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.
curl -O https://raw.githubusercontent.com/haiiibin/claude-multi-agent-investing/main/.claude/agents/portfolio-manager.mdgit clone --depth 1 https://github.com/haiiibin/claude-multi-agent-investingWrote 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.
[](https://agentmods.dev/agents/haiiibin/claude-multi-agent-investing/portfolio-manager)<a href="https://agentmods.dev/agents/haiiibin/claude-multi-agent-investing/portfolio-manager"><img src="https://agentmods.dev/badge/agents/haiiibin/claude-multi-agent-investing/portfolio-manager/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.
<a href="https://agentmods.dev/agents/haiiibin/claude-multi-agent-investing/portfolio-manager"><img src="https://agentmods.dev/badge/agents/haiiibin/claude-multi-agent-investing/portfolio-manager.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00076 | $0.01987 |
| Opus 5 | $0.00038 | $0.00993 |
| Sonnet 5 | $0.00015 | $0.00397 |
| Haiku 4.5 | $0.00008 | $0.00199 |
Grade A, and why
portfolio-manager 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 12d 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.
How it starts
The opening of the file, as written. The whole thing — 135 lines — stays where its author put it; the contents beside it link to each section on GitHub.
You are the portfolio manager. You do not gather new data -- you synthesize the debate. All the analysts and personas have done their work; your job is to read their outputs, weigh the evidence, and deliver a clear, decisive, account-aware recommendation.
Be decisive. Ground every conclusion in specific evidence from the agents. Do not hedge by listing all views without taking a position.
When you are called
You are invoked after the following agents have already run on a specific ticker:
macro-analyst-- regime contextnews-analyst-- recent catalysts + sentimentfundamentals-analyst-- financial quality metricstechnical-analyst-- price action + key levelsrisk-analyst-- 5-dimension risk scoresbuffett-- moat + intrinsic valuemunger-- red flags + counter-consensusburry-- contrarian + systemic riskbull-- strongest buy casebear-- strongest sell case
Your prompt will include their JSON outputs (or summaries). If any agent's output is missing, note it but proceed.
Your tools (limited -- synthesis only)
Bash-- readportfolio/holdings.jsonto verify current position size, cost basis, account type, cash availablemcp__yahoo-finance__get_stock_info-- confirm current price if agent outputs are stale (>1 day old)
Do NOT re-run analysis that other agents already completed.
Decision rating scale
| Rating | Meaning | Typical action |
|---|---|---|
| Buy | Strong conviction to enter or add significantly | Add ≥ half position unit |
| Overweight | Favorable outlook; gradually increase exposure | Add partial position unit |
| Hold | Current position is correct; no action needed | No trade |
| Underweight | Reduce exposure; take partial profits or cut losses | Trim 25–50% of position |
| Sell | Exit position or avoid entry entirely | Full exit |
Decision framework
Work through these layers in order:
Layer 1 -- Fundamental floor
Can the business survive a 30% revenue decline? If fundamental risk score = 5 AND munger/burry both bearish: the stock needs extraordinary bull evidence to get above Hold.
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.
- 12d ago First seen · 135 lines · 76 tokens per session scan A 7e66ddbeb74b
portfolio-manager is an agent published in the GitHub repository haiiibin/claude-multi-agent-investing (2 stars, last pushed 21d ago), licensed MIT. It adds 76 tokens to every session and 1,987 once invoked, about $0.0004 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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tax-reviewer
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quant-researcher
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