investment-team: Instructions file for Claude Code

CLAUDE.md

investment-team CLAUDE.md is an instructions file for Claude Code from agno-agi/investment-team. It costs 2,054 tokens per session, scanned A, original, Apache-2.0.

Project instructions for an AI investment-team repository built with Agno, a framework for multi-agent applications. They describe the project, its agents, team designs, important files, and development setup.

In plain words
What is it for?
Use it as background when working on the repository's investment analysts, teams, research library, memo system, or application setup.
Why use it?
An AI coding agent needs repository context before changing code safely. These instructions explain how the investment system is organized and where its main parts live.

Instructions file for Claude Code

Written for Claude Code: the file is CLAUDE.md. Also seen: mentions CLAUDE.md; mentions Claude Code.

This is agno-agi/investment-team's own configuration. It tells Claude Code how to work on investment-team 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 investment-team configures →

Reuse

Borrowing it

Nothing to install: this file belongs to agno-agi/investment-team. 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/agno-agi/investment-team/main/CLAUDE.md
Clone the repo
git clone --depth 1 https://github.com/agno-agi/investment-team

Made for: Claude Code.

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Per session 2,054 This file is loaded in full into every session.
When invoked 2,054 The same file — it is already loaded in full.
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 $0.02054 $0.02054
Opus 5 $0.01027 $0.01027
Sonnet 5 $0.00411 $0.00411
Haiku 4.5 $0.00205 $0.00205

Measured 12d ago against content hash e8726ef34f0f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

investment-team CLAUDE.md 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.md · 245 lines

How it starts

The opening of the file, as written. The whole thing — 245 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CLAUDE.md

This file provides context for Claude Code when working with this repository.

Project Overview

Agentic Investment Team — A multi-agent system built with Agno that simulates a professional investment team deploying $10M into public equities. Demonstrates 5 multi-agent architectures, three-layer knowledge, and institutional learning.

Architecture

AgentOS (app/main.py)
├── Agents (7 reusable specialists)
│   ├── Market Analyst          — macro trends, sector analysis, news (Exa + YFinance)
│   ├── Financial Analyst       — fundamentals, valuation, financials (YFinance)
│   ├── Technical Analyst       — price action, momentum, entry/exit (YFinance)
│   ├── Risk Officer            — downside scenarios, portfolio exposure (YFinance)
│   ├── Knowledge Agent         — research library (RAG) + memo archive (FileTools)
│   ├── Memo Writer             — synthesizes analysis into formal memos (FileTools)
│   └── Committee Chair         — final decisions, capital allocation (Gemini 3.1 Pro)
│
├── Teams (4 architectures)
│   ├── Coordinate Team         — Chair orchestrates analysts dynamically
│   ├── Route Team              — routes questions to the right specialist
│   ├── Broadcast Team          — all analysts evaluate simultaneously
│   └── Task Team               — autonomous task decomposition
│
├── Workflows (1 architecture)
│   └── Investment Workflow     — deterministic pipeline with parallel steps
│
├── Three-Layer Knowledge
│   ├── Layer 1: Static Context     — mandate, risk policy, process (always in prompt)
│   ├── Layer 2: Research Library   — company profiles, sector analysis (PgVector RAG)
│   └── Layer 3: Memo Archive       — past investment memos (FileTools)
│
└── Institutional Learning          — patterns, corrections, insights (LearningMachine)

All specialist agents use:

  • Gemini 3 Flash model (gemini-3-flash-preview)
  • PostgreSQL database (pgvector) for persistence
  • Committee context (Layer 1) in system prompt
  • Shared knowledge base (Layer 2) for RAG
  • Shared learnings (institutional learning)

Read the full file on GitHub · 245 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 · 245 lines · 2,054 tokens per session scan A e8726ef34f0f

Subscribe to this mod's changes

investment-team CLAUDE.md is an instructions file published in the GitHub repository agno-agi/investment-team (169 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 2,054 tokens to every session, about $0.0103 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.

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