portfolio-init-run

portfolio-init-run is a command for Claude Code from nutdnuy/portfolio-optimization-ai-plugin. It costs 8 tokens per session (261 once invoked), scanned A, original, MIT.

A command that prepares a repeatable folder for a portfolio optimization run from a data file and investment rules. It checks whether the file contains prices or returns and records choices such as frequency, objective, and limits.

In plain words
What is it for?
Use it to start an optimization run from a CSV file, choose assets and constraints, and create the run folder without running the optimization yet.
Why use it?
It prevents important data and investment assumptions from being left unclear before optimization begins. It also keeps each run organized and reproducible.

Command for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Runs only inside its plugin — its command needs a path that Claude Code sets for a plugin’s own hooks and for nothing else. Install the plugin, not this.

Part of the portfolio-optimization-ai-plugin plugin — 1 skill, 5 commands shipped together

Install

Getting it into your agent

This one installs as part of its plugin. Adding the marketplace and installing the plugin brings it with everything else the plugin ships.

Claude Code
/plugin marketplace add nutdnuy/portfolio-optimization-ai-plugin
Claude Code
/plugin install portfolio-optimization-ai-plugin

Made for: Claude Code.

Or install portfolio-optimization-ai-plugin, the plugin that ships this one along with the rest of its 1 skill, 5 commands.

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 portfolio-init-run

README.md
[![agentmods](https://agentmods.dev/badge/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-init-run.svg)](https://agentmods.dev/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-init-run)
Your own site
<a href="https://agentmods.dev/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-init-run"><img src="https://agentmods.dev/badge/commands/nutdnuy/portfolio-optimization-ai-plugin/portfolio-init-run.svg" alt="Measured on agentmods" height="20"></a>
Per session 8 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 261 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00008 $0.00261
Opus 5 $0.00004 $0.00130
Sonnet 5 $0.00002 $0.00052
Haiku 4.5 $0.00001 $0.00026

Measured 6d ago against content hash f0d348fa24e5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

portfolio-init-run 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 6d 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.

commands/portfolio-init-run.md · 35 lines

What it actually says

Create a portfolio optimization run folder from the user's data and constraints.

First identify:

  • whether the CSV contains returns or prices
  • frequency: daily, weekly, monthly, quarterly, or annual
  • date column, if any
  • assets to include, if a subset is requested
  • objective and risk measure, defaulting to Sharpe and MV
  • long-only or shorting; default long-only
  • max single-asset weight; ask only if materially ambiguous

Run a command like:

cd "${CLAUDE_PLUGIN_ROOT:-$PWD}" && python3 scripts/portfolio_optimizer_ai.py init-run \
  --name "<portfolio name>" \
  --data-path "<csv path>" \
  --data-kind returns \
  --frequency daily \
  --risk-measure MV \
  --objective Sharpe \
  --max-weight 0.40 \
  --output-root outputs

Return the run folder path and summarize the assumptions. Do not run the optimization until dependencies are checked or the user asks for the full flow.

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. 6d ago First seen · 35 lines · 8 tokens per session scan A f0d348fa24e5

Subscribe to this mod's changes

portfolio-init-run is a command published in the GitHub repository nutdnuy/portfolio-optimization-ai-plugin (25 stars, last pushed 2mo ago), licensed MIT. It adds 8 tokens to every session and 261 once invoked, about $0.0000 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.