stock-moat

stock-moat is a skill for Claude Code, Codex from daringanitch/claude-stock-analyst. It costs 37 tokens per session (217 once invoked), scanned A, original, MIT.

A tool for judging how well a company can defend its market position against competitors. It examines cost advantages, customer switching costs, network effects, brands and patents, licenses, regulation, and market structure.

In plain words
What is it for?
Use it to assess a stock’s competitive moat and rate it as wide, narrow, or absent. It helps identify the most credible threat to each advantage and track how that threat is progressing.
Why use it?
A company may look successful without having a lasting advantage. This review separates temporary strengths from advantages that could protect profits over five, ten, or twenty years.

Skill for Claude CodeCodex

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

Good fit Use it to assess a stock’s competitive moat and rate it as wide, narrow, or absent. It helps identify the most credible threat to each advantage and track how that threat is progressing.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/daringanitch/claude-stock-analyst/stock-moat
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 stock-moat
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 stock-moat

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/daringanitch/claude-stock-analyst/stock-moat"><img src="https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/stock-moat.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 37 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 217 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 $0.00037 $0.00217
Opus 5 $0.00018 $0.00109
Sonnet 5 $0.00007 $0.00043
Haiku 4.5 $0.00004 $0.00022

Measured 11d ago against content hash 5810d01d4387, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

stock-moat 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 11d 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/stock-moat/SKILL.md · 18 lines

What it actually says

Deep moat analysis using the Morningstar 5-source framework:

  1. COST ADVANTAGE — can they produce cheaper than competitors? Sustainable?
  2. SWITCHING COSTS — what does it cost a customer to leave? Cite evidence (churn rates, contract lengths)
  3. NETWORK EFFECTS — does the product get better as more people use it? Direct or indirect?
  4. INTANGIBLE ASSETS — patents, brands, licenses, regulatory approvals
  5. EFFICIENT SCALE — do they operate in a market where a second competitor can't earn returns?

Then: who is the most credible threat to each source of moat and what's their progress?

Moat rating: Wide / Narrow / None Time horizon of moat: 5yr / 10yr / 20yr+

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. 11d ago First seen · 18 lines · 37 tokens per session scan A 5810d01d4387

Subscribe to this mod's changes

stock-moat is a skill published in the GitHub repository daringanitch/claude-stock-analyst (9 stars, last pushed 1mo ago), licensed MIT. It adds 37 tokens to every session and 217 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.

Related

Other skills, from other repositories

equity-research

A Chinese-language guide for researching and valuing a publicly traded company's stock. It describes how to produce an institutional-style equity research report covering evidence, valuation, risks, expectations, and possible investment actions.

rollingSirius/equity-research-skill · 452 tokens

serenity-chokepoint-investing

Analyze public equities and sectors using the Serenity-style AI supply-chain chokepoint investing framework. Best for AI infrastructure, semiconductors, optical communications, data center power, storage, cooling, robotics, and industrial supply-chain bottleneck research.

leospark/serenity-chokepoint-investing-skills · 57 tokens

grayscale-crypto-sectors

Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money theses.

questflowai/investorskills · 56 tokens

ansem-crypto

Use when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style crypto market framework.

questflowai/investorskills · 41 tokens

livermore

Use when evaluating trend-following trades, pivotal-point breakouts, pyramiding, stop discipline, or whether a liquid market is acting right in a Jesse Livermore style.

questflowai/investorskills · 39 tokens

a16z-techno-optimist

Use when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold long-duration tech bets.

questflowai/investorskills · 46 tokens