MCPInstall

algo-expert

by marketcallsBusiness & Finance

OpenAlgo execution expert. Auto-loaded knowledge base for building algorithmic trading strategies that toggle between VectorBT backtest and OpenAlgo live execution. Triggers when user mentions OpenAlgo trading strategies, dual-mode strategies, /python self-hosted strategies, options execution (short straddle, iron condor), portfolio risk caps, or live execution with stop loss / target / trailing stop / risk management.

Installs
42
Last 24h
—
Trending rank
—
Security
Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/marketcalls/openalgo-execution-skills --skill algo-expert
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads algo-expert automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

OpenAlgo Execution Expert

Knowledge base for building production-grade algorithmic trading strategies on OpenAlgo. Every strategy is a single Python file that toggles between backtest mode (VectorBT) and live execution mode (OpenAlgo SDK + WebSocket) via one CLI flag (--mode backtest|live) or env var (MODE=...).

Strategies are also upload-ready for OpenAlgo's self-hosted /python strategy host.

Core principles

  1. One file, two modes. The same signals(df) function feeds both VectorBT (backtest) and the live event loop. Risk thresholds and cost assumptions are honored on both sides.
  2. OpenAlgo for everything broker-side. Data via client.history() and WebSocket. Orders via client.placeorder() / placesmartorder() / optionsmultiorder(). Live vs sandbox is decided in OpenAlgo's UI analyzer toggle - the strategy code never knows.
  3. Indicator library is user's choice - openalgo.ta (default) or talib. Specialty indicators (Supertrend, Donchian, Ichimoku, HMA, KAMA) always come from openalgo. See rules/indicator-libraries.md.
  4. Three execution types - eoc (end-of-candle MARKET), limit (real-time pegged LIMIT), stop (broker-side SL-M trigger). User picks at strategy creation. See rules/execution-types.md.
  5. Real-world costs and slippage baked into every backtest (matches vectorbt-backtesting-skills 4-segment Indian model). See rules/transaction-costs.md and rules/slippage-handling.md.
  6. Self-hosted /python compatible - every strategy reads env vars in the canonical priority, traps SIGTERM, logs to stdout. See rules/self-hosted-strategies.md.

When to read which rule

Reading the user wants...Load these rule files
The big-picture strategy templateunified-strategy-pattern.md, mode-toggle.md, execution-types.md
Indicator selectionindicator-libraries.md
Position sizing (the most important fix)position-sizing.md
Preflight checks at startuppreflight-checks.md
Risk on a single positionrisk-management.md
Portfolio-level risk and daily capsportfolio-risk.md
Cost / slippage modelingtransaction-costs.md, slippage-handling.md
Data sources (DuckDB, Historify, API)duckdb-data.md
WebSocket and bar-close patternswebsocket-feeds.md, event-loop.md
Order placement idiomsexecution-patterns.md, order-constants.md
Options strategiesoptions-execution.md
Volatility strategiesvolatility-strategies.md
ML strategiesml-strategies.md
Persistent state between restartsstate-persistence.md
Logging and Telegram alertslogging-and-alerts.md
Common production mistakespitfalls.md
Strategy catalog / template selectionstrategy-catalog.md
OpenAlgo /python self-hostingself-hosted-strategies.md
Symbol formats and lot sizessymbol-format.md, lot-sizes.md, order-constants.md
Full SDK referencesdk-reference.md

Production patterns (lifted from OpenAlgo examples)

  • Two-thread live model: signal poll thread + WS callback thread (from examples/python/emacrossover_strategy_python.py). The WS callback NEVER places orders directly - it spawns a worker thread.
  • Bar-close logic uses iloc[-2] not iloc[-1] - the last bar in client.history() is forming and would cause repaint.
  • Risk exits use client.placesmartorder(position_size=0) to flatten cleanly (from examples/python/stoploss_target_example.py).
  • Multi-leg options entry via client.optionsmultiorder() - BUY legs go first for margin efficiency. Per-leg SL via client.placeorder(price_type="SL") (from examples/python/straddle_with_stops.py).
  • Time-based entries via apscheduler.schedulers.background.BackgroundScheduler with IST cron (from examples/python/straddle_scheduler.py).
  • Always fetch spot quote before any options order - client.quotes() first, then client.optionsorder() with offset="ATM".

Anti-patterns (always avoid)

  • asyncio - the OpenAlgo SDK is synchronous; use threading instead
  • df.iloc[-1] on live data - that's the forming bar; use iloc[-2]
  • Calling client.history(start_date=end_date) - returns 1 candle; always use multi-day lookback
  • Placing exit orders directly inside the WS callback - spawn a worker thread
  • Hardcoding exchange="NSE" when self-hosted - read OPENALGO_STRATEGY_EXCHANGE env var instead
  • Backtests with fees=0 and slippage=0 - the result is fantasy; use the segment-appropriate constants
  • Polling client.get_ltp() faster than 0.5s - use WS callbacks for real-time

Reference docs (in OpenAlgo repo)

  • SDK: D:/openalgo-python/openalgo/docs/prompt/openalgo python sdk.md
  • Services: D:/openalgo-python/openalgo/docs/prompt/services_documentation.md
  • WebSocket protocol: D:/openalgo-python/openalgo/docs/prompt/websockets-format.md
  • Self-hosted /python: D:/openalgo-python/openalgo/strategies/README.md
  • Production examples: D:/openalgo-python/openalgo/examples/python/

FAQ

What does the algo-expert skill do?

OpenAlgo execution expert. Auto-loaded knowledge base for building algorithmic trading strategies that toggle between VectorBT backtest and OpenAlgo live execution. Triggers when user mentions OpenAlgo trading strategies, dual-mode strategies, /python self-hosted strategies, options execution (short straddle, iron condor), portfolio risk caps, or live execution with stop loss / target / trailing stop / risk management.

How do I install algo-expert?

Run npx skills add https://github.com/marketcalls/openalgo-execution-skills --skill algo-expert in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/algo-expert/ (personal) or .claude/skills/algo-expert/ (project).

Which AI agents can use algo-expert?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is algo-expert safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains algo-expert?

It is published by marketcalls in marketcalls/openalgo-execution-skills. It has 42 recorded installs.

More from marketcalls/openalgo-execution-skills

View all →

algo-strategy

marketcalls/openalgo-execution-skills

Open the skill to read its SKILL.md instructions.

45 installs

algo-options

marketcalls/openalgo-execution-skills

Generate options-only execution strategies (short straddle, iron condor). Backtest mode is intentionally disabled. Live mode uses optionsmultiorder + per-leg SL.

44 installs

algo-risk-test

marketcalls/openalgo-execution-skills

Verify a strategy's SL / TP / trailing stop / portfolio caps fire correctly. Uses OpenAlgo sandbox + synthetic price moves. Run this before going live.

Testing & QA43 installs

algo-host

marketcalls/openalgo-execution-skills

Open the skill to read its SKILL.md instructions.

41 installs

algo-setup

marketcalls/openalgo-execution-skills

Set up the Python environment for OpenAlgo execution skills - venv, openalgo[indicators], vectorbt, talib, scikit-learn, xgboost. Scaffolds strategies/ folder and .env.

Education & Science41 installs

algo-portfolio

marketcalls/openalgo-execution-skills

Run multiple strategies under one supervisor with portfolio-level risk caps (portfolio SL/TP, daily PnL limits, max concurrent positions). YAML-driven.

41 installs

Popular business & finance skills

View category →

sales-enablement

coreyhaines31/marketingskills

When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts. Also use when the user mentions 'sales deck,' 'pitch deck,' 'one-pager,' 'leave-behind,' 'objection handling,' 'deal-specific ROI analysis,' 'demo script,' 'talk track,' 'sales playbook,' 'proposal template,' 'buyer persona card,' 'battle card,' 'battlecard,' 'competitive one-pager,' 'win-loss analysis,' 'why are we losing deals,' 'loss reasons,' 'how do I respond to this objection,' 'prospect just said,' 'help my sales team,' 'sales materials,' or 'what should I give my sales reps,' 'cold call script,' or 'voicemail script.' Use this for any document or asset that helps a sales team close deals. For public competitor comparison pages, see competitors. For running buyer interviews or churn research, see customer-research. For marketing website copy, see copywriting. For cold outreach emails, see cold-email. For the offer being sold (bonuses, guarantees, pricing structure),

Business & Finance119.5K installs

revops

coreyhaines31/marketingskills

When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'outbound pipeline stages,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see emails. For pricing decisions, see pricing.

Business & Finance114.1K installs

sales-funnel-blueprint

autonnel/autonnel-skills

Turn an offer into a concrete multi-step sales funnel spec - page-by-page structure, price ladder, copy outline and the metrics each step must hit. Use when asked to build a sales funnel, marketing funnel, landing page flow, lead magnet funnel, webinar funnel, tripwire or VSL funnel, when planning a product launch page flow, or when someone asks "what pages do I need" for selling something online.

Business & Finance104.5K installs

pricing

coreyhaines31/marketingskills

When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' 'monetization,' 'how much should I charge,' 'my pricing is wrong,' 'pricing page,' 'annual vs monthly,' 'per seat pricing,' 'should I offer a free plan,' 'pricing page teardown,' 'pricing page audit,' 'is my pricing page AI-readable,' or 'can AI read my pricing.' Use this whenever someone is figuring out what to charge, how to structure their plans, or wants to audit a pricing page (for humans and for the AI agents that shortlist tools). For in-app upgrade screens, see paywalls. For offer construction (bonuses, guarantees, value framing, naming) on services/courses/coaching/high-ticket B2B, see offers.

Business & Finance80K installs

cross-border-ecommerce

nexscope-ai/ecommerce-skills

Cross-border e-commerce expansion advisor. Scores target markets on 8 weighted dimensions (market size, ecommerce penetration, competition, regulatory complexity, logistics infrastructure, payment ecosystem, cultural distance, IP protection), compares 5 fulfillment models with cost and transit data, provides country-by-country tax/duty compliance guides (EU VAT/IOSS, UK VAT, US sales tax, CA GST, AU GST, JP consumption tax), maps local payment preferences by market, and builds a phased expansion roadmap. No API key required.

Business & Finance62.9K installs

pricing-strategy

coreyhaines31/marketingskills

When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' 'monetization,' 'how much should I charge,' 'my pricing is wrong,' 'pricing page,' 'annual vs monthly,' 'per seat pricing,' or 'should I offer a free plan.' Use this whenever someone is figuring out what to charge or how to structure their plans. For in-app upgrade screens, see paywall-upgrade-cro.

Business & Finance61.2K installs