aifolimizer: Skill for Claude Code

.claude/skills/daily-briefing/SKILL.md

daily-briefing is a skill for Claude Code from tusharagg1/aifolimizer. It costs 83 tokens per session (2,810 once invoked), scanned A, original, MIT.

A one-time morning portfolio report combining health, alerts, economic conditions, crowding risk, concentration, and upcoming earnings. It is designed as a short brief for investment decisions.

In plain words
What is it for?
Reviewing what changed overnight, checking portfolio risks, and forming daily decisions such as buy, sell, trim, hold, or add.
Why use it?
It gathers several portfolio signals into one update and avoids repeating the briefing on the same day unless forced.

Skill for Claude Code

Written for Claude Code: installed under .claude/. Also seen: mentions CLAUDE.md.

This is tusharagg1/aifolimizer's own configuration. It tells Claude Code how to work on aifolimizer 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 aifolimizer configures →

Part of the aifolimizer plugin — 28 skills, 2 agents shipped together

Reuse

Borrowing it

Nothing to install: this file belongs to tusharagg1/aifolimizer. 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/tusharagg1/aifolimizer/master/.claude/skills/daily-briefing/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/tusharagg1/aifolimizer

Made for: Claude Code.

Or install aifolimizer, the plugin that ships this one along with the rest of its 28 skills, 2 agents.

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 daily-briefing

README.md
[![agentmods](https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/daily-briefing/github.svg)](https://agentmods.dev/skills/tusharagg1/aifolimizer/daily-briefing)
Your own site
<a href="https://agentmods.dev/skills/tusharagg1/aifolimizer/daily-briefing"><img src="https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/daily-briefing/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 daily-briefing

Your own site · 80×15
<a href="https://agentmods.dev/skills/tusharagg1/aifolimizer/daily-briefing"><img src="https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/daily-briefing.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 83 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,810 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 $0.00083 $0.02810
Opus 5 $0.00042 $0.01405
Sonnet 5 $0.00017 $0.00562
Haiku 4.5 $0.00008 $0.00281

Measured 12d ago against content hash 5f0de7fee8bf, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

daily-briefing 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.

.claude/skills/daily-briefing/SKILL.md · 152 lines

How it starts

The opening of the file, as written. The whole thing — 152 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Daily Briefing (morning digest)

Goal

One scroll-length brief surfacing what matters today. Composes the MCP tools listed below (8 core + BoC; crypto pair only if held). No new data fetches outside that list.

State check (BEFORE any tool calls)

Read .claude/context/STATE.md. If last_briefing_date equals today's date (YYYY-MM-DD), output:

"Daily briefing already ran today (last_briefing_date). Skipping re-fetch to save tokens. Re-run with /daily-briefing force to override." Then stop - do not call any MCP tools.

If last_crowding_regime is set, use it as prior context when interpreting positioning signals (flag if regime changed).

Decision Memory Protocol (load first, log after)

Before forming any view, load prior decisions so verdicts stay consistent across sessions:

  • mcp__aifolimizer__get_cross_ticker_lessons (max_lessons=3) - portfolio-level win/loss patterns
  • For any name you issue a per-ticker BUY/SELL/TRIM/HOLD/ADD on, also load mcp__aifolimizer__get_ticker_decision_history (ticker=…, max_decisions=5) and mcp__aifolimizer__get_ticker_reflection (symbol=…, n=3). If a prior decision exists and this run flips it, state explicitly WHY (new data / catalyst / price); never silently contradict a logged decision.

After output, log every actionable verdict: for each BUY/SELL/TRIM/ADD/HOLD issued, call mcp__aifolimizer__log_recommendation (skill="daily-briefing", ticker, action, conviction, rationale, target_pct, stop_pct). Skipping breaks the cross-session feedback loop and causes drift.

How to run

Call in parallel (no inter-dependencies):

  1. mcp__aifolimizer__get_profile
  2. mcp__aifolimizer__get_portfolio
  3. mcp__aifolimizer__get_personal_context - use derived (marginal_tax_rate_pct, account_waterfall, horizon) to sharpen the focus list and risk flags (e.g. tax-aware trim guidance, account-placement). If present == false, keep briefing generic and suggest running /profile-setup.
  4. mcp__aifolimizer__get_macro_snapshot (FRED + market regime)
  5. mcp__aifolimizer__get_concentration_warnings
  6. mcp__aifolimizer__get_triggered_alerts (since_hours=24)
  7. mcp__aifolimizer__get_earnings_calendar (next 14d)
  8. mcp__aifolimizer__get_positioning_signals (top 15 holdings)
  9. mcp__aifolimizer__get_technicals_intraday (top 5 holdings + any focus-list tickers - only if US market is open or pre-market)
  10. mcp__aifolimizer__get_boc_snapshot (cheap, 12h cache) - Canadian rate/FX/curve context; surface curve_signal in section 4 if inverted
  11. mcp__aifolimizer__get_crypto_fear_greed + mcp__aifolimizer__get_crypto_macro - ONLY if portfolio holds crypto; skip both otherwise (list in section 6)

Read the full file on GitHub · 152 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. 12d ago First seen · 152 lines · 83 tokens per session scan A 5f0de7fee8bf

Subscribe to this mod's changes

daily-briefing is a skill published in the GitHub repository tusharagg1/aifolimizer (1 stars, last pushed 10d ago), licensed MIT. It adds 83 tokens to every session and 2,810 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 2026-08-31.

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