investing: Skill for Claude Code

.claude/skills/update/SKILL.md

update is a skill for Claude Code from daloopa/investing. It costs 12 tokens per session (1,116 once invoked), scanned A, original, Apache-2.0.

A tool for refreshing an existing company research note and Excel financial model with the latest quarterly information.

In plain words
What is it for?
Use it to load prior coverage, find new company data, update the research note and model, and highlight what changed.
Why use it?
It avoids repeating the entire research process and makes changes since the previous update easy to review.

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 →

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/update/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.

agentmods badge for update

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/daloopa/investing/update"><img src="https://agentmods.dev/badge/skills/daloopa/investing/update.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 12 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,116 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 warn 7 Sept 2026
SkillSpector: 2 findings, up to high

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • high Memory Poisoning · line 71
    Skill manipulates agent memory, state, or stored context. Memory corruption can alter personality, override safety rules, or cause unpredictable behavior.
    Fix: Protect agent memory and state from modification by untrusted content. Use read-only memory for critical instructions and validate all state changes.
  • high Memory Poisoning · line 76
    Skill manipulates agent memory, state, or stored context. Memory corruption can alter personality, override safety rules, or cause unpredictable behavior.
    Fix: Protect agent memory and state from modification by untrusted content. Use read-only memory for critical instructions and validate all state changes.
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 $0.00012 $0.01116
Opus 5.5 $0.00005 $0.00446
Sonnet 5.5 $0.00002 $0.00223
Haiku 4.5 $0.00001 $0.00112

Measured 2mo ago against content hash 7a29449e6c41, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

update 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 2mo 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/update/SKILL.md · 105 lines

How it starts

The opening of the file, as written. The whole thing — 105 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Update existing coverage 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.

This skill refreshes existing deliverables with the latest quarterly data, highlights what changed, and re-renders both outputs.

Phase 1 — Load Existing Context

Check for existing context files in reports/.tmp/:

  • reports/.tmp/{TICKER}_context.json (research note context)
  • reports/.tmp/{TICKER}_model_context.json (model context)

If neither exists, tell the user: "No existing coverage found for {TICKER}. Run /initiate {TICKER} first to create initial coverage." and stop.

Read the existing context(s) to understand what periods and data were previously gathered.

Phase 2 — Identify New Data

Look up the company using discover_companies. Capture company_id, latest_calendar_quarter (anchor for all period calculations — see ../data-access.md Section 1.5), and latest_fiscal_quarter. Note the firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5. Compare to the periods in existing context. Determine which new quarters need to be pulled.

If no new quarters are available, tell the user: "Coverage is already current through {latest_period}. No new data to update." and stop.

Phase 3 — Pull Fresh Data

Pull data for ALL periods (not just new ones) to ensure consistency:

  • Full Income Statement, Balance Sheet, Cash Flow
  • Segments, KPIs, Guidance
  • Share count, buyback activity

This refreshes the entire dataset, catching any Daloopa revisions to prior quarters.

Phase 4 — Market Data Refresh

Get current prices, trading multiples, and risk-free rate (see ../data-access.md Section 2).

Also refresh peer multiples if comps data exists in context.

Phase 5 — Re-run Projections

With updated historical data, re-run projections. If a projection engine is available (see ../data-access.md Section 5), use it. Otherwise project manually.

Read the full file on GitHub · 105 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. 2mo ago First seen · 105 lines · 12 tokens per session scan A 7a29449e6c41

Subscribe to this mod's changes

update is a skill published in the GitHub repository daloopa/investing (488 stars, last pushed 8d ago), licensed Apache-2.0. It adds 12 tokens to every session and 1,116 once invoked, about $0.0000 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.

Related

update compared with skills from other repositories

update next to 6 skills from other repositories
ModTypeStarsLast pushLicenceScanTokensWorks with
updatedaloopa/investingSkill4888d agoApache-2.0A12Claude Code
dcf-modelNousResearch/hermes-agentSkill261ktodayMITA14Claude Code, Codex
comps-analysisNousResearch/hermes-agentSkill261ktodayMITA13Claude Code, Codex
lbo-modelNousResearch/hermes-agentSkill261ktodayMITA19Claude Code, Codex
lbo-modelanthropics/financial-servicesSkill41k9d agoApache-2.0A57Claude Code
3-statement-modelNousResearch/hermes-agentSkill261ktodayMITA18Claude Code, Codex
merger-modelNousResearch/hermes-agentSkill261ktodayMITA18Claude Code, Codex