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Trader Budget Manager (trader-budget)

Turns a dollar budget and your own rules into exact per-stock buy amounts, written as Alpaca-shaped order proposals — never placed.

Data & AnalyticsIntermediate★ 1,276⑂ 254AI score 9/10Last updated: Oct 14, 2026

What it does

  • Takes your cash buffer off the top, renormalises the remaining target weights, and allocates dollars.
  • Enforces a per-position cap (default 25%), redistributing the excess by weight until nothing is over.
  • Drops slices below your minimum order, rounds to whole dollars so no money is accidentally idle, and reports anything genuinely "left idle".
  • Supports fractional or whole shares (whole shares require real prices in trader/prices.json).
  • Writes proposals to trader/orders.json in the exact place_stock_order shape; a separate skill handles risk checks and broker confirmation.

Who it's for

  • Retail investors converting copied portfolio weights (e.g. 13F filings) into real dollar amounts.
  • Anyone who wants mechanical discipline around cash buffers, concentration caps and order size limits.
  • Alpaca users validating a workflow on a paper account first.

Examples

  1. "I have $5,000, size my trades" → table with a $500 cash buffer and AAPL pinned at the 25% cap.
  2. python3 size.py --weights AAPL=22.04,AXP=17.14,GOOGL=12.62 --json for a one-off calculation.
  3. python3 size.py --whole-shares --prices trader/prices.json for brokers without fractional shares.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/Jakeschincariol/trader-skill/HEAD/trader-budget/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on AI Skill Mart.
Copy the trader-budget folder from the GitHub repo Jakeschincariol/trader-skill into my ~/.claude/skills/jakeschincariol-trader-budget/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/Jakeschincariol/trader-skill.git /tmp/trader-skill && mkdir -p ~/.claude/skills && cp -r /tmp/trader-skill/trader-budget ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Open a terminal.
  2. Clone the repo: git clone https://github.com/Jakeschincariol/trader-skill.git
  3. Create the skills folder: mkdir -p ~/.claude/skills
  4. Copy the skill: cp -r trader-skill/trader-budget ~/.claude/skills/
  5. Optionally copy trader-copycat, trader-risk and trader-broker for the full pipeline.
  6. Verify Python: python3 --version.
  7. Restart Claude Code, then ask "size my trades with a $5,000 budget"; on first run it will ask for the values that go into trader/config.json.
  8. Keep "paper": true and only consider live trading after you have watched the workflow on a paper account. This is tooling, not financial advice.
View source on GitHub ↗License: MIT