Agent skill

Setup

Walk through initial setup and authentication for this Daloopa starter kit

Apache-2.0Auto-check: notesBackend & APIs

Install Setup

skills CLI

$ npx skills add daloopa/investing --skill setup -a claude-code

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

GitHub CLI

$ gh skill install daloopa/investing setup --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/setup .claude/skills/setup && 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/

Paste into Claude Code

Install the "setup" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/setup into .claude/skills/setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "setup", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/daloopa/investing/tree/main/.claude/skills/setup

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add daloopa/investing --skill setup -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install daloopa/investing setup --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/setup .agents/skills/setup && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "setup" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/setup into .agents/skills/setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "setup", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add daloopa/investing --skill setup -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install daloopa/investing setup --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/setup .cursor/skills/setup && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "setup" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/setup into .cursor/skills/setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "setup", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/daloopa/investing.git --path .claude/skills/setup

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add daloopa/investing --skill setup -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install daloopa/investing setup --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/setup .gemini/skills/setup && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "setup" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/setup into .gemini/skills/setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "setup", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install daloopa/investing setup

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add daloopa/investing --skill setup -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/setup .github/skills/setup && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "setup" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/setup into .github/skills/setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "setup", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add daloopa/investing --skill setup -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install daloopa/investing setup --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/setup .opencode/skills/setup && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "setup" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/setup into .opencode/skills/setup/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "setup", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: setup
GitHub stars: 489
Token cost: ~1k tokens
SKILL.md length: 493 words
Files: 1
Skills in repo: 22
Repo updated: Jul 22, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

Walk through initial setup and authentication for this Daloopa starter kit

Works in 8 steps: Verify Claude Code → Install Python Dependencies → Daloopa Authentication → …
Tasks that involve Project scaffolding
SKILL.md covers Step 1: Verify Claude Code, Step 2: Install Python…, Step 3: Daloopa Authentication and Step 4: Optional API Keys, plus 4 more sections
Calls python and pip3; reaches mcp.daloopa.com and docs.daloopa.com; needs DALOOPA_API_KEY and FRED_API_KEY

What it does

Setup is an agent skill from daloopa/investing. Walk through initial setup and authentication for this Daloopa starter kit

Its SKILL.md is about 1k 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 Backend & APIs, covering Project scaffolding, Stock and market analysis and Authentication. It works with Model Context Protocol. The licence is Apache-2.0.

When your agent uses it

Tasks that involve Project scaffolding
Tasks that involve Stock and market analysis
Tasks that involve Authentication

Example prompts

“/setup”

Requirements

Python 3
A credential in DALOOPA_API_KEY
A credential in FRED_API_KEY

Workflow steps

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

Verify Claude Code
Install Python Dependencies
Daloopa Authentication
Optional API Keys
Verify MCP Connection
Verify Market Data
Create Word Template
Quick Tour

What it can do on your machine

Read from SKILL.md and the folder at commit f46f350. 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:
- python
- pip3
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:
- mcp.daloopa.com
- docs.daloopa.com
Also links to:
- fred.stlouisfed.org
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names these keys or tokens, usually read from environment variables:
- DALOOPA_API_KEY
- FRED_API_KEY
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Setup loads about 1k tokens when it runs. Until then it costs about 20 tokens; SKILL.md has 493 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~20
When it runs · the whole SKILL.md, loaded when a task matches: ~1k

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: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

NoteMentions a .env fileSKILL.md:31

- Create/update `.env` with their key: `DALOOPA_API_KEY=<their_key>`

NoteMentions a .env fileSKILL.md:59

- Add to `.env`: `FRED_API_KEY=<their_key>`

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 f46f350, republished under its Apache-2.0 licence (© daloopa). 493 words, ~1,045 tokens.

Download SKILL.mdSave it as .claude/skills/setup/SKILL.md (or your agent's skills folder).

name: setup
description: Walk through initial setup and authentication for this Daloopa starter kit

Walk the user through setting up this Daloopa starter kit step by step. Be conversational and helpful.

Step 1: Verify Claude Code

Confirm Claude Code is running (if the user is seeing this, it is — tell them they're good).

Step 2: Install Python Dependencies

Check if required packages are installed. Offer to install them:

pip3 install -r requirements.txt

This installs: requests, beautifulsoup4, html2text, yfinance, openpyxl, python-docx, docxtpl, matplotlib, fredapi.

These are needed for market data, chart generation, Excel model building, and Word document rendering.

Step 3: Daloopa Authentication

Ask the user which authentication method they'd like to use:

Option A: OAuth (Recommended)

The .mcp.json is already configured for OAuth
On the next MCP tool call, a browser window will open for Daloopa login
No additional configuration needed
Just make sure they have a Daloopa account at daloopa.com

Option B: API Key

Ask the user for their Daloopa API key
Create/update .env with their key: DALOOPA_API_KEY=<their_key>
Update the daloopa entry in .mcp.json to include the API key header (keep the daloopa-docs entry as-is):

json

{
  "mcpServers": {
    "daloopa": {
      "type": "http",
      "url": "https://mcp.daloopa.com/server/mcp",
      "headers": {
        "x-api-key": "${DALOOPA_API_KEY}"
      }
    },
    "daloopa-docs": {
      "type": "http",
      "url": "https://docs.daloopa.com/mcp"
    }
  }
}

Tell them they'll need to restart Claude Code for the change to take effect

Step 4: Optional API Keys

Ask if they want to configure optional API keys for enhanced functionality:

FRED API Key (recommended for DCF/valuation work):

Free at https://fred.stlouisfed.org/docs/api/api_key.html
Used for risk-free rate in WACC calculations
Without it, a default rate of 4.5% is used
Add to .env: FRED_API_KEY=<their_key>

Step 5: Verify MCP Connection

This project connects to two Daloopa MCP servers:

daloopa (mcp.daloopa.com/server/mcp) — Financial data (fundamentals, KPIs, SEC filings)
daloopa-docs (docs.daloopa.com/mcp) — Daloopa knowledgebase (API docs, how-tos, usage help)

Run a quick test by calling discover_companies with a well-known ticker like "AAPL" to confirm the data MCP server is connected and responding. Show the user the result.

Show full SKILL.md (206 more words)Show less

Step 6: Verify Market Data

If the user has a market data MCP configured (e.g., a financial data provider with stock quote tools), test it by looking up AAPL.

If no market data MCP is available, fall back to the infra script: python infra/market_data.py quote AAPL This should return current price, market cap, etc.

Step 7: Create Word Template

Run: python scripts/create_template.py This creates the research note template at templates/research_note.docx.

Step 8: Quick Tour

Tell the user about the available slash commands:

Building Block Skills (markdown reports):

/earnings-review TICKER — Full earnings analysis with guidance tracking
/tearsheet TICKER — Quick one-page company overview
/industry TICKER1 TICKER2 ... — Cross-company comparison
/bull-bear TICKER — Bull/bear/base scenario framework
/guidance-tracker TICKER — Track management guidance accuracy
/inflection TICKER — Auto-detect metric accelerations/decelerations
/capital-allocation TICKER — Buybacks, dividends, shareholder yield
/dcf TICKER — DCF valuation with sensitivity analysis
/comps TICKER — Trading comparables with peer multiples

Investment Deliverables (.docx, .xlsx, .pdf):

/research-note TICKER — Professional Word research note
/build-model TICKER — Multi-tab Excel financial model
/initiate TICKER — Both research note + Excel model (initiating coverage)
/update TICKER — Refresh existing coverage with latest data
/ib-deck TICKER — Institutional-grade pitch deck (HTML → PDF)

All output is saved to the reports/ directory.

Suggest they try /tearsheet AAPL as a quick first test to see everything working end-to-end.

Files

Just SKILL.md in .claude/skills/setup of daloopa/investing.

Open the folder on GitHubat commit f46f350

Compare with similar skills

Setup 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.

Setup compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Setup this skilldaloopa/investing	489	—	~1k	Automated safety check: Notes	Apache-2.0	2 mo ago
Thegraph Token MCP Skillholon-run/uxc	115	—	~1.2k	Automated safety check: Pass	MIT	22 days ago
Declarative Agent Developermicrosoft/work-iq	1k	—	~3.2k	Automated safety check: Pass	Custom licence	today
Release WorkflowGoldziher/spikard	123	—	~909	Automated safety check: Pass	MIT	4 days ago
Clerk Setupgrowupanand/ConvoForm	101	—	~3k	Automated safety check: Pass	MIT	yesterday
Project GeneratorLeoYeAI/openclaw-master-skills	2.2k	—	~4.5k	Automated safety check: Pass	MIT	2 mo ago

Similar skills

Thegraph Token MCP Skill
holon-run/uxc
Use The Graph Token API MCP through UXC for token metadata, wallet balances, transfers, holders, pools, and market data with help-first inspection and Token API specific JWT bearer auth binding.
115 GitHub stars~1.2k tokensUpdated 22 days ago
Backend & APIsAuto-check passed
Declarative Agent Developer
microsoft/work-iq
Official
Create, build, deploy, and localize declarative agents for M365 Copilot and Teams.
1k GitHub stars~3.2k tokensUpdated today
Backend & APIsAuto-check passed
Release Workflow
Goldziher/spikard
Release/publish the spikard Rust core crate and CLI end-to-end.
123 GitHub stars~909 tokensUpdated 4 days ago
Backend & APIsAuto-check passed
Clerk Setup
growupanand/ConvoForm
Set up Clerk authentication in any project with the Clerk CLI and official framework quickstarts.
101 GitHub stars~3k tokensUpdated yesterday
Backend & APIsAuto-check passed
Project Generator
LeoYeAI/openclaw-master-skills
Automatically transform requirement documents or natural language descriptions into complete full-stack projects (Java backend + Vue frontend) with MANDATORY interactive tech stack selection.
2.2k GitHub stars~4.5k tokensUpdated 2 mo ago
Backend & APIsAuto-check passed
Fin Funda Data
criptogus/agent-evolve-network
Query Funda AI for analyst-grade research synthesis via MCP or raw structured market data via the REST API, choosing the right surface per request.
288 GitHub stars~1.1k tokensUpdated 28 days ago
Backend & APIsAuto-check: notes

Questions about Setup

What does Setup do?

Walk through initial setup and authentication for this Daloopa starter kit. Setup is an agent skill from daloopa/investing.

When should I use Setup?

Setup fits situations like: tasks that involve Project scaffolding; tasks that involve Stock and market analysis; tasks that involve Authentication.

How do I install Setup in Claude Code?

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

How do I install Setup in Codex?

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

Can I use Setup 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 setup -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/setup, .gemini/skills/setup, .github/skills/setup and .opencode/skills/setup in your project.

What does Setup need to run?

Going by SKILL.md and its folder, Setup needs the command-line tools its instructions call (python and pip3) and credentials named DALOOPA_API_KEY and FRED_API_KEY. Our summary lists: Python 3; A credential in DALOOPA_API_KEY; A credential in FRED_API_KEY.

Does Setup access the network?

SKILL.md names 3 domains. In commands or code: mcp.daloopa.com and docs.daloopa.com; the agent is likely to contact these when it follows the instructions. As links in the text: fred.stlouisfed.org. This is read from the text; nothing was executed.

Is Setup safe to install?

Our automated static check of SKILL.md found notes only (mentions a .env file), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.

What licence does Setup use?

Setup 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 Setup use?

About 1k tokens (SKILL.md is roughly 4.2k 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 Setup?

Skills that share tags, products or a category with Setup: Thegraph Token MCP Skill (holon-run/uxc, 115 stars), Declarative Agent Developer (microsoft/work-iq, 1k stars), Release Workflow (Goldziher/spikard, 123 stars) and Clerk Setup (growupanand/ConvoForm, 101 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Setup?

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 July 22, 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.

Install Setup

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Step 1: Verify Claude Code

Step 2: Install Python Dependencies

Step 3: Daloopa Authentication

Step 4: Optional API Keys

Step 5: Verify MCP Connection

Step 6: Verify Market Data

Step 7: Create Word Template

Step 8: Quick Tour

Files

Compare with similar skills

Similar skills

More from daloopa/investing

Related

Questions about Setup