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.
npx skills add monarchjuno/vibe-investing --skill company-analysisgit clone --depth 1 https://github.com/monarchjuno/vibe-investingWrote 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.
[](https://agentmods.dev/skills/monarchjuno/vibe-investing/company-analysis)<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/company-analysis"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/company-analysis/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.
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/company-analysis"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/company-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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 | $0.01024 |
| Opus 5 | $0.00063 | $0.00512 |
| Sonnet 5 | $0.00025 | $0.00205 |
| Haiku 4.5 | $0.00013 | $0.00102 |
Grade A, and why
company-analysis 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 11d 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.
How it starts
The opening of the file, as written. The whole thing — 83 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Company Analysis
Overview
Use this skill to produce an IB-style investment analysis from minimal user input. Start from what the current price already implies, not from a fair-value claim, and force every valuation conclusion through verified data, explicit assumptions, and expectation decomposition.
Quick Start
- If the user provides only a company name or a short prompt such as "[Company] analyze," do not ask clarifying questions. Infer the company type and run the most appropriate workflow immediately.
- For listed companies, always define the Narrative first and run Reverse DCF before Forward DCF.
- Run web research before using any revenue, profit, debt, market cap, or transaction figure.
- Read
references/analysis-orchestration.mdfor routing logic and framework selection. - Read
references/data-integrity-and-deal-radar.mdfor hallucination defense and mandatory pre-analysis searches. - Read
references/output-contract.mdfor the exact output shape and plain-text rules.
Core Workflow
1. Route the request automatically
- Infer the requested analysis from the prompt without follow-up questions.
- Use the default listed-company stack when the intent is ambiguous: Narrative, Reverse DCF, Forward DCF, Trading Comps, Sensitivity, and So What.
- Use the framework-routing rules in
references/analysis-orchestration.md.
2. Gather and tag data before modeling
- Search the web for actual disclosed financial data before using any revenue, earnings, debt, or valuation number.
- Tag every number as
[Actual],[Estimated], or[Assumption]. - Never label a number as
[Actual]unless the underlying source has been verified and cited. - State uncertainty explicitly whenever the data is unavailable, stale, private, disputed, or not yet reported.
3. Run Deal Radar before valuation
- Search for pending M&A, subsidiary or parent transactions, competitor deals, regulatory or antitrust issues, activism or breakup pressure, and major shareholder ownership changes.
- Distinguish rumor, official announcement, and active regulatory review.
- Include only web-verified items with cited sources.
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.
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.
- 11d ago First seen · 83 lines · 126 tokens per session scan A 2a8a03127626
company-analysis is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 126 tokens to every session and 1,024 once invoked, about $0.0006 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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