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user_preferences_intake

Collect and validate Alpaca paper trading preferences and stock pools.

2|4|Updated Apr 27, 2026
Search Tags:#user preferences#alpaca#paper trading#trading config#stock pool#ticker validation
One-click install
npx skills add https://github.com/khoks/ClaudeTrading --skill user-preferences-intake
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: user_preferences_intake
Source: https://github.com/khoks/ClaudeTrading/tree/main/.claude/skills/user_preferences_intake
Command: npx skills add https://github.com/khoks/ClaudeTrading --skill user-preferences-intake

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the need to manually edit JSON configuration files to set up or update Alpaca paper trading preferences, risk limits, and curated stock pools, reducing setup time and eliminating configuration errors for both new and experienced paper traders.

Core Features & Use Cases

  • Guided Preference Collection: Walks users through setting risk tolerance, per-trade dollar caps, and fractional share preferences via simple prompts, with pre-defined defaults for new traders.
  • Validated Stock Pool Management: Checks user-provided tickers against Alpaca's tradable asset API to filter out invalid or non-tradable symbols, then adds valid ones to your curated trading pool.
  • Use Case: A new Alpaca paper trader can set up their entire trading configuration and initial stock watchlist in minutes without touching any config files, while existing traders can quickly adjust their preferences or add new stocks to their pool.

Quick Start

Invoke the user_preferences_intake skill to update your Alpaca paper trading preferences or manage your curated stock pool.

Frequently Asked Questions about user_preferences_intake

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

FAQPage Schema
How do I set up Alpaca paper trading preferences without manually editing JSON files?▼

The Skill validates stock tickers by checking them against Alpaca's tradable asset API, filtering out invalid or non-tradable symbols before idempotently adding only the valid ones to your curated stock pool in pool.json.

Can I update my Alpaca trading config and stock pool after the initial setup?▼

Yes, fractional share settings are explicitly included in the Alpaca paper trading preferences collection, allowing you to enable or disable fractional trading alongside setting your risk tolerance and per-trade dollar caps.

Do I need an existing Alpaca account to validate tickers for my stock pool?▼

Pre-defined defaults are available for new Alpaca paper traders. When initiating the preference collection, the workflow applies standard default settings for risk tolerance and trade caps if you do not specify custom values.

What happens if I input an invalid stock ticker during Alpaca paper trading setup?▼

Validated Alpaca paper trading preferences and risk limits are persisted to a file named user_preferences.json, while your curated and validated stock pool is stored separately in pool.json.

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