capital-allocation

capital-allocation is a skill for Claude Code from daloopa/investing. It costs 18 tokens per session (2,306 once invoked), scanned A, original, Apache-2.0.

A company-finance analysis focused on how a business uses money, including share buybacks, dividends, and other capital decisions.

In plain words
What is it for?
Use it to examine buybacks, dividends, share counts, market value, and related capital-allocation measures for a specified company.
Why use it?
It gathers the company and market figures needed to assess shareholder returns and reduces the work of comparing these figures across recent quarters.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

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.

agentmods
npx agentmods add skills/daloopa/investing/capital-allocation
Any agent
npx skills add daloopa/investing --skill capital-allocation
Clone the repo
git clone --depth 1 https://github.com/daloopa/investing

Made for: Claude Code.

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 capital-allocation

README.md
[![agentmods](https://agentmods.dev/badge/skills/daloopa/investing/capital-allocation.svg)](https://agentmods.dev/skills/daloopa/investing/capital-allocation)
Your own site
<a href="https://agentmods.dev/skills/daloopa/investing/capital-allocation"><img src="https://agentmods.dev/badge/skills/daloopa/investing/capital-allocation.svg" alt="Measured on agentmods" height="20"></a>
Per session 18 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,306 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00018 $0.02306
Opus 5 $0.00009 $0.01153
Sonnet 5 $0.00004 $0.00461
Haiku 4.5 $0.00002 $0.00231

Measured 6d ago against content hash 050c6bccfa57, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

capital-allocation 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.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

.claude/skills/capital-allocation/SKILL.md · 213 lines

How it starts

The opening of the file, as written. The whole thing — 213 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Perform a deep dive into capital allocation for 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.

Follow these steps:

1. Company Lookup

Look up the company by ticker using discover_companies. Capture:

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

2. Market Data

Get the current stock price, market cap, and shares outstanding for {TICKER} (see ../data-access.md Section 2 for how to source market data in your environment).

  • This is needed to compute yields and per-share metrics

If market data is unavailable, note that market-derived metrics (yields, etc.) cannot be computed and proceed with Daloopa data only.

3. Capital Allocation Data

Calculate 8 quarters backward from latest_calendar_quarter. Pull:

Share Count & Buybacks:

  • Diluted shares outstanding
  • Share repurchase amounts (dollars)
  • Shares retired/repurchased (units, if available)

Dividends:

  • Dividends per share
  • Total dividend payments
  • Special dividends (if any)

Cash Flow:

  • Operating Cash Flow
  • Capital Expenditures
  • Free Cash Flow (compute as OCF - CapEx, label "(calc.)")
  • D&A (for reference)

Balance Sheet:

  • Cash and equivalents
  • Short-term investments / marketable securities
  • Total debt (short + long term)
  • Net debt (compute as Total Debt - Cash - Investments, label "(calc.)")

M&A / Investments:

  • Search for "acquisition", "purchase of business", "investment" in series
  • Pull any available M&A-related series

4. Compute Capital Allocation Metrics

Calculate for each quarter where data is available:

Shareholder Returns:

  • Total Buyback Amount
  • Total Dividend Amount
  • Total Shareholder Return = Buybacks + Dividends
  • Shareholder Yield = (Buybacks + Dividends) / Market Cap (annualized)
  • Buyback Yield = Buybacks / Market Cap (annualized)
  • Dividend Yield = Dividends / Market Cap (annualized)

Read the full file on GitHub · 213 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. 6d ago First seen · 213 lines · 18 tokens per session scan A 050c6bccfa57

Subscribe to this mod's changes

capital-allocation is a skill published in the GitHub repository daloopa/investing (487 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 18 tokens to every session and 2,306 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 2026-08-30.