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stock-thesis

stock-thesis is a skill for Claude Code, Codex from daringanitch/claude-stock-analyst. It costs 40 tokens per session (249 once invoked), scanned A, original, MIT.

A structured investment case for a stock, covering why the opportunity exists, what could go right or wrong, and what events could change its price. It presents optimistic, middle, and pessimistic scenarios.

In plain words
What is it for?
Use it to write a stock thesis with bull, base, and bear cases, expected price targets, catalysts, conviction, position-sizing guidance, and exit criteria.
Why use it?
It turns scattered research into a framework for comparing possible returns, risks, timing, and reasons to sell.

Skill for Claude CodeCodex

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

not rated 9repo 3mo ago A scan 40 tokens original MIT

Good fit Use it to write a stock thesis with bull, base, and bear cases, expected price targets, catalysts, conviction, position-sizing guidance, and exit criteria.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/daringanitch/claude-stock-analyst/stock-thesis
View source ↗ daringanitch/claude-stock-analyst
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-thesis
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-thesis

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/daringanitch/claude-stock-analyst/stock-thesis"><img src="https://agentmods.dev/badge/skills/daringanitch/claude-stock-analyst/stock-thesis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 249 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 $0.00040 $0.00249
Opus 5.5 $0.00016 $0.00100
Sonnet 5.5 $0.00008 $0.00050
Haiku 4.5 $0.00004 $0.00025

Measured 2mo ago against content hash bb6657991b6c, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

stock-thesis 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.

skills/stock-thesis/SKILL.md · 24 lines

What it actually says

Build a complete investment thesis in the format a hedge fund PM would want to read:

SETUP (2 sentences): Why is this opportunity available? What does the market misunderstand?

BULL CASE (3 bullets): The specific things that must go right. Price target and timeline.

BASE CASE (3 bullets): Steady-state assumptions. Price target. Expected return vs S&P.

BEAR CASE (3 bullets): What kills the thesis. Maximum expected drawdown. Is it recoverable?

KEY CATALYSTS (ordered by probability × impact):

  1. [catalyst] — [timeline] — [expected price impact]
  2. [catalyst] — [timeline] — [expected price impact]
  3. [catalyst] — [timeline] — [expected price impact]

POSITION SIZING SIGNAL: High / Medium / Low conviction. Why.

EXIT CRITERIA: What would make you sell regardless of price?

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 · 24 lines · 40 tokens per session scan A bb6657991b6c

Subscribe to this mod's changes

stock-thesis is a skill published in the GitHub repository daringanitch/claude-stock-analyst (9 stars, last pushed 3mo ago), licensed MIT. It adds 40 tokens to every session and 249 once invoked, about $0.0002 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 2026-08-31.

Claude CodeFinance and fintechaiclaudeequity-researchinvesting
Related

stock-thesis compared with skills from other repositories

stock-thesis next to 6 skills from other repositories
ModTypeStarsLast pushLicenceScanTokensWorks with
stock-thesisdaringanitch/claude-stock-analystSkill93mo agoMITA40Claude Code, Codex
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serenity-chokepoint-investingleospark/serenity-chokepoint-investing-skillsSkill115mo agoMITA57Claude Code, Codex
grayscale-crypto-sectorsquestflowai/investorskillsSkill1.9k2mo agoMITA56Claude Code, Codex
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buffettquestflowai/investorskillsSkill1.9k2mo agoMITA32Claude Code, Codex
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