invest-setup

invest-setup is a skill for Claude Code, Codex from longsizhuo/openInvest. It costs 105 tokens per session (2,251 once invoked), scanned A, original, MIT.

A first-time setup workflow for openInvest, a system for tracking investments and running portfolio analysis.

In plain words
What is it for?
Use it to initialize openInvest, perform its setup migration, or reconfigure an existing installation when explicitly requested.
Why use it?
It turns an empty installation into a configured one and handles the initial setup or an explicitly requested reset.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: reads .claude/ paths; names the AskUserQuestion tool.

Part of the invest plugin — 3 skills shipped together

Good fit Use it to initialize openInvest, perform its setup migration, or reconfigure an existing installation when explicitly requested.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/longsizhuo/openinvest/invest-setup
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 longsizhuo/openInvest --skill invest-setup
Clone the repo
git clone --depth 1 https://github.com/longsizhuo/openInvest

Made for: Claude Code, Codex.

Or install invest, the plugin that ships this one along with the rest of its 3 skills.

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 invest-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/longsizhuo/openinvest/invest-setup/github.svg)](https://agentmods.dev/skills/longsizhuo/openinvest/invest-setup)
Your own site
<a href="https://agentmods.dev/skills/longsizhuo/openinvest/invest-setup"><img src="https://agentmods.dev/badge/skills/longsizhuo/openinvest/invest-setup/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 invest-setup

Your own site · 80×15
<a href="https://agentmods.dev/skills/longsizhuo/openinvest/invest-setup"><img src="https://agentmods.dev/badge/skills/longsizhuo/openinvest/invest-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 105 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,251 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 warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Rogue Agent · line 51
    Skill establishes unauthorized persistence across sessions via cron jobs, startup scripts, or state files. Session persistence allows an attacker to maintain access beyond the current interaction.
    Fix: Remove any persistence mechanisms (cron jobs, startup scripts, state files). Skills should not maintain state across sessions without explicit user consent.
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 $0.00105 $0.02251
Opus 5 $0.00053 $0.01125
Sonnet 5 $0.00021 $0.00450
Haiku 4.5 $0.00011 $0.00225

Measured 12d ago against content hash e61616f64dbc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

invest-setup 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 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/run.sh), 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.

plugin/skills/invest-setup/SKILL.md · 198 lines

How it starts

The opening of the file, as written. The whole thing — 198 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Invest Setup Skill

Single responsibility: turn an empty openInvest deployment into a working one. Triggers only on the user's first-time setup — run once, then step aside (the invest skill takes over all day-to-day interaction).

When to Use

  • User explicitly says "set up invest" / "initialize invest" / "帮我初始化 invest"
  • The invest skill's doctor returns status: "needs_setup" (memory / user_profile missing)
  • User wants a full reconfiguration (explicitly says "reset" / "重新配置"; requires --force)
  • v1 → v2 schema migration (the user's portfolio.md is in the old format)

When NOT to Use

  • User is already onboarded (doctor returns status: "ready") → switch to the invest skill
  • User wants to view holdings / P&L / run the committee → use the invest skill
  • User wants to track a new asset but is already onboarded → the invest skill's POST /api/holdings endpoint
  • User wants to commit / push code → that's a git operation, unrelated to setup

If you (the agent) entered this skill by mistake, exit immediately and tell the user to use the invest skill instead.

Two onboarding paths

Path Scenario Flow
A. Fresh deployment (default) User's first time with openInvest; data lives on this machine "Flow (4 steps)" below
B. Connect to an existing hub User already runs openInvest on another machine (a server) and wants this machine to share the same data (multi-device) "Path B" below, 2 minutes

Phrasings that trigger Path B: "connect to my hub / 连接我的 hub" / "it's already installed on my server / 我服务器上已经装好了" / "share one portfolio across machines / 多台电脑共用持仓" / "connect to my existing deployment".

Path B: connect to an existing hub (no init)

  1. Ask two questions:
    • Hub address? (e.g. https://invest.example.com or http://10.0.0.6:8765)
    • Does the hub have auth enabled? A token (INVEST_API_TOKEN) or a Cloudflare Access service token (CF_ACCESS_CLIENT_ID/SECRET)? Skip if not enabled.
  2. Write the answers into $INVEST_HOME/.env (only these two or three lines are needed; no DeepSeek key / Gmail / 5-question flow — those all live on the hub):
    INVEST_API_BASE=https://invest.example.com
    INVEST_API_TOKEN=...        # optional
    
  3. Verify: run run.sh doctor → it should return status: "ready" plus a remote section (api_base / auth method). If it can't connect, the error JSON's hint tells you whether the problem is the address, the token, or the hub service not running.
  4. Done — hand over to the invest skill.

Read the full file on GitHub · 198 lines

Files

What ships with it

4 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.

  1. 12d ago First seen · 198 lines · 105 tokens per session scan A e61616f64dbc

Subscribe to this mod's changes

invest-setup is a skill published in the GitHub repository longsizhuo/openInvest (83 stars, last pushed today), licensed MIT. It adds 105 tokens to every session and 2,251 once invoked, about $0.0005 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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