trading-as-business

trading-as-business is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 32 tokens per session (602 once invoked), scanned A, original, Apache-2.0.

A guide to treating trading as an operating business, including performance reviews, trade journals, capital allocation, and key performance measures. A trade journal is a record of decisions and results used for later review.

In plain words
What is it for?
Use it to review trades, maintain journals, assess trading operations, allocate capital, and track performance measures.
Why use it?
It gives trading work a repeatable review process and makes business performance easier to track.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the trading-as-business plugin — 1 skill shipped together

Good fit Use it to review trades, maintain journals, assess trading operations, allocate capital, and track performance measures.

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

Made for: Claude Code.

Or install trading-as-business, the plugin that ships this one along with the rest of its 1 skill.

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 trading-as-business

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/trading-as-business"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/trading-as-business.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 32 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 602 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 $0.00032 $0.00602
Opus 5.5 $0.00013 $0.00241
Sonnet 5.5 $0.00006 $0.00120
Haiku 4.5 $0.00003 $0.00060

Measured 22d ago against content hash 2d5c7eae10b6, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

trading-as-business 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 22d 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/trading-as-business/skills/agentii/trading-as-business/SKILL.md · 92 lines

How it starts

The opening of the file, as written. The whole thing — 92 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Methodology inspired by publicly taught trading frameworks; all text is an original paraphrase.

Defaults

Parameter Default Value Rationale
lookback_quarters 4 Standard window for trading-as-business

Preflight

Run canonical pre-flight per contracts/preflight.md. Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).

Data Source Priority

  1. Knowledge entries (frameworks) -> 2. search_by_analogue for historical analogues -> 3. Real-time context

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Query knowledge entries for trading-as-business frameworks; query search_by_analogue for historical analogues.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

  1. Framework selection
  2. Signal analysis
  3. Analogue retrieval
  4. Risk assessment

Output File

{ticker}/{YYYY-MM-DD_HHMM}_trading-as-business_{affix}.md

Output Structure

  1. Executive Summary — key findings in 2-3 sentences
  2. Core Analysis — applied frameworks with specific evidence
  3. Quantitative Indicators — key metrics and benchmarks
  4. Historical Analogues — matched cases with /v/ citations
  5. Risk Assessment — key risk factors and mitigants
  6. Coverage Gaps — data limitations and degraded flags

Error Handling

Error Fallback
No frameworks Proceed with standard indicators; flag degraded

Memory Load

See contracts/memory-load.md.

Snapshot

See contracts/snapshot-synthesis.md.

Final Summary (TUI)

Include ### Key Citations block with 0-10 clickable /v/ URLs.

References

  • contracts/citation-and-memory.md
  • contracts/output-frontmatter-schema.md
  • contracts/memory-load.md
  • contracts/snapshot-synthesis.md
  • contracts/preflight.md

Read the full file on GitHub · 92 lines

Files

What ships with it

1 file 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. 22d ago Changed 2d5c7eae10b6
  2. 1mo ago First seen · 92 lines · 32 tokens per session scan A 12ae432580da

Subscribe to this mod's changes

trading-as-business is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (207 stars, last pushed 17d ago), licensed Apache-2.0. It adds 32 tokens to every session and 602 once invoked, about $0.0001 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 2026-09-05.

Related

Other skills, from other repositories

deal-packet

Produce the full institutional deal packet for a deal — Excel underwriting model + Word IC memo + PowerPoint deck + PDF one-pager — all Bristol-branded, fully cited, and cross-linked to one sources registry. Use when the user says "build the packet," "full workup," "put together the IC package," "model this deal," or…

Fusion-Data-Company/bristol-os · 83 tokens

deal-memo

Assemble research into a polished investment committee memo, market study, or deal one-pager. Use when the user says "write the memo," "put together an IC memo," "make a one-pager," "turn this into a document for the committee/lenders/LPs," or wants research packaged into a deliverable.

Fusion-Data-Company/bristol-os · 71 tokens

deal-pipeline

Track deals across stages and produce status updates. Use when the user says "track this deal," "what's in my pipeline," "update the status on [deal]," "give me a pipeline summary," or wants an overview of what's moving.

Fusion-Data-Company/bristol-os · 53 tokens

investor-sourcing

Research capital partners and LPs for a raise, and research who owns or controls a parcel or entity and how to contact them. Use when the user says "find investors," "who could fund this," "research this capital partner," "who owns this land/parcel," "who's behind this LLC," or needs investor/owner background and…

Fusion-Data-Company/bristol-os · 76 tokens

market-comp-analysis

Pull rent comps, occupancy, supply pipeline, absorption, and cap-rate trends for a submarket, then build a market study. Use when the user asks for "comps," "rent comps," "market study," "what are rents doing," "cap rates," "what's the competition," or needs the market picture behind a deal.

Fusion-Data-Company/bristol-os · 73 tokens

underwriting-research

Research the real-world assumptions behind a multifamily underwriting model — achievable rents, operating expenses, taxes, insurance, construction/hard costs, and available incentives. Use when the user says "check my assumptions," "what should I underwrite for," "research expenses/taxes/insurance/construction costs,"…

Fusion-Data-Company/bristol-os · 86 tokens