investor-lenses

investor-lenses is a skill for Claude Code, Codex from HKUDS/Vibe-Trading. It costs 84 tokens per session (2,273 once invoked), scanned A, original, MIT.

A collection of twelve fixed question sets for examining an investment using different investor-style viewpoints. The lenses are applied to evidence that has already been gathered and include rules for rejecting an idea.

In plain words
What is it for?
Use it to assess value, business quality, growth, debt cycles, management or business risks, cost drag, and contrarian ideas. The outputs are analysis, not investment advice.
Why use it?
It makes the assumptions behind an investment judgment visible and allows the same evidence to be tested from more than one angle.

Skill for Claude CodeCodex

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

Good fit Use it to assess value, business quality, growth, debt cycles, management or business risks, cost drag, and contrarian ideas. The outputs are analysis, not investment advice.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/hkuds/vibe-trading/investor-lenses
About the project

Vibe-Trading is a personal trading agent that gives an AI system tools for market analysis, algorithmic trading, backtesting, and related workflows. It is for users who want an agent to research and evaluate trading strategies or manage simulated and other trading activities. The catalogue contains skills that expose these trading capabilities to compatible agents.

HKUDS/Vibe-Trading · 33,258 stars · on GitHub · vibetrading.wiki

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 HKUDS/Vibe-Trading --skill investor-lenses
Clone the repo
git clone --depth 1 https://github.com/HKUDS/Vibe-Trading

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 investor-lenses

README.md
[![agentmods](https://agentmods.dev/badge/skills/hkuds/vibe-trading/investor-lenses/github.svg)](https://agentmods.dev/skills/hkuds/vibe-trading/investor-lenses)
Your own site
<a href="https://agentmods.dev/skills/hkuds/vibe-trading/investor-lenses"><img src="https://agentmods.dev/badge/skills/hkuds/vibe-trading/investor-lenses/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 investor-lenses

Your own site · 80×15
<a href="https://agentmods.dev/skills/hkuds/vibe-trading/investor-lenses"><img src="https://agentmods.dev/badge/skills/hkuds/vibe-trading/investor-lenses.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 84 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,273 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. ✓ AI security review Fable 5.1 · 6 Sept 2026 📄 Read the review Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00084 $0.02273
Opus 5 $0.00042 $0.01137
Sonnet 5 $0.00017 $0.00455
Haiku 4.5 $0.00008 $0.00227

Measured 9d ago against content hash 1ed207815a99, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

investor-lenses 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 9d 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.

agent/src/skills/investor-lenses/SKILL.md · 142 lines

How it starts

The opening of the file, as written. The whole thing — 142 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Investor Lenses

What a lens is

A lens is a reasoning procedure: a fixed, ordered set of questions plus explicit veto rules, distilled from one investor's publicly published methodology. It is applied after the evidence exists — it does not gather data and does not care where the data came from.

The value of a lens is that it is opinionated and therefore falsifiable. A lens tells you, before you look at the answer, which signals it ranks first and which facts make it walk away. Two lenses disagreeing on the same evidence is the product, not a bug: the disagreement localizes exactly which assumption the decision rests on.

What a lens is NOT

  • Not investment advice. Every lens output is an analytical exercise.
  • Not the named person's opinion. Each lens is a reconstruction, in our own words, of a methodology that investor has described publicly. It is not written by them, not endorsed by them, and may diverge from what they would say today.
  • Not a universal truth test. A lens verdict is conditional on the lens. "Fails the Graham lens" and "bad investment" are different statements.
  • Not a ranking of masters. No lens is more correct than another; each has a domain where it is sharp and a domain where it is reliably wrong.

The five-step run

  1. Freeze the evidence. Write down what is known before choosing the lens — financials, prices, disclosures, timelines. A lens applied to evidence collected after the lens was chosen is circular.
  2. Choose by the situation, never by the answer you want. Use the selection table below. If you are picking the lens because you already know its verdict, stop.
  3. Walk the priority signals in order. Each lens orders its signals for a reason. Do not jump to the signal you have the best data on.
  4. Hit a hard disqualifier → stop and report the veto. Disqualifiers are not weighted against positives. They end the run under that lens.
  5. Run the misuse check, then emit under the output contract. Every lens file lists the regimes where it fails. State explicitly whether the current case sits in one of them.

Read the full file on GitHub · 142 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. 9d ago Changed 1ed207815a99
  2. 12d ago First seen · 142 lines · 84 tokens per session scan A 5a45e964d6af

Subscribe to this mod's changes

investor-lenses is a skill published in the GitHub repository HKUDS/Vibe-Trading (33,258 stars, last pushed today), licensed MIT. It adds 84 tokens to every session and 2,273 once invoked, about $0.0004 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 2026-08-30.

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