public-equity-investing

public-equity-investing is a skill for Claude Code from Zhao73/alphacouncil-agent. It costs 121 tokens per session (1,387 once invoked), scanned A, original, MIT.

A research playbook for analysing publicly traded companies. It tells analysts how to gather evidence from filings, earnings materials, market data, and other sources without making up missing figures.

In plain words
What is it for?
Use it for company research, earnings analysis, forecasts, analyst revisions, valuation, quantitative factors, industry and management research, and long or short investment analysis.
Why use it?
It gives different research agents a shared way to investigate companies and distinguish sourced information from unknowns.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions Claude Code; mentions Codex.

Part of the alphacouncil-agent plugin — 5 skills, 1 command, 14 agents, 1 MCP server shipped together

Good fit Use it for company research, earnings analysis, forecasts, analyst revisions, valuation, quantitative factors, industry and management research, and long or short investment analysis.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zhao73/alphacouncil-agent/public-equity-investing
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 Zhao73/alphacouncil-agent --skill public-equity-investing
Clone the repo
git clone --depth 1 https://github.com/Zhao73/alphacouncil-agent

Made for: Claude Code.

Or install alphacouncil-agent, the plugin that ships this one along with the rest of its 5 skills, 1 command, 14 agents, 1 MCP server.

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 public-equity-investing

README.md
[![agentmods](https://agentmods.dev/badge/skills/zhao73/alphacouncil-agent/public-equity-investing/github.svg)](https://agentmods.dev/skills/zhao73/alphacouncil-agent/public-equity-investing)
Your own site
<a href="https://agentmods.dev/skills/zhao73/alphacouncil-agent/public-equity-investing"><img src="https://agentmods.dev/badge/skills/zhao73/alphacouncil-agent/public-equity-investing/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 public-equity-investing

Your own site · 80×15
<a href="https://agentmods.dev/skills/zhao73/alphacouncil-agent/public-equity-investing"><img src="https://agentmods.dev/badge/skills/zhao73/alphacouncil-agent/public-equity-investing.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 121 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,387 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 $0.00121 $0.01387
Opus 5 $0.00060 $0.00694
Sonnet 5 $0.00024 $0.00277
Haiku 4.5 $0.00012 $0.00139

Measured 12d ago against content hash 33e559e5d165, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

public-equity-investing 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.

skills/public-equity-investing/SKILL.md · 92 lines

How it starts

The opening of the file, as written. The whole thing — 92 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Public Equity Investing (bundled playbook)

This skill gives every AlphaCouncil analyst the same deep-research method without depending on Codex's curated remote @public-equity-investing plugin. It is a runnable method with gates, not a style guide. Evidence is gathered live via the agent's own web search (WebSearch + WebFetch).

Educational/research only. Not investment advice. Report missing data; never fabricate figures.

When to use

Whenever an AlphaCouncil evidence analyst runs. Each analyst applies the sourcing ladder and its role focus below, then returns the standard JSON evidence packet (see AlphaCouncil's Agent Output Contract). Keep JSON field names in English; write prose in the user's language.

Sourcing ladder (per claim, in order)

  1. Primary document first. Prefer the issuer/regulator over aggregators:
    • filings → SEC EDGAR full-text (sec.gov), 10-K/10-Q/8-K, 424B, Form 4; non-US → the local regulator / exchange filing (HKEX, SEHK, EDINET, etc.).
    • earnings → the 8-K Ex-99.1 press release and the IR deck / transcript on the company IR domain.
    • price/quote → the exchange or a named quote page, with the exact as-of timestamp.
  2. Dated, scoped search. Run a primary-locator query (restrict to sec.gov + the company IR/exchange domain), then a recency query (<ticker> <topic> <year>), then ONE mandatory disconfirming query (<ticker> guidance cut / downgrade / accounting concern / short thesis).
  3. WebFetch the actual page and quote exact numbers with their real dates (signal date, source publication date, retrieval date are distinct).
  4. Corroborate any market-moving number across at least two independent sources; if only one exists, mark confidence medium and say so.
  5. Anything paywalled / stale / unfetchable → open_questions. Do not invent it.

Role focus

  • market_data — price action, liquidity/volume, range vs 20/50/200-day, relative strength vs index/peers.
  • earnings_deep_dive — last reported quarter: revenue/margins/segments, surprises vs consensus, guidance.
  • forward_expectations — consensus estimates, implied beat/miss thresholds, what's priced in.
  • sell_side_revisions — rating and target-price changes (who, when, from→to), dispersion of targets.
  • earnings_call_transcript — management tone, commitments, hedges, repeated themes, Q&A pressure points.
  • quant_factor — momentum, trend, volatility, volume/liquidity, relative strength, short interest, borrow, options IV/skew/expected move when available.
  • valuation_long_short — see Valuation frameworks below; produce a long thesis AND a short thesis.
  • news_industry_management — recent catalysts, industry context, regulatory/competitive backdrop.
  • management_industry_voices — publicly verifiable commentary only; separate direct quote vs paraphrase vs media interpretation; never imply non-public information.
  • insider_sec — Form 4 insider transactions, buybacks, dilution, debt, capital allocation.

Read the full file on GitHub · 92 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 · 92 lines · 121 tokens per session scan A 33e559e5d165

Subscribe to this mod's changes

public-equity-investing is a skill published in the GitHub repository Zhao73/alphacouncil-agent (3 stars, last pushed 5d ago), licensed MIT. It adds 121 tokens to every session and 1,387 once invoked, about $0.0006 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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