A command for making portfolio judgments through a structured review process. It gathers evidence, creates judgment data for every holding, and submits the result for validation.

It helps review all holdings, submit judgments, correct rejected submissions, and show the resulting brief when accepted.

It requires claims to use supplied evidence and include conditions that could invalidate them, reducing unsupported estimates or calculations.

How Daegyu519/portfolio-agent configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to Daegyu519/portfolio-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/Daegyu519/portfolio-agent/main/.claude/commands/review.md

Clone the repo

git clone --depth 1 https://github.com/Daegyu519/portfolio-agent

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/commands/daegyu519/portfolio-agent/review/github.svg)](https://agentmods.dev/commands/daegyu519/portfolio-agent/review)

Your own site

<a href="https://agentmods.dev/commands/daegyu519/portfolio-agent/review"><img src="https://agentmods.dev/badge/commands/daegyu519/portfolio-agent/review/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/commands/daegyu519/portfolio-agent/review"><img src="https://agentmods.dev/badge/commands/daegyu519/portfolio-agent/review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 28 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.

When invoked 321 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	$0.00028	$0.00321
Opus 5	$0.00014	$0.00161
Sonnet 5	$0.00006	$0.00064
Haiku 4.5	$0.00003	$0.00032

Measured 8d ago against content hash 540152d7f699, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

review 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 8d 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/commands/review.md · 20 lines

What it actually says

포트폴리오 심층 판단을 실행하라. 절차:

portfolio MCP 서버의 review_begin 도구를 호출한다 (공시 불필요 시 with_filings=false).
반환된 instructions 의 규칙과 출력 스키마를 그대로 따라, grounding 의 E# 근거만 인용해 보유 종목 전부에 대한 판단 JSON 을 작성한다.
- 수치는 근거 텍스트에 있는 것만 표기 그대로. 새 계산·추정 금지.
- 모든 항목에 evidence(E# 배열)와 invalidation(뒤집힐 조건) 필수.
- 논지 상태는 시스템 계산 사실 — 질적 의견은 suggested_thesis_reviews 로만.
review_submit(bundle_id, judgment_json) 으로 제출한다.
- status: rejected 면 violations 를 전부 고쳐 같은 bundle_id 로 재제출 (최대 3회).
status: accepted 면 반환된 brief_markdown 을 사용자에게 그대로 보여주고, qualitative_suggestions 가 있으면 "상태 변경은 brief thesis 로 수동 확정" 안내를 덧붙인다. 저장 결과(saved_recommendations, knowledge_export)도 한 줄로 요약하라.

$ARGUMENTS

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.

8d ago First seen · 20 lines · 28 tokens per session scan A 540152d7f699

Subscribe to this mod's changes

review is a command published in the GitHub repository Daegyu519/portfolio-agent (0 stars, last pushed 1mo ago), licensed MIT. It adds 28 tokens to every session and 321 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.

Claude Code Finance and fintech investing mcp portfolio

portfolio-agent: Command for Claude Code

Borrowing it

Wrote this? Show the measurements

What it costs to keep this loaded

Grade A, and why

Nothing flagged

What it actually says

What this file has done since we first saw it

Other commands, from other repositories

portfolio

sages

archive-ledger

credit-review

source

checklist