heurist-finance: Instructions file for Codex

AGENTS.md

heurist-finance AGENTS.md is an instructions file for Codex, OpenCode from heurist-network/heurist-finance. It costs 3,235 tokens per session, scanned A, original, MIT.

A set of coding instructions for Heurist Finance, an AI-assisted financial research terminal. It routes research requests through services such as company filings, economic data, market data, and web search, then sends results to a text interface.

In plain words
What is it for?
Use it for financial research tasks such as analysing companies, comparing investments, studying markets or sectors, reviewing economic conditions, assessing risk, and tracking items of interest.
Why use it?
It gives the agent a defined way to choose research workflows and keep the financial system's components and responsibilities clear.

Instructions file for CodexOpenCode

Written for Codex and OpenCode: the file is AGENTS.md. Also seen: reads .claude/ paths; mentions Claude Code; mentions Codex.

This is heurist-network/heurist-finance's own configuration. It tells Codex and OpenCode how to work on heurist-finance 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 heurist-finance configures →

Reuse

Borrowing it

Nothing to install: this file belongs to heurist-network/heurist-finance. 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/heurist-network/heurist-finance/main/AGENTS.md
Clone the repo
git clone --depth 1 https://github.com/heurist-network/heurist-finance

Made for: Codex, OpenCode.

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Per session 3,235 This file is loaded in full into every session.
When invoked 3,235 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 $0.03235 $0.03235
Opus 5.5 $0.01294 $0.01294
Sonnet 5.5 $0.00647 $0.00647
Haiku 4.5 $0.00324 $0.00324

Measured 13d ago against content hash 8319a5a38717, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

heurist-finance AGENTS.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 13d 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.

AGENTS.md · 131 lines

How it starts

The opening of the file, as written. The whole thing — 131 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Heurist Finance

A workspace for investment research, trading plans and price monitoring. Any AI agent (Claude Code, Codex, Cursor, phone agents) can work here; the git repo is the source of truth for plans, positions, trades and research notes.

Read profile.md first: who the user is, their stance, what never to pitch, and lessons from past trades. If it is still the template, offer to interview the user and fill it in.

Layout

  • profile.md: the user. Update when they tell you something new; Lessons are appended only by trade-postmortem.
  • trading/plans/YYYY-MM-DD-<slug>.md: one trading plan per file (frontmatter below + the 8 sections from the trading-plan skill). A closed plan keeps its file with status changed and a ## Postmortem section. 0000-00-00-example.md shows the shape.
  • trading/portfolio.md: current holdings and cash.
  • trading/trades.md: one row per fill. Every row names the plan level it executed (plan + level id) or unplanned. Receipt screenshots go to trading/receipts/.
  • trading/watches/<slug>.md: conditions that need judgement rather than a price level (see Watches).
  • research/: notes, one topic per file, source URLs included.
  • messages/YYYYMMDD-N-<topic>.md: the daily briefs (quick reads, not deep research; follow up in research/ when a topic deserves it).
  • context/latest.md: the working notes of the two most recent brief runs, newest first, each headed with its date and time: snapshot of every holding and plan ticker, macro readings, all stories found (sent or not, with dates and URLs), the 10-day calendar, open threads. Older runs live in git history.
  • context/index.md: per ticker, recent facts a model cannot know from training: high-confidence, high-value, dated, with a URL. Kept 30 days, at most 10 per ticker.
  • .claude/skills/: analysis skills (trading-plan, hf-research, earnings-preview, entry-exit-timing, position-sizing, trade-postmortem, …). .agents/skills links here for non-Claude agents. Shared rules: .claude/skills/_shared/analyst-core.md.
  • scripts/hf_tool.py: market data CLI. scripts/monitor.py: level/event monitor. scripts/watch.py: judgement watches. scripts/brief.py: daily brief agent. src/ is their support code.

Read the full file on GitHub · 131 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. 13d ago Changed · -58 lines · +897 tokens per session 8319a5a38717
  2. 2mo ago First seen · 189 lines · 2,338 tokens per session scan A 79ceca822dfd

Subscribe to this mod's changes

heurist-finance AGENTS.md is an instructions file published in the GitHub repository heurist-network/heurist-finance (11 stars, last pushed 14d ago), licensed MIT. It adds 3,235 tokens to every session, about $0.0129 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 2026-08-31.

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