AI trading: bots, portfolio, and options
The complete collection: market and institutional bots, specialized data, and analysis, options, and portfolio skills.
Direct answer: The pack that completes the collection, with market-making bots and institutional engines (Hummingbot, LEAN, Jesse), specialized data on crypto-related stocks and Polygon, and skills for stock, options, portfolio, and financial-services analysis. It covers the full cycle: research, backtest, analyze risk, and review the portfolio with tools distinct from the two previous packs.
Included in the Completo — $50
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 Completo ($50).
Buy with the Completo ($50) Or build your custom plan
Use cases
- Make markets and arbitrage with dedicated bots
- Research with an institutional trading engine
- Analyze stocks, options, and portfolios with dedicated skills
- Review specialized stock and Polygon data
How to get started
- Start with the simplest resource in the pack and try it on a small real case.
- Connect the second resource only once the first one already works in your daily flow.
- Review the full list of 10 resources and keep the ones you use every week.
Suggested starter prompt
Act as my assistant using the tools from the pack «Complete Trading: Bots, Analysis, and Portfolio». The complete collection: market and institutional bots, specialized data, and analysis, options, and portfolio skills. Start with the simplest resource, explain each step before running it, and ask for confirmation before changing data, settings, or permissions.
Included resources (10)
- Hummingbot (Software, hummingbot/hummingbot, ★ no data) — Python framework for creating market-making and arbitrage bots across centralized and decentralized exchanges, with community connectors and strategies. GitHub
- QuantConnect LEAN (Software, QuantConnect/Lean, ★ no data) — Algorithmic trading engine in C# with strategies in Python or C# for researching, backtesting, and deploying strategies across several asset types. GitHub
- Jesse (Software, jesse-ai/jesse, ★ no data) — Cryptocurrency research and trading framework with rigorous backtesting, technical indicators, risk management tools, and a dashboard. GitHub
- Crypto Stocks MCP (MCP Server, kukapay/crypto-stocks-mcp, ★ no data) — MCP server consulting real-time and historical prices of crypto-related stocks, such as exchanges and sector companies. GitHub
- Polygon MCP (MCP Server, nittygritty-zzy/mcp_polygon, ★ no data) — Experimental MCP server for the Polygon.io API: stock, options, forex, and cryptocurrency bars and aggregates, snapshots, fundamentals, and dividends. GitHub
- finance-skills (himself65) (Skill, himself65/finance-skills, ★ no data) — Multi-asset financial skill package: valuation, earnings review, options, ETFs, liquidity, social analysis, and geopolitical risk. GitHub
- trading_skills (staskh) (Skill, staskh/trading_skills, ★ no data) — Options trader skill package: market data, analysis, screeners, portfolio work, reports, and IBKR and MCP integration. GitHub
- claude-equity-research (Skill, quant-sentiment-ai/claude-equity-research, ★ no data) — Stock research skill combining fundamentals, technical analysis, options flow, insider activity, and sector context in reports. GitHub
- finance_skills (JoelLewis) (Skill, JoelLewis/finance_skills, ★ no data) — Package of 84 financial services skills for Claude Code: investment management, compliance, advisory, trading operations, and portfolio reports. GitHub
- Awesome-finance-skills (Skill, RKiding/Awesome-finance-skills, ★ no data) — Financial skill suite for news, stocks, market sentiment, signal tracking, logic visualization, reports, and search. GitHub
Versions by tool
Related packs
- Essential Trading: Backtesting from Scratch
- Pro Trading: AI Agents and Broker Connection
- Essential Sales Agent
- Pro Prospecting and Sales
Frequently asked questions
What is this pack?
A set of 10 tools for the full cycle: research, backtest, analyze risk, and review the portfolio.
Who is it for?
For experienced traders who want to cover several angles (market-making, institutional, options, portfolio) with different tools.
What does it include?
Hummingbot, LEAN, and Jesse, specialized stock and Polygon data, and stock, options, portfolio, and financial-services skills.
Can I trade with real money using this pack?
This pack is presented for analysis and paper trading. Trading with real money requires setting up a broker and supervising bots and portfolio; the pack makes no promises of results.