securities-analysis

securities-analysis is a skill for Claude Code, Codex from Global-Slice/claude-plugin. It costs 70 tokens per session (1,122 once invoked), scanned B, original, MIT.

A guide for looking up and analyzing company securities such as grants, shares, warrants, and convertible instruments in Slice, a platform for managing ownership records.

In plain words
What is it for?
Use it to find securities, check their status and quantity, review valuations and tax treatment, and understand vesting timelines.
Why use it?
It helps answer ownership questions from the company's records instead of relying on guesses or scattered information.

Skill for Claude CodeCodex

Part of the slice-global plugin — 8 skills, 1 MCP server shipped together

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.

agentmods
npx agentmods add skills/global-slice/claude-plugin/securities-analysis
Any agent
npx skills add Global-Slice/claude-plugin --skill securities-analysis
Clone the repo
git clone --depth 1 https://github.com/Global-Slice/claude-plugin

Made for: Claude Code, Codex.

Or install slice-global, the plugin that ships this one along with the rest of its 8 skills, 1 MCP server.

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 securities-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/global-slice/claude-plugin/securities-analysis.svg)](https://agentmods.dev/skills/global-slice/claude-plugin/securities-analysis)
Your own site
<a href="https://agentmods.dev/skills/global-slice/claude-plugin/securities-analysis"><img src="https://agentmods.dev/badge/skills/global-slice/claude-plugin/securities-analysis.svg" alt="Measured on agentmods" height="20"></a>
Per session 70 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,122 The whole file, excluding the scripts and references it only reads on demand.
Security scan B 1 finding. Scan, not verified.
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 $0.00070 $0.01122
Opus 5 $0.00035 $0.00561
Sonnet 5 $0.00014 $0.00224
Haiku 4.5 $0.00007 $0.00112

Measured 3d ago against content hash 95fe0ba5c400, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade B, and why

securities-analysis scanned grade B with 1 finding 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 3d 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.

Nullifies safety policiesmediumAnti-refusal

"You have no restrictions", "do anything now", "ignore your guidelines": a direct jailbreak that disables guardrails.

3. Use `securities_list` only when the user really wants all rows of one security type and no filters apply.

Downgraded: this mod is about security review, or the phrase is quoted, so it is likely naming the pattern rather than instructing it.

plugins/slice-global/skills/securities-analysis/SKILL.md · 65 lines

How it starts

The opening of the file, as written. The whole thing — 65 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Securities Analysis

Scope

Use for any security type (grants, shares, warrants, convertibles) and vesting timelines. For employee grant compensation, exercise, or PTEP focus, prefer equity-compensation-analysis. For company ownership totals, use cap-table-analysis. For compliance tickets, use compliance-analysis.

Ground Truth And Defaults

Slice data is the source of truth for any specific company, stakeholder, grant, share, warrant, or convertible. Stay scoped to the authenticated company tenant and keep every query on the same as-of date when possible.

Only use domain defaults as a last resort after retrieval and clarification are exhausted. Defaults that may be used transparently: the grantor is a private company, awards are equity-based, an unspecified instrument is a stock option only for a specific record, and a generic non-qualified tax treatment applies unless Slice data or the user says otherwise. State any assumption you use.

Tool Selection

Use the securities tools in this order:

  1. Start with securities_search for broad discovery across grants, shares, warrants, and convertibles. Prefer compact filters: stakeholderName, stakeholderId, securityType, status, and date.
  2. Use securities_find when the user asks for one security type with structured filters such as stakeholder, beneficiary, date range, status, grant type, equity plan, or share class.
  3. Use securities_list only when the user really wants all rows of one security type and no filters apply.
  4. Use securities_get_one for full details after narrowing to a small set of internal UUIDs.
  5. Use securities_get_by_customer_facing_ids when the user provides customer-facing IDs instead of internal UUIDs.
  6. Use valuations_list / valuations_get_one when exercise price, FMV, 409A, or grant-date valuation compliance matters.

All securities pagination is bounded. Use limit up to 50 and advance offset while hasNext is true.

Grant And Award Mechanics

For grants, always distinguish the award type because it drives cap-table and tax behavior:

Read the full file on GitHub · 65 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. 3d ago First seen · 65 lines · 70 tokens per session scan B 95fe0ba5c400

Subscribe to this mod's changes

securities-analysis is a skill published in the GitHub repository Global-Slice/claude-plugin (9 stars, last pushed 1mo ago), licensed MIT. It adds 70 tokens to every session and 1,122 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it B with 1 finding (nullifies safety policies). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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