initiate

initiate is a skill for Claude Code from daloopa/daloopa-plugin-claude. It costs 21 tokens per session (1,506 once invoked), scanned A, original, Apache-2.0.

A company-analysis workflow that produces a written research report in Word format and a financial model in Excel format from one set of gathered data.

In plain words
What is it for?
Use it to start coverage of a company identified by its stock ticker, gather market and financial data, and create an analyst-style report plus an Excel valuation model.
Why use it?
It avoids collecting the same company information twice for the report and the spreadsheet. It also keeps both outputs based on the same research.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

Part of the daloopa plugin — 21 skills, 2 MCP servers shipped together

Good fit Use it to start coverage of a company identified by its stock ticker, gather market and financial data, and create an analyst-style report plus an Excel valuation model.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/daloopa/daloopa-plugin-claude/initiate
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 daloopa/daloopa-plugin-claude --skill initiate
Clone the repo
git clone --depth 1 https://github.com/daloopa/daloopa-plugin-claude

Made for: Claude Code.

Or install daloopa, the plugin that ships this one along with the rest of its 21 skills, 2 MCP servers.

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 initiate

README.md
[![agentmods](https://agentmods.dev/badge/skills/daloopa/daloopa-plugin-claude/initiate/github.svg)](https://agentmods.dev/skills/daloopa/daloopa-plugin-claude/initiate)
Your own site
<a href="https://agentmods.dev/skills/daloopa/daloopa-plugin-claude/initiate"><img src="https://agentmods.dev/badge/skills/daloopa/daloopa-plugin-claude/initiate/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 initiate

Your own site · 80×15
<a href="https://agentmods.dev/skills/daloopa/daloopa-plugin-claude/initiate"><img src="https://agentmods.dev/badge/skills/daloopa/daloopa-plugin-claude/initiate.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 21 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,506 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 $0.00021 $0.01506
Opus 5 $0.00010 $0.00753
Sonnet 5 $0.00004 $0.00301
Haiku 4.5 $0.00002 $0.00151

Measured 12d ago against content hash 6eef324c4003, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

initiate 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/initiate/SKILL.md · 126 lines

How it starts

The opening of the file, as written. The whole thing — 126 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Initiate coverage on the company specified by the user: $ARGUMENTS

Before starting, read data-access.md for data access methods and design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This is the capstone skill that produces both a research note and an Excel model from a single comprehensive data gathering pass.

Strategy

Rather than running /research-note and /build-model independently (which would duplicate data gathering), this skill gathers a superset of data once, then renders both outputs.

Phase 1 — Company Setup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations (see data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see data-access.md Section 4.5

Get market data (see data-access.md Section 2):

  • Current price, market cap, shares outstanding, beta
  • Trading multiples (P/E, EV/EBITDA, P/S, P/B)
  • Risk-free rate (for DCF)

Phase 2 — Comprehensive Data Gathering

Follow the /build-model skill's Phase 2 data pull (the most comprehensive). Calculate 8-16 quarters backward from latest_calendar_quarter. Pull:

  • Full Income Statement (Revenue through EPS, including D&A for EBITDA calc)
  • Full Balance Sheet (Cash through Equity)
  • Full Cash Flow Statement (OCF, CapEx, FCF, Dividends, Buybacks)
  • Segment revenue and operating income breakdowns
  • Geographic revenue breakdown
  • All company-specific operating KPIs
  • All guidance series and corresponding actuals
  • Share count, buyback amounts

Phase 3 — Peer Analysis

Identify 5-8 comparable companies. Get peer trading multiples (see data-access.md Section 2). If consensus forward estimates are available (data-access.md Section 3), include NTM estimates. Pull peer fundamentals from Daloopa where available (revenue growth, margins).

Phase 4 — Projections

Build forward estimates yourself — perform the calculations directly, no external tooling:

  • Revenue: guidance + decay to long-term growth
  • Margins: mean-revert to trailing averages
  • CapEx, D&A, tax rate, share count: trailing trends

Read the full file on GitHub · 126 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. 12d ago First seen · 126 lines · 21 tokens per session scan A 6eef324c4003

Subscribe to this mod's changes

initiate is a skill published in the GitHub repository daloopa/daloopa-plugin-claude (8 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 21 tokens to every session and 1,506 once invoked, about $0.0001 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.