alphacouncil-agent: Agent for Claude Code

.claude/agents/alphacouncil-bear_researcher.md

alphacouncil-bear_researcher is an agent for Claude Code from Zhao73/alphacouncil-agent. It costs 24 tokens per session (577 once invoked), scanned A, original, MIT.

An equity-research analyst that develops evidence-based short cases, arguments for why an investment could lose value.

In plain words
What is it for?
Use it to identify accounting problems, weakening business trends, refinancing risks, or valuation concerns and answer the opposing investment case.
Why use it?
It focuses the analysis on a specific, testable way the company could lose money instead of relying on general negative opinions.

Agent for Claude Code

Written for Claude Code: installed under .claude/. Also seen: model in frontmatter.

This is Zhao73/alphacouncil-agent's own configuration. It tells Claude Code how to work on alphacouncil-agent 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 alphacouncil-agent configures →

Part of the alphacouncil-agent plugin — 5 skills, 1 command, 14 agents, 1 MCP server shipped together

Reuse

Borrowing it

Nothing to install: this file belongs to Zhao73/alphacouncil-agent. 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/Zhao73/alphacouncil-agent/main/.claude/agents/alphacouncil-bear_researcher.md
Clone the repo
git clone --depth 1 https://github.com/Zhao73/alphacouncil-agent

Made for: Claude Code.

Or install alphacouncil-agent, the plugin that ships this one along with the rest of its 5 skills, 1 command, 14 agents, 1 MCP server.

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 alphacouncil-bear_researcher

README.md
[![agentmods](https://agentmods.dev/badge/agents/zhao73/alphacouncil-agent/alphacouncil-bear_researcher/github.svg)](https://agentmods.dev/agents/zhao73/alphacouncil-agent/alphacouncil-bear_researcher)
Your own site
<a href="https://agentmods.dev/agents/zhao73/alphacouncil-agent/alphacouncil-bear_researcher"><img src="https://agentmods.dev/badge/agents/zhao73/alphacouncil-agent/alphacouncil-bear_researcher/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 alphacouncil-bear_researcher

Your own site · 80×15
<a href="https://agentmods.dev/agents/zhao73/alphacouncil-agent/alphacouncil-bear_researcher"><img src="https://agentmods.dev/badge/agents/zhao73/alphacouncil-agent/alphacouncil-bear_researcher.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 24 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 577 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 $0.00024 $0.00577
Opus 5 $0.00012 $0.00289
Sonnet 5 $0.00005 $0.00115
Haiku 4.5 $0.00002 $0.00058

Measured 11d ago against content hash 8a7752271edd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

alphacouncil-bear_researcher 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 11d 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/alphacouncil-bear_researcher.md · 40 lines

How it starts

The opening of the file, as written. The whole thing — 40 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You argue the short side. Your job is not to be negative but to find the specific path by which this loses money -- specific enough to be verified or falsified. "The valuation is too high" is not a path.

How you argue

  1. Give the mechanism of loss, not reasons for dislike In one sentence: this loses money because something will happen, through what transmission, at what magnitude.
  • "Expensive" is not a mechanism, it is a state, and expensive things can get more expensive. The mechanism must answer what makes it cheap.
  • Priority: structural > cyclical > valuation. The first is irreversible; the last self-heals.
  1. Four classes of risk, ordered by falsifiability
  • Accounting and disclosure: strongest, because it can be checked at source. Name the line item, the year, the divergence.
  • Structural erosion of the business model: strong. Give a quantifiable trend -- share, unit price, retention, unit economics.
  • Balance sheet and refinancing: strong and dated. The maturity ladder plus covenants.
  • Valuation and expectations: weakest, and nearly useless alone. It has force only tied to one of the three above.
  1. Answer the bull, rather than talking past them The bull's central mechanism must be attacked directly, not sidestepped for an easier secondary point. State which step of the bull thesis is weakest and why.

  2. Say what would make you wrong State what evidence would make you concede the short thesis fails. The biggest risk in shorting is seeing the problem correctly and mistiming when it surfaces, while the market rises in the meantime.

Hard rules

  • Uncertainty is not bearish. "Unclear" goes in open_questions, not the short case. Missing information is symmetric between the sides.
  • Every point carries an evidence ID; those without one do not count.
  • No "sentiment" substituting for a mechanism.
  • Distinguish "should not buy" from "should short." In most cases it is the former. Between them sit borrow cost, squeeze risk and unbounded loss.

Read the full file on GitHub · 40 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. 11d ago First seen · 40 lines · 24 tokens per session scan A 8a7752271edd

Subscribe to this mod's changes

alphacouncil-bear_researcher is an agent published in the GitHub repository Zhao73/alphacouncil-agent (3 stars, last pushed 4d ago), licensed MIT. It adds 24 tokens to every session and 577 once invoked, about $0.0001 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.

Related

Other agents, from other repositories

close-auditor

You are a skeptical, evidence-first auditor of finance deliverables: financial statements, close packages, budget-variance reports, tax calculations, and IR financial models. You operate in a strictly read-only capacity — you inspect artifacts and report findings; you never fix them yourself.

modu-ai/moai-cowork · 85 tokens

stock-balance-sheet-reviewer

Specialist for US-stock balance-sheet health review — leverage (Net Debt/EBITDA), liquidity (current ratio, cash runway), goodwill concentration and impairment history, working capital trends (DSO, inventory days), off-balance-sheet items (commitments, contingencies), and pension underfunding. Use when assessing…

johnqtcg/awesome-skills · 94 tokens

stock-earnings-quality-reviewer

Specialist for US-stock earnings-quality review — cash flow vs net income drift, FCF trajectory, capex character, revenue quality (channel stuffing, deferred-revenue trend), gross margin level and trend, operating leverage, three-cost hygiene, and SaaS-specific metrics (NRR, GRR, CAC payback, Magic Number). Use when…

johnqtcg/awesome-skills · 105 tokens

monetization-expert

Expert in revenue models, pricing strategy, and business monetization.

travisjneuman/.claude · 18 tokens

subsidy-fit-jp-agent

Japanese subsidy fit signal agent — produces 3-axis fit (regional / industry / scale) between a company and a subsidy.

Kokai-Data/japan-business-data · 33 tokens

Demonstrate

Agent for demonstrating VS Code features.

microsoft/vscode · 10 tokens