qveris-investskill

qveris-investskill is a skill for Codex from QVerisAI/open-qveris-skills. It costs 56 tokens per session (969 once invoked), scanned A, original, MIT.

A research workflow for analysing US public companies using 10-K filings, earnings calls, market data, and financial fundamentals. A 10-K is a company’s detailed annual report filed with US regulators.

In plain words
What is it for?
Use it to summarise filings, build bear cases, track catalysts, compare competitors, prepare DCF valuation inputs, and analyse earnings calls.
Why use it?
It organises common stock-research tasks and ties findings to source evidence, reducing the need to gather and check information manually.

Skill for Codex

Written for Codex: agents/openai.yaml present.

Good fit Use it to summarise filings, build bear cases, track catalysts, compare competitors, prepare DCF valuation inputs, and analyse earnings calls.

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Install with agentmods
npx agentmods add skills/qverisai/open-qveris-skills/qveris-investskill
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 QVerisAI/open-qveris-skills --skill qveris-investskill
Clone the repo
git clone --depth 1 https://github.com/QVerisAI/open-qveris-skills

Made for: 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 qveris-investskill

README.md
[![agentmods](https://agentmods.dev/badge/skills/qverisai/open-qveris-skills/qveris-investskill/github.svg)](https://agentmods.dev/skills/qverisai/open-qveris-skills/qveris-investskill)
Your own site
<a href="https://agentmods.dev/skills/qverisai/open-qveris-skills/qveris-investskill"><img src="https://agentmods.dev/badge/skills/qverisai/open-qveris-skills/qveris-investskill/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 qveris-investskill

Your own site · 80×15
<a href="https://agentmods.dev/skills/qverisai/open-qveris-skills/qveris-investskill"><img src="https://agentmods.dev/badge/skills/qverisai/open-qveris-skills/qveris-investskill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 56 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 969 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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00056 $0.00969
Opus 5 $0.00028 $0.00485
Sonnet 5 $0.00011 $0.00194
Haiku 4.5 $0.00006 $0.00097

Measured 12d ago against content hash 5468019acc88, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

qveris-investskill 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.

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.

qveris-investskill/SKILL.md · 59 lines

How it starts

The opening of the file, as written. The whole thing — 59 lines — stays where its author put it; the contents beside it link to each section on GitHub.

QVeris InvestSkill

Use this skill for US stock research workflows adapted from InvestSkill. Preserve the taxonomy around 10-K digest, bear case, catalysts, competitors, DCF inputs, and earnings calls; replace SEC scraping, external transcript sources, and third-party valuation feeds with QVeris filings, news, market, and fundamentals tools.

Source record:

Field Value
Candidate number 5
Original repository InvestSkill
GitHub URL https://github.com/yennanliu/InvestSkill
License MIT
Evaluation recent activity 2026-07-05
Local source snapshot third_party/source_repos/05-investskill
Snapshot latest commit 49aa5da on 2026-07-05

Runtime Contract

  • Use only qveris_finance.* CAP tools and QVERIS_API_KEY.
  • Resolve symbols, companies, and CIKs with ref_symbology, ref_security_master, and ref_company_profile.
  • Accept dry_run, max_calls, max_age, and budget_note; if omitted in a natural-language request, default to dry_run=false, max_calls=12, max_age=P1D, and a conservative budget note, then echo those controls.
  • Every filing quote, red flag, catalyst, metric, and transcript claim must carry qveris_trace.
  • Treat missing filing sections or XBRL fields as missing_fields, not facts.
  • Treat QVeris _meta.source_provider as provenance only; never call, request credentials for, or depend on those internal providers directly.
  • Suppress analyst_target_price, target_price, price-objective, upside, buy/sell, and recommendation fields even if a QVeris payload contains them.
  • Sanity-check entity, market, date window, filing form, accession, fiscal period, and payload shape before using data; if a payload is stale, cross-period, truncated, or semantically mismatched, mark it in data_quality and missing_fields.

Workflows

  1. 10-K digest: filings_regulatory_metadata, filings_regulatory_raw, filings_structured_xbrl.
  2. Bear case/red flags: filings_*, fundamentals_derived_ratios, news_fin_tagged, ownership_insider_trades.
  3. Catalyst calendar: event_calendar_corp, event_calendar_earnings, event_calendar_ipo, news_fin_realtime.
  4. Competitor analysis: ref_classification_industry, ref_classification_theme, fundamentals_derived_ratios, research_analyst_reports.
  5. DCF valuation inputs: fundamentals_is, fundamentals_bs, fundamentals_cf, estimates_consensus, rates_govt_benchmark, mkt_l1_rt.
  6. Earnings call analysis: transcripts_earnings_call, earnings_actual_surprise, estimates_consensus.

Read the full file on GitHub · 59 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 · 59 lines · 56 tokens per session scan A 5468019acc88

Subscribe to this mod's changes

qveris-investskill is a skill published in the GitHub repository QVerisAI/open-qveris-skills (21 stars, last pushed 8d ago), licensed MIT. It adds 56 tokens to every session and 969 once invoked, about $0.0003 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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