Document Organization

Document Organization is a skill for Claude Code, Codex from Ruinius/financial-analyst-skills. It costs 30 tokens per session (618 once invoked), scanned A, original, MIT.

A deterministic workflow that standardizes financial-document units, updates company metadata, archives files, and cleans the input folder.

In plain words
What is it for?
Use it to process classified Markdown and PDF files, convert values between units, update financial history, and move completed files into a company output folder.
Why use it?
It removes repetitive file organization and unit conversion while keeping company records deduplicated and sorted by date.

Skill for Claude CodeCodex

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

Good fit Use it to process classified Markdown and PDF files, convert values between units, update financial history, and move completed files into a company output folder.

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Install with agentmods
npx agentmods add skills/ruinius/financial-analyst-skills/document_organization
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 Ruinius/financial-analyst-skills --skill document_organization
Clone the repo
git clone --depth 1 https://github.com/Ruinius/financial-analyst-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 Document Organization

README.md
[![agentmods](https://agentmods.dev/badge/skills/ruinius/financial-analyst-skills/document_organization/github.svg)](https://agentmods.dev/skills/ruinius/financial-analyst-skills/document_organization)
Your own site
<a href="https://agentmods.dev/skills/ruinius/financial-analyst-skills/document_organization"><img src="https://agentmods.dev/badge/skills/ruinius/financial-analyst-skills/document_organization/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 Document Organization

Your own site · 80×15
<a href="https://agentmods.dev/skills/ruinius/financial-analyst-skills/document_organization"><img src="https://agentmods.dev/badge/skills/ruinius/financial-analyst-skills/document_organization.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 30 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 618 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 $0.00030 $0.00618
Opus 5 $0.00015 $0.00309
Sonnet 5 $0.00006 $0.00124
Haiku 4.5 $0.00003 $0.00062

Measured 10d ago against content hash b5133410cb5d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

Document Organization 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 10d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/organize.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/document_organization/SKILL.md · 53 lines

How it starts

The opening of the file, as written. The whole thing — 53 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Document Organization (Phase 4)

All organization logic is consolidated into a single script that handles the complete lifecycle: classification parsing, unit harmonization, metadata management, file archival, and input cleanup.

  1. Execute the script: python skills/document_organization/scripts/organize.py {markdown_file}
  2. Verify no errors were thrown.

What the Script Does

Step Action Details
1 Read Classification Extracts ticker, company name, document type, dates, currency from the classification table
2 Harmonize Units Detects prevailing unit from BS/IS, converts Shares Outstanding and Organic Growth values if they differ. Supports: ones, thousands, ten_thousands (万), millions, hundred_millions (億), billions
3 Read Financial Summary Extracts Revenue, EBITA, NOPAT, ROIC, Growth etc. for metadata
4 Create/Update Metadata Creates or updates output_data/TICKER/TICKER_metadata.md with document entry + financial history row. Handles deduplication and date sorting
5 Move & Cleanup Moves .md and .pdf from processing_data/output_data/TICKER/ (removing _temp suffix). Deletes matching source PDF from input_data/
6 Verify Confirms destination files exist and source files are removed

Unit Conversion Reference

The script uses a deterministic conversion table:

Unit Factor to Ones Alias
ones 1
thousands 1,000 thousand
ten_thousands 10,000
millions 1,000,000 million
hundred_millions 100,000,000
billions 1,000,000,000 billion

Metadata Management

  • New ticker: Creates TICKER_metadata.md with header, processed documents table, and financial history table
  • Existing ticker: Appends new rows, sorts by period end date, deduplicates by time period (re-processing overwrites)
  • Last Updated field is always refreshed

Error Handling

  • Missing source files → warns and continues
  • Unknown units → raises ValueError with descriptive message
  • Duplicate time periods → replaces existing row (re-processing scenario)
  • Missing input_data/ files → logs info message (may have been manually cleaned)

Read the full file on GitHub · 53 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.

  1. 10d ago First seen · 53 lines · 30 tokens per session scan A b5133410cb5d

Subscribe to this mod's changes

Document Organization is a skill published in the GitHub repository Ruinius/financial-analyst-skills (5 stars, last pushed 3mo ago), licensed MIT. It adds 30 tokens to every session and 618 once invoked, about $0.0002 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 2026-08-31.

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