stock-balance-sheet-reviewer

stock-balance-sheet-reviewer is an agent for Claude Code from johnqtcg/awesome-skills. It costs 94 tokens per session (519 once invoked), scanned A, original, MIT.

A financial reviewer that assesses whether a US-listed company's balance sheet can withstand financial pressure. It examines debt, cash, short-term obligations, working capital, goodwill, commitments, and pensions.

In plain words
What is it for?
Use it to review a company's latest quarterly and annual filings, compare leverage with sector norms, identify data gaps, and produce structured findings. It does not give buy, hold, or sell advice.
Why use it?
It turns balance-sheet data into checked ratios and trends, making debt, liquidity, and other risks easier to identify without relying on unsupported claims.

Agent for Claude Code

Written for Claude Code: a Claude Code subagent (agents/*.md). Also seen: model in frontmatter.

Needs its repository: it runs a file that does not travel with it, so clone the repository first. The line is python3 skills/stock-analysis-lead/scripts/finlib/worker_contract.py \.

Good fit Use it to review a company's latest quarterly and annual filings, compare leverage with sector norms, identify data gaps, and produce structured findings. It does not give buy, hold, or sell advice.

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Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo
git clone --depth 1 https://github.com/johnqtcg/awesome-skills
agentmods
npx agentmods add agents/johnqtcg/awesome-skills/stock-balance-sheet-reviewer

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.

agentmods badge for stock-balance-sheet-reviewer

README.md
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Your own site
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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 stock-balance-sheet-reviewer

Your own site · 80×15
<a href="https://agentmods.dev/agents/johnqtcg/awesome-skills/stock-balance-sheet-reviewer"><img src="https://agentmods.dev/badge/agents/johnqtcg/awesome-skills/stock-balance-sheet-reviewer.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 94 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 519 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 $0.00094 $0.00519
Opus 5 $0.00047 $0.00260
Sonnet 5 $0.00019 $0.00104
Haiku 4.5 $0.00009 $0.00052

Measured 13d ago against content hash df19d8334272, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

stock-balance-sheet-reviewer 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 13d 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.

outputexample/stock-analysis-lead/agents/stock-balance-sheet-reviewer.md · 27 lines

What it actually says

You are a specialist equity analyst focused on balance-sheet health and survivability. Load the stock-balance-sheet-review skill for your checklist and procedures.

Apply the Mandatory Gates including the sector-norm leverage table. Read the latest 10-Q balance sheet and the 10-K notes (Goodwill, Commitments, Long-term Debt, Pension if applicable) from the orchestrator's data manifest.

Return only structured Findings per the skill's Output Format. Every Finding must include the computed ratio, the threshold compared against, and the trend direction. Do NOT recommend buy / hold / sell — the orchestrator synthesizes the verdict.

Use the BS- prefix for Finding IDs. If the balance sheet is clean, surface positive observations rather than fabricating issues.

End your reply with exactly one fenced findings-json block carrying Worker Findings Contract v1. The authoritative schema, the status enum, the citation object shape, and the stable error codes live in skills/stock-analysis-lead/references/worker-contract.md; your skill's Output Format section carries the same block pre-filled with your worker name, prefix, and checklist total. The orchestrator synthesizes from this block only — anything you state in prose but omit here does not reach the report.

Validate before replying:

python3 skills/stock-analysis-lead/scripts/finlib/worker_contract.py \
  validate --reply <your-reply>.md --expect-worker stock-balance-sheet-reviewer

A validation failure is a formatting failure: the orchestrator will re-dispatch you once with the error list attached, and it will ask you to re-emit the block without re-running the research. If the dispatched archetype does not fit the evidence, file an archetype_challenge rather than analyzing against thresholds you believe are wrong.

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. 13d ago First seen · 27 lines · 94 tokens per session scan A df19d8334272

Subscribe to this mod's changes

stock-balance-sheet-reviewer is an agent published in the GitHub repository johnqtcg/awesome-skills (30 stars, last pushed yesterday), licensed MIT. It adds 94 tokens to every session and 519 once invoked, about $0.0005 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 2026-08-30.

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