finance-research-agent: Skill for Claude Code

.claude/skills/risk-profile-screen/SKILL.md

risk-profile-screen is a skill for Claude Code from sreenathvemula/finance-research-agent. It costs 151 tokens per session (1,731 once invoked), scanned A, original, Apache-2.0.

A guided stock-screening process that turns personal preferences about risk, company size, valuation, and investment time into explicit selection rules.

In plain words
What is it for?
Use it to ask about risk appetite and time horizon, set screening thresholds, run the screen, and identify both suitable stocks and companies excluded by the chosen rules.
Why use it?
It helps when an investor knows their comfort level but cannot express it as measurable criteria. If preferences are not provided, it uses stated defaults and makes the resulting assumptions clear.

Skill for Claude Code

Written for Claude Code: installed under .claude/. Also seen: names the AskUserQuestion tool.

This is sreenathvemula/finance-research-agent's own configuration. It tells Claude Code how to work on finance-research-agent itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything finance-research-agent configures →

Reuse

Borrowing it

Nothing to install: this file belongs to sreenathvemula/finance-research-agent. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/sreenathvemula/finance-research-agent/main/.claude/skills/risk-profile-screen/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/sreenathvemula/finance-research-agent

Made for: Claude Code.

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 risk-profile-screen

README.md
[![agentmods](https://agentmods.dev/badge/skills/sreenathvemula/finance-research-agent/risk-profile-screen/github.svg)](https://agentmods.dev/skills/sreenathvemula/finance-research-agent/risk-profile-screen)
Your own site
<a href="https://agentmods.dev/skills/sreenathvemula/finance-research-agent/risk-profile-screen"><img src="https://agentmods.dev/badge/skills/sreenathvemula/finance-research-agent/risk-profile-screen/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 risk-profile-screen

Your own site · 80×15
<a href="https://agentmods.dev/skills/sreenathvemula/finance-research-agent/risk-profile-screen"><img src="https://agentmods.dev/badge/skills/sreenathvemula/finance-research-agent/risk-profile-screen.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 151 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,731 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 $0.00151 $0.01731
Opus 5 $0.00076 $0.00865
Sonnet 5 $0.00030 $0.00346
Haiku 4.5 $0.00015 $0.00173

Measured 10d ago against content hash 218d728b11cf, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

risk-profile-screen 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.

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.

.claude/skills/risk-profile-screen/SKILL.md · 107 lines

How it starts

The opening of the file, as written. The whole thing — 107 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Risk-appetite screen

Turn a vague "how much risk am I comfortable with" into concrete, transparent screening criteria — and show what those criteria actually cost (who got excluded, and by how much), not just the final list. This is still pure screening: evidence and ranking, never advice.

Procedure

  1. Elicit the profile. Ask up to 4 questions in ONE AskUserQuestion call (its limit is 4 questions/call). If the user has already stated preferences in plain text, don't re-ask — map what they said directly. If they decline/dismiss the question UI, fall back to a sensible default (Moderate / Large+Mid cap / Reasonable growth premium / Long-term) and say so plainly, rather than blocking.

    • Risk tolerance: Conservative / Moderate (recommended default) / Aggressive
    • Market-cap comfort: Large-cap only / Large + Mid cap (recommended default) / All caps including small & micro
    • Valuation discipline: Strict margin of safety / Reasonable growth premium OK (recommended default) / Growth-at-any-reasonable-price
    • Time horizon: Long-term compounding, 5-10y (recommended default) / Medium-term, 1-3y / Short-term / momentum-aware
  2. Translate to concrete thresholds — combine independently, don't cross-multiply into a giant table:

    Risk tolerance max debt_equity max annualized_volatility_pct max_drawdown_pct floor min avg_daily_value_cr
    Conservative 0.3 25 -40 5
    Moderate 0.75 40 -55 2
    Aggressive 2.0 70 (none) 0.5

    Make the drawdown floor concrete, not abstract — show the recovery arithmetic. A drawdown is not symmetric: recovering from a -40% drawdown needs a +67% gain to get back to par; from -55%, a +122% gain; from -70%, a +233% gain (recovery% = drawdown% / (1-drawdown%)). State this once, next to whichever max_drawdown_pct floor the profile lands on, so "I'm fine with Aggressive" is chosen with the real math in view, not just a label.

Read the full file on GitHub · 107 lines

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 · 107 lines · 151 tokens per session scan A 218d728b11cf

Subscribe to this mod's changes

risk-profile-screen is a skill published in the GitHub repository sreenathvemula/finance-research-agent (0 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 151 tokens to every session and 1,731 once invoked, about $0.0008 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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