Finance & Investment Banking

Automations

Create and manage scheduled or price-triggered automations for financial research.

54/ 100
Use with care

Useful, but reliability, evidence or controls still have material gaps.

See how it was scored ↓
Works as-is in
Codex · Claude Code
Stars
★ 1.8k
Last updated
3d ago
License
Apache-2.0
automationschedulingprice-alertscron-jobs
+1financial-market

What does this skill do, and when should you use it?

This skill provides three tools for creating and managing automations: list or inspect automations, create new scheduled or price-triggered automations, and update, pause, resume, trigger, or delete existing ones. It supports cron-based recurring schedules, one-time ISO datetime schedules, and trigger conditions based on real-time price movements (e.g., price above/below, percentage change). Automations can be configured to run in a fresh thread, a persistent thread, or the current conversation, and optionally deliver results via channels like Slack. Best practice is to confirm details with the user before creating an automation to ensure it runs as expected.

Provides three tools: check_automations lists or inspects a specific automation with execution history; create_automation creates a new automation with time-based (cron or ISO datetime) or price-triggered conditions (e.g., price above, percentage change), plus thread strategy and delivery options; manage_automation supports update, pause, resume, trigger, or delete operations. Price triggers can be one-shot or recurring with a cooldown (min 4 hours) or default once per trading day.

Good fit
  • An investor wants a daily market briefing on weekdays at 9 AM, automatically summarizing overnight moves and news for their watchlist.
  • A trader wants an immediate alert when AAPL drops below $150, with automatic analysis of recent news and sentiment.
  • A portfolio manager wants a trigger when SPX moves +2% from yesterday's close, running an analysis of volume and fundamentals.
  • A research analyst wants a weekly portfolio review every Monday at 9 AM, using a persistent thread to maintain context across runs.
  • A crypto investor wants a warning when BTC moves more than 3% from today's open, with a 4-hour cooldown to avoid spam.

How do you install this skill?

Before you use it
  • Price-triggered automations rely on real-time WebSocket feed from ginlix-data, which may be inaccessible from mainland China; verify network reachability.
  • Skill lacks installation, dependency, and versioning info; user must verify compatibility.
  • Documentation does not cover failure or error scenarios for automations; user should test.
Before you start
Your agent needs
  • Shell / CLI
  • Network access
  • Local filesystem

This skill is part of the LangAlpha repository (ginlix-ai/LangAlpha), which bundles 32 skills. Clone the repository and deploy LangAlpha; the skill lives at skills/automation/SKILL.md. Follow the repository README for installation: run make config to set up, then make up to start services.

Generic route: install into Claude Code manually (macOS / Linux)
tmp="$(mktemp -d)"
git clone --depth 1 https://github.com/ginlix-ai/LangAlpha.git "$tmp"
mkdir -p ~/.claude/skills
cp -R "$tmp/skills/automation" ~/.claude/skills/
rm -rf "$tmp"

Generated from the source repository and skill path; it copies only this skill's folder. If the author's install steps above differ, follow those first. To scope it to one project, replace ~/.claude/skills with that project's .claude/skills.

How do you use this skill?

Try saying

Once installed, send your agent any of these to trigger it:

  • Create an automation named 'AAPL Price Alert' that triggers when AAPL drops below $150, one-shot.
  • AAPL Price Alert
  • Set up a morning market brief automation that runs on weekdays at 9 AM.

The skill loads automatically within LangAlpha conversations. Provide a clear creation request, e.g., "Create an automation named 'AAPL Price Alert' that triggers when AAPL drops below $150, one-shot." or "Set up a morning market brief automation that runs on weekdays at 9 AM." The system will guide you through confirming schedule, thread strategy, instruction, and delivery.

What are this skill's strengths and limitations?

Pros
  • Supports multiple schedule formats (cron, ISO datetime, price-triggered) for flexibility.
  • Price triggers support multiple condition types (price above/below, percentage change) and reference baselines (previous close, day open).
  • Thread strategy options (new, persistent, current) accommodate different workflows.
  • Optional delivery methods (e.g., Slack) for sharing results.
  • Comprehensive management tools: pause, resume, trigger, delete.
Limitations
  • Price-triggered automations rely on real-time data source (ginlix-data), which may be limited to the hosted platform during beta; self-hosting may require additional setup.
  • Documentation does not specify resource consumption or concurrency limits for automations.
  • Requires confirmation before creation, adding an extra step for users.
  • Price trigger conditions are limited to a single symbol; no multi-symbol combinations.

How does this skill compare with similar options?

Side by side with related skills; every score comes from the same FSRS standard.

Skill FS score Stars Last updated License
Automations this page 54 · Use with care ★ 1.8k 3d ago Apache-2.0
OfficeCLI Financial Modeling Skill 53 · Use with care ★ 32k 5d ago Apache-2.0
Morning Meeting Brief ✓ Anthropic · Official 52 · Use with care ★ 39k 20d ago Apache-2.0
Deep Company Series (看懂XX) 49 · Use with care ★ 17k 3d ago MIT
Market Intel — AI-Trader Read-Only Market Data Skill 47 · Use with care ★ 23k 4mo ago —

How did FollowSkills review this skill?

FollowSkills review · FSRS-2.0
Use with care
54/ 100 5-point scale 2.7 / 5
The upstream repository has new commits since this review. The score still applies to the reviewed revision shown and may not cover the latest changes.
1Trust16 / 25 · 3.2/5

Skill requires user confirmation before creating automations and explicitly lists parameters to clarify (schedule, thread, instruction, delivery), demonstrating least privilege and user confirmation. However, data flow transparency is insufficient: no explicit scope of automation permissions, data storage, or sensitive data handling. No mention of dependency security or rollback. Source attribution unverified; publisher not verified, so trust deducted.

2Reliability8 / 20 · 2.0/5

Instructions are clear and self-consistent, with detailed parameter tables, examples, and schedule format. However, no error handling, edge cases, or failure feedback. No tests or execution evidence, so reliability low.

3Adaptability10 / 15 · 3.3/5

Skill clearly describes applicable scenarios (scheduled tasks, price-triggered) and audience. Detailed examples and parameters make triggering conditions relatively clear. However, non-fit boundaries not stated, and price-triggered functionality heavily depends on overseas service (ginlix-data) raising reachability concerns for mainland users. Deduction applied.

4Convention9 / 15 · 3.0/5

Documentation is well-structured with clear tool descriptions, examples, and thread strategy. But lacking install/dependency notes, versioning, changelog, and known limitations. License Apache-2.0 present but no version or maintenance responsibility. Deduction applied.

5Effectiveness6 / 15 · 2.0/5

Skill clearly describes creating and managing automations, use cases clear. However, actual execution results not verified, direct usability of output unknown. Price-triggered relies on specific backend, may not work standalone. Marginal value limited, so significant deduction.

6Verifiability5 / 10 · 2.5/5

Files contain CI workflows and test files, but tests are not for this skill path. No third-party execution evidence, key claims unverified. Low confidence, so low score.

1 2 3 4 5 6

Open a dimension to read why it scored that way

Reviewed Aug 07, 2026 Reviewed revision 4f56db642bb3 Review evidence[1][2][3][4][5][6][7][8][9]

Evidence confidence:Low — Mostly static review, author material or a limited demo; useful for discovery, not high-risk decisions.

See the full review method →

FAQ

Do price-triggered automations require extra configuration?
Yes, they require a real-time WebSocket data feed from ginlix-data. This is available on the hosted platform (langalpha.ai); self-hosted deployments may need additional data source configuration.
Can automations deliver to multiple channels?
Yes, delivery methods are specified as a comma-separated string, e.g., "slack". The current documentation mentions Slack; other channels may be available depending on integration setup in the repository.
How can I ensure the automation runs as intended?
Before creating, the system confirms schedule, thread strategy, instruction, and delivery with you, and requires explicit approval. Be specific about time (e.g., "weekdays at 9 AM") and instruction (e.g., "which tickers").
What happens if an automation fails?
Documentation does not specify failure handling. However, LangAlpha's automation system has automatic disabling after consecutive failures. Check repository docs for details.

More skills from this repository

All from ginlix-ai/LangAlpha

Finance & Investment Banking

Model Checker for Financial Audits

Systematically audit financial models for circular refs, broken formulas, hardcoded overrides, and balance sheet imbalances before client or IC delivery.

★ 1.8k FS 53 Use with care 3d ago
Finance & Investment Banking

Chart Annotation

Draw price lines, trendlines, zones, and event markers directly on a stock's price chart — no more prose descriptions.

★ 1.8k FS 52 Use with care 3d ago
Finance & Investment Banking

3-Statement Financial Model Skill

Complete and validate linked income statement, balance sheet, and cash flow templates with proper financial statement integrity.

★ 1.8k FS 51 Use with care 3d ago
Finance & Investment Banking

Competitive Landscape Mapping

Systematically map competitive positioning, scorecards, moat assessment, and market share trends with strict prompt fidelity and data integrity.

★ 1.8k FS 50 Use with care 3d ago
Finance & Investment Banking

Comps Analysis Skill

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking.

★ 1.8k FS 48 Use with care 3d ago
Finance & Investment Banking

Catalyst Calendar Skill

Build and maintain a calendar of upcoming catalysts across a coverage universe to prioritize attention and position ahead of events.

★ 1.8k FS 48 Use with care 3d ago
Finance & Investment Banking

IB Deck QC

Four-dimensional quality control for investment banking presentations: number consistency, data-narrative alignment, IB language polish, and formatting audit.

★ 1.8k FS 35 Not recommended 3d ago

Related skills