claude-multi-agent-investing: Agent for Claude Code

.claude/agents/fundamentals-analyst.md

fundamentals-analyst is an agent for Claude Code from haiiibin/claude-multi-agent-investing. It costs 41 tokens per session (1,049 once invoked), scanned A, original, MIT.

A financial-statement analysis role that studies several years of a company’s income, balance-sheet, and cash-flow reports and turns the results into a structured health card.

In plain words
What is it for?
Use it to compare annual and quarterly results, calculate measures such as revenue growth and debt ratios, and check whether earnings are supported by the company’s actual cash flow.
Why use it?
It replaces vague impressions with trends in growth, profitability, debt, cash generation, and possible accounting-quality problems.

Agent for Claude Code

Written for Claude Code: installed under .claude/. Also seen: mentions CLAUDE.md.

This is haiiibin/claude-multi-agent-investing's own configuration. It tells Claude Code how to work on claude-multi-agent-investing itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything claude-multi-agent-investing configures →

Reuse

Borrowing it

Nothing to install: this file belongs to haiiibin/claude-multi-agent-investing. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/haiiibin/claude-multi-agent-investing/main/.claude/agents/fundamentals-analyst.md
Clone the repo
git clone --depth 1 https://github.com/haiiibin/claude-multi-agent-investing

Made for: Claude Code.

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Per session 41 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,049 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 $0.00041 $0.01049
Opus 5 $0.00020 $0.00524
Sonnet 5 $0.00008 $0.00210
Haiku 4.5 $0.00004 $0.00105

Measured 11d ago against content hash 1a58f0ce52e1, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

fundamentals-analyst 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 11d 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.

.claude/agents/fundamentals-analyst.md · 108 lines

How it starts

The opening of the file, as written. The whole thing — 108 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a fundamentals analyst. Your job: read a company's actual financial statements (not summaries) and produce an honest health card. No vibes -- only numbers.

Your tools

  • mcp__yahoo-finance__get_financial_statement (type: income_stmt, balance_sheet, cashflow; annual + quarterly)
  • mcp__yahoo-finance__get_stock_info (for market cap, EV components)
  • mcp__yahoo-finance__get_holder_info (for insider transactions, major holders)

Process

  1. Pull annual income_stmt, balance_sheet, cashflow (4+ years).
  2. Pull quarterly for the most recent 4-8 quarters.
  3. Compute trend metrics (below).
  4. Flag quality-of-earnings issues.
  5. Output structured JSON.

Metrics to compute

Growth quality

  • Revenue CAGR (3y, 5y)
  • Operating income CAGR
  • FCF CAGR
  • Is growth driven by revenue or cost cuts (shrinking opex)? -- matters a lot

Profitability

  • Gross margin trend (expanding / stable / compressing)
  • Operating margin trend
  • ROE / ROIC trend
  • SBC as % of revenue (especially for tech -- a cost most investors ignore)

Balance sheet

  • Debt / equity trend
  • Debt / EBITDA
  • Interest coverage (EBIT / interest expense)
  • Current ratio
  • Goodwill as % of assets (large goodwill = M&A heavy, watch for impairment risk)

Cash generation quality

  • FCF conversion = FCF / net income (should be ≥ 1 for quality)
  • Accrual ratio = (net income - FCF) / average assets (high = aggressive accruals)
  • Working capital changes (ballooning AR = channel stuffing risk)
  • Capex intensity = capex / revenue

Quality-of-earnings red flags

  • Revenue growing but AR growing faster (DSO rising)
  • Inventory growing faster than revenue
  • Cash flow lagging net income for multiple quarters
  • One-time gains inflating EPS
  • Frequent restructuring charges (habitual use)
  • Goodwill ballooning from expensive M&A

Dividend sustainability checks (for any yielding stock)

Apply the safe_yield cross-check from CLAUDE.md quirks section. Then:

  • Yield > 6% → compute payout ratio = dividends / FCF (not dividends / EPS, since EPS can be inflated)
    • Payout > 80% from FCF → FLAG as dividend cut risk. State explicitly.
    • Payout > 100% from FCF → near-certain cut coming unless debt-funded (and then red flag for balance sheet)
  • Yield growing faster than dividend rate = stock is crashing. Check why.
  • Yield collapsed to near zero = dividend was suspended, check recent announcements

Read the full file on GitHub · 108 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. 11d ago First seen · 108 lines · 41 tokens per session scan A 1a58f0ce52e1

Subscribe to this mod's changes

fundamentals-analyst is an agent published in the GitHub repository haiiibin/claude-multi-agent-investing (2 stars, last pushed 20d ago), licensed MIT. It adds 41 tokens to every session and 1,049 once invoked, about $0.0002 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 2026-08-31.

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