Guide · Agent skill
How to use the Behavioral Finance Applications agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The behavioral-finance skill is a reference file for an AI agent. It holds behavioral-finance ideas such as investors reacting too slowly or too strongly to news, and it turns them into signal rules, sentiment indicators and checklists for biases like loss aversion and herding, with many examples drawn from China A-shares. This guide explains what the skill does, how to install it, how to ask for it in plain language, and where its limits are, so you can use it knowing what it does and does not provide.
Quick start
- 1Download the ZIP. Get the behavioral-finance skill ZIP from the page where you found this guide.
- 2Unzip into a skills folder. Unzip into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder for one project.
- 3Or upload in the Claude apps. In the Claude apps, go to Settings → Capabilities → Skills and upload the skill.
- 4Ask a topic-based question. Describe a momentum, reversal, sentiment or bias question in plain language, mentioning China A-shares if relevant.
- 5Supply your own data. Provide the figures you want analysed, since the skill does not fetch market data.
- 6Verify before relying on it. Check any threshold or excess return the skill states before using it in a decision.
What the skill makes the agent do
When you ask about market momentum, reversals or investor sentiment, the agent can use this skill's frameworks to explain and structure its analysis. The source covers overreaction and underreaction (momentum versus reversal), investor sentiment cycles, cognitive-bias checklists, and ways to debias quantitative strategies.
The file contains only text and code snippets. It does not fetch market data, connect to a data feed or broker, or run trades. Think of it as a structured set of ideas and starting rules the agent can reason with.
- Explains momentum (underreaction) and reversal (overreaction) and when each tends to apply
- Offers sentiment indicators such as turnover ratio, margin-financing growth and number of limit-up stocks
- Provides a bias checklist covering individual biases (loss aversion, overconfidence, anchoring) and group biases (herding, information cascades)
- Suggests a composite sentiment score with example weights and exposure bands
Install the behavioral-finance skill
Download the ZIP for this skill from the page where you found this guide. Unzip it into your user skills folder ~/.claude/skills/, or into a project's .claude/skills/ folder if you want the skill to apply only to that project.
Alternatively, upload the skill in the Claude apps under Settings → Capabilities → Skills.
- Personal install: unzip into ~/.claude/skills/
- Project install: unzip into the project's .claude/skills/ folder
- Claude apps: Settings → Capabilities → Skills, then upload the skill
Trigger the skill with natural requests
You do not need a special command. Describe what you want in plain terms that touch the skill's topics: momentum, reversal, overreaction, sentiment, or cognitive biases. The agent decides when to use the skill based on your request.
Be specific about the market and the question. Mentioning China A-shares matches the skill's main examples. Asking for a checklist or a structured framework tends to produce output that follows the skill's format.
- "Using the behavioral-finance skill, explain why earnings beats might produce momentum in China A-shares."
- "Build a sentiment checklist with turnover, margin growth and limit-up counts for my dashboard."
- "Give me a bias checklist I can use to review my own trades: loss aversion, overconfidence, anchoring."
- "Explain the difference between momentum and reversal time windows."
Examples of what you can ask for
The skill suits three kinds of work. Quantitative researchers can explore momentum or reversal strategy ideas. Investors or students can use the bias table as a review checklist for their own decisions. Analysts can use the sentiment indicators as a starting set for a dashboard.
Treat every number in the skill as a claim to check, not a fact. The file states thresholds and excess returns (for example 3-5% over 20 days, or an 8% rebound after three limit-downs) without citing sources.
- Quant research: compare the momentum and reversal windows the skill lists and design a test of your own
- Self-review: turn the cognitive-bias table into a checklist to apply after each trade
- Dashboard: use the composite sentiment score structure, then set your own historical percentile inputs
Safety notes: scripts and network
This skill runs no scripts and uses no network access, according to its description. It requires nothing extra to be installed. The file is a SKILL.md with text and code snippets only, so the Python-style blocks are illustrations, not programs the skill executes.
Do not use the output for live trading decisions without verification. Past patterns may not persist, and the thresholds in the file are unsourced.
- Runs scripts: no
- Uses network: no
- Requires: nothing listed
- The code blocks are reference snippets, not executable tools here
Tips for getting useful output
Give the agent your own data when you want numbers computed. The skill does not supply market data, so the agent can only apply the frameworks to figures you provide. Ask it to flag which thresholds come from the skill and which need verification.
Use the skill as a structure for thinking rather than a source of answers. Ask for the reasoning behind a signal, and ask what would invalidate it.
- Provide your own price, turnover or margin data in the request
- Ask the agent to label unsourced thresholds as needing verification
- Ask for the assumptions behind each signal
What people use it for
- Exploring momentum or reversal strategy ideas for China A-shares
- Reviewing your own trades with a cognitive-bias checklist
- Choosing a starting set of sentiment indicators and weights for a market dashboard
- Explaining to a student how underreaction and overreaction differ over time
Frequently asked questions
How do I install the behavioral-finance skill?
Download the ZIP from the page where you found this guide and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. You can also upload it in the Claude apps under Settings → Capabilities → Skills.
Does the behavioral-finance skill require anything else to run?
The source lists no requirements. It runs no scripts and uses no network access, and it contains only a SKILL.md file of text and code snippets.
Is the behavioral-finance skill free?
The skill is published under the MIT licence. The source does not mention pricing, so check the licence file in the repository for the terms.
Does the skill give me live market data or trade automatically?
No. The skill only describes methods and does not connect to any data feed or broker, so you must supply your own data and place any trades yourself.
Can I rely on the thresholds in the skill for real trades?
Not without checking them first. The thresholds and claimed excess returns, such as 3-5% over 20 days, are stated without sources in the file, and past patterns may not persist.
Is this skill suitable for personal finance advice?
No. The content is strategy-oriented and assumes familiarity with quant trading terms, so it is not designed for everyday personal finance decisions.
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Our verdict
This skill suits quantitative researchers exploring momentum or reversal ideas for China A-shares, investors who want a structured bias checklist, and analysts who need a starting set of sentiment indicators. It is a reference for reasoning, not a data feed or trading system, and its thresholds need independent verification. If you need live data, backtesting infrastructure or personal finance guidance, choose a different tool.
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