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finlab — Claude Code skill: what it does, how to install

Provides guidelines for quant trading and backtesting with the FinLab library. Useful when building stock and ETF strategies for US and Asian markets.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add koreal6803/finlab-ai --skill finlab -a claude-code
Open on GitHub

What finlab does

The skill guides coding assistants in using the FinLab package (version 2.0.0 or newer). It defines patterns for data retrieval and backtest execution using the sim module. Supported instruments include equities and ETFs across US and Asian exchanges.

Prerequisites include Python 3.10+ and the uv package manager. Authentication on desktop uses python -m finlab login. For headless servers and Docker, users configure three variables: FINLAB_REFRESH_TOKEN, FINLAB_SESSION_ID, and FINLAB_API_KEY. The legacy token is deprecated.

Market scope is switched using data.set_market(). If a requested dataset does not exist in the active foreign market, FinLab silently falls back to Taiwan tables. This behavior can quietly corrupt backtest calculations if left unchecked. Free accounts get a 500 MB daily quota that resets at 8:00 AM UTC+8.

What it helps with

  • run backtests on equities or ETFs using the sim runner
  • fetch historical market data for US or Asian tickers
  • configure headless environment tokens for Docker or cron
  • inspect remaining daily data quota through the CLI

Example prompts for the agent

  • Write a backtest script for US ETFs using USFundMarket.
  • How do I set up FinLab credentials for a headless Docker container?
  • Show how to switch data market to us and query closing prices.

How to install finlab

1Skills CLI (Vercel)

npx skills add koreal6803/finlab-ai --skill finlab -a claude-code

2Manually: put the files in place

~/.claude/skills/finlab/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/finlab/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about finlab

How to install finlab in Claude Code?

Run npx skills add koreal6803/finlab-ai --skill finlab -a claude-code. This registers the skill for Claude Code.

What does finlab do?

It guides AI assistants in developing quantitative strategies using the FinLab framework. It details data retrieval rules, factor analysis, and backtesting defaults across international stock exchanges.

What are the data limits for FinLab accounts?

Free accounts receive a 500 MB daily allowance, while VIP accounts have 5000 MB. The quota resets every day at 8:00 AM UTC+8 and can be verified by running python -m finlab status.

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