account, such as 2%, if the trade hits its invalidation point.

Can I generate a trade plan for both long and short stock ideas?▼

Yes, you can generate structured trade plans for both long and short stock ideas. The plan includes directional entry triggers, support and resistance level extraction, multi-target exits with risk-to-reward ratios, and a time stop tailored to your specified trade direction.

Do I need an API key to generate trading plans with live quote data?▼

Yes, you need a FINSKILLS_API_KEY to access the Finskills API for live quote data, six-month OHLCV history, and analyst recommendations. This key is required to ground the entry triggers, stop-loss, and position sizing calculations in current market context.

What's the best way to structure trade exits with multiple profit targets?▼

The best way to structure trade exits is by setting multiple profit targets based on support and resistance levels alongside a time stop. This approach defines clear risk-to-reward ratios for each target and establishes a maximum holding period for swing or position trade horizons.

Related Skills

Explore More Finance & Accounting Skills→
IgorGanapolskyIgorGanapolsky
38

Position Sizer

Calculate optimal trade position sizes using ATR, Kelly Criterion, and volatility-adjusted methods.

Community
Advanced
shreed27shreed27

positions

Automate stop-loss, take-profit, and trailing stop orders via chat or TypeScript API.

Community
Advanced
yuping322yuping322
20

hk-currency-risk

Monitor Hong Kong dollar exposure and currency risk for HK-market portfolios.

Community
Advanced
jamesrochabrunjamesrochabrun
194

trading-plan-generator

Generate rule-based trading plans with entry, exit, and risk management rules.

Community
Advanced