What is stock-management-review?

An equity-research review of how a US-listed company’s management team has made financial decisions over the past five years. It examines areas such as buybacks, dividends, acquisitions, spending, debt, guidance, pay, and insider ownership.

Use it to assess a CEO’s or management team’s capital allocation, acquisition results, buyback timing, forecasts compared with actual results, incentive structure, insider activity, and communication style.

It helps investors judge whether management has used shareholder money carefully and communicated reliably.

stock-management-review — Skill for Claude Code by johnqtcg

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 johnqtcg/awesome-skills --skill stock-management-review

Clone the repo

git clone --depth 1 https://github.com/johnqtcg/awesome-skills

Made for: Claude Code.

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/johnqtcg/awesome-skills/stock-management-review/github.svg)](https://agentmods.dev/skills/johnqtcg/awesome-skills/stock-management-review)

Your own site

<a href="https://agentmods.dev/skills/johnqtcg/awesome-skills/stock-management-review"><img src="https://agentmods.dev/badge/skills/johnqtcg/awesome-skills/stock-management-review/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/johnqtcg/awesome-skills/stock-management-review"><img src="https://agentmods.dev/badge/skills/johnqtcg/awesome-skills/stock-management-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 126 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 2,507 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. 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.

Model	Per session	Once invoked
Fable 5.1	$0.00126	$0.02507
Opus 5.5	$0.00050	$0.01003
Sonnet 5.5	$0.00025	$0.00501
Haiku 4.5	$0.00013	$0.00251

Measured 2mo ago against content hash f5f2d941fa42, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

stock-management-review 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.

The scan reads SKILL.md. This mod also ships 2 executable files (scripts/run_regression.sh, scripts/tests/test_skill_contract.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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-management-review/SKILL.md · 187 lines

How it starts

The opening of the file, as written. The whole thing — 187 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Stock Management Review

Purpose

Read DEF 14A (proxy), Letter to Shareholders, last 4 earnings-call transcripts, and 5-year capital-allocation history with a single question in mind: would I trust this CEO with my money for the next decade? Identify capital allocation skill (buyback timing, M&A discipline), credibility (guidance-vs-actuals), incentive alignment (comp structure), skin-in-the-game (insider ownership and trading), and communication honesty (call transcript style). Output structured Findings on management quality — orchestrator weights this heavily in long-horizon scenarios.

When To Use

Orchestrator dispatches management review — a Tier-1 conditional worker: always at Standard / Strict depth, and at Lite depth when DEF 14A + a transcript are both present, when the question targets capital allocation / M&A / buybacks / insiders / guidance credibility, or when the archetype is Mature Cash Cow / Capital-Intensive / Financials / REIT (capital allocation is the thesis for those). See stock-analysis-lead/references/dispatch-protocol.md Part 1.
User asks "is the management good", "what's the CEO's track record", "are they good capital allocators".

When NOT To Use

Financial statement analysis → stock-earnings-quality-review or stock-balance-sheet-review
Business strategy details → stock-business-review
Industry positioning → stock-industry-review

Mandatory Gates

1) Execution Integrity Gate

You must read at least 2 of: latest proxy (DEF 14A), latest annual letter to shareholders, last 4 earnings call transcripts. If fewer than 2 available, return SKIPPED (insufficient management-disclosure data).

2) 5-Year-Window Gate

Capital allocation is a multi-year discipline. Look at 5 years of cash-flow allocation choices (buybacks, dividends, M&A, capex, debt). A single year is noise.

3) Insider-Activity Recency Gate

Insider transactions older than 12 months are weak signals. Pull the most recent 12 months of Form 4 filings.

Read the full file on GitHub · 187 lines

Files

What ships with it

3 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.

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.

2mo ago First seen · 187 lines · 126 tokens per session scan A f5f2d941fa42

Subscribe to this mod's changes

stock-management-review is a skill published in the GitHub repository johnqtcg/awesome-skills (30 stars, last pushed 29d ago), licensed MIT. It adds 126 tokens to every session and 2,507 once invoked, about $0.0005 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 2026-08-30.

Claude Code Finance and fintech agents ai-assistant ai-skills anthropic developer-tools

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