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equity-deep-dive

equity-deep-dive is a skill for Claude Code, Codex from Yijia-Xiao/FinanceHarness. It costs 55 tokens per session (636 once invoked), scanned A, a copy of equity-deep-dive, Apache-2.0.

A complete research process for examining one public company as an investment. It combines recent news, company fundamentals, financial health, an intrinsic-value estimate, peer comparisons, and analyst expectations.

In plain words
What is it for?
Use it to study a stock’s strategy and risks, review revenue and cash flow, compare it with similar companies, estimate a bear/base/bull value range, and assess analyst consensus.
Why use it?
It helps connect the company’s story with measurable business results and valuation. It also exposes where different methods agree or disagree and grounds the analysis in sources and calculations.

Skill for Claude CodeCodex

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

not rated 130repo +10 20d ago A scan 55 tokens copy · 100% Apache-2.0

Good fit Use it to study a stock’s strategy and risks, review revenue and cash flow, compare it with similar companies, estimate a bear/base/bull value range, and assess analyst consensus.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yijia-xiao/financeharness/equity-deep-dive
View source ↗ Yijia-Xiao/FinanceHarness arxiv.org
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 Yijia-Xiao/FinanceHarness --skill equity-deep-dive
Clone the repo
git clone --depth 1 https://github.com/Yijia-Xiao/FinanceHarness

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 equity-deep-dive

README.md
[![agentmods](https://agentmods.dev/badge/skills/yijia-xiao/financeharness/equity-deep-dive/github.svg)](https://agentmods.dev/skills/yijia-xiao/financeharness/equity-deep-dive)
Your own site
<a href="https://agentmods.dev/skills/yijia-xiao/financeharness/equity-deep-dive"><img src="https://agentmods.dev/badge/skills/yijia-xiao/financeharness/equity-deep-dive/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 equity-deep-dive

Your own site · 80×15
<a href="https://agentmods.dev/skills/yijia-xiao/financeharness/equity-deep-dive"><img src="https://agentmods.dev/badge/skills/yijia-xiao/financeharness/equity-deep-dive.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 55 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 636 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 100% copy Near-identical to another mod 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 $0.00055 $0.00636
Opus 5 $0.00028 $0.00318
Sonnet 5 $0.00011 $0.00127
Haiku 4.5 $0.00006 $0.00064

Measured 12d ago against content hash ee30234e843e, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

equity-deep-dive 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.

Origin

This is a copy

100% identical to equity-deep-dive — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

financeharness/skills/equity-deep-dive/SKILL.md · 55 lines

What it actually says

Equity deep dive

The full work-up on one name: read the story, then ground it in intrinsic value, a relative cross-check, and the consensus view — every claim sourced or tool-grounded.

Workflow

  1. Read the picture. search + visit recent, authoritative coverage — the latest results/guidance, strategy, and the live debate (bull vs bear). Ground each qualitative claim in a page you read; this frames what the numbers must explain.
  2. Anchor. data_equity_reference (identity, sector, shares, beta, price) and data_equity_fundamentals (revenue, FCF, margins, growth, cash/debt).
  3. Health. data_equity_ratios for liquidity, leverage, returns, and the company's own multiples.
  4. Intrinsic value. data_market_rates for the risk-free rate → compute_valuation_wacc → project an explicit FCF schedule → compute_valuation_dcf, then compute_valuation_dcf_sensitivity for a bear/base/bull range.
  5. Relative cross-check. data_equity_comps against a peer group you choose — does the relative read agree with the DCF?
  6. Consensus. data_equity_estimates for price targets, forward EPS/revenue, and the rating spread.
  7. Synthesize. A view that ties the qualitative story to intrinsic value, relative value, and consensus — with the discount rate, key assumptions, the valuation range, and the main risks stated.

Principles

  • Read before you value: the web step sets the narrative the numbers must support; attribute web specifics to the page you read, mark anything unconfirmed as such.
  • Triangulate: when the DCF, comps, and consensus disagree, the disagreement is the finding — surface it rather than averaging it away.
  • Every figure from a tool; run the math through the tools so it stays exact and auditable. Mark forecasts and analyst estimates as expectations, not facts. State how much value rests on the terminal value.
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 · 55 lines · 55 tokens per session scan A ee30234e843e

Subscribe to this mod's changes

equity-deep-dive is a skill published in the GitHub repository Yijia-Xiao/FinanceHarness (130 stars, last pushed 20d ago), licensed Apache-2.0. It adds 55 tokens to every session and 636 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to equity-deep-dive, differing in 0 lines, and is treated as a copy.

Finance and fintechResearchagentic-frameworkcompsconsensusdcfdeep-diveequityharnessvaluation
Related

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