trade-template

trade-template is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 45 tokens per session (1,865 once invoked), scanned A, original, Apache-2.0.

A template for writing trade and investment ideas with price targets, financial-metric comparisons, accounting reconciliations, and bear, base, and bull cases.

In plain words
What is it for?
It is for preparing investment theses, deriving 12-month price targets, reconciling reported and adjusted figures, and describing scenario risks.
Why use it?
It gives analysis a consistent structure and makes assumptions, scenarios, and valuation methods easier to compare.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the idea-generation plugin — 5 skills shipped together

Good fit It is for preparing investment theses, deriving 12-month price targets, reconciling reported and adjusted figures, and describing scenario risks.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/trade-template
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 trade-template
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install idea-generation, the plugin that ships this one along with the rest of its 5 skills.

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 trade-template

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/trade-template"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/trade-template.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 1,865 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 $0.01865
Opus 5 $0.00023 $0.00932
Sonnet 5 $0.00009 $0.00373
Haiku 4.5 $0.00005 $0.00186

Measured 6d ago against content hash 402677315f76, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

trade-template 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/idea-generation/skills/agentii/trade-template/SKILL.md · 128 lines

How it starts

The opening of the file, as written. The whole thing — 128 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.

Defaults

Parameter Default Value Rationale
target_horizon_months 12 Standard forward price target horizon
scenario_probability_sum 100% Bear + Base + Bull must sum to 100%
default_position_size 3-5% Standard single-position risk allocation

Preflight

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

Data Source Priority

  1. Upstream outputs — quantitative screening results + qualitative filtering assessment
  2. Market data — current price, sector multiples, historical ranges via market data tools
  3. Strategy frameworks — search_investment_strategies(kind=thesis) for thesis construction methodology

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 (d) Simple Lookup from contracts/retrieval.md: template methodology is embedded in this Protocol. Market data from data tools. Strategy frameworks via search_investment_strategies for thesis construction validation.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

This skill converts quantitative and qualitative analysis outputs into a structured, actionable trade template. A trade idea without a template is an opinion; with a template, it is a testable hypothesis. Every trade outcome becomes a learning data point because the template captures what was known and assumed at entry.

Detailed methodology: price target derivation with formulas, comps spreading workflow, GAAP/non-GAAP rules, scenario construction with probability calibration, and position sizing framework are in references/template-methodology.md.

Read the full file on GitHub · 128 lines

Files

What ships with it

2 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 · 128 lines · 45 tokens per session scan A 402677315f76

Subscribe to this mod's changes

trade-template is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (204 stars, last pushed today), licensed Apache-2.0. It adds 45 tokens to every session and 1,865 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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