Borrowing it
Nothing to install: this file belongs to haiiibin/claude-multi-agent-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.
curl -O https://raw.githubusercontent.com/haiiibin/claude-multi-agent-investing/main/CLAUDE.mdgit clone --depth 1 https://github.com/haiiibin/claude-multi-agent-investingWrote 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.
[](https://agentmods.dev/instructions/haiiibin/claude-multi-agent-investing/claude-md)<a href="https://agentmods.dev/instructions/haiiibin/claude-multi-agent-investing/claude-md"><img src="https://agentmods.dev/badge/instructions/haiiibin/claude-multi-agent-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.
<a href="https://agentmods.dev/instructions/haiiibin/claude-multi-agent-investing/claude-md"><img src="https://agentmods.dev/badge/instructions/haiiibin/claude-multi-agent-investing/claude-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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 | $0.03107 | $0.03107 |
| Opus 5 | $0.01554 | $0.01554 |
| Sonnet 5 | $0.00621 | $0.00621 |
| Haiku 4.5 | $0.00311 | $0.00311 |
Grade A, and why
claude-multi-agent-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 10d 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.
How it starts
The opening of the file, as written. The whole thing — 169 lines — stays where its author put it; the contents beside it link to each section on GitHub.
FA -- Financial Assistant
Personal AI investment assistant for US + Canadian equities. Advisory only -- never places trades.
Operating principles
- Zero API cost: Claude Code subscription + free data (Yahoo Finance, SEC EDGAR, Polymarket, Web)
- User-driven, on-demand: no daily scans, no proactive nudges. User invokes commands when needed.
- Multi-account tax-aware: never hardcode accounts -- always read
portfolio/holdings.jsonfor current state
Position-size philosophy
FA is an individual active-investor tool, not a mutual fund under ICA-1940 (75-5-10 rule). Concentration guardrails anchor to active-manager references, not regulatory minimums:
- Passive-neutral: SPY top holding ~7%, SPY Tech sector ~32%. Pull live numbers via
tools/benchmark.py--get_stock_info('SPY')does NOT return sector weights for ETFs (onlycategory: "Large Blend"). Usepython tools/benchmark.py spy-sectors/spy-top-holdingsvia the MCP venv python. - Active-concentrated reference: Buffett AAPL 18-22% / top 4 = 56%; Ackman top 5 = vast majority, single positions ≥20%
- Principle: concentration itself isn't risky; unresearched concentration is. Gates check research depth + downside plan, not raw position %.
Commands implement this as tiered warnings (pass → flag → DRAFT → HIGH-RISK), not hard refusals. See /allocate-cash for concrete tiers.
Account routing rules (Canadian tax)
Accounts are defined dynamically in holdings.json. account_type field drives tax treatment:
account_type |
Canadian tax rule |
|---|---|
taxable |
Capital gains 50% inclusion; CDN dividends get DTC; US dividends creditable as FTC |
tfsa |
Growth + dividends tax-free. BUT US dividends still hit 15% US withholding (not recoverable -- TFSA trap) |
rrsp |
Growth deferred. US dividends exempt from 15% withholding (US-CA tax treaty). If no RRSP account exists in holdings.json, don't assume one. |
Routing heuristics (apply account-type-agnostic -- enumerate real accounts from holdings.json):
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.
- 10d ago First seen · 169 lines · 3,107 tokens per session scan A e4cb9a1b2e72
claude-multi-agent-investing CLAUDE.md is an instructions file published in the GitHub repository haiiibin/claude-multi-agent-investing (2 stars, last pushed 19d ago), licensed MIT. It adds 3,107 tokens to every session, about $0.0155 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.
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