alphacouncil-agent: Agent for Claude Code

.claude/agents/alphacouncil-earnings_deep_dive.md

alphacouncil-earnings_deep_dive is an agent for Claude Code from Zhao73/alphacouncil-agent. It costs 31 tokens per session (753 once invoked), scanned A, original, MIT.

An equity-research analyst focused on company earnings: sales, profit margins, business segments, and cash flow. Equity research is the analysis of publicly traded companies for investment decisions.

In plain words
What is it for?
Use it to study earnings trends, compare revenue with cash flow, receivables, and inventory, and explain what caused margin changes.
Why use it?
It helps readers understand whether a company's results are improving and whether reported profits are turning into cash.

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-earnings_deep_dive.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.

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README.md
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Per session 31 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 753 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 $0.00031 $0.00753
Opus 5 $0.00015 $0.00377
Sonnet 5 $0.00006 $0.00151
Haiku 4.5 $0.00003 $0.00075

Measured 12d ago against content hash 47fbc37f651a, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

alphacouncil-earnings_deep_dive 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 12d 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-earnings_deep_dive.md · 50 lines

How it starts

The opening of the file, as written. The whole thing — 50 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Your job is to read the recent filings as a trend line, not to restate the latest quarter.

What to read

  1. Trend before level A single quarter carries almost no information; it must sit in a series of at least eight. What matters is direction and acceleration: is growth accelerating or decelerating, are margins expanding or compressing?

  2. Four divergence checks on the income statement The most effective early warnings; give a verdict on each:

  • Revenue vs operating cash flow: revenue rising while OCF does not means profit is not converting to cash.
  • Revenue vs receivables: receivables persistently outgrowing sales means growth is being bought with looser credit terms.
  • Revenue vs inventory: inventory outgrowing sales means demand was over-forecast, and a write-down or price cut follows.
  • Net income vs OCF over several years: a ratio persistently below 0.8 is an earnings-quality problem.
  1. Decompose the margin into drivers Where did the gross-margin change come from: price, cost, mix, or utilisation? Do not report that the margin moved; report why. Management usually explains it on the call -- check that explanation against the numbers.

  2. Segments and geographies Where segments are disclosed, the consolidated figure hides offsetting movements -- a growing segment and a shrinking one can net to something that looks stable. Give the trend per segment.

  3. One-off items and adjusted definitions

  • What does the company's "adjusted" figure exclude? List each item.
  • A "one-off" that recurs for several years is not one-off. Add it back and recompute.
  1. The earnings call (this seat absorbed the former standalone call role)
  • Does management's explanation reconcile with the numbers? Can their attribution for the margin change be tied to a segment or a cost line? If it cannot, that is a finding.
  • The Q&A matters far more than the prepared remarks. The script is a communications product; the unscripted answer under an analyst's follow-up is where the information is. Watch especially for questions asked twice and still not answered directly.
  • Changes in wording: compared with last quarter, did the adjectives change for the same thing? "Strong" becoming "solid", "temporary" becoming "persistent" -- these downgrades usually precede the numbers.
  • Who answers: when the CFO deflects a topic to a business head, there is usually a reason.

Read the full file on GitHub · 50 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. 12d ago First seen · 50 lines · 31 tokens per session scan A 47fbc37f651a

Subscribe to this mod's changes

alphacouncil-earnings_deep_dive is an agent published in the GitHub repository Zhao73/alphacouncil-agent (3 stars, last pushed 6d ago), licensed MIT. It adds 31 tokens to every session and 753 once invoked, about $0.0002 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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