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investing: Skill for Claude Code

.claude/skills/initiate/SKILL.md

initiate is a skill for Claude Code from daloopa/investing. It costs 21 tokens per session (1,246 once invoked), scanned A, original, Apache-2.0.

A workflow for starting investment research on a company and producing both a research note and an Excel financial model.

In plain words
What is it for?
It helps look up a company by ticker, collect prices, valuation measures, and other market data, then create the research note and model.
Why use it?
It gathers the needed company, market, and financial information once so the written report and spreadsheet can use the same research.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter.

This is daloopa/investing's own configuration. It tells Claude Code how to work on investing itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything investing configures →

not rated 488repo changed 7d ago A scan SkillSpector: pass 21 tokens original Apache-2.0
View source ↗ daloopa/investing
Reuse

Borrowing it

Nothing to install: this file belongs to daloopa/investing. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/daloopa/investing/main/.claude/skills/initiate/SKILL.md
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.

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README.md
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Per session 21 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,246 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 $0.00021 $0.01246
Opus 5.5 $0.00008 $0.00498
Sonnet 5.5 $0.00004 $0.00249
Haiku 4.5 $0.00002 $0.00125

Measured 7d ago against content hash f75bf12e4a2e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, 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 7d 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.

.claude/skills/initiate/SKILL.md · 108 lines

How it starts

The opening of the file, as written. The whole thing — 108 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

If a projection engine is available (see ../data-access.md Section 5), use it. Otherwise project manually. Write historical data to reports/.tmp/{TICKER}_initiate_input.json for reuse.

Read the full file on GitHub · 108 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. 7d ago Changed · +2 lines f75bf12e4a2e
  2. 2mo ago First seen · 106 lines · 21 tokens per session scan A e341b2351a09

Subscribe to this mod's changes

initiate is a skill published in the GitHub repository daloopa/investing (488 stars, last pushed 8d ago), licensed Apache-2.0. It adds 21 tokens to every session and 1,246 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 2026-08-30.

DocumentsFinance and fintechSpreadsheets
Related

initiate compared with skills from other repositories

initiate next to 6 skills from other repositories
ModTypeStarsLast pushLicenceScanTokensWorks with
initiatedaloopa/investingSkill4888d agoApache-2.0A21Claude Code
dcf-modelNousResearch/hermes-agentSkill261kyesterdayMITA14Claude Code, Codex
comps-analysisNousResearch/hermes-agentSkill261kyesterdayMITA13Claude Code, Codex
lbo-modelNousResearch/hermes-agentSkill261kyesterdayMITA19Claude Code, Codex
lbo-modelanthropics/financial-servicesSkill41k9d agoApache-2.0A57Claude Code
3-statement-modelNousResearch/hermes-agentSkill261kyesterdayMITA18Claude Code, Codex
merger-modelNousResearch/hermes-agentSkill261kyesterdayMITA18Claude Code, Codex