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investing CLAUDE.md

investing CLAUDE.md is an instructions file for coding agents from daloopa/investing. It costs 1,653 tokens per session, scanned A, original, Apache-2.0.

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

In plain words
What is it for?
It helps with fundamental equity research, including reviewing financial statements, company metrics, earnings information, SEC filings, market data, and analyst estimates.
Why use it?
It gives the coding agent a consistent way to find company data, search regulatory filings, cite sources, and present financial figures.

Instructions file

not rated 487 1mo ago A scan 1,653 tokens original Apache-2.0
View the source file daloopa/investing
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add instructions/daloopa/investing/claude-md
Clone the repo
git clone --depth 1 https://github.com/daloopa/investing

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 investing CLAUDE.md

README.md
[![agentmods](https://agentmods.dev/badge/instructions/daloopa/investing/claude-md.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.svg" alt="Measured on agentmods" 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. 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 $0.01653 $0.01653
Opus 5 $0.00826 $0.00826
Sonnet 5 $0.00331 $0.00331
Haiku 4.5 $0.00165 $0.00165

Measured 5d ago against content hash 82f0f91a9953, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, 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 5d 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:

  1. discover_companies — Look up company by ticker or name to get company_id
  2. discover_company_series — Find available financial metrics and KPIs for the company
  3. get_company_fundamentals — Pull actual data for specific series and periods
  4. 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.

  1. 5d 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 (487 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 1,653 tokens to every session, about $0.0083 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.

Finance and fintechResearch
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