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.
npx skills add HHFinAi/claude-equity-research-skills --skill thematic-investment-researchgit clone --depth 1 https://github.com/HHFinAi/claude-equity-research-skillsWrote 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.
[](https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/thematic-investment-research)<a href="https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/thematic-investment-research"><img src="https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/thematic-investment-research/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.
<a href="https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/thematic-investment-research"><img src="https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/thematic-investment-research.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00141 | $0.02793 |
| Opus 5.5 | $0.00056 | $0.01117 |
| Sonnet 5.5 | $0.00028 | $0.00559 |
| Haiku 4.5 | $0.00014 | $0.00279 |
Grade A, and why
thematic-investment-research 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 1mo 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.
How it starts
The opening of the file, as written. The whole thing — 314 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Thematic Investment Research Framework
Overview
Thematic investing identifies structural, long-duration trends reshaping economies and captures value across industries united by common secular drivers. This skill provides an eight-phase methodology from theme identification through portfolio implementation.
Research Workflow
Execute phases sequentially, with gate reviews between major phases:
Phase I: Theme Identification & Validation
Phase II: Structural Analysis (TAM, Value Chain, Competition)
Phase III: Universe Construction & Screening
Phase IV: Company Deep Dives
Phase V: Valuation Architecture
Phase VI: Risk Assessment
Phase VII: Report Construction
Phase VIII: Implementation & Monitoring
Phase I: Theme Identification & Validation
Theme Discovery Sources
Monitor systematically:
- Primary: Academic journals, patent databases, regulatory filings, conference proceedings, expert networks
- Secondary: Institutional research, consultancy reports, multilateral publications
- Alternative: Search trends, VC flows, job postings, satellite data
DRIVER Validation Framework
Validate every theme against six criteria before proceeding:
| Criterion | Question |
|---|---|
| Durability | Is this structural (demographics, physics, regulation) or temporary? |
| Relevance | Does it drive revenue growth, margin expansion, or re-rating? |
| Investability | Are there listed equities with genuine, liquid exposure? |
| Verifiability | Can thesis elements be empirically tested with leading indicators? |
| Expansion | Is TAM growing through new use cases or geographies? |
| Rationality | Is opportunity not fully discounted in current valuations? |
Theme Statement Construction
Structure: [DRIVER] is causing [STRUCTURAL CHANGE], benefiting [BENEFICIARIES] over [TIME HORIZON], measured by [KEY METRICS].
Deliverable: Initial Scoping Document (2-3 pages)
- Theme statement and thesis points
- DRIVER validation assessment
- Hype cycle positioning
- Initial value chain sketch
- Key research questions and data sources
- Preliminary risks and thesis killers
What ships with it
11 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
- assets/company-deep-dive-checklist.md 5.7 KB
- assets/risk-scoring-template.md 6.1 KB
- assets/theme-validation-checklist.md 4.0 KB
- references/company-analysis.md 8.1 KB
- references/implementation.md 9.8 KB
- references/report-structure.md 8.3 KB
- references/risk-assessment.md 9.5 KB
- references/structural-analysis.md 7.6 KB
- references/theme-validation.md 8.2 KB
- references/universe-construction.md 7.4 KB
- references/valuation-methods.md 8.7 KB
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.
- 1mo ago First seen · 314 lines · 141 tokens per session scan A 47f2bb4c8f54
thematic-investment-research is a skill published in the GitHub repository HHFinAi/claude-equity-research-skills (10 stars, last pushed 6d ago), licensed MIT. It adds 141 tokens to every session and 2,793 once invoked, about $0.0006 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.
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