Stax-appStax-app/stax-skill/.agents/skills/stax/SKILL.md

stax

Skill1 starsChanged 6 months agoMITView on GitHub

Stax Labs — build, backtest, deploy, and manage investment strategies. Two modes: CLI (short commands) or API (curl/JSON). Use CLI when installed, fall back to API otherwise. Use when the user asks to "build a strategy", "backtest", "screen stocks", "test a value strategy", or anything related to quantitative investing.

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agentik-os/claude-code-skills★ 1same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repositoryOne other file it gives its agents.
- staxSkill

The file

We split this skill into the rules it gives an agent

7 rules. About 0 are common, 5 are distinctive, and 2 are very specific to this project.

≈0
Common · estimate
Many files like this have a rule of this kind.
≈5
Distinctive · estimate
This author's own choices. Worth a look.
2
Very specific
Tied to their project's names, files or tools. Probably skip.

Common
Distinctive
Very specific

Very specific:
All use the same auth and the same backend at https://api.staxlabs.org/api/v1
line 58
Very specific:
Use curl when CLI is not installed:
line 98
Distinctive:
Every backtest requires a strategy object.
line 154
Distinctive:
Start simple (2-3 filters), run backtest
line 519
Distinctive:
Check Sharpe and max drawdown first
line 520
Distinctive:
Always modify one variable at a time and re-run
line 525
Distinctive:
No ML in API (use Stax Labs UI for ML)
line 704

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.

Files

SKILL.md

Stax Labs

Build, backtest, deploy, and manage investment strategies — via CLI or API.

Install

git clone https://github.com/Stax-app/stax-skill.git ~/.claude/skills/stax
cd ~/.claude/skills/stax/cli && ./setup.sh
stax login

One clone, one setup, one login. Key saves to ~/.stax/config.json — never paste it again.

Auth

stax login              # guided: open browser or paste key (saves permanently)
stax login --key sk_... # one-liner for agents/CI (no prompts)
stax whoami             # check auth status
stax logout             # remove saved key

Key resolution order:

STAX_API_KEY env var (agents/CI override)
~/.stax/config.json (from stax login)
Auto-prompts login if neither exists

Usage

stax              # interactive mode — guided menus, build strategies step by step
stax backtest     # direct commands — fast for agents and scripts
stax --help       # see all commands

Which mode to use

Interactive (stax with no args) — guided menus, for humans building strategies
CLI (stax backtest, stax screen, etc.) — direct commands, for agents/scripts
API (curl) — raw JSON, when CLI isn't installed
All use the same auth and the same backend at https://api.staxlabs.org/api/v1

CLI Quick Reference

# Screen the universe
stax screen --roe ">15" --pe "<20" --mcap ">10000000000" --date 2024-12-31

# Backtest a strategy
stax backtest strategy.json --start 2022-01-01 --end 2024-12-31 --capital 100000

# Manage strategies
stax strategies list [--search "value"]
stax strategies get <id>
stax strategies delete <id>

# Deploy (paper trading)
stax deploy strategy.json --name "My Deploy" --capital 50000
stax deployments list
stax deployments stop <id>

# Account & keys
stax account
stax keys list
stax keys create --name "New Key"

# Community
stax community --sort sharpe --limit 10

Screen shortcuts: --roe, --pe, --pb, --ps, --de, --mcap, --margin, --roic, --fcf, --div, --cr

Operators in values: ">15", ">=15", "<20", "<=20", "=10", "5..25" (between)

API Reference

Use curl when CLI is not installed:

curl -s -X POST https://api.staxlabs.org/api/v1/backtest \
  -H "Authorization: Bearer $STAX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{...strategy JSON...}' | jq .

Endpoints

Core

Method	Path	Description
`POST`	`/api/v1/backtest`	Run a full backtest
`POST`	`/api/v1/screen`	Screen universe against filters
`GET`	`/api/v1/health`	Health check (no auth)

Strategies

Method	Path	Description
`GET`	`/api/v1/strategies`	List your saved strategies
`POST`	`/api/v1/strategies`	Save a new strategy
`GET`	`/api/v1/strategies/:id`	Get a strategy by ID
`PUT`	`/api/v1/strategies/:id`	Update a strategy
`DELETE`	`/api/v1/strategies/:id`	Delete a strategy

Account

Method	Path	Description
`GET`	`/api/v1/account`	Your tier, rate limits, usage
`GET`	`/api/v1/account/keys`	List your API keys
`POST`	`/api/v1/account/keys`	Create a new API key
`DELETE`	`/api/v1/account/keys/:id`	Revoke an API key

Deployments

Method	Path	Description
`POST`	`/api/v1/deploy`	Deploy for paper trading
`GET`	`/api/v1/deployments`	List your deployments
`GET`	`/api/v1/deployments/:id`	Get deployment + positions + trades
`POST`	`/api/v1/deployments/:id/stop`	Stop a deployment
`POST`	`/api/v1/deployments/:id/pause`	Pause a deployment
`POST`	`/api/v1/deployments/:id/resume`	Resume a paused deployment

Community

Method	Path	Description
`GET`	`/api/v1/community/strategies`	Browse public strategies
`GET`	`/api/v1/community/strategies/:id`	Get a public strategy
`POST`	`/api/v1/community/strategies/:id/fork`	Fork to your account

Strategy JSON Schema

Every backtest requires a strategy object. Here's the full schema:

{
  "strategy": {
    "name": "My Strategy",
    "schemaVersion": 4,

    "fundamentalFilters": [
      { "metric": "return_on_equity", "operator": "gte", "value": 15 },
      { "metric": "debt_to_equity_ratio", "operator": "lte", "value": 1.0 },
      { "metric": "market_cap", "operator": "gte", "value": 1000000000 }
    ],

    "ranking": {
      "momentumWeight": 50,
      "fundamentalWeight": 50,
      "momentumLookback": 6,
      "topN": 20
    },

    "positionSizing": {
      "maxPositionSize": 0.10,
      "minPositionSize": 0.01
    },

    "riskManagement": {
      "hardStopLoss": 0.20,
      "trailingStopLoss": 0.15,
      "takeProfit": 0.50,
      "maxDrawdown": 0.30,
      "exitFailedImmediately": true
    },

    "rebalancing": {
      "frequency": "monthly",
      "weightingMethod": "equal",
      "reconstitutionFrequency": "quarterly"
    },

    "tradingCosts": {
      "commission": { "type": "per_share", "value": 0.005 },
      "slippage": { "type": "percentage", "value": 0.001 }
    }
  },
  "startDate": "2022-01-01",
  "endDate": "2024-12-31",
  "initialCapital": 100000
}

Available Metrics (68 Total)

VALUATION (15 metrics)

Metric	Description	Direction
`price_to_earnings_ratio`	P/E — price per $1 of profit	Lower is better
`price_to_book_ratio`	P/B — price vs book value	Lower is better
`price_to_sales_ratio`	P/S — price vs revenue	Lower is better
`price_to_free_cash_flow_ratio`	P/FCF — price vs free cash	Lower is better
`price_to_operating_cash_flow_ratio`	P/OCF — price vs operating cash	Lower is better
`price_to_earnings_growth_ratio`	PEG — P/E adjusted for growth	Lower is better
`enterprise_value_multiple`	EV/EBITDA multiple	Lower is better
`price_to_fair_value`	Price vs estimated fair value	Lower is better
`ev_to_sales`	Enterprise value / revenue	Lower is better
`ev_to_ebitda`	Enterprise value / EBITDA	Lower is better
`ev_to_free_cash_flow`	Enterprise value / FCF	Lower is better
`ev_to_operating_cash_flow`	Enterprise value / OCF	Lower is better
`earnings_yield`	Earnings / price (%)	Higher is better
`free_cash_flow_yield`	FCF / price (%)	Higher is better
`graham_number`	Ben Graham's fair price formula	Higher is better

PROFITABILITY (11 metrics)

Metric	Description	Direction
`gross_profit_margin`	Revenue kept after COGS (%)	Higher is better
`operating_profit_margin`	Operating profit / revenue (%)	Higher is better
`net_profit_margin`	Net income / revenue (%)	Higher is better
`ebit_margin`	EBIT / revenue (%)	Higher is better
`ebitda_margin`	EBITDA / revenue (%)	Higher is better
`return_on_equity`	ROE — profit / shareholder equity (%)	Higher is better
`return_on_assets`	ROA — profit / total assets (%)	Higher is better
`return_on_invested_capital`	ROIC — return on all capital (%)	Higher is better
`return_on_capital_employed`	ROCE — return on employed capital (%)	Higher is better
`return_on_tangible_assets`	ROTA — return on tangible assets (%)	Higher is better
`operating_return_on_assets`	Operating income / assets (%)	Higher is better

QUALITY (5 metrics — 2 blocked in backtests)

Metric	Description	Direction
`income_quality`	Cash flow / reported earnings	Higher is better
`intangibles_to_total_assets`	Intangible assets %	Lower is better
`capex_to_revenue`	Capital spending / revenue	Lower is better
`research_development_to_revenue`	R&D spending / revenue	Higher is better
`stock_based_compensation_to_revenue`	SBC / revenue	Lower is better

piotroski_score and altman_z_score are blocked in backtests (lookahead bias).

GROWTH (5 metrics)

Metric	Description	Direction
`revenue_per_share`	Revenue / shares	Higher is better
`net_income_per_share`	EPS	Higher is better
`book_value_per_share`	Book value / shares	Higher is better
`free_cash_flow_per_share`	FCF / shares	Higher is better
`operating_cash_flow_per_share`	OCF / shares	Higher is better

SAFETY (10 metrics)

Metric	Description	Direction
`current_ratio`	Current assets / current liabilities	Higher is better
`quick_ratio`	Liquid assets / current liabilities	Higher is better
`cash_ratio`	Cash / current liabilities	Higher is better
`debt_to_equity_ratio`	Total debt / equity	Lower is better
`debt_to_assets_ratio`	Debt / total assets (%)	Lower is better
`debt_to_capital_ratio`	Debt / total capital (%)	Lower is better
`interest_coverage_ratio`	EBIT / interest expense	Higher is better
`debt_service_coverage_ratio`	Income / debt payments	Higher is better
`solvency_ratio`	Long-term financial health	Higher is better
`net_debt_to_ebitda`	Years of earnings to pay debt	Lower is better

EFFICIENCY (11 metrics)

Metric	Description	Direction
`asset_turnover`	Revenue / total assets	Higher is better
`inventory_turnover`	COGS / inventory	Higher is better
`receivables_turnover`	Revenue / receivables	Higher is better
`payables_turnover`	COGS / payables	Higher is better
`fixed_asset_turnover`	Revenue / fixed assets	Higher is better
`working_capital_turnover_ratio`	Revenue / working capital	Higher is better
`days_sales_outstanding`	Days to collect payment	Lower is better
`days_payables_outstanding`	Days to pay suppliers	Higher is better
`days_inventory_outstanding`	Days inventory sits	Lower is better
`cash_conversion_cycle`	Full cash cycle (days)	Lower is better
`operating_cycle`	Inventory + collection (days)	Lower is better

SIZE (1 metric)

Metric	Description	Direction
`market_cap`	Total market capitalization ($)	Context-dependent

CASH FLOW (10 metrics)

Metric	Description	Direction
`operating_cash_flow_ratio`	OCF / current liabilities	Higher is better
`operating_cash_flow_sales_ratio`	OCF / revenue	Higher is better
`free_cash_flow_operating_cash_flow_ratio`	FCF / OCF	Higher is better
`capital_expenditure_coverage_ratio`	OCF / capex	Higher is better
`dividend_payout_ratio`	Dividends / earnings (%)	Context-dependent
`dividend_yield`	Annual dividend / price (%)	Higher is better
`free_cash_flow_to_equity`	Cash to shareholders ($)	Higher is better
`free_cash_flow_to_firm`	Cash to all investors ($)	Higher is better
`capex_to_operating_cash_flow`	Capex / OCF	Lower is better
`capex_to_depreciation`	Capex / depreciation	Context-dependent

Filter Operators

Operator	Meaning	Example
`gt`	Greater than	`{ "metric": "return_on_equity", "operator": "gt", "value": 10 }`
`gte`	Greater than or equal	P/E >= 5
`lt`	Less than	D/E < 1.0
`lte`	Less than or equal	P/E <= 20
`eq`	Equals (±0.001)	Current ratio = 2.0
`between`	Inclusive range	`{ "operator": "between", "value": 10, "value2": 25 }`

Value rules:

Percentage metrics (margins, ROE, yields): Enter whole numbers. 15 = 15%.
Dollar metrics (market_cap, FCFE, FCFF): Enter raw amount. 1000000000 = $1B.
Ratio metrics (P/E, D/E, current ratio): Enter the ratio. 20 = 20x.

Configuration Reference

Ranking

"ranking": {
  "momentumWeight": 50,        // 0-100, must sum to 100 with fundamentalWeight
  "fundamentalWeight": 50,     // 0-100
  "momentumLookback": 6,       // Months (1-24)
  "topN": 20                   // Stocks to hold (1+)
}

Position Sizing

"positionSizing": {
  "maxPositionSize": 0.10,     // Max 10% per position (0.01-1.0)
  "minPositionSize": 0.01      // Close below 1% (0.001-1.0)
}

Risk Management

"riskManagement": {
  "hardStopLoss": 0.20,        // Exit at 20% loss (0.01-0.50), null to disable
  "trailingStopLoss": 0.15,    // Trail 15% below high (0.01-0.50), null to disable
  "takeProfit": 0.50,          // Take profit at 50% gain (0.01-4.0), null to disable
  "maxDrawdown": 0.30,         // Portfolio circuit breaker (0.05-0.50)
  "exitFailedImmediately": true // Exit stocks failing screen immediately
}

Rebalancing

"rebalancing": {
  "frequency": "monthly",                    // daily | weekly | monthly
  "weightingMethod": "equal",                // equal | market-cap
  "reconstitutionFrequency": "quarterly"     // monthly | quarterly | semi-annual | annual
}

Trading Costs

"tradingCosts": {
  "commission": { "type": "per_share", "value": 0.005 },  // $0.005/share
  "slippage": { "type": "percentage", "value": 0.001 }    // 0.1%
}

Example Strategies

1. Classic Value (Buffett-style)

{
  "strategy": {
    "name": "Classic Value",
    "schemaVersion": 4,
    "fundamentalFilters": [
      { "metric": "price_to_earnings_ratio", "operator": "between", "value": 5, "value2": 15 },
      { "metric": "return_on_equity", "operator": "gte", "value": 15 },
      { "metric": "debt_to_equity_ratio", "operator": "lte", "value": 0.5 },
      { "metric": "current_ratio", "operator": "gte", "value": 1.5 }
    ],
    "ranking": { "momentumWeight": 30, "fundamentalWeight": 70, "momentumLookback": 6, "topN": 15 },
    "positionSizing": { "maxPositionSize": 0.10, "minPositionSize": 0.01 },
    "riskManagement": { "hardStopLoss": 0.25, "maxDrawdown": 0.35, "exitFailedImmediately": true },
    "rebalancing": { "frequency": "monthly", "weightingMethod": "equal", "reconstitutionFrequency": "quarterly" },
    "tradingCosts": { "commission": { "type": "per_share", "value": 0.005 }, "slippage": { "type": "percentage", "value": 0.001 } }
  },
  "startDate": "2020-01-01", "endDate": "2024-12-31", "initialCapital": 100000
}

2. Growth Momentum

{
  "strategy": {
    "name": "Growth Momentum",
    "schemaVersion": 4,
    "fundamentalFilters": [
      { "metric": "revenue_per_share", "operator": "gte", "value": 5 },
      { "metric": "net_income_per_share", "operator": "gte", "value": 1 },
      { "metric": "gross_profit_margin", "operator": "gte", "value": 30 },
      { "metric": "return_on_invested_capital", "operator": "gte", "value": 12 }
    ],
    "ranking": { "momentumWeight": 70, "fundamentalWeight": 30, "momentumLookback": 12, "topN": 10 },
    "positionSizing": { "maxPositionSize": 0.15, "minPositionSize": 0.02 },
    "riskManagement": { "hardStopLoss": 0.20, "trailingStopLoss": 0.12, "takeProfit": 0.60, "maxDrawdown": 0.25, "exitFailedImmediately": true },
    "rebalancing": { "frequency": "weekly", "weightingMethod": "equal", "reconstitutionFrequency": "monthly" },
    "tradingCosts": { "commission": { "type": "per_share", "value": 0.005 }, "slippage": { "type": "percentage", "value": 0.001 } }
  },
  "startDate": "2021-01-01", "endDate": "2024-12-31", "initialCapital": 100000
}

3. Quality Dividend

{
  "strategy": {
    "name": "Quality Dividend",
    "schemaVersion": 4,
    "fundamentalFilters": [
      { "metric": "dividend_yield", "operator": "gte", "value": 2 },
      { "metric": "dividend_payout_ratio", "operator": "between", "value": 20, "value2": 70 },
      { "metric": "income_quality", "operator": "gte", "value": 1.0 },
      { "metric": "debt_to_equity_ratio", "operator": "lte", "value": 1.0 },
      { "metric": "market_cap", "operator": "gte", "value": 5000000000 }
    ],
    "ranking": { "momentumWeight": 40, "fundamentalWeight": 60, "momentumLookback": 6, "topN": 25 },
    "positionSizing": { "maxPositionSize": 0.08, "minPositionSize": 0.01 },
    "riskManagement": { "hardStopLoss": 0.30, "maxDrawdown": 0.40, "exitFailedImmediately": true },
    "rebalancing": { "frequency": "monthly", "weightingMethod": "equal", "reconstitutionFrequency": "quarterly" },
    "tradingCosts": { "commission": { "type": "per_share", "value": 0.005 }, "slippage": { "type": "percentage", "value": 0.001 } }
  },
  "startDate": "2019-01-01", "endDate": "2024-12-31", "initialCapital": 100000
}

4. Small-Cap Deep Value

{
  "strategy": {
    "name": "Small-Cap Deep Value",
    "schemaVersion": 4,
    "fundamentalFilters": [
      { "metric": "market_cap", "operator": "between", "value": 300000000, "value2": 2000000000 },
      { "metric": "price_to_book_ratio", "operator": "lte", "value": 1.5 },
      { "metric": "price_to_earnings_ratio", "operator": "lte", "value": 12 },
      { "metric": "current_ratio", "operator": "gte", "value": 2.0 },
      { "metric": "return_on_equity", "operator": "gte", "value": 10 }
    ],
    "ranking": { "momentumWeight": 40, "fundamentalWeight": 60, "momentumLookback": 3, "topN": 20 },
    "positionSizing": { "maxPositionSize": 0.08, "minPositionSize": 0.01 },
    "riskManagement": { "hardStopLoss": 0.25, "trailingStopLoss": 0.15, "maxDrawdown": 0.35, "exitFailedImmediately": true },
    "rebalancing": { "frequency": "monthly", "weightingMethod": "equal", "reconstitutionFrequency": "monthly" },
    "tradingCosts": { "commission": { "type": "per_share", "value": 0.005 }, "slippage": { "type": "percentage", "value": 0.002 } }
  },
  "startDate": "2020-01-01", "endDate": "2024-12-31", "initialCapital": 100000
}

5. Defensive Quality (Low Drawdown)

{
  "strategy": {
    "name": "Defensive Quality",
    "schemaVersion": 4,
    "fundamentalFilters": [
      { "metric": "market_cap", "operator": "gte", "value": 10000000000 },
      { "metric": "gross_profit_margin", "operator": "gte", "value": 40 },
      { "metric": "net_profit_margin", "operator": "gte", "value": 10 },
      { "metric": "debt_to_equity_ratio", "operator": "lte", "value": 0.5 },
      { "metric": "income_quality", "operator": "gte", "value": 1.0 },
      { "metric": "interest_coverage_ratio", "operator": "gte", "value": 5 }
    ],
    "ranking": { "momentumWeight": 30, "fundamentalWeight": 70, "momentumLookback": 6, "topN": 30 },
    "positionSizing": { "maxPositionSize": 0.06, "minPositionSize": 0.01 },
    "riskManagement": { "hardStopLoss": 0.15, "trailingStopLoss": 0.10, "takeProfit": 0.30, "maxDrawdown": 0.20, "exitFailedImmediately": true },
    "rebalancing": { "frequency": "monthly", "weightingMethod": "equal", "reconstitutionFrequency": "quarterly" },
    "tradingCosts": { "commission": { "type": "per_share", "value": 0.005 }, "slippage": { "type": "percentage", "value": 0.001 } }
  },
  "startDate": "2019-01-01", "endDate": "2024-12-31", "initialCapital": 100000
}

Interpreting Results

Key Metrics Benchmarks

Metric	Poor	Average	Good	Excellent
Sharpe Ratio	< 0.5	0.5-1.0	1.0-2.0	> 2.0
Total Return (annual)	< 5%	5-12%	12-25%	> 25%
Max Drawdown	> 40%	25-40%	15-25%	< 15%
Win Rate	< 40%	40-50%	50-60%	> 60%
Profit Factor	< 1.0	1.0-1.5	1.5-2.5	> 2.5
Sortino Ratio	< 0.5	0.5-1.0	1.0-2.5	> 2.5

Context

S&P 500 baseline: ~10% annual return, Sharpe ~0.5, max DD ~34% (COVID)
Sharpe > 1.0 consistently = genuinely good strategy
Max drawdown matters more than return — surviving drawdowns determines livability
Win rate alone is misleading — 30% win rate with 5:1 payoff ratio is excellent

Iteration Workflow

Start simple (2-3 filters), run backtest
Check Sharpe and max drawdown first
Sharpe < 0.5? Filters too loose — tighten or change
Max DD > 30%? Add stops or reduce position size
Too few trades? Loosen filters or increase topN
Too many trades? Tighten reconstitution to quarterly
Always modify one variable at a time and re-run

Screen Endpoint

Screen the universe without a full backtest:

curl -s -X POST https://api.staxlabs.org/api/v1/screen \
  -H "Authorization: Bearer $STAX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "filters": [
      { "metric": "return_on_equity", "operator": "gte", "value": 20 },
      { "metric": "price_to_earnings_ratio", "operator": "lte", "value": 15 }
    ],
    "asOfDate": "2024-12-31"
  }' | jq .

Strategies

Save a strategy

curl -s -X POST https://api.staxlabs.org/api/v1/strategies \
  -H "Authorization: Bearer $STAX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "My Value Strategy",
    "description": "Low P/E, high ROE mega caps",
    "tags": ["value", "large-cap"],
    "parameters": {
      "schemaVersion": 4,
      "fundamentalFilters": [
        { "metric": "return_on_equity", "operator": "gte", "value": 15 },
        { "metric": "price_to_earnings_ratio", "operator": "lte", "value": 20 }
      ],
      "ranking": { "momentumWeight": 50, "fundamentalWeight": 50, "momentumLookback": 6, "topN": 10 },
      "positionSizing": { "maxPositionSize": 0.15, "minPositionSize": 0.02 },
      "riskManagement": { "hardStopLoss": 0.20, "maxDrawdown": 0.35, "exitFailedImmediately": true },
      "rebalancing": { "frequency": "monthly", "weightingMethod": "equal", "reconstitutionFrequency": "quarterly" },
      "tradingCosts": { "commission": { "type": "per_share", "value": 0.005 }, "slippage": { "type": "percentage", "value": 0.001 } }
    }
  }' | jq .

Response: { "success": true, "strategy": { "id": "uuid", "name": "...", "created_at": "..." } }

List your strategies

curl -s "https://api.staxlabs.org/api/v1/strategies?limit=10&search=value" \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Query params: limit (max 100), offset, search (name filter)

Get a strategy by ID

curl -s https://api.staxlabs.org/api/v1/strategies/STRATEGY_ID \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Returns the full strategy including parameters (the strategy JSON you can pass to /backtest).

Update a strategy

curl -s -X PUT https://api.staxlabs.org/api/v1/strategies/STRATEGY_ID \
  -H "Authorization: Bearer $STAX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Updated Name", "is_public": true }' | jq .

Updatable fields: name, description, parameters, tags, is_public

Delete a strategy

curl -s -X DELETE https://api.staxlabs.org/api/v1/strategies/STRATEGY_ID \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Account

Get account info

curl -s https://api.staxlabs.org/api/v1/account \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Returns: tier, rate limits, requests remaining, active key count, subscription info.

List API keys

curl -s https://api.staxlabs.org/api/v1/account/keys \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Create a new API key

curl -s -X POST https://api.staxlabs.org/api/v1/account/keys \
  -H "Authorization: Bearer $STAX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "My Script" }' | jq .

The full key is returned once — store it immediately.

Revoke an API key

curl -s -X DELETE https://api.staxlabs.org/api/v1/account/keys/KEY_ID \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Community

Browse public strategies

curl -s "https://api.staxlabs.org/api/v1/community/strategies?sort=sharpe&limit=10" \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Sort options: popularity (default), newest, sharpe, returns, backtests

Fork a public strategy

curl -s -X POST https://api.staxlabs.org/api/v1/community/strategies/STRATEGY_ID/fork \
  -H "Authorization: Bearer $STAX_API_KEY" | jq .

Creates a copy in your account that you can modify and backtest.

Workflow: Build → Save → Iterate

The typical API workflow:

Screen — Find which metrics produce interesting universes
Backtest — Test a strategy configuration
Save — Store the strategy if results are promising
Iterate — Load, modify parameters, re-backtest
Share — Set is_public: true for the community

# 1. Screen for high-ROE stocks
curl -s -X POST $API/screen -H "$AUTH" -H "Content-Type: application/json" \
  -d '{"filters": [{"metric": "return_on_equity", "operator": "gte", "value": 20}]}' | jq '.result.passedSymbols | length'

# 2. Backtest a strategy
RESULT=$(curl -s -X POST $API/backtest -H "$AUTH" -H "Content-Type: application/json" \
  -d '{"strategy": {...}, "startDate": "2022-01-01", "endDate": "2024-12-31", "initialCapital": 100000}')

# 3. Save if Sharpe > 1.0
echo $RESULT | jq '.result.metrics.sharpeRatio'
curl -s -X POST $API/strategies -H "$AUTH" -H "Content-Type: application/json" \
  -d '{"name": "High ROE v1", "parameters": {...}}'

# 4. Load, tweak, re-backtest
STRATEGY=$(curl -s $API/strategies/ID -H "$AUTH" | jq '.strategy.parameters')
# Modify filters, re-run backtest...

# 5. Share with community
curl -s -X PUT $API/strategies/ID -H "$AUTH" -H "Content-Type: application/json" \
  -d '{"is_public": true}'

Guardrails

Max 1000 symbols per backtest
Max 5 years date range
Max $100M initial capital
No ML in API (use Stax Labs UI for ML)
Equity curve capped at 500 points
Trades capped at 10,000 in response
Rate limits: Pro=10/day, Elite=50/day, Unlimited=500/day

Installation

To install this skill in Claude Code:

git clone https://github.com/Stax-app/stax-skill.git ~/.claude/skills/stax

Then use /stax in any Claude Code session.

Download now (ZIP)

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The file

7 rules. About 0 are common, 5 are distinctive, and 2 are very specific to this project.

Stax Labs

Install

Auth

Usage

Which mode to use

CLI Quick Reference

API Reference

Endpoints

Core

Strategies

Account

Deployments

Community

Strategy JSON Schema

Available Metrics (68 Total)

VALUATION (15 metrics)

PROFITABILITY (11 metrics)

QUALITY (5 metrics — 2 blocked in backtests)

GROWTH (5 metrics)

SAFETY (10 metrics)

EFFICIENCY (11 metrics)

SIZE (1 metric)

CASH FLOW (10 metrics)

Filter Operators

Configuration Reference

Ranking

Position Sizing

Risk Management

Rebalancing

Trading Costs

Example Strategies

1. Classic Value (Buffett-style)

2. Growth Momentum

3. Quality Dividend

4. Small-Cap Deep Value

5. Defensive Quality (Low Drawdown)

Interpreting Results

Key Metrics Benchmarks

Context

Iteration Workflow

Screen Endpoint

Strategies

Save a strategy

List your strategies

Get a strategy by ID

Update a strategy

Delete a strategy

Account

Get account info

List API keys

Create a new API key

Revoke an API key

Community

Browse public strategies

Fork a public strategy

Workflow: Build → Save → Iterate

Guardrails

Installation

Does it work?

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