What is investing CLAUDE.md?

A set of instructions for using Daloopa, a financial-data service, to research public companies and their financial results.

It helps with fundamental equity research, including reviewing financial statements, company metrics, earnings information, SEC filings, market data, and analyst estimates.

It gives the coding agent a consistent way to find company data, search regulatory filings, cite sources, and present financial figures.

How daloopa/investing configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to daloopa/investing. 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/daloopa/investing/main/CLAUDE.md

Clone the repo

git clone --depth 1 https://github.com/daloopa/investing

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/instructions/daloopa/investing/claude-md/github.svg)](https://agentmods.dev/instructions/daloopa/investing/claude-md)

Your own site

<a href="https://agentmods.dev/instructions/daloopa/investing/claude-md"><img src="https://agentmods.dev/badge/instructions/daloopa/investing/claude-md/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/instructions/daloopa/investing/claude-md"><img src="https://agentmods.dev/badge/instructions/daloopa/investing/claude-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 1,653 This file is loaded in full into every session.

When invoked 1,653 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.

Model	Per session	Once invoked
Fable 5.1	$0.01653	$0.01653
Opus 5.5	$0.00661	$0.00661
Sonnet 5.5	$0.00331	$0.00331
Haiku 4.5	$0.00165	$0.00165

Measured 2mo ago against content hash 82f0f91a9953, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

investing 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 2mo 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 · 108 lines

How it starts

The opening of the file, as written. The whole thing — 108 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Daloopa Financial Analysis Toolkit

This is a financial analysis toolkit powered by Daloopa's institutional-grade financial data, designed for hedge fund analysts doing fundamental equity research.

Analyst Context

Perspective: long/short equity, fundamental analysis
Data source: Daloopa MCP server (SEC filings, earnings, financial statements)
Market data: MCP-first (use whatever market data MCP the user has configured), fallback to infra/market_data.py
Consensus estimates: optional (when available, adds beat/miss and forward context)
All analysis should be thorough, data-driven, and cite sources
Follow design-system.md for number formatting, analytical density, and styling

MCP Tool Workflow

Always follow this pattern when working with Daloopa data:

discover_companies — Look up company by ticker or name to get company_id
discover_company_series — Find available financial metrics and KPIs for the company
get_company_fundamentals — Pull actual data for specific series and periods
search_documents — Search SEC filings (10-K, 10-Q, 8-K) for qualitative information

Market Data

Market data uses whatever MCP the user has configured (preferred), falling back to infra/market_data.py if no market data MCP is available. See .claude/skills/data-access.md Section 2 for the full resolution order.

Fallback scripts (when no MCP provides market data):

python infra/market_data.py quote TICKER — price, market cap, shares, beta
python infra/market_data.py multiples TICKER — P/E, EV/EBITDA, P/S, P/B
python infra/market_data.py history TICKER --period 2y — historical OHLCV
python infra/market_data.py peers TICKER1 TICKER2 ... — side-by-side multiples
python infra/market_data.py risk-free-rate — 10Y Treasury from FRED

Design System

All skills reference .claude/skills/design-system.md for consistent formatting:

Number formatting ($X.Xbn, X.X%, X.Xx multiples, +/-Xbps)
Three-layer analytical density (data point + context + implication)
Table conventions (columns = periods, rows = metrics, growth sub-rows)
Commentary blocks after every major table
Color palette (navy #1B2A4A, steel blue #4A6FA5, gold #C5A55A)

Read the full file on GitHub · 108 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.

2mo ago First seen · 108 lines · 1,653 tokens per session scan A 82f0f91a9953

Subscribe to this mod's changes

investing CLAUDE.md is an instructions file published in the GitHub repository daloopa/investing (488 stars, last pushed 8d ago), licensed Apache-2.0. It adds 1,653 tokens to every session, about $0.0066 per session on Opus 5.5. 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.

Finance and fintech Research

investing CLAUDE.md next to 6 instructions from other repositories
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investing: Instructions file for Claude Code