fidelity

A tool for researching investments through Fidelity, a financial-services company, including stocks, market indexes, mutual funds, and related news.

In plain words
What is it for?
Use it to check stock quotes, company profiles, market summaries, index prices, mutual-fund performance, fees, holdings, and news headlines.
Why use it?
It collects market quotes and fund information in structured results instead of requiring manual navigation through research pages.

Skill for Claude CodeCodex

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/imoonkey/openweb/fidelity
Any agent
npx skills add imoonkey/openweb --skill fidelity
Clone the repo
git clone --depth 1 https://github.com/imoonkey/openweb

Made for: Claude Code, Codex.

Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 949 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. 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 $0.00000 $0.00949
Opus 5 $0.00000 $0.00475
Sonnet 5 $0.00000 $0.00190
Haiku 4.5 $0.00000 $0.00095

Measured 2d ago against content hash 3bd6517cd9b8, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

fidelity 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 2d 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.

src/sites/fidelity/SKILL.md · 60 lines

How it starts

The opening of the file, as written. The whole thing — 60 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Fidelity

Overview

Financial services platform. Stock quotes, market indices, mutual fund research, company profiles, and news from Fidelity Investments.

Workflows

Look up a stock

  1. getQuote(symbol) → lastPrice, volume, peRatio, marketCap, 52-week range
  2. getCompanyProfile(symbols) → sector, industry, employeeCount, description
  3. getNewsHeadlines(symbol) → headlines[].text, provider, impactRating

Research mutual funds

  1. listAssetClassescode (mstarAssetClassCd), categories[].code (mstarCtgyCd)
  2. searchFunds(searchFilter) → funds[].fundInformation.cusip, ticker, legalName
  3. getFundPicks(mstarAssetClassCd, mstarCtgyCd) → funds[].fundInformation.cusip, ticker
  4. getFundPerformance(cusip) → YTD, 1/3/5/10yr annual returns
  5. getFundSummary(cusip) → composition, ratings, fees, top10Holdings

Market overview

  1. getMarketSummary → quotes[].label, lastPrice, pctChgToday (S&P 500, DJIA, NASDAQ)
  2. getIndexQuotes(symbol) → quotes[].name, pctChgToday (global indices, currencies)

Operations

Operation Intent Key Input Key Output Notes
getQuote real-time stock price symbol lastPrice, netChgToday, pctChgToday, volume, marketCap adapter: fidelity-api
getMarketSummary major US indices quotes[].label, lastPrice, netChgToday adapter: fidelity-api, entry point
getCompanyProfile company details symbols[] companyName, sector, industry, employeeCount adapter: fidelity-api
getNewsHeadlines stock/market news symbol headlines[].text, provider, resDate, impactRating adapter: fidelity-api
getIndexQuotes global indices/forex symbol (comma-separated) quotes[].name, pctChgToday adapter: fidelity-api
getResearchData analyst ratings/holdings apiTokenName, params varies by apiTokenName adapter: fidelity-api, proxy endpoint
getCompanyLogo company logo URL fvSymbols logo URL adapter: fidelity-api
searchFunds browse/filter mutual funds searchFilter, pageNumber, noOfRowsPerPage funds[].fundInformation, mstarOverallRating entry point for fund research
listAssetClasses asset class/category codes code, description, categories[] entry point for screening
listFundFamilies fund family names code, description entry point
getFundPicks recommended funds mstarAssetClassCd, mstarCtgyCd ← listAssetClasses fundPicks.funds[].ticker, legalName, mstarOverallRating
getFundPerformance fund annual returns cusip ← searchFunds/getFundPicks performanceAverageAnnualReturns CUSIP from fund search
getFundSummary fund composition/fees cusip ← searchFunds/getFundPicks fundInformation, details (expenseRatio, NAV), top10Holdings, quarterEndAverageAnnualReturns CUSIP from fund search

Read the full file on GitHub · 60 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. 2d ago First seen · 60 lines · 0 tokens per session scan A 3bd6517cd9b8

Subscribe to this mod's changes

fidelity is a skill published in the GitHub repository imoonkey/openweb (56 stars, last pushed 2mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 949 tokens. 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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