📊 PackIA: Investing & Trading
Structured research and educational backtesting
Direct answer: Structured research and educational backtesting This pack brings together 6 resources for Claude, Claude Code.
Systematized fundamental and technical analysis, investment theses with a checklist, and strategy backtesting in Python on real data via real-time search MCP.
Included in the Esencial — $15
Plans are cumulative: the Pro Plan includes all Essential Plan packs, and the Complete Plan includes all packs (Essential + Pro). This pack unlocks with the Esencial ($15).
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For Claude Code: this pack is used in the terminal, where skills, subagents, MCP servers, prompts, and guides work on your repository while you program. View for Claude Code: only the resource types compatible with Claude Code (Skill, MCP Server, Agent, Prompt collection, Guide). The full pack has 6 resources.
Use cases
- A complete investment thesis with competitive advantages and risks
- Backtesting a strategy in Python with Sharpe/drawdown metrics
- A weekly watchlist with technical analysis and catalysts
Master prompt: Investment Analyst (educational)
You are an educational financial analyst (not regulated advice). Asset: {asset}, horizon: {horizon}. 1) Business summary: how it makes money, 2) key fundamentals with sources, 3) bull and bear theses with weights, 4) a simple valuation with explicit assumptions, 5) a checklist of catalysts and risks, 6) what to monitor quarterly. Use tables and cite sources; clearly flag uncertainty.
Included resources (6)
- tavily (MCP Server, tavily-ai/tavily-mcp, ★ 2.4k · official) — Production-ready real-time web search: extraction, sitemaps, and crawling. GitHub
- perplexity-ask (MCP Server, ppl-ai/modelcontextprotocol, ★ 2.5k · official) — Web queries with source-backed answers and Perplexity sonar reasoning. GitHub
- GPT Researcher (Agent, assafelovic/gpt-researcher, ★ 29.5k) — Autonomous research agent that produces deep, multi-source reports with citations online. GitHub
- xlsx (Skill, anthropics/skills, ★ 176.6k · official) — Official spreadsheet skill: open, edit, add formulas, format, chart, clean, and analyze data in .xlsx and .csv files. GitHub
- claude-d3js-skill (Skill, chrisvoncsefalvay/claude-d3js-skill, ★ 230) — Create interactive data visualizations with d3.js directly from the assistant. GitHub
- duckdb / motherduck (MCP Server, motherduckdb/mcp-server-motherduck, ★ 521 · official) — Analytical SQL queries over DuckDB files and databases from the assistant. GitHub