aifolimizer: Skill for Claude Code

.claude/skills/position-review/SKILL.md

position-review is a skill for Claude Code from tusharagg1/aifolimizer. It costs 136 tokens per session (1,782 once invoked), scanned A, original, MIT.

A portfolio-review tool that examines one stock holding or a selected group of holdings and gives a HOLD, TRIM, or SELL decision with price levels.

In plain words
What is it for?
Use it to review a single ticker or sweep your largest holdings, especially around earnings or other major company events.
Why use it?
It removes the need to choose and combine different stock analyses yourself. It also keeps new recommendations consistent with earlier decisions and explains meaningful changes.

Skill for Claude Code

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

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/position-review/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 position-review

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/tusharagg1/aifolimizer/position-review"><img src="https://agentmods.dev/badge/skills/tusharagg1/aifolimizer/position-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 136 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,782 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 $0.00136 $0.01782
Opus 5 $0.00068 $0.00891
Sonnet 5 $0.00027 $0.00356
Haiku 4.5 $0.00014 $0.00178

Measured 9d ago against content hash 38bed9c62c39, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

position-review 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 9d 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/position-review/SKILL.md · 85 lines

How it starts

The opening of the file, as written. The whole thing — 85 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Position Review (routing orchestrator → hold/sell verdict)

What this is

A router, not a new analysis. It picks the cheapest sufficient analysis per holding and emits one decision. Claude is the orchestrator - it calls shared MCP tools and, for deep names, runs the adversarial pipeline inline. Skills are not self-invoked.

Modes

  • Single ticker ("review my NVDA position"): route + verdict for that one name.
  • Sweep ("review my holdings" / automated nightly): take top-N holdings by weight (default 6) and route each. Keep total output tight.

Stage 0 - Decision Memory (load FIRST)

Before routing, load prior decisions so verdicts stay consistent across sessions:

  • mcp__aifolimizer__get_cross_ticker_lessons with max_lessons=3 - portfolio-level win/loss patterns
  • For each name reviewed, load mcp__aifolimizer__get_ticker_decision_history (ticker=…, max_decisions=5) and mcp__aifolimizer__get_ticker_reflection (symbol=…, n=3).

Reconciliation rule: if a prior decision exists and your new read flips it, state explicitly WHY it changed (new data / catalyst / price move). Never silently contradict a logged decision - that drift is exactly what this prevents.

How to run

Call get_profile FIRST. Then gather routing signals (parallel):

  1. mcp__aifolimizer__get_portfolio - holdings, weights, cost basis, return
  2. mcp__aifolimizer__get_personal_context - province / marginal_tax_rate_pct / account_waterfall to ground per-name tax + account framing. If present=false, note the framing is generic and suggest the profile-setup skill.
  3. mcp__aifolimizer__get_earnings_calendar - earnings proximity per name (pass watchlist symbols= only if reviewing a non-held name)
  4. mcp__aifolimizer__get_triggered_alerts (since_hours=48) - recent price/RSI/concentration flags
  5. mcp__aifolimizer__get_earnings_results for names that may have just reported

Routing table (apply per ticker, first match wins)

Condition Route to Why
Earnings within ~7 days earnings-analyzer flow (get_fundamentals + get_technicals + expected move) Pre-earnings risk dominates the decision
Reported in last ~5 days OR surprise flagged earnings-postmortem flow (get_earnings_results + get_news_headlines) Beat/miss reaction sets the near-term path
Weight ≥ 8% OR a triggered alert OR user asked for depth adversarial-research pipeline (adversarial-research) run INLINE High stakes → full bull/bear/risk debate
Everything else stock-analysis flow (get_fundamentals + get_technicals + get_positioning_signals) Cheap single-pass read is enough

Read the full file on GitHub · 85 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. 9d ago First seen · 85 lines · 136 tokens per session scan A 38bed9c62c39

Subscribe to this mod's changes

position-review is a skill published in the GitHub repository tusharagg1/aifolimizer (2 stars, last pushed 7d ago), licensed MIT. It adds 136 tokens to every session and 1,782 once invoked, about $0.0007 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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