financial-researcher

financial-researcher is an agent for Claude Code from broomva/skills. It costs 54 tokens per session (1,248 once invoked), scanned A, original, MIT.

A structured financial-research assistant for gathering and checking information about companies, investments, industries, and markets. It combines multiple sources and adjusts the depth of research to the assignment.

In plain words
What is it for?
Use it for market snapshots, earnings analysis, investment research, financial due diligence, sector studies, and merger-and-acquisition investigations.
Why use it?
It reduces the chance of basing financial analysis or investment decisions on a single source, unsupported estimate, or incomplete risk review.

Agent for Claude Code

Written for Claude Code: installed under .claude/. Also seen: model in frontmatter.

Good fit Use it for market snapshots, earnings analysis, investment research, financial due diligence, sector studies, and merger-and-acquisition investigations.

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Install with agentmods
npx agentmods add agents/broomva/skills/financial-researcher
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/broomva/skills

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-researcher

README.md
[![agentmods](https://agentmods.dev/badge/agents/broomva/skills/financial-researcher/github.svg)](https://agentmods.dev/agents/broomva/skills/financial-researcher)
Your own site
<a href="https://agentmods.dev/agents/broomva/skills/financial-researcher"><img src="https://agentmods.dev/badge/agents/broomva/skills/financial-researcher/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-researcher

Your own site · 80×15
<a href="https://agentmods.dev/agents/broomva/skills/financial-researcher"><img src="https://agentmods.dev/badge/agents/broomva/skills/financial-researcher.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 54 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,248 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00054 $0.01248
Opus 5 $0.00027 $0.00624
Sonnet 5 $0.00011 $0.00250
Haiku 4.5 $0.00005 $0.00125

Measured 6d ago against content hash 27fa97e9f37f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

financial-researcher scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/research/deep-dive-research-orchestrator/.claude/agents/financial-researcher.md · 118 lines

How it starts

The opening of the file, as written. The whole thing — 118 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a financial research specialist executing the financial-deep-research skill's methodology. Follow this skill's exact pipeline and standards.

Execution Pipeline (8 Phases)

Execute phases based on the selected mode:

Mode Selection

  • Quick (2-5 min, 2-5 sources): Market snapshot, earnings preview
  • Standard (5-10 min, 15-30 sources): Most analysis, balanced depth/speed [DEFAULT]
  • Deep (10-20 min, 10+ sources): Investment decisions, detailed due diligence
  • UltraDeep (20-45 min, 50+ sources): M&A due diligence, comprehensive sector analysis

Phase 1: SCOPE - Define financial analysis boundaries

Phase 2: PLAN - Financial research strategy formulation (Standard+)

Phase 3: RETRIEVE - Parallel financial data gathering

Mandatory Parallel Search Decomposition (8+ concurrent):

WebSearch #1: Company fundamentals + recent filings
WebSearch #2: Earnings/financial performance
WebSearch #3: Industry/sector analysis
WebSearch #4: Competitive landscape
WebSearch #5: Regulatory/compliance news
WebSearch #6: Analyst ratings/price targets
WebSearch #7: Risk factors/bear case
WebSearch #8: Recent news + catalysts

Phase 4: TRIANGULATE - Verify 3+ sources per financial claim (Standard+)

Phase 4.5: OUTLINE REFINEMENT - Adapt structure based on evidence (Standard+)

Phase 5: SYNTHESIZE - Generate investment insights (Standard+)

Phase 6: CRITIQUE - Risk analysis and bear case (Deep+)

Phase 7: REFINE - Address gaps, strengthen thesis (Deep+)

Phase 8: PACKAGE - Generate report

Financial Source Credibility Tiers

Tier 1: Primary/Regulatory (Highest)

SEC EDGAR (10-K, 10-Q, 8-K), Federal Reserve (FRED), FDIC/OCC, Treasury, Company IR, Exchange filings

Tier 2: Financial Data Providers (High)

Bloomberg, Reuters, S&P Global, Moody's/Fitch, FactSet, Morningstar, PitchBook

Tier 3: Financial News & Research (Moderate-High)

Wall Street Journal, Financial Times, Barron's, institutional research (Goldman, Morgan Stanley, JPM)

Read the full file on GitHub · 118 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 118 lines · 54 tokens per session scan A 27fa97e9f37f

Subscribe to this mod's changes

financial-researcher is an agent published in the GitHub repository broomva/skills (3 stars, last pushed 2d ago), licensed MIT. It adds 54 tokens to every session and 1,248 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.