Qualitative Assessment

Qualitative Assessment is a skill for Claude Code, Codex from Ruinius/financial-analyst-skills. It costs 47 tokens per session (2,121 once invoked), scanned A, original, MIT.

A method for assessing a company's competitive advantages, profit-margin outlook, and underlying growth outlook from analyst reports, earnings-call transcripts, or detailed articles.

In plain words
What is it for?
Use it to update company research with qualitative assumptions about long-term growth and EBITA margins, and whether those margins may remain sustainable.
Why use it?
It adds forward-looking evidence to financial models instead of relying only on past trends. An economic moat means an advantage that can help protect a company's profits from competitors.

Skill for Claude CodeCodex

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

Good fit Use it to update company research with qualitative assumptions about long-term growth and EBITA margins, and whether those margins may remain sustainable.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/ruinius/financial-analyst-skills/qualitative_assessment
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 qualitative_assessment
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 Qualitative Assessment

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/ruinius/financial-analyst-skills/qualitative_assessment"><img src="https://agentmods.dev/badge/skills/ruinius/financial-analyst-skills/qualitative_assessment.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 47 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,121 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 $0.00047 $0.02121
Opus 5 $0.00023 $0.01060
Sonnet 5 $0.00009 $0.00424
Haiku 4.5 $0.00005 $0.00212

Measured 11d ago against content hash 937b14a794cd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

Qualitative Assessment 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.

skills/qualitative_assessment/SKILL.md · 208 lines

How it starts

The opening of the file, as written. The whole thing — 208 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Qualitative Assessment Skill

Purpose

This skill reads qualitative source documents (analyst reports, earnings call transcripts, press articles) and produces a structured assessment of three dimensions that directly feed into the DCF model assumptions:

  1. Economic Moat — determines terminal growth rate and margin sustainability
  2. EBITA Margin Outlook — adjusts Stage 2 margin assumptions (+/- pp)
  3. Organic Growth Outlook — adjusts Stage 2 growth assumptions (+/- pp)

Without this skill, the Financial Modeling skill falls back to pure historical trend continuation, which misses forward-looking information.

Prerequisites

  • The document must already be classified (Skill 1) — ticker, company name, and document type known
  • The company's output_data/TICKER/ directory must already exist (i.e., at least one financial report has been processed)
  • TICKER_metadata.md should exist with a Financial History table for context

Inputs

  • Classified document in processing_data/ (analyst report, transcript, or article)
  • output_data/TICKER/TICKER_metadata.md — for existing assessments to compare/harmonize

Outputs

  • Updated TICKER_metadata.md with Qualitative Assessment section (new or harmonized with existing)

Step-by-Step Instructions

Step 1: Read the Source Document

Read the classified document from processing_data/. Identify:

  • Source type: Analyst report, earnings transcript, press article, etc.
  • Source date: Publication or earnings call date
  • Author/firm: e.g., "Morningstar (Dan Romanoff, CPA)"

Also read the company's TICKER_metadata.md to check for any existing Qualitative Assessment.

Step 2: Assess Economic Moat

Determine the company's economic moat rating: Wide, Narrow, or None.

Rating Definition Terminal Growth Implication
Wide Structural advantages expected to sustain excess ROIC for 20+ years. Dominant network effects, high switching costs, or irreplaceable intangible assets. Terminal growth = 4.0%
Narrow Clear competitive advantage, but likely to face erosion within 10-20 years. Currently outperforming cost of capital but not deep enough for long-term protection. Terminal growth = 3.0%
None Highly commoditized or intensely competitive. No sustainable advantage. Short-term excess profits are quickly competed away. Terminal growth = 2.5%

Read the full file on GitHub · 208 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. 11d ago First seen · 208 lines · 47 tokens per session scan A 937b14a794cd

Subscribe to this mod's changes

Qualitative Assessment is a skill published in the GitHub repository Ruinius/financial-analyst-skills (5 stars, last pushed 3mo ago), licensed MIT. It adds 47 tokens to every session and 2,121 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.