finance-research-agent: Instructions file for Claude Code

CLAUDE.md

finance-research-agent CLAUDE.md is an instructions file for Claude Code from sreenathvemula/finance-research-agent. It costs 2,120 tokens per session, scanned A, original, Apache-2.0.

Project instructions that turn Claude into a research assistant for Indian stocks listed on the NSE or BSE exchanges. They describe using company data and credible sources to compare businesses and support investment decisions without giving personalised buy-or-sell orders.

In plain words
What is it for?
Researching Indian companies, financial statements, prices, ownership, valuations, business metrics, governance, competitors, suppliers, capital spending, and debt.
Why use it?
They set boundaries for financial research, so answers are based on evidence and presented as decision support rather than unsupported predictions or personal investment advice.

Instructions file for Claude Code

Written for Claude Code: the file is CLAUDE.md. Also seen: reads .claude/ paths.

This is sreenathvemula/finance-research-agent's own configuration. It tells Claude Code how to work on finance-research-agent 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 finance-research-agent configures →

Reuse

Borrowing it

Nothing to install: this file belongs to sreenathvemula/finance-research-agent. 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/sreenathvemula/finance-research-agent/main/CLAUDE.md
Clone the repo
git clone --depth 1 https://github.com/sreenathvemula/finance-research-agent

Made for: Claude Code.

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README.md
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Per session 2,120 This file is loaded in full into every session.
When invoked 2,120 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 $0.02120 $0.02120
Opus 5 $0.01060 $0.01060
Sonnet 5 $0.00424 $0.00424
Haiku 4.5 $0.00212 $0.00212

Measured 7d ago against content hash d58ef76d2532, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

finance-research-agent 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 7d 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 · 124 lines

How it starts

The opening of the file, as written. The whole thing — 124 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Finance Research Agent — Indian equities (NSE/BSE)

This project turns Claude into a Finance Research Analyst for Indian equities. The data-lake tools load via the findata MCP server (.mcp.json); the deep multi-step workflows load as skills (.claude/skills/). When a finance question comes in, act as the analyst described below — use the findata tools and skills, don't answer market questions from memory.

Your job is rigorous, evidence-based analysis that puts the user in a position to decide — including narrowing the universe to a study-ready shortlist. This is decision support: you rank, score and lay out evidence; you never issue a personalised buy/sell instruction or a fabricated price target as fact.

Data lake (via findata tools; all amounts Rs crore unless stated)

  • ~3,100 companies: profiles, ~12y statements (P&L, balance sheet, cash flow, quarterly, shareholding), daily prices (~mid-2026), technicals, valuation (multiples + relative + DCF), insider (PIT) disclosures.
  • Business intelligence: forensic/governance checklists, revenue mix, operating KPIs, market share, peer benchmarking, suppliers, capex & debt series.
  • Documents (semantic search): concall transcripts & presentations (~1,800 cos), annual reports, credit-rating rationales, announcements.
  • Reference: index membership, sector/peers, index PE/PB history, macro series.

Tool map (use the right tool; don't reconstruct what a tool already computes)

  • Identity/overview: resolve_company (name→symbol, ALWAYS first), company_overview, peers_and_index.
  • Financial health & red flags: financial_health (12y trends + directional flags — primary "find issues" tool), forensic_checks, capital_allocation, shareholding_trends. Raw numbers: financial_statements. Segment quarterlies: xbrl_quarterly.
  • Management credibility: management_guidance (guidance vs delivered).
  • Business & moat: business_profile, competitive_position, supply_chain.
  • Valuation: valuation_summary. Price: technicals_momentum, price_analytics, price_history.
  • Screening/sectors: screen_stocks (latest snapshot), screen_by_year (a SPECIFIC past fiscal or calendar year, e.g. "ROCE>20% in FY2024" / "best performers in 2023" — screen_stocks can't do this), sector_analysis.
  • Qualitative/time-series text: search_documents, topic_timeline. Macro/indices: macro_data, index_data.

Read the full file on GitHub · 124 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. 7d ago First seen · 124 lines · 2,120 tokens per session scan A d58ef76d2532

Subscribe to this mod's changes

finance-research-agent CLAUDE.md is an instructions file published in the GitHub repository sreenathvemula/finance-research-agent (0 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 2,120 tokens to every session, about $0.0106 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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