Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts…

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Plan

skills CLI
$ npx skills add agentii-ai/agentii-investment-intelligence --skill plan -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agentii-ai/agentii-investment-intelligence plan --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/scenarios/skills/agentii/plan .claude/skills/plan && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
plan
GitHub stars
207
Token cost
~592 tokens
SKILL.md length
142 words
Files
2 (incl. references)
Skills in repo
79
Repo updated
First seen
Licence
Apache-2.0

At a glance

Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts…

  • Tasks that involve Stock and market analysis
  • SKILL.md covers Ordering rule (Q35/Q36), Side artifacts, Deviation Register (Q35) and Invocation
  • Calls python3

What it does

Plan is an agent skill from agentii-ai/agentii-investment-intelligence. Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts (brief/entities/reproduce/contracts). Technical (marketdatastage: early) theses MUST emit the entities.md bars schema before implement (Q42).

Its SKILL.md is about 590 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/modes.md`).

It sits in Business, Finance & HR, covering Stock and market analysis. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.

When your agent uses it

  • Tasks that involve Stock and market analysis

Example prompts

  • “/plan”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • python3

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Plan loads about 592 tokens when it runs, and up to ~749 if it reads all its reference files. Until then it costs about 80 tokens; SKILL.md has 142 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~80
When it runs · the whole SKILL.md, loaded when a task matches
~592
With references · SKILL.md plus every file in references/, read only if the agent opens them
~749

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 142 words, ~592 tokens.

Download SKILL.mdSave it as .claude/skills/plan/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
plan
description
Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts (brief/entities/reproduce/contracts). Technical (market_data_stage: early) theses MUST emit the entities.md bars schema before implement (Q42).
role
kit
market_data_stage
none

agentii.plan

Ordering rule (Q35/Q36)

The plan starts with business understanding and ends with dateable catalysts + sizing. Constitution Check runs twice: plan start (scalar + scope) and after sizing (aggregate — position_pct exists only then).

Side artifacts

artifactcontenthard requirement
brief.mdstage-0 context brief — Q18 retrieval keys (mechanical prefilter → pillar FTS → cold-start fallback); strategies top-N 3–5 with a method_selection: verdict each (Q7); <ref:*> framed blocks; corpus_version pin—
entities.mdentity_claims schema + entity/metric mapmarket_data_stage: early theses MUST define the bars schema (Q42) — without it, implement refuses
reproduce.mdskills + five pins + as_of—
contracts/output frontmatter schemas + requires: declarations—

Deviation Register (Q35)

An accepted violation without Constraint | Why Accepted | Safer Alternative Rejected Because | Approver | Expiry means the plan is not complete — agentii.plan must not report success. Every deviation carries an Expiry; converge re-proposes re-justification at expiry.

Invocation

bash
# Resolve the kit root first — contracts/kit-root.md. The kit's scripts do NOT ship
# with the skills, so never assume the CWD is the checkout.
KIT=""
for c in "${AGENTII_KIT_ROOT:-}" \
         "$(cat "$HOME/.claude/skills/agentii/.kit-root" 2>/dev/null)" \
         "${CLAUDE_PLUGIN_ROOT:-}"; do
  [ -n "$c" ] && [ -f "$c/scripts/agentii_cmd.py" ] && { KIT="$c"; break; }
done
if [ -z "$KIT" ]; then d="$PWD"; while [ "$d" != "/" ]; do
  [ -f "$d/scripts/agentii_cmd.py" ] && { KIT="$d"; break; }; d="$(dirname "$d")"; done; fi
[ -n "$KIT" ] || { echo "agentii kit not found — see contracts/kit-root.md" >&2; exit 1; }

python3 "$KIT/scripts/agentii_cmd.py" plan --thesis theses/001-ai-semiconductors

Gate 2 (after plan, informational) shows phases + the Deviation Register.

© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in plugins/vertical-plugins/scenarios/skills/agentii/plan of agentii-ai/agentii-investment-intelligence.

  • SKILL.md
  • references/modes.md

Open the folder on GitHubat commit 86980e1

Compare with similar skills

Plan next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Plan compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Plan this skillagentii-ai/agentii-investment-intelligence207—~592Automated safety check: PassApache-2.0
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Tushare Datazillionare/zillionare3192 repos~2.3kAutomated safety check: PassNone
Tradingview MCPatilaahmettaner/tradingview-mcp5k—~1.3kAutomated safety check: PassMIT
Digital Oraclekomako-workshop/digital-oracle870—~5.9kAutomated safety check: PassMIT
Longbridge Researchhelsome/folio2693 repos~2.1kAutomated safety check: PassMIT

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More from agentii-ai/agentii-investment-intelligence

All 79 skills in this repo
  • Clarify

    agentii-ai/agentii-investment-intelligence

    The research-domain clarification skill — find underspecified items in a thesis spec.md (prose wrongif, universe rows without rationale, missing budget/expiry/pins, ambiguous pillars), ask the human…

    207 GitHub starsUsed in 1 repo~839 tokens
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  • Constitution

    agentii-ai/agentii-investment-intelligence

    Scaffold and amend the L1 Investment Constitution — [ALLCAPS] placeholder bootstrap, SemVer bump rules, Sync Impact Report, MINOR/MAJOR re-examination dispatch after the gate-5 budget confirm.

    207 GitHub starsUsed in 1 repo~596 tokens
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  • Implement

    agentii-ai/agentii-investment-intelligence

    Execute research tasks — checklist soft gate, phase dispatch with explicit thesisdir, budget enforcement (halt + approval card on overrun), skillpin recording (versionhash content-hashed per skill…

    207 GitHub starsUsed in 1 repo~583 tokens
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  • Tasks

    agentii-ai/agentii-investment-intelligence

    Decompose the plan into research tasks — one task per ticker × skill × mode, grouped by pillar, [P]-marked by the different-files-and-no-incomplete-deps rule, with source-refs.

    207 GitHub starsUsed in 1 repo~476 tokens
    Auto-check passed
  • Challenge

    agentii-ai/agentii-investment-intelligence

    Adversarial verification of research theses — cross-run/cross-thesis contradiction via the entity index, pre-mortem (Klarman/Kahneman: assume the loss already happened, reverse the path), inversion…

    207 GitHub stars~735 tokensUpdated 9 days ago
    Auto-check passed
  • Chart Patterns

    agentii-ai/agentii-investment-intelligence

    Chart pattern recognition, price action patterns, candlestick signal bars, pullback bar counting H1/H2/H3/H4, trend channels, micro channels, trading ranges, breakouts, major trend reversals 5-step…

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Questions about Plan

What does Plan do?

Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts…. Plan is an agent skill from agentii-ai/agentii-investment-intelligence. Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts (brief/entities/reproduce/contracts).

When should I use Plan?

Plan fits situations like: tasks that involve Stock and market analysis.

How do I install Plan in Claude Code?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill plan -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/scenarios/skills/agentii/plan in agentii-ai/agentii-investment-intelligence) into .claude/skills/plan in your project. Claude Code loads it when a task matches its description.

How do I install Plan in Codex?

Run `npx skills add agentii-ai/agentii-investment-intelligence --skill plan -a codex`. Or copy the skill folder (plugins/vertical-plugins/scenarios/skills/agentii/plan in agentii-ai/agentii-investment-intelligence) into .agents/skills/plan in your project. Codex loads it when a task matches its description.

Can I use Plan in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill plan -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/plan, .gemini/skills/plan, .github/skills/plan and .opencode/skills/plan in your project.

What does Plan need to run?

Going by SKILL.md and its folder, Plan needs the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does Plan access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Plan safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Plan use?

Plan is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Plan use?

About 592 tokens (SKILL.md is roughly 2.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 157 tokens, read only when the agent opens those files.

What are the alternatives to Plan?

Skills that share tags, products or a category with Plan: Stock API (zhangxiangliang/stock-api, 2k stars), Tushare Data (zillionare/zillionare, 319 stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars) and Digital Oracle (komako-workshop/digital-oracle, 870 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Plan?

agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.

Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.