Install AlphaInsider's AI Skill in Claude, ChatGPT & Codex

Your AI assistant can build trading strategies, connect to your account, and research anything on AlphaInsider in a matter of moments, once you install the right skill. This guide shows exactly how to install the AlphaInsider skill in Claude, ChatGPT, and Codex, platform by platform, using the new Connect to AI Agent page.

The short version: copy one prompt, paste it into your AI, and finish the install. On Codex that's the whole job. On the web versions of Claude and ChatGPT, there's one extra step: you download a zip file and upload it to your skills.

After installing, you'll start your first strategy, create the API key that connects your account, and learn how to keep the skill up to date.

Table of Contents

• Key Takeaways
• What the AlphaInsider Skills Do
• The Three Prompts on the Connect to AI Agent Page
• Prerequisites / What You'll Need
• Step-by-Step Guide
  • Open the Connect to AI Agent Page
  • Copy the Install Prompt
  • Install the Skill in Claude
  • Install the Skill in ChatGPT
  • Install the Skill in Codex
  • Start Your First Strategy in a New Project
  • Create and Connect Your API Key
  • Keep the Skill Updated
• Bonus: The All-in-One AlphaInsider Skill for Research
• Desktop Apps vs. Web Platforms
• Tips & Best Practices
• Troubleshooting
• Frequently Asked Questions
• Conclusion

Key Takeaways

• Installing the AlphaInsider skill starts with one copied prompt from the Connect to AI Agent page, found under the Resources tab at the bottom of the homepage.
• Codex installs the skill directly from that prompt. The web versions of Claude and ChatGPT hand you a zip file to upload to your skills.
• The page gives you three prompts: one to install the skill, one to start a new strategy, and one to update the skill.
• Use a separate project for each strategy so every file and conversation for that build stays in one place.
• An API key with "AI agent" permissions connects your account. It lets the AI build strategies in your portfolio and share every trade and data point there.
• There are two skills. The Strategy Creator builds strategies, and the all-in-one AlphaInsider skill can research anything on the site, like the top Congress portfolios or the best strategies overall.
• Desktop apps work best (Claude desktop, Claude Code, Codex, ChatGPT desktop), but the web platforms work too, with the extra zip step.

What the AlphaInsider Skills Do

A skill is a package of instructions your AI reads so it knows how to use a specific platform. Once the AlphaInsider skills are installed, your AI can:

• Build trading strategies live, on the fly. It asks you questions, writes a strategy plan, and gets you to a working strategy on AlphaInsider.
• Connect to your account. It works directly with your portfolio, so the strategies it builds actually run for you.
• Research and analyze anything on the site in moments, instead of you scrolling and clicking through pages.

The AlphaInsider homepage shows your trading bots at the top and a list of every strategy below, all ranked and tracked in real time. With the skills installed, your AI can work with all of it.

The Three Prompts on the Connect to AI Agent Page

The Connect to AI Agent page lays out step-by-step instructions, with a walkthrough video at the top. Everything comes down to three copy-ready prompts:

Each prompt has its own copy button, so you never have to type any of them by hand.

Prerequisites / What You'll Need

• An AlphaInsider account. You'll need it for the API key and to host your strategies.
• An AI platform: Claude, ChatGPT, Codex, or Grok all work. Desktop apps give the smoothest experience.
• Your AlphaInsider password, which you'll enter when creating the API key.
• A strategy idea, for when you're ready to build.
• Time: a few minutes per platform.
• Skill level: beginner. It's copy, paste, and (on web platforms) one file upload.

Step-by-Step Guide

Step 1: [Open the Connect to AI Agent Page](https://alphainsider.com/resources#ai-agent)

From the AlphaInsider homepage:

1. Scroll down to the bottom of the page.
2. Open the Resources tab.
3. On the left-hand side, find Strategy Connections.
4. Just below Connect to TradingView, click Connect to AI Agent.

You'll land on the page with the step-by-step instructions and the three prompts.

Step 2: Copy the Install Prompt

Under Get Started, click the copy button on the first prompt. It contains everything your AI needs to read and download the skill.

Paste it into whichever AI you use. What happens next depends on the platform.

Step 3a: Install the Skill in Claude

On Claude's web platform, pasting the prompt doesn't finish the install by itself. Claude replies that the skill isn't installed or ready yet, and gives you the zip file to download, along with instructions. Here's the full flow:

1. Click Download on the zip file Claude provides.
2. Click your name icon in the bottom-left corner of Claude.
3. Go to Settings → Skills. You'll see a list of your installed skills.
4. Click Add Skill → Upload Skill.
5. Drag and drop the Strategy Creator zip file, then click Upload.
6. Click Try in Chat.

Claude automatically fills in a prompt along the lines of "I have the AlphaInsider Strategy Creator skill. Please walk me through what it can do," then explains what the skill can do. When you tell it about a trading strategy, it walks you through every step needed to build it.

Step 3b: Install the Skill in ChatGPT

ChatGPT's web platform works very much like Claude. Paste the install prompt, then make sure you download the official zip file and upload it through ChatGPT's skills manager:

1. On the left side of your ChatGPT web account, click the plugin icon.
2. Go up to Skills.
3. Click Add → Upload from your computer.
4. Drag and drop the zip file you downloaded, then click Done.

The AlphaInsider Strategy Creator skill now appears in your skills. To use it, either call the skill directly or click the three dots → chat icon to open a new chat that uses the skill. ChatGPT posts a starter prompt for you.

Send it off, and ChatGPT replies with a realistic example of how you'd prompt your AI to build a trading strategy. The only other thing to do is move that chat into a project, so the strategy build has its own home with all the files it needs.

Step 3c: Install the Skill in Codex

Codex is the easiest of the three. Paste the original install prompt (the first prompt from the AlphaInsider page) and Codex installs the skill without any zip upload.

Codex then tells you the exact line to say to use the skill. Paste that line back in, and Codex goes straight into building: it starts drafting the strategy plan document and asks you questions right away. That's exactly what every strategy build looks like. The AI asks questions until it has what it needs to build a proper strategy on AlphaInsider, and ultimately one that actually works.

Step 4: Start Your First Strategy in a New Project

Once the skill is installed on Codex, Claude Code, Grok, or a web platform, go back to the Connect to AI Agent page and copy the second prompt whenever you start a new conversation.

1. Create a new project first. On ChatGPT, click Create Project. One project per strategy keeps all the information in one place.
2. In the project's new chat, paste the second prompt: "Use the Strategy Creator skill to help me build an automated paper trading strategy from this idea."
3. Describe your idea. Put everything you've got right there in the prompt.

From there, the AI takes over the interview: it asks questions, builds the plan, and works toward a strategy that runs.

Step 5: Create and Connect Your API Key

At some point, the AI will ask for API access. You'll create an API key on AlphaInsider and give it to your AI platform. The key lets the AI access your account and portfolio, build strategies there, and keep them working for you.

This is what makes the whole setup work. Many of the strategies in the video creator's own portfolio were built with the Strategy Creator skill, and the API key ensures every detail, every fired trade, and all the data gets shared to the portfolio, so nothing gets missed.

To create the key:

1. Use the developer settings link on the Connect to AI Agent page, or click Settings in the top right of your account and go to Developers.
2. You'll see key types for AI agent, TradingView, and n8n / Make / Zapier.
3. Name the API key and enter your AlphaInsider password.
4. Select AI agent, which grants only the permissions an AI agent needs.

Then supply the key to your AI when it asks.

Step 6: Keep the Skill Updated

The third prompt on the page updates the skill. Copy it, paste it into your AI (Claude, for example), and the skill updates itself whenever updates are required.

Bonus: The All-in-One AlphaInsider Skill for Research

At the bottom of the Connect to AI Agent page is a link to the *Agent Skills* page in the API docs, which has more help and options for installing other skills. Two skills live there:

• The Strategy Creator skill, the one installed above, for building strategies.
• The AlphaInsider skill, the all-in-one, which gives your AI access to the entire site.

The all-in-one skill turns your AI into a research assistant. Ask it to:

• Pull up the top strategies that members of Congress are trading.
• Find the top strategies on the site in general.
• Sort and filter strategies however you like.

Instead of scrolling, clicking, and hunting for strategies yourself, you tell your AI what you want to find. It searches AlphaInsider, then gives you a summary or does whatever else you ask, because it now knows how to use the site and find everything it needs.

The install process is exactly the same: copy that skill's prompt, paste it into your AI of choice, and follow the same flow as above.

Desktop Apps vs. Web Platforms

The skills work especially well in the desktop apps:

The web platforms still work. You just have one extra step: download the zip file, drop it into your skills, make sure the skill is fully installed, and then use the Strategy Creator or AlphaInsider skill as normal.

Tips & Best Practices

• Use the copy buttons. Each of the three prompts has one, so there's no retyping and no typos.
• Download the official zip file on web platforms, the one your AI provides from the AlphaInsider prompt.
• Create one project per strategy so the plan document and every file stay together.
• Choose "AI agent" for the API key. It grants only the permissions the AI needs.
• Reach for a desktop app if you can. Codex, Claude Code, and the desktop apps make the install smoother.
• Run the update prompt periodically so your skill stays current.

Troubleshooting

• Claude or ChatGPT says the skill isn't installed yet. That's expected on the web platforms. Download the zip file and upload it through your skills settings (Claude: Settings → Skills; ChatGPT: plugin icon → Skills).
• The skill doesn't show up in your skills list. Re-upload the zip and confirm the upload completed before trying it in a chat.
• The AI can't reach your portfolio. It needs an API key. Create one under Settings → Developers with the AI agent type, then give it to the AI.
• The skill seems outdated. Paste the third prompt (update) from the Connect to AI Agent page.

Frequently Asked Questions

Where do I find the Connect to AI Agent page?

Scroll to the bottom of the AlphaInsider homepage, open the Resources tab, and look under Strategy Connections on the left. It's listed just below Connect to TradingView.

Which AI platforms work with the skill?

Claude (web, desktop, and Claude Code), ChatGPT (web and desktop), Codex, and Grok. The desktop apps give the smoothest experience.

Why does Claude give me a zip file instead of installing the skill?

On the web platforms, the skill has to be uploaded to your skills manually. Pasting the prompt gets you the zip file; uploading it under Settings → Skills completes the install.

Is installing on Codex different?

Yes, it's easier. Pasting the install prompt into Codex installs the skill directly, with no zip upload, and it jumps straight into building your strategy plan.

What are the three prompts on the page for?

Prompt one installs the skill. Prompt two starts a new strategy ("Use the Strategy Creator skill to help me build an automated paper trading strategy from this idea"). Prompt three updates the skill.

Which API key type should I choose?

AI agent. It grants only the permissions an AI agent needs. The other key types (TradingView, and n8n / Make / Zapier) are for other kinds of connections.

What's the difference between the two skills?

The Strategy Creator skill builds trading strategies. The all-in-one AlphaInsider skill gives your AI access to the entire site for research, like finding top Congress portfolios or sorting and filtering the best strategies.

Do I need a new project for each strategy?

It's recommended. A separate project per strategy keeps all of that strategy's information and files in one place.

Conclusion

Installing the AlphaInsider skill takes three prompts: one to install, one to start a strategy, and one to stay updated. On Codex, the install prompt does everything. On Claude and ChatGPT's web platforms, you add a quick zip upload. Either way, a few minutes later your AI can build strategies, connect to your portfolio through an AI agent API key, and research the entire site for you.

Open the Resources tab, copy the first prompt, and install the skill in the AI you already use. Then start your first strategy in a fresh project. Questions? Drop them in the video's comment section. Happy trading.