openquant CLAUDE.md

Project instructions for OpenQuant, a service that provides stock research and trading analysis through an MCP server. MCP is a way for an AI agent to call tools provided by another program.

In plain words
What is it for?
Use them to configure OpenQuant locally and analyse a stock, inspect insider buying or selling, or assess portfolio risk before a trade.
Why use it?
They explain how to connect the server and which analysis tools to use for prices, insider activity, risk, and trade preparation. This reduces guesswork when setting up or using the trading tools.

Instructions file

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/mitchellbernstein/openquant/claude-md
Clone the repo
git clone --depth 1 https://github.com/mitchellbernstein/openquant
Per session 1,636 This file is loaded in full into every session.
When invoked 1,636 The same file — it is already loaded in full.
Security scan A 0 findings. Scan, not verified.
Origin 92% copy Near-identical to another mod 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 $0.01636 $0.01636
Opus 5 $0.00818 $0.00818
Sonnet 5 $0.00327 $0.00327
Haiku 4.5 $0.00164 $0.00164

Measured yesterday against content hash 64ff812421fe, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

openquant 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 yesterday.

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.

Origin

This is a copy

92% identical to openquant AGENTS.md — 12 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

CLAUDE.md · 166 lines

How it starts

The opening of the file, as written. The whole thing — 166 lines — stays where its author put it; the contents beside it link to each section on GitHub.

OpenQuant — Claude Code Instructions

This file tells Claude Code how to use OpenQuant's trading tools via the MCP server.

MCP Server Connection

OpenQuant exposes an MCP server with SSE transport. Start it with:

pip install openquant-cli[mcp]
openquant-mcp

The server runs at http://localhost:8000/sse by default.

Claude Code MCP Config

Add to your .claude/settings.json or project .mcp.json:

{
  "mcpServers": {
    "openquant": {
      "url": "http://localhost:8000/sse",
      "transport": "sse"
    }
  }
}

If running locally with stdio transport instead:

{
  "mcpServers": {
    "openquant": {
      "command": "openquant-mcp",
      "transport": "stdio"
    }
  }
}

Available MCP Tools

Research & Analysis

Tool When to Use Key Params
openquant_analyze First stop for any ticker — full analysis combining prices, insider, risk ticker, days (default 90)
openquant_insider_scan Deep dive on insider buying/selling activity ticker, days (default 90)
openquant_risk_assessment Before any trade — volatility, VaR, drawdown, Kelly fraction tickers (comma-separated), days (default 252)

Strategy & Signals

Tool When to Use Key Params
openquant_strategy_list Discover available strategies none
openquant_strategy_run Generate a trade signal for a specific strategy + ticker strategy_name, ticker
openquant_backtest Validate a strategy on historical data strategy_name, ticker, days (default 252)

Portfolio & Execution

Tool When to Use Key Params
openquant_portfolio_status Check current positions, balance, P&L none
openquant_trade_execute Execute a paper trade (game mode) action, ticker, shares, price
openquant_trade_history Review recent trades limit (default 20)
openquant_game_status Game mode leaderboard and achievements none

Read the full file on GitHub · 166 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. yesterday First seen · 166 lines · 1,636 tokens per session scan A 64ff812421fe

Subscribe to this mod's changes

openquant CLAUDE.md is an instructions file published in the GitHub repository mitchellbernstein/openquant (2 stars, last pushed 4mo ago), licensed MIT. It adds 1,636 tokens to every session, about $0.0082 per session on Opus 5. A static security scan graded it A with 0 findings. It is 92% identical to openquant AGENTS.md, differing in 12 lines, and is treated as a copy.