AlphaInsider API Documentation

The AlphaInsider skills repository provides the all-in-one alphainsider skill and the standalone Strategy Creator for assistants that support the skills format. The hosted AlphaInsider API skill is also available on its own for API integrations and calculations.

Install a skill

Ask your agent to install

Copy one of the prompts below into your agent. It needs access to a supported skill manager or skills directory to install a skill for future conversations. Choose this project or a global installation when prompted; global installation makes the skill available across projects. A local installation does not add it to a separate web account.

If the prompt does not complete the installation, use Download and Install to download the skill and install it manually.

AlphaInsider

alphainsider is the all-in-one AlphaInsider skill. Describe your task, and it loads the specialist you need for API work, strategy creation, backtesting, or automation. You can use all AlphaInsider skills without installing each one separately.It asks you to choose if your request is unclear or fits more than one specialist. It reads API guidance from the documentation site and loads Strategy Creator from its published GitHub skill. Specialists are installed for future conversations only when you ask.Ask your agent to install the all-in-one AlphaInsider skill:

Install the latest alphainsider skill from https://github.com/AlphaInsider/skills for use in future conversations. Confirm where it was installed and whether it is ready to use.

AlphaInsider API

The hosted API skill explains REST and WebSocket operations, authentication, limits, and normalized strategy calculations. Its guidance and worked examples can be used with your project’s language and tools; they require neither Python helpers nor a separate GitHub API skill.Ask your agent to install it from the documentation site:

Install the latest alphainsider-api skill from https://api.alphainsider.com/skill.md for use in future conversations. Confirm where it was installed and whether it is ready to use.

Agents can also read the skill directly at https://api.alphainsider.com/skill.md without a persistent installation. If an older GitHub copy is installed, replace it with this hosted version.

Strategy Creator

Use alphainsider-strategy-creator to define, backtest, and build an automated trading strategy with AlphaInsider forward testing.Strategy Creator:

Groups its questions by which decisions you can make now and records the confirmed design in the project’s root plan.md.
Covers instruments, signals, data, timing, execution, sizing, reconciliation, risk, recovery, and logging.
Builds the strategy, project documentation, and offline tests after you confirm the plan.
Offers a backtest when the required historical inputs can be reconstructed without future information.
Supports updating or replacing a strategy while protecting unrelated project files and credentials.

For AlphaInsider integration, use the hosted API skill alongside Strategy Creator for exact API behavior; no persistent API-skill installation is required.Ask your agent to install Strategy Creator from GitHub:

Install the latest alphainsider-strategy-creator skill from https://github.com/AlphaInsider/skills for use in future conversations. Confirm where it was installed and whether it is ready to use.

Download and Install

For Claude, ChatGPT, and Grok (xAI), use one ZIP per skill with your website’s skill upload/import feature. Sharing a GitHub link or attaching a ZIP to an ordinary chat does not install a reusable skill.

Download the latest AlphaInsider ZIP for the all-in-one skill, or Strategy Creator ZIP for a dedicated strategy skill. Download both if you want to invoke either skill directly.
Upload each downloaded ZIP directly using the site’s skill manager below; no extraction or recompression is needed. Complete installation and enable it. Start a fresh conversation and name the skill in your request.

These download links always point to the latest release. For a specific version, open GitHub releases and download the skill ZIP from that release’s Assets.For older releases without skill ZIPs or unreleased branches, download Source code (zip) or use Code → Download ZIP, extract it, and open skills/. Compress each chosen skill folder separately using Compress in macOS Finder or Compress to ZIP file in Windows File Explorer, including its SKILL.md and all references and scripts.The archive must keep the skill folder at the top level:

alphainsider-strategy-creator.zip
└── alphainsider-strategy-creator/
    ├── SKILL.md
    ├── references/
    └── scripts/

Upload each chosen skill ZIP separately. Do not upload the whole repository ZIP, the parent skills/ folder, or only SKILL.md. Use a clean download and keep .env, API keys, and strategy projects out of the archive.

Web client	Upload location
Claude	Customize → Skills → + → Create skill → Upload a skill, then enable it. Enable code execution and file creation first. Claude instructions.
ChatGPT	Plugins → Skills → Create → Upload from your computer, then finish review and installation. Availability depends on your workspace. ChatGPT instructions.
Grok (xAI)	Open Skills, use its available skill upload/import flow, then save and enable it. Grok Skills.

If upload is unavailable, check account and workspace settings. An assistant with web access can also load the linked skill for the current conversation; ask it to confirm which files it could read. This does not persistently install the skill.The API skill is hosted at api.alphainsider.com/skill.md, outside the GitHub repository. Your assistant can read it directly. For ZIP-only installation, save that file as alphainsider-api/SKILL.md in a new alphainsider-api folder, then compress and upload that folder. Its linked guides remain online.

Configure credentials

Your agent helps you paste in and securely save all setup secrets for reuse in future chats and scheduled runs. Create an AlphaInsider key at developer settings with the AI Agent permissions preset; adjust permissions as needed. Use project .env as fallback:

ALPHAINSIDER_API_KEY=<your_jwt>
ALPHAINSIDER_STRATEGY_ID=<strategy_id>
ALPHAINSIDER_BOT_ID=<bot_id>

ALPHAINSIDER_STRATEGY_ID and ALPHAINSIDER_BOT_ID are non-secret defaults and may be displayed. Add only the IDs your workflow uses. Strategy Creator can validate a configured strategy ID or select or create an owned strategy during final target setup; it does not require a preconfigured strategy ID.Keep secrets out of source control, reports, and skill ZIPs. Agents do not inspect or print existing secrets.

Use the skills

Most supported assistants discover installed skills automatically. Name the skill and describe your task in plain language.After a web upload, confirm the skill is enabled and ask the assistant to load its SKILL.md and bundled references and scripts. Strategy Creator checks execution, persistent storage, and scheduling separately; uploading the skill does not provide those capabilities.For example:

Use the alphainsider skill to help me choose the right skill for my task.

Using the alphainsider-api skill, show me how to retrieve and display my strategy positions correctly.

Using the alphainsider-strategy-creator skill, help me build an automated stock paper-trading strategy from this idea.

Strategy Creator updates the plan after each round of questions and shows the complete plan for your confirmation before implementation.

Update

For web uploads, download the latest Strategy Creator ZIP or AlphaInsider ZIP and replace the installed copy through the website’s update/import flow. Enable the new copy and start a fresh conversation. Uploaded copies do not track GitHub automatically. Refresh an uploaded API skill from its hosted source.To update a skill through your agent, use the prompt for the installed skill:

Update my installed alphainsider skill to the latest version from https://github.com/AlphaInsider/skills. Preserve its current installation scope and report what changed.

Update my installed alphainsider-api skill from https://api.alphainsider.com/skill.md. Preserve its current installation scope and report what changed.

Update my installed alphainsider-strategy-creator skill to the latest version from https://github.com/AlphaInsider/skills. Preserve its current installation scope and report what changed.

Where to go next

Source repository: github.com/AlphaInsider/skills
Full API documentation and OpenAPI explorer: api.alphainsider.com
Trading calculations and examples: Trading examples
WebSocket channels: WebSockets
Account and rate limits: Limits

Getting Started

AI Agents

Calculations

Endpoints

Websockets

Agent skills

Install a skill

Ask your agent to install

AlphaInsider

AlphaInsider API

Strategy Creator

Download and Install

Configure credentials

Use the skills

Update

Where to go next

​Install a skill

​Ask your agent to install

​AlphaInsider

​AlphaInsider API

​Strategy Creator

​Download and Install

​Configure credentials

​Use the skills

​Update

​Where to go next

Install a skill

Ask your agent to install

AlphaInsider

AlphaInsider API

Strategy Creator

Download and Install

Configure credentials

Use the skills

Update

Where to go next