Agent skill

Pre Trade Discipline Gate

by tradermonty in tradermonty/claude-trading-skills

Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision…

MITAuto-check passedKnowledge Management

Install Pre Trade Discipline Gate

skills CLI
$ npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -a claude-code

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

GitHub CLI
$ gh skill install tradermonty/claude-trading-skills pre-trade-discipline-gate --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/tradermonty/claude-trading-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/pre-trade-discipline-gate .claude/skills/pre-trade-discipline-gate && 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
pre-trade-discipline-gate
GitHub stars
3k
Used in
1 other repo
Token cost
~1.6k tokens
SKILL.md length
643 words
Files
6 (incl. scripts, references)
Skills in repo
74
Repo updated
First seen
Licence
MIT

At a glance

Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision…

  • Works in 3 steps: Prepare the Checklist → Run the Gate → Interpret the Decision
  • Tasks that involve Journaling and reflection
  • SKILL.md covers Overview, When to Use, Prerequisites and Workflow, plus 4 more sections
  • Runs Python scripts from its folder; calls python3

What it does

Pre Trade Discipline Gate is an agent skill from tradermonty/claude-trading-skills. Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision for trader-memory-core review.

Its SKILL.md is about 1.6k tokens, which your agent loads only when the skill is triggered. The skill folder holds 8 other files, including scripts and reference files (for example `references/discipline_gate_framework.md`, `scripts/check_pre_trade_discipline.py` and `scripts/tests/conftest.py`).

It sits in Knowledge Management, covering Journaling and reflection. The repository describes itself as: Claude Code skills for equity investors and traders — market analysis, technical charting, economic calendars, screeners, and trading strategy development. The licence is MIT.

When your agent uses it

  • Tasks that involve Journaling and reflection

Example prompts

  • “/pre-trade-discipline-gate”

Requirements

  • Python 3

Workflow steps

3 steps, taken from the step headings in SKILL.md.

  1. Prepare the Checklist
  2. Run the Gate
  3. Interpret the Decision

What it can do on your machine

Read from SKILL.md and the folder at commit c8d58f0. 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

    Ships 3 files in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python3

    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

Pre Trade Discipline Gate loads about 1.6k tokens when it runs, and up to ~2.6k if it reads all its reference files. Until then it costs about 63 tokens; SKILL.md has 643 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~63
When it runs · the whole SKILL.md, loaded when a task matches
~1.6k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.6k

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); the scripts in this folder are not scanned.

SKILL.md

The full file from tradermonty/claude-trading-skills at commit c8d58f0, republished under its MIT licence (© tradermonty). 643 words, ~1,598 tokens.

Download SKILL.mdSave it as .claude/skills/pre-trade-discipline-gate/SKILL.md (or your agent's skills folder). This skill also uses 5 other files; get the full folder from GitHub.
name
pre-trade-discipline-gate
description
Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision for trader-memory-core review.

Pre-Trade Discipline Gate

Overview

Evaluate whether a planned manual order should proceed before it is placed at the broker. This skill reads a local checklist plus optional market-regime, circuit-breaker, and trader-memory-core artifacts. It produces a pre_trade_discipline_decision artifact and can link that artifact back to the related thesis without changing the thesis review schedule.

The gate is intentionally offline. It does not place orders, cancel orders, call a broker API, or fetch market data.

When to Use

  • Immediately before placing any manual entry order
  • When a candidate has passed chart validation and position sizing
  • After a recent loss, to avoid revenge trades during the cooldown window
  • When the workflow has an upstream exposure_decision and circuit_breaker_decision
  • When you want checklist adherence to be visible in later trader-memory-core reviews

Prerequisites

  • Python 3.9+
  • A local JSON or YAML answers file with candidate-level checklist answers
  • Optional trader-memory-core thesis state under state/theses/
  • Optional exposure_decision JSON from market-regime-daily / exposure-coach
  • Optional circuit_breaker_decision JSON from drawdown-circuit-breaker

Workflow

Step 1: Prepare the Checklist

Create a JSON or YAML file with candidate answers. Only actionable manual-order intents are gated. Watchlist and ignore intents are journaled as NO_ACTIONABLE_ORDERS.

json
{
  "candidates": [
    {
      "symbol": "AAPL",
      "thesis_id": "th_aapl_gm_20260703_0001",
      "order_intent": "ENTRY_READY",
      "entry_in_written_plan": true,
      "stop_predefined": true,
      "size_within_plan": true,
      "planned_risk_dollars": 500,
      "actual_risk_dollars": 500,
      "notes": "Entry matches the journaled breakout plan."
    }
  ]
}

Actionable intents are ENTRY_READY, ACTIONABLE, ACTIONABLE_DAY1, and MANUAL_ORDER. Non-actionable intents such as WATCHLIST, DELAYED_EP_WATCH, PEAD_HANDOFF, IGNORE, and REJECTED are recorded but do not create an order permission.

Provide both planned_risk_dollars and actual_risk_dollars for every actionable candidate. Use a finite, non-negative number or numeric string; zero is valid. Treat missing values, booleans, non-numeric strings, NaN, infinities, and negative values as REVIEW_REQUIRED inputs and review them before placing an order.

Step 2: Run the Gate
bash
python3 skills/pre-trade-discipline-gate/scripts/check_pre_trade_discipline.py \
  --answers-file state/manual-entry-checklist.json \
  --state-dir state/theses \
  --market-regime-decision reports/exposure_decision_latest.json \
  --circuit-breaker-decision reports/circuit_breaker_decision_latest.json \
  --output-dir reports/pre-trade-discipline \
  --journal-dir state/journal/pre-trade-discipline

Set --as-of for deterministic testing or backfills:

bash
python3 skills/pre-trade-discipline-gate/scripts/check_pre_trade_discipline.py \
  --answers-file state/manual-entry-checklist.json \
  --as-of 2026-07-03T12:00:00-04:00
Step 3: Interpret the Decision
DecisionMeaning
GOAll actionable manual-order candidates passed the checklist and upstream gates
REVIEW_REQUIREDInputs are missing, unknown, or journaling failed; do not place orders until reviewed
NO_GOAt least one actionable candidate violated a discipline rule
NO_ACTIONABLE_ORDERSThe file contains no actionable manual orders; nothing should be placed

By default the CLI exits 0 for every valid decision and exits 1 only for input or runtime errors. Use --fail-on-non-go when a shell pipeline should return 2 for any non-GO decision.

Show full SKILL.md (291 more words)Show less

Rules

The gate blocks an actionable candidate when:

  • The entry is not confirmed in the written plan
  • The stop is not predefined
  • The size is not confirmed within plan
  • Either risk-dollar field is missing or is not a finite, non-negative number (REVIEW_REQUIRED)
  • actual_risk_dollars exceeds planned_risk_dollars
  • trader-memory-core has a losing exit or partial loss inside the revenge window
  • exposure-coach recommendation is REDUCE_ONLY or CASH_PRIORITY
  • drawdown-circuit-breaker recommendation is COOLDOWN, HALTED, or TRADING_HALTED

Missing or unreadable market-regime or circuit-breaker artifacts produce REVIEW_REQUIRED for actionable orders. If no actionable order exists, the result remains NO_ACTIONABLE_ORDERS.

Outputs

The script writes:

  • pre_trade_discipline_decision_YYYY-MM-DD_HHMMSS.json
  • A matching markdown report unless --json-only is set
  • A JSONL journal row under state/journal/pre-trade-discipline/ when --journal-dir is provided

Each candidate result includes a checklist_answers object with the written-plan, stop, size, risk-dollar, and notes answers used for the decision, so later reviews can audit what was answered at order time. Invalid risk-dollar values are stored as JSON null. Valid JSON decimals that cannot round-trip through a binary float are retained as numeric strings so underflow or precision loss cannot change the gate decision.

If a candidate includes thesis_id and --state-dir is provided, the JSON report is linked into the thesis linked_reports list using trader-memory-core link_report. The skill does not call mark_reviewed and does not change monitoring review dates.

Resources

  • scripts/check_pre_trade_discipline.py - Main CLI and rule engine
  • references/discipline_gate_framework.md - Rule definitions and integration notes
  • skills/trader-memory-core/schemas/thesis.schema.json - Thesis state schema

Key Principles

  1. Manual execution only - The output is a pre-broker checklist gate, not an order router.
  2. Written plan first - No written entry plan, stop, or size confirmation means no manual entry.
  3. Producer-compatible state reading - Revenge-risk detection follows trader-memory-core timestamp and outcome behavior.
  4. Journal without review side effects - The gate links reports to theses without advancing review schedules.

© tradermonty, MIT. 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 5 other files (scripts, references) in skills/pre-trade-discipline-gate of tradermonty/claude-trading-skills.

  • SKILL.md
  • references/discipline_gate_framework.md
  • requirements.txt
  • scripts/check_pre_trade_discipline.py
  • scripts/tests/conftest.py
  • scripts/tests/test_check_pre_trade_discipline.py

Open the folder on GitHubat commit c8d58f0

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in tradermonty/claude-trading-skills, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Pre Trade Discipline Gate 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.

Pre Trade Discipline Gate compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Pre Trade Discipline Gate this skilltradermonty/claude-trading-skills3k1 repos~1.6kAutomated safety check: PassMIT
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Munger Perspectivealchaincyf/munger-skill3791 repos~3.7kAutomated safety check: PassMIT
Daily Journalhuytieu/COG-second-brain1.3k—~1.3kAutomated safety check: PassMIT
Letterboxd Diaryjoe-bell/skills211—~4.2kAutomated safety check: PassMIT
Em Grid Scorermanager-dot-dev/manager-skills114—~5.8kAutomated safety check: PassMIT

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Questions about Pre Trade Discipline Gate

What does Pre Trade Discipline Gate do?

Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision…. Pre Trade Discipline Gate is an agent skill from tradermonty/claude-trading-skills. Evaluate a local pre-trade checklist before manual order entry, blocking planless, oversized, revenge-risk, market-regime-blocked, or circuit-breaker-blocked entries while journaling the decision for trader-memory-core review.

When should I use Pre Trade Discipline Gate?

Pre Trade Discipline Gate fits situations like: tasks that involve Journaling and reflection.

How do I install Pre Trade Discipline Gate in Claude Code?

Run `npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -a claude-code`. Or copy the skill folder (skills/pre-trade-discipline-gate in tradermonty/claude-trading-skills) into .claude/skills/pre-trade-discipline-gate in your project. Claude Code loads it when a task matches its description.

How do I install Pre Trade Discipline Gate in Codex?

Run `npx skills add tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -a codex`. Or copy the skill folder (skills/pre-trade-discipline-gate in tradermonty/claude-trading-skills) into .agents/skills/pre-trade-discipline-gate in your project. Codex loads it when a task matches its description.

Can I use Pre Trade Discipline Gate 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 tradermonty/claude-trading-skills --skill pre-trade-discipline-gate -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/pre-trade-discipline-gate, .gemini/skills/pre-trade-discipline-gate, .github/skills/pre-trade-discipline-gate and .opencode/skills/pre-trade-discipline-gate in your project.

What does Pre Trade Discipline Gate need to run?

Going by SKILL.md and its folder, Pre Trade Discipline Gate needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does Pre Trade Discipline Gate 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 Pre Trade Discipline Gate 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Pre Trade Discipline Gate use?

Pre Trade Discipline Gate is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Pre Trade Discipline Gate use?

About 1.6k tokens (SKILL.md is roughly 6.4k 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 1k tokens, read only when the agent opens those files.

What are the alternatives to Pre Trade Discipline Gate?

Skills that share tags, products or a category with Pre Trade Discipline Gate: LLM Wiki (lewislulu/llm-wiki-skill, 655 stars), Munger Perspective (alchaincyf/munger-skill, 379 stars), Daily Journal (huytieu/COG-second-brain, 1.3k stars) and Letterboxd Diary (joe-bell/skills, 211 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Pre Trade Discipline Gate?

tradermonty (a GitHub user) maintains it in tradermonty/claude-trading-skills, which has 2,982 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on October 11, 2026.

Source: tradermonty/claude-trading-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.