finance-scenario-advisor

finance-scenario-advisor is a skill for Claude Code, Codex from AndrewNgGirl/SkillLens. It costs 64 tokens per session (673 once invoked), scanned A, original, MIT.

A guide for classifying unclear finance-related agent tasks. It decides whether a task concerns areas such as fundraising, trading, securities research, banking, financial education, or financial data analysis, then checks its risks and missing boundaries.

In plain words
What is it for?
Use it when a finance skill covers several possible areas or when you need to identify missing data, compliance rules, privacy protections, or human review.
Why use it?
It helps teams choose the right evaluation approach before building or assessing a finance agent.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it when a finance skill covers several possible areas or when you need to identify missing data, compliance rules, privacy protections, or human review.

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Install with agentmods
npx agentmods add skills/andrewnggirl/skilllens/finance-scenario-advisor
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 AndrewNgGirl/SkillLens --skill finance-scenario-advisor
Clone the repo
git clone --depth 1 https://github.com/AndrewNgGirl/SkillLens

Made for: Claude Code, Codex.

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 finance-scenario-advisor

README.md
[![agentmods](https://agentmods.dev/badge/skills/andrewnggirl/skilllens/finance-scenario-advisor/github.svg)](https://agentmods.dev/skills/andrewnggirl/skilllens/finance-scenario-advisor)
Your own site
<a href="https://agentmods.dev/skills/andrewnggirl/skilllens/finance-scenario-advisor"><img src="https://agentmods.dev/badge/skills/andrewnggirl/skilllens/finance-scenario-advisor/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 finance-scenario-advisor

Your own site · 80×15
<a href="https://agentmods.dev/skills/andrewnggirl/skilllens/finance-scenario-advisor"><img src="https://agentmods.dev/badge/skills/andrewnggirl/skilllens/finance-scenario-advisor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 673 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.
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 $0.00064 $0.00673
Opus 5 $0.00032 $0.00336
Sonnet 5 $0.00013 $0.00135
Haiku 4.5 $0.00006 $0.00067

Measured 12d ago against content hash 3234358849f4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

finance-scenario-advisor 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 12d 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.

skills/skill-scorer/examples/finance-scenario-advisor/SKILL.md · 60 lines

What it actually says

Finance Scenario Intake Advisor

Description

用于尚未明确归类的金融场景,先帮助用户识别任务属于投融资、量化交易、短线盯盘、证券研究、银行流程、金融教育还是金融数据分析,再生成对应的评测和改造建议。

When to use

  • 用户上传的 skill 混合了多个金融任务,无法直接归入单一场景。
  • 产品经理需要判断一个金融 Agent 应该走哪个专业评测 rubric。
  • 团队需要在正式开发前明确用户、数据、风险边界和商业化路径。

Inputs

  • skill_description: Agent 的目标、输入、输出和使用场景。
  • user_roles: 面向投资者、研究员、银行员工、学生、创业者还是数据分析师。
  • decision_impact: 输出是否会影响投资、授信、交易、教育或运营决策。
  • data_sources: 用户上传、公开数据、内部系统、行情、财报、公告或新闻。

Workflow

  1. 识别金融任务类型和决策影响等级。
  2. 给出最匹配的金融子场景,并说明为什么不是其他场景。
  3. 检查缺失的风险边界、数据证据、合规约束和用户反馈闭环。
  4. 给出重构建议:如果要转成具体垂类,应补哪些输入、输出和保护机制。
  5. 对无法安全归类的场景,建议保持通用评测并补充人工审查。

Risk boundaries

  • 不直接生成投资建议、授信结论或交易信号。
  • 当场景涉及客户隐私、证券推荐、收益承诺或监管审批时,提高风险等级。
  • 明确告知用户需要选择更具体的专业场景才能获得更严格评估。

Output

{
  "scenario_classification": {
    "primary": "financial_data_analysis",
    "secondary": "banking_workflow",
    "confidence": 0.78,
    "reason": "the skill analyzes customer cashflow data and routes exceptions"
  },
  "missing_boundaries": [
    "no privacy masking policy",
    "no manual escalation path for credit decisions"
  ],
  "recommended_rewrite": {
    "target_scenario": "banking_workflow",
    "must_add": ["policy references", "SLA owner", "audit log", "PII masking"]
  }
}

Example prompt

“帮我判断这个金融 Agent 更像哪个子场景,并列出如果要做成专业版需要补哪些风控和数据说明。”

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. 12d ago First seen · 60 lines · 64 tokens per session scan A 3234358849f4

Subscribe to this mod's changes

finance-scenario-advisor is a skill published in the GitHub repository AndrewNgGirl/SkillLens (75 stars, last pushed 3mo ago), licensed MIT. It adds 64 tokens to every session and 673 once invoked, about $0.0003 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 2026-08-30.

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