Skip to Content
πŸŽ‰ AI Workflow is now open source! Star us on GitHub
WorkflowsStock Trader

Stock Trader Workflow

Your AI investment research team with 29 pre-configured skills for stock traders, value investors, and portfolio managers covering US, CN, HK, and TW markets.

Target Users

  • Stock Traders - Day trading & swing trading
  • Value Investors - Long-term fundamentals
  • Quant Analysts - Data-driven strategies
  • Portfolio Managers - Allocation & risk

Installation

npx add-skill nicepkg/ai-workflow/workflows/stock-trader-workflow

Multi-Market Coverage

MarketSkillsFeatures
US Stocks10Fundamental, Technical, Options, Bubble Detection
A-Shares9T+1, Price limits, Northbound flow, AKShare Data
HK Stocks4AH Premium, Stock Connect
TW Stocks1Shioaji Trading API

Skills Included (29)

1. Market Data & Foundation

SkillWhat It Does
akshareChina market data foundation (A-shares, futures, funds)
θ‚‘η₯¨εˆ†ζžA/HK stock analysis with technical indicators

2. Market Analysis

SkillWhat It Does
us-stock-analysisUS stock fundamental & technical analysis
a-share-analysisChina A-share with T+1, price limits
hk-stock-analysisHong Kong with AH premium analysis
technical-analystWeekly chart analysis with scenarios
market-environment-analysisOverall market condition assessment
breadth-chart-analystMarket breadth and internals

3. Capital Flow Tracking

SkillWhat It Does
cross-border-flow-trackerNorthbound/southbound capital tracking
institutional-flow-trackerInstitutional money flow

4. Stock Screening

SkillWhat It Does
stock-screenerGeneral multi-criteria stock screening
a-share-screenerA-share specific screening
canslim-screenerCANSLIM growth stock screening
value-dividend-screenerValue + dividend strategy
dividend-growth-pullback-screenerDividend stocks on pullback
pair-trade-screenerPair trading opportunities

5. Sector & Macro Analysis

SkillWhat It Does
sector-analystSector rotation analysis
china-macro-analystChina macro data & policy
economic-calendar-fetcherEconomic events calendar
earnings-calendarEarnings releases tracking
market-news-analystNews impact analysis

6. Portfolio & Risk Management

SkillWhat It Does
portfolio-managerAllocation & rebalancing
options-strategy-advisorOptions strategies
backtest-expertStrategy backtesting
scenario-analyzerInvestment scenario analysis

7. Strategy & Trading

SkillWhat It Does
weekly-trade-strategyWeekly trading plan generation
stanley-druckenmiller-investmentMacro-driven investment approach
us-market-bubble-detectorBubble risk assessment
shioajiTaiwan market trading API integration

Professional Trading Pipeline

Stage 1: Pre-Market Research β”œβ”€β”€ economic-calendar-fetcher β†’ Upcoming economic events β”œβ”€β”€ earnings-calendar β†’ Earnings releases this week β”œβ”€β”€ market-environment-analysis β†’ Market conditions └── china-macro-analyst β†’ Macro outlook Stage 2: Stock Screening β”œβ”€β”€ stock-screener β†’ Initial broad filtering β”œβ”€β”€ a-share-screener β†’ A-share specific criteria β”œβ”€β”€ canslim-screener β†’ Growth stock identification └── value-dividend-screener β†’ Value stock identification Stage 3: Deep Analysis β”œβ”€β”€ us-stock-analysis / a-share-analysis β†’ Fundamental analysis β”œβ”€β”€ technical-analyst β†’ Chart patterns & levels β”œβ”€β”€ institutional-flow-tracker β†’ Smart money tracking └── cross-border-flow-tracker β†’ Capital flow confirmation Stage 4: Risk Assessment β”œβ”€β”€ scenario-analyzer β†’ Bull/bear/base cases β”œβ”€β”€ us-market-bubble-detector β†’ Bubble risk check β”œβ”€β”€ options-strategy-advisor β†’ Hedging strategies └── portfolio-manager β†’ Position sizing Stage 5: Execution β”œβ”€β”€ shioaji β†’ Taiwan market orders └── weekly-trade-strategy β†’ Actionable trading plan Stage 6: Post-Market Review β”œβ”€β”€ market-news-analyst β†’ News impact review β”œβ”€β”€ breadth-chart-analyst β†’ Market breadth analysis └── portfolio-manager β†’ Performance tracking

Example Workflows

Pre-Market Prep

1. "What economic events are scheduled this week?" 2. "Any major earnings releases to watch?" 3. "What's the current market environment?" 4. "Analyze northbound capital flow trends"

Growth Stock Discovery (US)

1. "Run CANSLIM screener for US stocks" 2. "Analyze NVDA fundamentals and technicals" 3. "What's the institutional positioning in NVDA?" 4. "Is NVDA at bubble risk levels?" 5. "Create a weekly trading plan for NVDA"

A-Share Value Investing

1. "Screen A-shares with low PE and high ROE" 2. "Analyze Kweichow Moutai fundamentals" 3. "What's the recent northbound capital flow trend?" 4. "Give me a value investing portfolio recommendation" 5. "What's the trading plan for this week?"

Hong Kong Arbitrage

1. "Analyze Tencent HK stock" 2. "BYD AH premium analysis" 3. "Which HK sectors are southbound funds flowing into?" 4. "Give me AH premium arbitrage opportunities"

Macro-Driven Trading

1. "Analyze current macro environment" 2. "Which sectors benefit from rate cuts?" 3. "Run Druckenmiller-style macro analysis" 4. "What's the scenario analysis for a recession?"

Risk Management

1. "Analyze my portfolio for risk exposure" 2. "What options strategies can hedge my positions?" 3. "Backtest this strategy on historical data" 4. "Run scenario analysis for 20% market drop"

Prerequisites

SkillRequirement
aksharePython + AKShare library
shioajiShioaji API credentials (Taiwan market)
θ‚‘η₯¨εˆ†ζžWeb search access
stock-screenerWeb search access
# For akshare skill pip install akshare # For shioaji skill (Taiwan market) pip install shioaji

Data Sources

MarketSources
USYahoo Finance, MarketWatch, Seeking Alpha, Bloomberg, TradingView
A-SharesEast Money, Tonghuashun, Xueqiu, CNINFO, AKShare
Hong KongHKEX, AASTOCKS
TaiwanShioaji API, TWSE

Disclaimer

This workflow is for informational and educational purposes only. It does not constitute investment advice. Stock market investments carry risk. Always do your own research.

Advanced Options

# Install globally npx add-skill nicepkg/ai-workflow/workflows/stock-trader-workflow --global # Install specific skill npx add-skill nicepkg/ai-workflow/workflows/stock-trader-workflow --skill a-share-analysis # List all skills npx add-skill nicepkg/ai-workflow/workflows/stock-trader-workflow --list
Last updated on