Trading & Asset Allocation Suite

v1.0.0

Feature DerivationmixedFinance

Wraps the 25 core trading workflows of trading-skills. Handles screening (MACD/RSI), option Greeks and protective strategy (Collar/PMCC) yields, and connects to Interactive Brokers (IBKR) to analyze real positions without switching apps.

🔗 Source

When to call

Use when screening US stocks, calculating options strategy yields, or connecting to IBKR via chat to analyze current portfolio P&L.

Role in flow

Drive agents to autonomously perform multi-dimensional data mining, executing statistical indicator calculations and deep feature extraction.

Inputs

Stock tickers (e.g., AAPL) or an active IBKR connection state

Outputs

Strategy analysis results, portfolio status reports, risk adjustment advice

Boundaries and limitations

Requires running trading-skills-mcp locally;
Whale Hunting requires a Massive API Key; Portfolio features require an active IBKR TWS/Gateway connection.