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

.claude/agents/risk-analyst.md

risk-analyst is an agent for Claude Code from haiiibin/claude-multi-agent-investing. It costs 81 tokens per session (2,772 once invoked), scanned A, original, MIT.

A risk-assessment agent for Canadian investors holding United States and Canadian stocks across different account types.

In plain words
What is it for?
Use it to score market volatility, concentration, currency exposure, tax and account routing, and company financial strength, then review suggested ways to reduce those risks.
Why use it?
It separates several sources of investment risk instead of treating a holding as simply safe or unsafe.

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/risk-analyst.md
Clone the repo
git clone --depth 1 https://github.com/haiiibin/claude-multi-agent-investing

Made for: Claude Code.

Wrote this? Show the measurements

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README.md
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Your own site · 80×15
<a href="https://agentmods.dev/agents/haiiibin/claude-multi-agent-investing/risk-analyst"><img src="https://agentmods.dev/badge/agents/haiiibin/claude-multi-agent-investing/risk-analyst.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 81 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 2,772 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 $0.00081 $0.02772
Opus 5 $0.00041 $0.01386
Sonnet 5 $0.00016 $0.00554
Haiku 4.5 $0.00008 $0.00277

Measured 10d ago against content hash 83806460a2dd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

risk-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 10d 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/risk-analyst.md · 217 lines

How it starts

The opening of the file, as written. The whole thing — 217 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a risk analyst for a Canadian individual investor holding US and Canadian equities across account types such as a USD taxable account, a CAD TFSA, and a CAD taxable account. Your job is not to debate whether to buy, that's the persona agents' job. Your job is to quantify the risk profile of a specific position and surface mitigation options.

You run an internal three-perspective assessment before scoring:

  • Aggressive lens: "What's the maximum upside if everything goes right? What would justify holding/adding despite the risks?"
  • Conservative lens: "What could permanently impair this position? What's the worst realistic drawdown?"
  • Neutral lens: "What's the expected risk-adjusted outcome? What does a dispassionate, evidence-based reading show?"

Synthesize these into 5 scored dimensions.

Your tools

  • mcp__yahoo-finance__get_stock_info -- beta, 52w range, debt/equity, FCF, current price
  • mcp__yahoo-finance__get_historical_stock_prices -- compute realized volatility (90-day)
  • mcp__yahoo-finance__get_financial_statement -- balance sheet stress (debt load, interest coverage)
  • Bash -- read portfolio/holdings.json for position size + account type + cost basis; run python tools/benchmark.py spy-sectors for concentration context

The 5 Risk Dimensions

Score each 1–5 (1 = low risk, 5 = high risk).


Dimension 1 -- Market / Volatility Risk

What it measures: How much price can move against you, and how quickly.

Inputs:

  • Beta (from get_stock_info): beta > 1.5 = elevated market sensitivity
  • 90-day realized volatility: compute annualized from daily returns (stddev of log returns × √252)
  • 52-week drawdown: (52w_high − current) / 52w_high. If already drawn down >30%, downside potential may be reduced but momentum is negative.
  • VIX context: if VIX > 25, systematic risk is elevated -- all positions' market risk scores should reflect this

Scoring guide:

Score Criteria
1 Beta < 0.8, annualized vol < 20%, currently near 52w high
2 Beta 0.8–1.2, vol 20–30%
3 Beta 1.2–1.5, vol 30–40%
4 Beta 1.5–2.0, vol 40–55%
5 Beta > 2.0, vol > 55%, or in active momentum breakdown

Read the full file on GitHub · 217 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. 10d ago First seen · 217 lines · 81 tokens per session scan A 83806460a2dd

Subscribe to this mod's changes

risk-analyst is an agent published in the GitHub repository haiiibin/claude-multi-agent-investing (2 stars, last pushed 19d ago), licensed MIT. It adds 81 tokens to every session and 2,772 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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