Agent skill

Trading As Business

by agentii-ai in agentii-ai/agentii-investment-intelligence

Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Trading As Business

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill trading-as-business -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence trading-as-business --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/trading-as-business/skills/agentii/trading-as-business .claude/skills/trading-as-business && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
trading-as-business
GitHub stars
207
Token cost
~655 tokens
SKILL.md length
203 words
Files
2 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations

  • Works in 4 steps: Framework selection → Signal analysis → Analogue retrieval → …
  • Tasks that involve Trading and backtesting
  • SKILL.md covers Defaults, Preflight, Data Source Priority and Methodology, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Trading As Business is an agent skill from agentii-ai/agentii-investment-intelligence. Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations

Its SKILL.md is about 660 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/modes.md`).

It sits in Business, Finance & HR, covering Trading and backtesting, OKRs and executive reporting and Performance reviews. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Trading and backtesting
  • Tasks that involve OKRs and executive reporting
  • Tasks that involve Performance reviews

Example prompts

  • “/trading-as-business”

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Framework selection
  2. Signal analysis
  3. Analogue retrieval
  4. Risk assessment

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Trading As Business loads about 655 tokens when it runs, and up to ~837 if it reads all its reference files. Until then it costs about 48 tokens; SKILL.md has 203 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~48
When it runs · the whole SKILL.md, loaded when a task matches
~655
With references · SKILL.md plus every file in references/, read only if the agent opens them
~837

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 203 words, ~655 tokens.

Download SKILL.mdSave it as .claude/skills/trading-as-business/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
trading-as-business
description
Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations
multi_ticker_semantics
single_target
temporal_scope.default_quarters
4
temporal_scope.max_quarters
12
temporal_scope.description
4 quarters default for trading-as-business analysis; up to 12 for regime context.
retrieval_scope
structured_only
min_tool_diversity
3
parameter_free
false

Methodology inspired by publicly taught trading frameworks; all text is an original paraphrase.

Defaults

ParameterDefault ValueRationale
lookback_quarters4Standard window for trading-as-business

Preflight

Run canonical pre-flight per contracts/preflight.md. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Data Source Priority

  1. Knowledge entries (frameworks) -> 2. search_by_analogue for historical analogues -> 3. Real-time context

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Query knowledge entries for trading-as-business frameworks; query search_by_analogue for historical analogues.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol
  1. Framework selection
  2. Signal analysis
  3. Analogue retrieval
  4. Risk assessment

Output File

{ticker}/{YYYY-MM-DD_HHMM}_trading-as-business_{affix}.md

Output Structure

  1. Executive Summary — key findings in 2-3 sentences
  2. Core Analysis — applied frameworks with specific evidence
  3. Quantitative Indicators — key metrics and benchmarks
  4. Historical Analogues — matched cases with /v/ citations
  5. Risk Assessment — key risk factors and mitigants
  6. Coverage Gaps — data limitations and degraded flags

Error Handling

ErrorFallback
No frameworksProceed with standard indicators; flag degraded

Memory Load

See contracts/memory-load.md.

Snapshot

See contracts/snapshot-synthesis.md.

Final Summary (TUI)

Include ### Key Citations block with 0-10 clickable /v/ URLs.

References

  • contracts/citation-and-memory.md
  • contracts/output-frontmatter-schema.md
  • contracts/memory-load.md
  • contracts/snapshot-synthesis.md
  • contracts/preflight.md

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in plugins/vertical-plugins/trading-as-business/skills/agentii/trading-as-business of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/modes.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

Trading As Business next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Trading As Business compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Trading As Business this skillagentii-ai/agentii-investment-intelligence207—~655Automated safety check: PassApache-2.0
Pine BacktesterTradersPost/pinescript-agents1701 repos~3.9kAutomated safety check: PassNone
Tradeupstash/botstreet112—~1.1kAutomated safety check: PassNone
Performance ReportAffitor/affiliate-skills701—~2.5kAutomated safety check: PassMIT
Yex TraderNunchi-trade/agent-cli521—~1.9kAutomated safety check: NotesMIT
BacktesterSignal-Execution-Labs/forex-trading-ai-agent162—~2.7kAutomated safety check: PassMIT

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Questions about Trading As Business

What does Trading As Business do?

Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations. Trading As Business is an agent skill from agentii-ai/agentii-investment-intelligence.

When should I use Trading As Business?

Trading As Business fits situations like: tasks that involve Trading and backtesting; tasks that involve OKRs and executive reporting; tasks that involve Performance reviews.

How do I install Trading As Business in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill trading-as-business -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/trading-as-business/skills/agentii/trading-as-business in agentii-ai/agentii-investment-intelligence) into .claude/skills/trading-as-business in your project. Claude Code loads it when a task matches its description.

How do I install Trading As Business in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill trading-as-business -a codex`. Or copy the skill folder (plugins/vertical-plugins/trading-as-business/skills/agentii/trading-as-business in agentii-ai/agentii-investment-intelligence) into .agents/skills/trading-as-business in your project. Codex loads it when a task matches its description.

Can I use Trading As Business in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill trading-as-business -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/trading-as-business, .gemini/skills/trading-as-business, .github/skills/trading-as-business and .opencode/skills/trading-as-business in your project.

What does Trading As Business need to run?

SKILL.md names no scripts, command-line tools or credentials: Trading As Business is instructions for the agent only.

Does Trading As Business access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Trading As Business safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Trading As Business use?

Trading As Business is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Trading As Business use?

About 655 tokens (SKILL.md is roughly 2.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 182 tokens, read only when the agent opens those files.

What are the alternatives to Trading As Business?

Skills that share tags, products or a category with Trading As Business: Pine Backtester (TradersPost/pinescript-agents, 170 stars), Trade (upstash/botstreet, 112 stars), Performance Report (Affitor/affiliate-skills, 701 stars) and Yex Trader (Nunchi-trade/agent-cli, 521 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Trading As Business?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.