Borrowing it
Nothing to install: this file belongs to JoelLewis/finance_skills. 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/JoelLewis/finance_skills/main/CLAUDE.mdgit clone --depth 1 https://github.com/JoelLewis/finance_skillsWrote 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/joellewis/finance_skills/claude-md)<a href="https://agentmods.dev/instructions/joellewis/finance_skills/claude-md"><img src="https://agentmods.dev/badge/instructions/joellewis/finance_skills/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/joellewis/finance_skills/claude-md"><img src="https://agentmods.dev/badge/instructions/joellewis/finance_skills/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 | $0.00984 | $0.00984 |
| Opus 5 | $0.00492 | $0.00492 |
| Sonnet 5 | $0.00197 | $0.00197 |
| Haiku 4.5 | $0.00098 | $0.00098 |
Grade A, and why
finance_skills 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 — 81 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Finance Skills — Project Instructions
What This Is
A mono-repo of Claude Code skill plugins for financial services. Skills teach Claude
domain knowledge so it can assist with finance questions, build financial tools, and
flag compliance concerns. The plugin catalog lives in .claude-plugin/marketplace.json;
per-plugin manifests live in plugins/<name>/.claude-plugin/plugin.json. Skill lists
and counts are derived from the plugins/*/skills/ directories — the filesystem is
the source of truth.
Current State
91 skills across 7 plugin domains, organized under plugins/:
- core (3 skills) — math foundations (returns, TVM, statistics)
- wealth-management (38 skills) — investment knowledge, asset classes, portfolio construction, personal finance
- compliance (17 skills) — US securities regulatory guidance (FINRA, SEC, ERISA, FinCEN, CFA Institute GIPS)
- advisory-practice (12 skills) — advisor-facing systems, onboarding, CRM, portfolio management, proposals, billing
- trading-operations (9 skills) — order lifecycle, execution, settlement, margin, exchange connectivity, operational risk
- client-operations (8 skills) — account opening, maintenance, transfers, reconciliation, corporate actions, STP
- data-integration (4 skills) — reference data, market data, integration patterns, data quality
Skills are installed into a project's .claude/skills/ via install.sh.
Working With Skills
Skill Structure
Each skill is a directory in plugins/<plugin-name>/skills/ containing a SKILL.md
and optionally a scripts/ subdirectory with Python reference implementations. The
SKILL.md teaches domain knowledge; scripts provide runnable computation.
Template
All skills follow this template:
- No Purpose, Layer, or Direction sections in the body. Triggering is
carried entirely by the frontmatter
description; the body starts with domain content (Core Concepts). - Core Concepts — the domain knowledge
- Worked Examples — concrete scenarios with analysis. When the body
exceeds ~250 lines, move worked examples to
references/examples.mdinside the skill directory and link to them from the body. - Common Pitfalls — mistakes to avoid
- Cross-References — links to related skills
- Time anchoring: any indexed threshold, rate, limit, or effective date carries an as-of anchor (e.g. "$X as of 2026", "effective March 2026"). Never state an inflation-indexed number bare.
- Script-bearing skills include a
## Running the scriptsection with the exact invocation (arguments and expected output) and a--verifymode that self-checks the script's outputs against the SKILL.md examples.
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 · 81 lines · 984 tokens per session scan A b9b0152c8ed4
finance_skills CLAUDE.md is an instructions file published in the GitHub repository JoelLewis/finance_skills (184 stars, last pushed 1mo ago), licensed MIT. It adds 984 tokens to every session, about $0.0049 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.
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