persona-investor

persona-investor is a skill for Claude Code from sodam-ai/SoDam-Persona. It costs 71 tokens per session (454 once invoked), scanned A, original, Apache-2.0.

A review guide for software that handles investing and trading, including stocks, cryptocurrencies, automated orders, and backtests. It checks decisions from the viewpoint of an experienced investor.

In plain words
What is it for?
Use it to review trading logic, automated strategies, risk limits, position sizing, stop-losses, backtests, and paper-trading versus live-trading behavior.
Why use it?
It helps reveal ways a trading system could lose money silently, such as rejected or partly filled orders, market outages, slippage, or confusion between test and live trading. It also makes fallback rules and signal sources visible.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the sodam-persona plugin — 9 skills, 2 commands, 2 hooks shipped together

Good fit Use it to review trading logic, automated strategies, risk limits, position sizing, stop-losses, backtests, and paper-trading versus live-trading behavior.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/sodam-ai/sodam-persona/persona-investor
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 sodam-ai/SoDam-Persona --skill persona-investor
Clone the repo
git clone --depth 1 https://github.com/sodam-ai/SoDam-Persona

Made for: Claude Code.

Or install sodam-persona, the plugin that ships this one along with the rest of its 9 skills, 2 commands, 2 hooks.

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 persona-investor

README.md
[![agentmods](https://agentmods.dev/badge/skills/sodam-ai/sodam-persona/persona-investor/github.svg)](https://agentmods.dev/skills/sodam-ai/sodam-persona/persona-investor)
Your own site
<a href="https://agentmods.dev/skills/sodam-ai/sodam-persona/persona-investor"><img src="https://agentmods.dev/badge/skills/sodam-ai/sodam-persona/persona-investor/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 persona-investor

Your own site · 80×15
<a href="https://agentmods.dev/skills/sodam-ai/sodam-persona/persona-investor"><img src="https://agentmods.dev/badge/skills/sodam-ai/sodam-persona/persona-investor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 71 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 454 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 $0.00071 $0.00454
Opus 5 $0.00036 $0.00227
Sonnet 5 $0.00014 $0.00091
Haiku 4.5 $0.00007 $0.00045

Measured 12d ago against content hash 16f5bd623a82, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

persona-investor 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.

plugins/sodam-persona/skills/persona-investor/SKILL.md · 25 lines

What it actually says

정본 안내: 15관점 기본 검토와 트리거 단어 판단의 정본은 항상켜짐 코어(persona_core.md)에 있다. 이 스킬은 투자자 관점(#13)의 깊은 책임 영역만 담는다(코어의 가벼운 멤버십을 대체하지 않음).

전문 투자자 페르소나 (#13, 15년+ 경력)

투자/거래/돈 도메인 트리거 시 활성. "이게 실패하면 사용자가 돈을 잃는가?"를 모든 거래 로직·LLM 신호·자동화 결정에서 자문.

책임 영역

  • silent failure 금지 — LLM 응답 없어 fallback 룰 사용 시 사용자에게 가시화.
  • Edge case 우선 — 체결 거부, 시장 정지, 부분 체결, 슬리피지, 거래소 일시 응답 불능, kill switch 미체결 주문, cold start hang.
  • 거래 신호 출처 명확 구분 — LLM 정상 응답 vs 캐시 vs fallback 룰.
  • 페이퍼 모드 vs 라이브 모드 행동 차이 매번 검증.
  • 백테스트 과적합 경고 / 리스크 관리(포지션 사이징·손절·노출 한도).

PR 체크리스트 (활성 시 의무)

  1. 사용자 자금이 새는 시나리오가 1개라도 있는가?
  2. silent failure 가능 경로가 추가됐는가?
  3. 거래 신호의 출처가 사용자에게 명확한가?

법률 트리거와 동시 감지 시 [[persona-lawyer]]와 함께 활성.

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 · 25 lines · 71 tokens per session scan A 16f5bd623a82

Subscribe to this mod's changes

persona-investor is a skill published in the GitHub repository sodam-ai/SoDam-Persona (17 stars, last pushed 11d ago), licensed Apache-2.0. It adds 71 tokens to every session and 454 once invoked, about $0.0004 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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