What is K-invest CLAUDE.md?

A repository guide for Claude Code, the coding assistant used in this project. It explains the K-invest read-only investment data server, its structure, commands, and configuration.

Use it to run tests, lint and format the project, start the server, understand its provider modules, and work safely with credentials and configuration.

It gives the assistant project-specific rules and setup details, reducing guesswork when changing or testing the code.

How ianlyoo/K-invest configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to ianlyoo/K-invest. 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/ianlyoo/K-invest/main/CLAUDE.md

Clone the repo

git clone --depth 1 https://github.com/ianlyoo/K-invest

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/ianlyoo/k-invest/claude-md/github.svg)](https://agentmods.dev/instructions/ianlyoo/k-invest/claude-md)

Your own site

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

Per session 637 This file is loaded in full into every session.

When invoked 637 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	$0.00637	$0.00637
Opus 5	$0.00318	$0.00318
Sonnet 5	$0.00127	$0.00127
Haiku 4.5	$0.00064	$0.00064

Measured 9d ago against content hash 798644182814, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

K-invest 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 9d 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 · 38 lines

How it starts

The opening of the file, as written. The whole thing — 38 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

What this is

K-invest: read-only investment data MCP server (FastMCP, Streamable HTTP) aggregating Toss Securities, KIS, SEC EDGAR, yfinance, Binance USD-M Futures, and optional margin-ta technical analysis. Binds 127.0.0.1:8100; exposed via reverse proxy with static Bearer auth (MCP_AUTH_TOKEN).

Commands

python3 -m pytest tests/                          # run all tests
python3 -m pytest tests/test_toss_accounts.py -k name  # single file / single test
ruff check .                                      # lint
ruff format .                                     # format
python3 server.py                                 # run locally (binds 127.0.0.1:8100)

Dependencies: pip install -r requirements.txt (or pip install -e .).

Architecture

server.py is the single entry point: FastMCP app, StaticTokenVerifier bearer auth, and all @mcp.tool() definitions (~40 read-only tools). Provider clients are lazy singletons via _get_toss(), _get_kis(), _get_sec(), _get_yf(), _get_mt(), _get_binance().
One module per provider: toss_api.py, kis_api.py, sec_api.py (+ sec_insider/ttm/segments/quality/derived.py), yfinance_api.py (+ yfinance_metrics/consensus.py), binance_futures_api.py, margin_ta_runner.py (optional subprocess wrapper, MARGIN_TA_HOME). Shared helpers in kinvest_common.py (NotConfiguredError, cache_dir(), env-file loaders).
Envelope contract: every tool returns {ok, data, error, meta} via _ok() / _fail() in server.py — never raw payloads or JSON strings. Errors carry code, message, provider, retryable; unconfigured providers yield *_NOT_CONFIGURED.
READ-ONLY invariant: never add order create/modify/cancel tools or expose credentials in responses.
Quotes from different providers legitimately differ (exchange, session, delay) — composite tools must carry provider/session warnings rather than reconcile prices.
LLM-friendliness: Literal enums for params, detail_level="summary"|"full" defaults to summary, percentage fields suffixed _pct, period fields disambiguate FY/TTM/quarter.

Read the full file on GitHub · 38 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.

9d ago First seen · 38 lines · 637 tokens per session scan A 798644182814

Subscribe to this mod's changes

K-invest CLAUDE.md is an instructions file published in the GitHub repository ianlyoo/K-invest (1 stars, last pushed 14d ago), licensed MIT. It adds 637 tokens to every session, about $0.0032 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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