etf-screen

etf-screen is a skill for Claude Code, Codex from daringanitch/claude-stock-analyst. It costs 39 tokens per session (371 once invoked), scanned A, original, MIT.

A structured first review of an exchange-traded fund (ETF), a fund that trades like a stock and owns a basket of investments.

In plain words
What is it for?
Use it to examine the fund's index, issuer, holdings, sectors, geography, investment style, benchmark tracking, taxes, trading activity, and alternatives.
Why use it?
It explains what the fund owns, how concentrated it is, what risks it carries, and what it costs.

Skill for Claude CodeCodex

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

Good fit Use it to examine the fund's index, issuer, holdings, sectors, geography, investment style, benchmark tracking, taxes, trading activity, and alternatives.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/daringanitch/claude-stock-analyst/etf-screen
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 daringanitch/claude-stock-analyst --skill etf-screen
Clone the repo
git clone --depth 1 https://github.com/daringanitch/claude-stock-analyst

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 etf-screen

README.md
[![agentmods](https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/etf-screen/github.svg)](https://agentmods.dev/skills/daringanitch/claude-stock-analyst/etf-screen)
Your own site
<a href="https://agentmods.dev/skills/daringanitch/claude-stock-analyst/etf-screen"><img src="https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/etf-screen/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 etf-screen

Your own site · 80×15
<a href="https://agentmods.dev/skills/daringanitch/claude-stock-analyst/etf-screen"><img src="https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/etf-screen.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 39 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 371 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 $0.00039 $0.00371
Opus 5 $0.00019 $0.00186
Sonnet 5 $0.00008 $0.00074
Haiku 4.5 $0.00004 $0.00037

Measured 10d ago against content hash c7ef637b7bbc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

etf-screen 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 10d 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/etf-screen/SKILL.md · 38 lines

What it actually says

Run a structured 1-page ETF screen covering:

1. WHAT IT IS

  • Full name, index tracked, index provider, fund issuer
  • Strategy in 1 sentence: what does owning this ETF mean you're betting on?
  • Inception date, AUM, average daily volume, expense ratio

2. WHAT YOU ACTUALLY OWN

  • Top 10 holdings with % weight
  • Sector breakdown (% of portfolio)
  • Geographic breakdown if relevant
  • Number of holdings total — how concentrated vs diversified is it really?

3. CONCENTRATION RISK

  • Top 5 holdings as % of total portfolio
  • If top 10 > 50%: flag as concentrated, not diversified
  • Any single-stock dominance (>10% in one name) — name it explicitly

4. FACTOR TILT

  • What factors does this ETF load on? (growth, value, momentum, quality, size, yield)
  • What kind of market environment does it outperform / underperform?
  • Beta vs S&P 500 (high/low/negative)

5. COST & EFFICIENCY

  • Expense ratio vs cheapest alternative covering same exposure
  • Tracking error vs benchmark (if available)
  • Tax efficiency: does it distribute capital gains? (relevant for taxable accounts)

6. THE HONEST 1-LINE VERDICT One sentence: what is this ETF actually good for, and who should own it?

Flag any data older than 2 quarters. Note if the ETF is thinly traded (avg daily volume <$10M) — liquidity matters at exit.

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. 10d ago First seen · 38 lines · 39 tokens per session scan A c7ef637b7bbc

Subscribe to this mod's changes

etf-screen is a skill published in the GitHub repository daringanitch/claude-stock-analyst (9 stars, last pushed 1mo ago), licensed MIT. It adds 39 tokens to every session and 371 once invoked, about $0.0002 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.

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