investment-commentary-draft

investment-commentary-draft is a skill for Claude Code, Codex from microsoft/cat-agent-skills. It costs 137 tokens per session (4,414 once invoked), scanned A, original, MIT.

A workflow for drafting recurring commentary about a fund, portfolio, or investment strategy from approved text and current recorded figures. It follows rules for which performance information may be presented.

In plain words
What is it for?
Use it to draft a quarterly fund letter, strategy market review, or periodic investor commentary.
Why use it?
It helps produce supportable investor updates without inventing figures or calculating returns from incomplete information. It also keeps the commentary tied to the named strategy and reporting period.

Skill for Claude CodeCodex ✓ vendor

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

Good fit Use it to draft a quarterly fund letter, strategy market review, or periodic investor commentary.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/microsoft/cat-agent-skills/investment-commentary-draft
About the project

microsoft/cat-agent-skills is a static website that catalogs reusable instruction sets and related packages for AI agents. People use it to search, filter, rate, and download skills for Cowork, Copilot Studio, and Scout, along with Copilot plugins and Scout automations. The catalogue entries are the skills, instructions, plugins, and settings displayed by the site.

microsoft/cat-agent-skills · 101 stars · on GitHub

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 microsoft/cat-agent-skills --skill investment-commentary-draft
Clone the repo
git clone --depth 1 https://github.com/microsoft/cat-agent-skills

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 investment-commentary-draft

README.md
[![agentmods](https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/investment-commentary-draft/github.svg)](https://agentmods.dev/skills/microsoft/cat-agent-skills/investment-commentary-draft)
Your own site
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/investment-commentary-draft"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/investment-commentary-draft/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 investment-commentary-draft

Your own site · 80×15
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/investment-commentary-draft"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/investment-commentary-draft.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 137 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,414 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.
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 $0.00137 $0.04414
Opus 5.5 $0.00055 $0.01766
Sonnet 5.5 $0.00027 $0.00883
Haiku 4.5 $0.00014 $0.00441

Measured 2d ago against content hash ae9bb770cf3e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

investment-commentary-draft 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.

submissions/fsi-asset-management/skills/investment-commentary-draft/SKILL.md · 284 lines

How it starts

The opening of the file, as written. The whole thing — 284 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Quick Start

User: "Draft Q3 commentary for our Global Quality strategy from these approved sources."

Confirm strategy, period and intended use; apply the ordered presentation-policy gate, then draft only supportable narrative and source figures without computing returns.

Runtime capability checks

Read references/house-rules.md before drafting. "WorkIQ" below names a search capability, not an assumed callable API. Use SearchM365 for M365 content discovery when available and ExecuteSql for supported structured record reads (for example, dated calendar records); inspect the actual tool schema before calling it. Check configured connector capabilities rather than assuming a named provider exists. Public retrieval may use an available direct-fetch tool or the browser; discovery alone is not source evidence. If a capability or destination skill is unavailable, disclose that specific limitation and use the existing upload/gap path, never invent a call or claim it ran. Create files only through the available format skill; otherwise provide the drafted content and state that file creation remains incomplete.

Workflow handoffs — no scope expansion

Only perform the workflow defined in this skill's Scope. For a different job, check that the destination exists and accepts it before handing off; never claim an unavailable skill ran. Do not reinvoke yourself for the current job.

  • For a new/ad-hoc institutional questionnaire, use rfp-ddq-response-draft instead.
  • For a recurring consultant profile with a prior submission to compare, use consultant-database-refresh instead.
  • For named fund/portfolio/strategy periodic investor commentary, use investment-commentary-draft instead.
  • For a matched two-filing issuer-language diff, use security-research-brief instead.
  • For a fund/share-class product comparison, use peer-product-intelligence instead.
  • For a named institutional investment-client mandate review, use institutional-client-review-prep instead.

Scope

Read the full file on GitHub · 284 lines

Files

What ships with it

2 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. 2d ago First seen · 284 lines · 137 tokens per session scan A ae9bb770cf3e

Subscribe to this mod's changes

investment-commentary-draft is a skill published in the GitHub repository microsoft/cat-agent-skills (101 stars, last pushed yesterday), licensed MIT. It adds 137 tokens to every session and 4,414 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 2026-11-06.

Related

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