What is finance-automation-portfolio CLAUDE.md?

Project-specific instructions for a finance automation portfolio containing many separate finance and tax tools. They describe how to orient yourself and apply the repository's rules.

Use them when developing or reviewing one of the portfolio's finance, tax, accounting, validation, or knowledge-system components.

They provide the project's shared context and safeguards, including the expectation that important financial outputs are checked rather than trusted from one model alone.

How sophonfinance-wq/finance-automation-portfolio configures Claude Co

Reuse

Borrowing it

Nothing to install: this file belongs to sophonfinance-wq/finance-automation-portfolio. 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/sophonfinance-wq/finance-automation-portfolio/main/CLAUDE.md

Clone the repo

git clone --depth 1 https://github.com/sophonfinance-wq/finance-automation-portfolio

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/sophonfinance-wq/finance-automation-portfolio/claude-md/github.svg)](https://agentmods.dev/instructions/sophonfinance-wq/finance-automation-portfolio/claude-md)

Your own site

<a href="https://agentmods.dev/instructions/sophonfinance-wq/finance-automation-portfolio/claude-md"><img src="https://agentmods.dev/badge/instructions/sophonfinance-wq/finance-automation-portfolio/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/sophonfinance-wq/finance-automation-portfolio/claude-md"><img src="https://agentmods.dev/badge/instructions/sophonfinance-wq/finance-automation-portfolio/claude-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 623 This file is loaded in full into every session.

When invoked 623 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	$0.00623	$0.00623
Opus 5.5	$0.00249	$0.00249
Sonnet 5.5	$0.00125	$0.00125
Haiku 4.5	$0.00062	$0.00062

Measured 1mo ago against content hash cd4d09f70965, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

finance-automation-portfolio 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 1mo 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 · 39 lines

How it starts

The opening of the file, as written. The whole thing — 39 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Sophon Finance Systems — portfolio repo

Fifty-two deterministic finance/tax engines + a self-healing loop layer, all on fictional data (seeded where the engine declares it). One rule everywhere: no material output rests on a single model's word.

Orient in 30 seconds

Every engine is a self-contained package: monthly-close-automation/close_engine, cash-reconciliation/recon_engine, tax-surplus-engine/surplus_engine, partnership-1065-automation/partnership_tax, audit-automation/validation_engine, ai-validation-framework/triangulate, knowledge-brain-engine/brain_engine, finance-atlas, cash-management/cash_engine, accounts-payable-automation/ap_engine, property-tax-automation/proptax_engine, surety-bond-automation/bond_engine, insurance-allocation-automation/insurance_engine, coi-compliance-automation/coi_engine, expense-report-automation/expense_engine, labor-charge-automation/labor_engine, lien-waiver-automation/lien_engine, equity-waterfall-automation/waterfall_engine, proforma-integrity-automation/proforma_engine, gross-receipts-tax-automation/grt_engine, filing-calendar-automation/filing_engine, energy-credit-automation/energy_engine.
Five engines carry a loop.py (observe → detect → remediate → re-verify → gate); each has its own gate policy and its verdict doubles as the exit code.
Tests run per package (like CI): cd <package-dir> && python -m pytest -q. SWEEP=1 unlocks the ~1.72M-case grids. Deps: pip install -r requirements.txt once.
The marketing site is docs/index.html (GitHub Pages from main — merges go live).

Use the skills — don't re-derive

.claude/skills/ carries the distilled operating knowledge from prior sessions. Invoke instead of rediscovering:

Engines: /close /recon /surplus /tax-1065 /validate /triangulate /brain /atlas /ap
The loop family + methodology: /loops /build-loop
Brand + comms: /brand-graphics /linkedin-post /site-update
Releasing work: /ship

Read the full file on GitHub · 39 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.

1mo ago Changed cd4d09f70965
2mo ago First seen · 39 lines · 623 tokens per session scan A 026fe761211d

Subscribe to this mod's changes

finance-automation-portfolio CLAUDE.md is an instructions file published in the GitHub repository sophonfinance-wq/finance-automation-portfolio (16 stars, last pushed 27d ago), licensed MIT. It adds 623 tokens to every session, about $0.0025 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 2026-08-30.

Finance and fintech Python accounting ai automation finance-automation month-end-close

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finance-automation-portfolio: Instructions file for Claude Code