long-short-equity

long-short-equity is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 45 tokens per session (1,658 once invoked), scanned A, original, Apache-2.0.

An investment-analysis workflow for researching long and short equity positions, meaning buying shares expected to rise and selling or betting against shares expected to fall.

In plain words
What is it for?
Use it to investigate company fundamentals, ownership changes, insider transactions, financial facts, and similar past situations as part of an equity research process.
Why use it?
It organizes evidence from company financial records, institutional holdings, insider trades, investment strategies, and comparable historical cases instead of relying on a single signal.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the portfolio-strategy plugin — 4 skills, 3 commands shipped together

Good fit Use it to investigate company fundamentals, ownership changes, insider transactions, financial facts, and similar past situations as part of an equity research process.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/long-short-equity
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.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill long-short-equity
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install portfolio-strategy, the plugin that ships this one along with the rest of its 4 skills, 3 commands.

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.

agentmods badge for long-short-equity

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/long-short-equity/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/long-short-equity)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/long-short-equity"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/long-short-equity/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.

agentmods 80×15 button for long-short-equity

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/long-short-equity"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/long-short-equity.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 45 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,658 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00045 $0.01658
Opus 5 $0.00023 $0.00829
Sonnet 5 $0.00009 $0.00332
Haiku 4.5 $0.00005 $0.00166

Measured 6d ago against content hash c4413256a695, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

long-short-equity 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 6d 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.

plugins/vertical-plugins/portfolio-strategy/skills/agentii/long-short-equity/SKILL.md · 151 lines

How it starts

The opening of the file, as written. The whole thing — 151 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Methodology fused from institutional long/short and buy-side research frameworks; all text is an original paraphrase.

Defaults

Parameter Default Value Rationale
parameter_free true This skill has no tunable parameters; analysis scope set by temporal_scope frontmatter

Preflight

Run canonical pre-flight per contracts/preflight.md. Propagate X-Agentii-Trace per contracts/x-agentii-trace-header.md.

Data Source Priority

  1. Strategy methodology — references/strategy-methodology.md (bundled long/short framework)
  2. Strategy frameworks — search_investment_strategies(domain=fundamental)
  3. Historical precedent — search_investment_cases + search_by_analogue(company_situation=...)
  4. Financials — search_xbrl_facts for unit economics and decline-rate evidence

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Ownership & insider signals: search_institutional_holdings (top-10 holders + whale portfolios, direction=accumulating|reducing|new|exited) and search_insider_trades (Form-4 transactions with SEC URLs) are available as signal inputs.

Branch (a) Structured Data Query from contracts/retrieval.md. Retrieve frameworks via search_investment_strategies, precedent via search_investment_cases and search_by_analogue. Detailed methodology in references/strategy-methodology.md.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

Every long/short position rests on an earnings disconnect — a gap between what the market has priced and what the business will deliver. The unifying question across all strategy types is: what does consensus believe, and what do I believe differently? Strategy spectrum, short archetypes, and process detail are in references/strategy-methodology.md.

Consensus is not the published number. Sell-side consensus is a simple average of analyst estimates; buy-side consensus typically moves ahead of it. Trading against the published figure while the real positioning has already shifted is a common and expensive error. Triangulate the effective buy-side expectation before sizing any view.

Read the full file on GitHub · 151 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 6d ago First seen · 151 lines · 45 tokens per session scan A c4413256a695

Subscribe to this mod's changes

long-short-equity is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (204 stars, last pushed yesterday), licensed Apache-2.0. It adds 45 tokens to every session and 1,658 once invoked, about $0.0002 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 2026-09-05.

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