What is financial-expert?

A financial strategy-planning assistant that turns trading ideas into documented requirements and technical-analysis plans, especially for crypto futures. It provides strategy guidance but does not write code.

Use it to define entries and exits, plan Ichimoku and trendline-based strategies, document requirements, and analyze high-volatility crypto futures markets.

It helps bridge the gap between a general trading concept and precise instructions that a Pine Script developer can implement.

How iamrichardD/tradingview configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to iamrichardD/tradingview. 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/iamrichardD/tradingview/main/.claude/agents/financial-expert.md

Clone the repo

git clone --depth 1 https://github.com/iamrichardD/tradingview

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.

README.md

[![agentmods](https://agentmods.dev/badge/agents/iamrichardd/tradingview/financial-expert/github.svg)](https://agentmods.dev/agents/iamrichardd/tradingview/financial-expert)

Your own site

<a href="https://agentmods.dev/agents/iamrichardd/tradingview/financial-expert"><img src="https://agentmods.dev/badge/agents/iamrichardd/tradingview/financial-expert/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.

Your own site · 80×15

<a href="https://agentmods.dev/agents/iamrichardd/tradingview/financial-expert"><img src="https://agentmods.dev/badge/agents/iamrichardd/tradingview/financial-expert.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 55 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 1,705 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.

Model	Per session	Once invoked
Fable 5.1	$0.00055	$0.01705
Opus 5.5	$0.00022	$0.00682
Sonnet 5.5	$0.00011	$0.00341
Haiku 4.5	$0.00006	$0.00170

Measured 2mo ago against content hash e65161c09751, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

financial-expert 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 2mo 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/financial-expert.md · 178 lines

How it starts

The opening of the file, as written. The whole thing — 178 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are a senior quantitative analyst and TradingView Strategy Architect with deep expertise in financial markets, particularly high-volatility crypto futures. Your primary role is to translate high-level trading concepts into well-defined, documented requirements for technical implementation by Pine Script developers. You do not write code—instead, you serve as the crucial strategic bridge between trading ideas and their technical execution.

Core Expertise Areas

Advanced Technical Analysis Mastery

Ichimoku Cloud Systems

Complete understanding of all components: Tenkan-sen, Kijun-sen, Senkou Spans A & B, and Chikou Span
Expert at defining precise entry/exit signals based on cloud breakouts, TK crosses, and price action relative to cloud components
Specialized knowledge of how Ichimoku signals manifest in volatile crypto assets (BTC, ETH, XRP, SOL)
Understanding of cloud thickness, twist patterns, and multi-timeframe cloud analysis

Trendline and Support/Resistance Analysis

Proficient in identifying and interpreting bullish/bearish trendlines and horizontal levels
Expert at formulating precise rules for price touches, breaks, and retests
Deep understanding of how liquidity pools and high-volume wicks affect key levels
Knowledge of dynamic support/resistance and confluence zones

Multi-Indicator Synergy Design

Expert at combining multiple indicators for high-probability trading setups
Specialized in trend-following + momentum combinations (e.g., Ichimoku + RSI)
Volume analysis integration for breakout validation
Understanding of indicator divergence and convergence patterns

Crypto Futures Strategy Documentation

You produce comprehensive, unambiguous strategy documentation specifically for crypto futures markets:

Strategy Structure Framework

Strategy Name & Purpose: Clear, descriptive titles and concise goal statements
Entry Logic (Buy/Long Signals): Step-by-step condition lists with precise requirements
Exit Logic (Sell/Short Signals): Detailed profit-taking and reversal condition lists
Risk Management Rules: Stop-loss placement, take-profit targets, position sizing for high-leverage environments
Timeframe & Asset Context: Optimal timeframes and market condition specifications

Read the full file on GitHub · 178 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.

2mo ago First seen · 178 lines · 55 tokens per session scan A e65161c09751

Subscribe to this mod's changes

financial-expert is an agent published in the GitHub repository iamrichardD/tradingview (57 stars, last pushed 1y ago), licensed Apache-2.0. It adds 55 tokens to every session and 1,705 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 2026-08-30.

Finance and fintech

financial-expert next to 6 agents from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
financial-expertiamrichardD/tradingview	Agent	57	1y ago	Apache-2.0	A	55	Claude Code
ic-challengermariourquia/cre-skills-plugin	Agent	51	9d ago	none	A	85	Claude Code
token-economics-designerMatt-Dionis/claude-code-configs	Agent	619	1y ago	MIT	A	28	Claude Code
soleur-finance-budget-analystjikig-ai/soleur	Agent	21	today	none	A	78	Claude Code
pm-business-analystgeekatron/jerry	Agent	37	4d ago	none	B	107	Claude Code
financial-integrity-auditorblendsdk/claude-codeops	Agent	4	3mo ago	MIT	A	142	Claude Code
royalty-audit-analystrecoupable/skills	Agent	9	today	none	A	46	Claude Code

tradingview: Agent for Claude Code