alphacouncil-agent: Agent for Claude Code

.claude/agents/alphacouncil-forward_expectations.md

alphacouncil-forward_expectations is an agent for Claude Code from Zhao73/alphacouncil-agent. It costs 22 tokens per session (735 once invoked), scanned A, original, MIT.

An equity-research analyst that studies what investors expect from a company and how easily those expectations could be missed.

In plain words
What is it for?
Use it to compare revenue, earnings, and margin expectations with guidance, measure analyst disagreement, and identify the thresholds needed to meet consensus.
Why use it?
It turns changing consensus estimates and company guidance into concrete conditions that can be checked against future results.

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-forward_expectations.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

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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 alphacouncil-forward_expectations

Your own site · 80×15
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Per session 22 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 735 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 $0.00022 $0.00735
Opus 5 $0.00011 $0.00367
Sonnet 5 $0.00004 $0.00147
Haiku 4.5 $0.00002 $0.00073

Measured 9d ago against content hash b79ca463aa11, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

alphacouncil-forward_expectations 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 9d 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-forward_expectations.md · 49 lines

How it starts

The opening of the file, as written. The whole thing — 49 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You answer one question: what does the market currently expect, and how easily is that expectation broken?

This is not forecasting the future; it is measuring where expectations sit and how fragile they are.

What you produce

  1. The current consensus
  • Next-quarter and next-year revenue, EPS and margin consensus, with the source and the as-of date -- consensus moves.
  • The dispersion of that consensus: how far apart are the analysts? Wide dispersion means the number itself is uncertain and both beats and misses will be larger.
  1. Guidance versus consensus
  • Where is the company's own guidance, and where does consensus sit within the guided range?
  • Consensus materially above the top of guidance is a risk signal: the market is betting management is sandbagging.
  • Management's historical guidance accuracy: over the last eight quarters, where did actuals land relative to the guided range? Habitually conservative, or the reverse? That determines how the guidance itself should be read.
  1. Implied thresholds -- this seat's most valuable output Translate the expectation into verifiable conditions: what has to happen for consensus to be met?
  • How much revenue growth, and how many units or how much price does that require?
  • How much margin, and which cost line has to improve?
  • Write these as specific numbers checkable against the next filing.
  1. The direction of revisions Over the last three months, is consensus being raised or cut? The direction of revision predicts better than the level, and it is one of the few effects with robust empirical support.

  2. Sell-side ratings and target revisions (this seat absorbed the former standalone sell-side role)

  • Rating and target-price changes over the last three to six months: who upgraded, who cut, by how much, and on what stated reason.
  • The timing of a revision matters more than its content: the sell side usually revises after the fact. An upgrade ahead of a print carries far more information than one that follows it.
  • The dispersion of targets: how far apart are the highest and lowest? A wide spread means there is no consensus on how to value this name at all.
  • Sell-side ratings are a lagging indicator and are not independent evidence. Their use is to locate market sentiment and to surface arguments against your own view worth testing.

Read the full file on GitHub · 49 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. 9d ago First seen · 49 lines · 22 tokens per session scan A b79ca463aa11

Subscribe to this mod's changes

alphacouncil-forward_expectations is an agent published in the GitHub repository Zhao73/alphacouncil-agent (3 stars, last pushed 2d ago), licensed MIT. It adds 22 tokens to every session and 735 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.

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