How does the skill help with risk management?

It performs position sizing audits, calculates sequence of returns risk, and simulates how stop-losses would have impacted your historical performance.

What file formats are supported for trading data?

The skill is specifically optimized for Interactive Brokers Activity Statements exported in CSV format.

Does this skill provide live trading signals or real-time data?

No, this is a historical analysis tool designed to identify patterns, edges, and risk behaviors from past trade data.

Is my sensitive financial data kept private?

The skill processes your CSV files locally through your Claude Code environment, ensuring your financial data is not shared with external third-party analytics services.

Can I generate professional reports for clients or stakeholders?

Yes, the /analyze-trades-pdf command generates a 10-15 page institutional-grade PDF report using LaTeX for professional formatting.

Trading Performance Analysis

Name: Trading Performance Analysis
Author: astoreyai

byastoreyai

•

데이터 과학 및 ML

Analyzes Interactive Brokers CSV statements to uncover trading edges, identify risk management patterns, and generate professional performance reports.

소개

This skill transforms raw Interactive Brokers activity statements into actionable financial intelligence by evaluating trade duration, win rates, and profit factors. It goes beyond basic statistics to identify specific time-of-day edges and position sizing risks, helping traders refine their strategies through automated pattern recognition. Whether you need a quick markdown summary or an institutional-grade 15-page LaTeX PDF report, this tool streamlines the feedback loop between execution and strategy optimization by providing deep insights into realized P&L and risk-adjusted metrics.

주요 기능

1 GitHub stars
In-depth risk analysis featuring position sizing audits and stop-loss impact simulations.
Professional LaTeX-based PDF report generation with mathematical notation and growth projections.
Automated parsing of Interactive Brokers activity statements with full P&L extraction.
Advanced edge identification comparing intraday vs. swing trading performance and time-of-day windows.
Calculates institutional metrics including Sharpe ratio approximations, profit factors, and payoff ratios.

사용 사례

Auditing historical position sizes to detect over-leverage and prevent catastrophic drawdowns.
Generating high-fidelity performance reports for tax planning, stakeholder updates, or personal records.
Identifying the most profitable trading hours and symbols to optimize strategy execution.

소개

주요 기능

1 GitHub stars
In-depth risk analysis featuring position sizing audits and stop-loss impact simulations.
Professional LaTeX-based PDF report generation with mathematical notation and growth projections.
Automated parsing of Interactive Brokers activity statements with full P&L extraction.
Advanced edge identification comparing intraday vs. swing trading performance and time-of-day windows.
Calculates institutional metrics including Sharpe ratio approximations, profit factors, and payoff ratios.

사용 사례

Auditing historical position sizes to detect over-leverage and prevent catastrophic drawdowns.
Generating high-fidelity performance reports for tax planning, stakeholder updates, or personal records.
Identifying the most profitable trading hours and symbols to optimize strategy execution.