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Finance Charts

finance-charts

Financial data collection and visualization using TradingView lightweight-charts. Fetches market data from trusted sources and renders interactive charts. USE WHEN user says "create chart", "visualize stock data", "show price chart", "fetch market data", "display financial chart", "chart [ticker...

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SKILL.md

Full skill instructions

Finance Charts

Financial Data Visualization System

Workflow Routing (SYSTEM PROMPT)

CRITICAL: This section MUST be FIRST and route EVERY workflow.

When user requests fetching financial data: Examples: "fetch stock data", "get market data for AAPL", "retrieve price data", "download financial data", "pull data for BTC" → READ: ~/​.claude/​skills/​finance-charts/​workflows/​fetch-data.md → EXECUTE: Fetch financial data from trusted source (Yahoo Finance, Alpha Vantage, or Coinbase)

When user requests creating a chart: Examples: "create chart", "visualize data", "plot price chart", "show chart for TSLA", "chart this data", "display chart" → READ: ~/​.claude/​skills/​finance-charts/​workflows/​create-chart.md → EXECUTE: Generate interactive TradingView lightweight-charts visualization

When user requests updating chart data: Examples: "update chart", "refresh data", "update prices", "reload chart data", "sync latest data" → READ: ~/​.claude/​skills/​finance-charts/​workflows/​update-data.md → EXECUTE: Refresh data and update existing chart

When user requests exporting chart: Examples: "export chart", "save chart data", "download chart", "export to CSV", "save visualization" → READ: ~/​.claude/​skills/​finance-charts/​workflows/​export-chart.md → EXECUTE: Export chart data or visualization to specified format


When to Activate This Skill

Direct Finance Chart Requests (Categories 1-4)

  • "finance charts", "financial charts", "market charts", "trading charts"
  • "do finance chart", "run finance chart", "create finance chart", "generate finance chart"
  • "quick chart", "simple chart", "basic chart", "comprehensive chart", "full chart"
  • "chart for [ticker]", "chart on [asset]", "chart about [market]"

Data Visualization (Categories 5-7)

  • "visualize stock", "visualize crypto", "visualize market data", "visualize prices"
  • "show price chart", "display chart", "plot data", "graph prices"
  • "financial visualization", "market visualization", "trading visualization"
  • "candlestick chart", "line chart", "OHLC chart", "area chart"

Financial Data Collection (Category 8)

  • "fetch market data", "get stock prices", "retrieve financial data", "download market data"
  • "pull data from [source]", "collect price data", "gather market info"
  • Ticker symbols: "AAPL", "TSLA", "BTC-USD", "ETH-USD", etc.
  • Asset requests: "chart Bitcoin", "show Apple stock", "Tesla prices"

TradingView Integration

  • "use TradingView charts", "lightweight charts", "TradingView visualization"
  • "interactive chart", "web-based chart", "browser chart"

Core Capabilities

What this skill provides:

  • Data Collection: Fetch OHLCV (Open, High, Low, Close, Volume) data from trusted financial APIs
  • Chart Rendering: Create interactive charts using TradingView lightweight-charts library
  • Multiple Chart Types: Candlestick, line, area, histogram (volume), baseline charts
  • Real-time Updates: Refresh data and update charts dynamically
  • Export Options: Save data to CSV, JSON, or export chart as image
  • Multi-Asset Support: Stocks, crypto, forex, commodities, indices

Workflow Overview

Data Collection

  • fetch-data.md - Retrieve financial data from Yahoo Finance, Alpha Vantage, or Coinbase API

Visualization

  • create-chart.md - Generate TradingView lightweight-charts visualization with fetched data
  • update-data.md - Refresh data and synchronize chart in real-time

Export & Storage

  • export-chart.md - Export chart data or save visualization to file

Extended Context

Trusted Data Sources

1. Yahoo Finance (via yfinance Python library)

  • Free, no API key required
  • Stocks, ETFs, indices, forex, crypto
  • Historical and recent data
  • Limitations: Rate limiting, unofficial API

2. Alpha Vantage

  • Free tier available (5 API calls/​minute, 500 calls/​day)
  • Requires API key (stored in ~/​.claude/​.env)
  • Stock, forex, crypto, technical indicators
  • Official API with good documentation

3. Coinbase API

  • Free, no authentication for public data
  • Cryptocurrency market data
  • Real-time and historical OHLCV
  • Official exchange API

4. Polygon.io

  • Premium service with free tier
  • High-quality financial data
  • Stocks, options, forex, crypto
  • Requires API key

Configuration:

# Add to ~/​.claude/​.env
ALPHA_VANTAGE_API_KEY=your_key_here
POLYGON_API_KEY=your_key_here

TradingView Lightweight Charts

Library: https://github.com/tradingview/lightweight-charts

Features:

  • Lightweight and performant (no dependencies)
  • Multiple chart types (candlestick, line, area, histogram, baseline)
  • Interactive (zoom, pan, crosshair, tooltips)
  • Responsive and mobile-friendly
  • Customizable appearance and behavior

Installation:

# Via bun (preferred)
cd ~/​.claude/​skills/​finance-charts/​tools/​chart-app
bun add lightweight-charts

# Or via npm/​yarn
npm install lightweight-charts

Basic Usage:

import { createChart } from 'lightweight-charts';

const chart = createChart(document.body, {
  width: 800,
  height: 400,
  layout: {
    background: { color: '#ffffff' },
    textColor: '#333',
  },
  grid: {
    vertLines: { color: '#e1e1e1' },
    horzLines: { color: '#e1e1e1' },
  },
});

const candlestickSeries = chart.addCandlestickSeries({
  upColor: '#26a69a',
  downColor: '#ef5350',
  borderVisible: false,
  wickUpColor: '#26a69a',
  wickDownColor: '#ef5350',
});

candlestickSeries.setData([
  { time: '2023-01-01', open: 100, high: 105, low: 98, close: 103 },
  { time: '2023-01-02', open: 103, high: 110, low: 102, close: 108 },
  // ... more data
]);

Chart Application Structure

Location: ~/​.claude/​skills/​finance-charts/​tools/​chart-app/

Files:

  • index.html - Chart display page
  • chart.ts - Chart rendering logic (TypeScript)
  • data-loader.ts - Data fetching and processing
  • package.json - Dependencies and scripts
  • tsconfig.json - TypeScript configuration

Running the chart app:

cd ~/​.claude/​skills/​finance-charts/​tools/​chart-app
bun run dev    # Development server with hot reload
bun run build  # Production build
bun run serve  # Serve production build

Data Format

OHLCV Format (required for candlestick charts):

[
  {
    "time": "2023-01-01",
    "open": 150.00,
    "high": 155.50,
    "low": 149.00,
    "close": 153.25,
    "volume": 1000000
  }
]

Time Format:

  • YYYY-MM-DD for daily data
  • Unix timestamp (seconds) for intraday data

Storage Locations

Data Cache:

  • ~/​.claude/​skills/​finance-charts/​tools/​data-cache/ - Cached API responses
  • Format: {ticker}_{interval}_{date}.json

Generated Charts:

  • ~/​.claude/​skills/​finance-charts/​tools/​charts/ - Static HTML chart files
  • ~/​.claude/​context/​projects/​finance-charts/ - Project-specific charts

Exports:

  • ~/​.claude/​scratchpad/ - Temporary exports
  • User-specified paths - Custom export locations

Examples

Example 1: Create Bitcoin Price Chart

User: "Create a chart for Bitcoin"

Skill Response:

  1. Routes to fetch-data.md → Fetches BTC-USD data from Coinbase API (last 30 days)
  2. Routes to create-chart.md → Generates TradingView candlestick chart
  3. Opens chart in browser at http://localhost:3000
  4. Outcome: Interactive Bitcoin price chart with candlesticks and volume

Example 2: Visualize Apple Stock with Custom Range

User: "Show me AAPL stock chart for the last 3 months"

Skill Response:

  1. Routes to fetch-data.md → Fetches AAPL data via yfinance (3-month range)
  2. Routes to create-chart.md → Creates candlestick chart with MA overlays
  3. Saves chart to ~/​.claude/​skills/​finance-charts/​tools/​charts/​AAPL_3M.html
  4. Outcome: Apple stock visualization with moving averages

Example 3: Update Existing Chart

User: "Update the Tesla chart with latest data"

Skill Response:

  1. Routes to update-data.md → Fetches latest TSLA data
  2. Updates existing chart data without recreating
  3. Chart auto-refreshes in browser
  4. Outcome: Chart synchronized with current market data

Example 4: Export Chart Data

User: "Export the BTC chart data to CSV"

Skill Response:

  1. Routes to export-chart.md → Extracts data from chart state
  2. Converts to CSV format with headers
  3. Saves to ~/​.claude/​scratchpad/​BTC_data_2025-11-19.csv
  4. Outcome: CSV file ready for spreadsheet analysis

Stack & Tools

Languages:

  • TypeScript (preferred for chart app)
  • Python (for data fetching with yfinance)
  • JavaScript (alternative)

Key Dependencies:

  • lightweight-charts - Chart rendering library
  • yfinance (Python) or yahoo-finance2 (Node) - Free market data
  • node-fetch or axios - HTTP requests
  • bun - Runtime and package manager

Development Server:

  • Bun's built-in dev server (recommended)
  • Or Vite for hot module replacement

Related Documentation

  • ~/​.claude/​skills/​CORE/​SKILL-STRUCTURE-AND-ROUTING.md - Canonical structure guide
  • ~/​.claude/​skills/​CORE/​CONSTITUTION.md - CLI-First principles
  • ~/​.claude/​skills/​CORE/​stack-preferences.md - TypeScript > Python preference
  • ~/​.claude/​skills/​finance-charts/​documentation/​data-sources.md - Detailed API documentation
  • ~/​.claude/​skills/​finance-charts/​documentation/​chart-customization.md - Chart styling and options

Created: 2025-11-19 Last Updated: 2025-11-19 Archetype: Standard (4 workflows) Status: Active

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