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Agent skill

Capital Allocation

by daloopa in daloopa/investing

Deep dive into capital deployment, buybacks, dividends, and shareholder yield

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Capital Allocation

skills CLI
$ npx skills add daloopa/investing --skill capital-allocation -a claude-code

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

GitHub CLI
$ gh skill install daloopa/investing capital-allocation --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/daloopa/investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/capital-allocation .claude/skills/capital-allocation && 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
capital-allocation
GitHub stars
489
Token cost
~2.3k tokens
SKILL.md length
948 words
Files
1
Skills in repo
22
Repo updated
First seen
Licence
Apache-2.0

At a glance

Deep dive into capital deployment, buybacks, dividends, and shareholder yield

  • Works in 7 steps: Company Lookup → Market Data → Capital Allocation Data → …
  • Business, Finance & HR work in your project
  • SKILL.md covers 1. Company Lookup, 2. Market Data, 3. Capital Allocation Data and 4. Compute Capital Allocation…, plus 4 more sections
  • Reaches daloopa.com

What it does

Capital Allocation is an agent skill from daloopa/investing. Deep dive into capital deployment, buybacks, dividends, and shareholder yield

Its SKILL.md is about 2.3k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR. The licence is Apache-2.0.

When your agent uses it

  • Business, Finance & HR work in your project

Example prompts

  • “/capital-allocation”

Workflow steps

7 steps, taken from the step headings in SKILL.md.

  1. Company Lookup
  2. Market Data
  3. Capital Allocation Data
  4. Compute Capital Allocation Metrics
  5. Qualitative Research
  6. Historical Analysis & Value Judgment
  7. Save Report

What it can do on your machine

Read from SKILL.md and the folder at commit e2dd01d. 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

    No scripts in the folder and no shell commands in SKILL.md.

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

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • daloopa.com

    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

Capital Allocation loads about 2.3k tokens when it runs. Until then it costs about 24 tokens; SKILL.md has 948 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~24
When it runs · the whole SKILL.md, loaded when a task matches
~2.3k

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 daloopa/investing at commit e2dd01d, republished under its Apache-2.0 licence (© daloopa). 948 words, ~2,342 tokens.

Download SKILL.mdSave it as .claude/skills/capital-allocation/SKILL.md (or your agent's skills folder).
name
capital-allocation
description
Deep dive into capital deployment, buybacks, dividends, and shareholder yield
argument-hint
TICKER

Perform a deep dive into capital allocation for the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

Follow these steps:

1. Company Lookup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations below (see ../data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

2. Market Data

Get the current stock price, market cap, and shares outstanding for {TICKER} (see ../data-access.md Section 2 for how to source market data in your environment).

  • This is needed to compute yields and per-share metrics

If market data is unavailable, note that market-derived metrics (yields, etc.) cannot be computed and proceed with Daloopa data only.

3. Capital Allocation Data

Calculate 8 quarters backward from latest_calendar_quarter. Pull:

Share Count & Buybacks:

  • Diluted shares outstanding
  • Share repurchase amounts (dollars)
  • Shares retired/repurchased (units, if available)

Dividends:

  • Dividends per share
  • Total dividend payments
  • Special dividends (if any)

Cash Flow:

  • Operating Cash Flow
  • Capital Expenditures
  • Free Cash Flow (compute as OCF - CapEx, label "(calc.)")
  • D&A (for reference)

Balance Sheet:

  • Cash and equivalents
  • Short-term investments / marketable securities
  • Total debt (short + long term)
  • Net debt (compute as Total Debt - Cash - Investments, label "(calc.)")

M&A / Investments:

  • Search for "acquisition", "purchase of business", "investment" in series
  • Pull any available M&A-related series

4. Compute Capital Allocation Metrics

Calculate for each quarter where data is available:

Shareholder Returns:

  • Total Buyback Amount
  • Total Dividend Amount
  • Total Shareholder Return = Buybacks + Dividends
  • Shareholder Yield = (Buybacks + Dividends) / Market Cap (annualized)
  • Buyback Yield = Buybacks / Market Cap (annualized)
  • Dividend Yield = Dividends / Market Cap (annualized)

FCF Deployment:

  • FCF Payout Ratio = Total Shareholder Return / FCF
  • CapEx as % of Revenue
  • CapEx as % of OCF
  • FCF Margin = FCF / Revenue

Leverage:

  • Net Debt / EBITDA (if EBITDA available; compute from Operating Income + D&A if needed)
  • Net Debt / Equity
  • Interest Coverage = Operating Income / Interest Expense (if available)
  • Cash as % of Market Cap

Share Count Dynamics:

  • QoQ share count change
  • YoY share count change
  • Implied buyback rate (QoQ % reduction)
  • At current buyback rate, years to retire X% of shares

5. Qualitative Research

Search SEC filings for capital allocation strategy and context. Try multiple searches:

  • Buyback program: Try "repurchase program", "share repurchase"; fallback to "buyback", "authorization"
  • Dividend policy: Try "dividend", "capital return"; fallback to "distribution", "payout"
  • M&A strategy: Try "acquisition", "strategic"; fallback to "purchase", "investment"
  • Capital priorities: Try "capital allocation", "priorities"; fallback to "deploy", "balance sheet"
  • Debt management: Try "debt", "refinance"; fallback to "leverage", "maturity"

Extract:

  • Board-authorized buyback programs (remaining authorization amount)
  • Dividend policy (commitment to growth, payout ratio targets)
  • M&A philosophy (bolt-on vs transformational, deal pipeline commentary)
  • Management's stated capital allocation framework and priorities
  • Any changes in capital allocation strategy
  • Direct quotes with document citations

6. Historical Analysis & Value Judgment

Analyze the 8-quarter trend:

  • Is buyback activity accelerating or decelerating?
  • Is the company buying back more shares when price is lower (disciplined) or higher (less disciplined)?
  • Dividend growth rate (if applicable)
  • Shift between CapEx, buybacks, dividends, and debt repayment over time
  • FCF conversion trend (is more/less of OCF converting to FCF?)

Honestly assess whether capital allocation is creating or destroying value:

  • If the company is buying back stock at all-time-high prices with deteriorating fundamentals, call it value destruction — even if EPS looks better from the lower share count.
  • If the company is under-investing in CapEx or R&D to fund buybacks, flag the risk to long-term competitiveness.
  • If FCF payout ratio exceeds 100%, the company is funding returns with debt or cash drawdowns — flag this as unsustainable.
  • Compare the implied return from buybacks (inverse of P/E at purchase prices) to what the company could earn from organic reinvestment or M&A.
Show full SKILL.md (334 more words)Show less

6.5. Reinvestment Assessment

Assess whether the company is adequately reinvesting in its business or funding returns at the expense of long-term competitiveness.

Pull reinvestment metrics (8 quarters):

  • R&D expense (and R&D as % of revenue)
  • Capital Expenditures (and CapEx as % of revenue)
  • Key growth KPIs relevant to the business model (use sector taxonomy):
    • SaaS/Cloud: ARR, net revenue retention, RPO/cRPO, customers >$100K
    • Consumer Tech: DAU/MAU, ARPU, installed base, paid subscribers
    • E-commerce/Marketplace: GMV, take rate, active buyers/sellers
    • Retail: same-store sales, store count, average ticket
    • Telecom/Media: subscribers, churn, ARPU, content spend
    • Hardware: units shipped, ASP, attach rate
    • Financial Services: AUM, NIM, loan growth, fee income ratio
    • Pharma/Biotech: pipeline stage, patient starts, scripts, market share
    • Industrials/Energy: backlog, book-to-bill, utilization, production volumes

Assess reinvestment adequacy:

  • Is R&D/revenue trending down while buybacks are increasing? This may indicate the company is funding shareholder returns by underinvesting in innovation.
  • Is CapEx/revenue declining while the business requires sustained infrastructure investment (e.g., cloud, manufacturing, stores)?
  • Are growth KPIs (subscriber adds, customer growth, same-store sales) deteriorating while capital returns are at record levels? This is a red flag — the company may be harvesting rather than growing.
  • Compare R&D intensity and CapEx intensity vs peers (if available from /industry or /comps data). Is the company investing more or less than competitors?

Value creation vs extraction verdict:

  • Net assessment: Is the company's capital allocation creating long-term value (reinvesting at high ROIC, buying back cheap stock, growing dividends sustainably) or extracting value (under-investing to fund buybacks at premium valuations, leveraging up for returns)?

7. Save Report

Save to reports/{TICKER}_capital_allocation.html using the HTML report template from ../design-system.md. Write the full analysis as styled HTML with the design system CSS inlined. This is the final deliverable — no intermediate markdown step needed.

Structure the report with these sections:

<h1>{Company Name} ({TICKER}) — Capital Allocation Analysis</h1>
<p>Generated: {date}</p>

<h2>Summary</h2>
{2-3 sentences: How does this company deploy its capital? Key takeaways.}

<h2>Current Snapshot</h2>
<table>
| Metric | Value |
| Market Cap | $XXX |
| Trailing 4Q FCF | $XXX |
| FCF Yield | X.X% |
| Shareholder Yield | X.X% |
| Net Debt / EBITDA | X.Xx |
| Remaining Buyback Authorization | $XXX |
</table>

<h2>Cash Flow & FCF (8 Quarters)</h2>
<table>
| Metric | Q1 | Q2 | ... | Q8 |
{OCF, CapEx, FCF, FCF Margin % — with Daloopa citations}
</table>

<h2>Share Repurchases & Dividends (8 Quarters)</h2>
<table>
| Metric | Q1 | Q2 | ... | Q8 |
{Buyback $, Dividends $, Total Return, Share Count — with Daloopa citations}
</table>

<h2>Shareholder Yield Analysis</h2>
<table>
| Metric | Q1 | Q2 | ... | Q8 |
{Buyback Yield, Div Yield, Total Yield, FCF Payout Ratio}
</table>

<h2>Leverage & Balance Sheet (8 Quarters)</h2>
<table>
| Metric | Q1 | Q2 | ... | Q8 |
{Cash, Debt, Net Debt, Net Debt/EBITDA — with Daloopa citations}
</table>

<h2>Capital Allocation Framework</h2>
{Management's stated priorities from filings, with document citations}

<h2>Reinvestment Assessment</h2>
<table>
| Metric | Q1 | Q2 | ... | Q8 |
{R&D, R&D % Rev, CapEx, CapEx % Rev, key growth KPIs — with Daloopa citations}
</table>
{Analysis: Is the company adequately reinvesting? R&D/CapEx trends vs growth KPI trends. Value creation vs extraction verdict.}

<h2>Buyback Discipline Analysis</h2>
{Analysis of buyback timing vs price, share count reduction trend, authorization remaining}

<h2>M&A Activity</h2>
{Any acquisitions from filings, deal sizes, strategic rationale}

<h2>Key Observations</h2>
<ul>{3-5 bullet points on capital allocation quality, trends, and implications}</ul>

All financial figures must use Daloopa citation format: <a href="https://daloopa.com/src/{fundamental_id}">$X.XX million</a>

Tell the user where the HTML report was saved.

Highlight the key capital allocation story (e.g., "AAPL returned $XX billion to shareholders over the last year, a X.X% shareholder yield, with buybacks accelerating").

© daloopa, 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

Just SKILL.md in .claude/skills/capital-allocation of daloopa/investing.

Open the folder on GitHubat commit e2dd01d

Compare with similar skills

Capital Allocation 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.

Capital Allocation compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Capital Allocation this skilldaloopa/investing489—~2.3kAutomated safety check: PassApache-2.0
Technical Analysttradermonty/claude-trading-skills3k4 repos~4.6kAutomated safety check: PassMIT
Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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Categories

Questions about Capital Allocation

What does Capital Allocation do?

Deep dive into capital deployment, buybacks, dividends, and shareholder yield. Capital Allocation is an agent skill from daloopa/investing.

When should I use Capital Allocation?

Capital Allocation fits situations like: business, Finance & HR work in your project.

How do I install Capital Allocation in Claude Code?

Run `npx skills add daloopa/investing --skill capital-allocation -a claude-code`. Or copy the skill folder (.claude/skills/capital-allocation in daloopa/investing) into .claude/skills/capital-allocation in your project. Claude Code loads it when a task matches its description.

How do I install Capital Allocation in Codex?

Run `npx skills add daloopa/investing --skill capital-allocation -a codex`. Or copy the skill folder (.claude/skills/capital-allocation in daloopa/investing) into .agents/skills/capital-allocation in your project. Codex loads it when a task matches its description.

Can I use Capital Allocation 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 daloopa/investing --skill capital-allocation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/capital-allocation, .gemini/skills/capital-allocation, .github/skills/capital-allocation and .opencode/skills/capital-allocation in your project.

What does Capital Allocation need to run?

SKILL.md names no scripts, command-line tools or credentials: Capital Allocation is instructions for the agent only.

Does Capital Allocation access the network?

SKILL.md names 1 domain. In commands or code: daloopa.com; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Capital Allocation 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 Capital Allocation use?

Capital Allocation 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 Capital Allocation use?

About 2.3k tokens (SKILL.md is roughly 9.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Capital Allocation?

Skills that share tags, products or a category with Capital Allocation: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Capital Allocation?

daloopa (a GitHub organization) maintains it in daloopa/investing, which has 489 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 7, 2026.

Source: daloopa/investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.