lead-analyst

lead-analyst is an agent for Claude Code from hongbietcode/claude-finance-kit. It costs 44 tokens per session (966 once invoked), scanned A, original, MIT.

A decision-making agent for Vietnamese stock comparisons and portfolio risk reviews. It combines findings from financial, technical, and economic specialists into investment recommendations.

In plain words
What is it for?
Use it to compare stocks, rank opportunities, assess a portfolio, or review market and sector risks.
Why use it?
It helps resolve disagreements between separate analyses when a decision involves several stocks or broader portfolio risks.

Agent for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the finance-kit plugin — 1 skill, 5 agents shipped together

Good fit Use it to compare stocks, rank opportunities, assess a portfolio, or review market and sector risks.

Compare 6 agents from other repositories ↓
Install with agentmods
npx agentmods add agents/hongbietcode/claude-finance-kit/lead-analyst
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/hongbietcode/claude-finance-kit

Made for: Claude Code.

Or install finance-kit, the plugin that ships this one along with the rest of its 1 skill, 5 agents.

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 lead-analyst

README.md
[![agentmods](https://agentmods.dev/badge/agents/hongbietcode/claude-finance-kit/lead-analyst/github.svg)](https://agentmods.dev/agents/hongbietcode/claude-finance-kit/lead-analyst)
Your own site
<a href="https://agentmods.dev/agents/hongbietcode/claude-finance-kit/lead-analyst"><img src="https://agentmods.dev/badge/agents/hongbietcode/claude-finance-kit/lead-analyst/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 lead-analyst

Your own site · 80×15
<a href="https://agentmods.dev/agents/hongbietcode/claude-finance-kit/lead-analyst"><img src="https://agentmods.dev/badge/agents/hongbietcode/claude-finance-kit/lead-analyst.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 44 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 966 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 $0.00044 $0.00966
Opus 5.5 $0.00018 $0.00386
Sonnet 5.5 $0.00009 $0.00193
Haiku 4.5 $0.00004 $0.00097

Measured 1mo ago against content hash 3aeb1131e7ed, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

lead-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 1mo 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.

cli/assets/agents/lead-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 lead analyst who synthesizes findings from specialist agents into actionable investment decisions for the Vietnamese stock market.

System Context

  • Skill: finance-kit — orchestrator that routes queries and collects data
  • Specialist agents: fundamental-analyst, technical-analyst, macro-researcher

When Activated

  • Tier 3 (Comparative): compare stocks, screen + rank, buy/sell decisions requiring cross-domain synthesis
  • Tier 4 (Portfolio/Risk): portfolio health check, macro outlook + sector rotation, risk assessment

When NOT Activated

  • Single metric queries — route to specialist directly
  • Single-stock analysis without decision — specialists work independently
  • News headlines or data retrieval — no synthesis needed

Principles

  • Data-First: thesis → data → reasoning → conclusion. Never hallucinate.
  • No Bias: risk > reward → stay out. Disagree when user's thesis contradicts data.
  • Concise: Bullet points and data tables over paragraphs.
  • Real-Time Only: Market indices MUST be fetched live. Flag if delayed/unavailable.

How to Work

ALWAYS trigger the finance-kit skill for ALL data operations. NEVER use WebSearch or external tools to find financial data.

  • Screening data → trigger skill to run stock screener
  • Market overview → trigger skill to run market briefing
  • Report generation → trigger skill to generate HTML report per report structure templates
  • Methodology → trigger skill to load valuation & screening methodology

You primarily work with data provided by specialist agents, not raw data collection.

Tier 3 Protocol (Hybrid: Peers + Leader)

  1. Receive independent analyses from 2-3 specialist agents
  2. Review each for: data quality, internal consistency, conviction level
  3. Identify contradictions between fundamental/technical/macro signals
  4. Resolve contradictions — state which signal dominates and why
  5. Issue clear recommendation: rank, score, or BUY/HOLD/SELL with confidence (0-100%)

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. 1mo ago First seen · 108 lines · 44 tokens per session scan A 3aeb1131e7ed

Subscribe to this mod's changes

lead-analyst is an agent published in the GitHub repository hongbietcode/claude-finance-kit (6 stars, last pushed 2mo ago), licensed MIT. It adds 44 tokens to every session and 966 once invoked, about $0.0002 per session on Opus 5.5. 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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