Create a Subagent in Claude Code
You want to compare investment opportunities, but researching multiple companies and scoring them takes hours. Think of a subagent like hiring a financial analyst who knows exactly how to use your research tools—you give them company names, and they gather reports, score each company across key metrics, and recommend the best investment. Once you learn to build subagents, you can automate any repetitive multi-step workflow in your work. This tutorial shows you how to build that analyst.
Key Concepts
- Subagent - A specialized AI worker with its own goal, system prompt, and tools that autonomously completes tasks
- Isolated Context - A subagent works in its own separate workspace, so its research doesn’t clutter your main conversation—only the final result comes back
- Skill - A reusable capability (like generating stock reports) that subagents can invoke to accomplish their goals
- System Prompt - Instructions that define what the subagent does, how it scores companies, and what format it returns
- Separation of Concerns - Skills gather data; subagents use that data to make decisions
What You’ll Need
- Completed Create Your First Claude Skill tutorial
- The
stock-reportSkill already installed (in.claude/skills/stock-report/) from that tutorial - VS Code or another text editor
- 20-25 minutes
Step 1: Open Your Project Folder and Start Claude Code
Your stock-report Skill lives in the same project folder you used for the Skill tutorial — reopen that folder rather than starting a new one.
Windows (PowerShell):
- Click the Windows Start button, type
PowerShell, and open it - Type this command:
cd ~/Documents/test_claude - Start Claude Code:
claude
Mac:
- Open Terminal (find it in Applications > Utilities)
- Type this command:
cd ~/Documents/test_claude - Start Claude Code:
claude
| Log in with your Claude subscription following the installation tutorial (Windows | Mac). After logging in, you’ll see a welcome message and the Claude Code prompt. |
Step 2: Verify the Stock Report Skill Exists
Before building your subagent, confirm the skill is available. Type:
List all available skills
You should see stock-report in the output. This skill researches companies and generates reports covering product news, management updates, financial performance, and analyst insights.
If you don’t see it, the skill files should be in .claude/skills/stock-report/ (project level). If the folder is missing entirely, go back and complete the Create Your First Claude Skill tutorial in this same project folder first.
Step 3: Understand Subagent vs Skill Architecture
Here’s how subagents and skills work together:
| Component | Purpose | Example |
|---|---|---|
| Skill | Gathers raw data about one company | “Generate report for Apple: products, financials, management, analysts” |
| Subagent | Uses skill data to accomplish a goal | “Get reports for Apple and Microsoft, score both, recommend which to invest in” |
Key difference:
- Skill = tool that does research
- Subagent = decision maker that uses the tool and applies logic
Your stock-picker subagent will:
- Invoke the stock report skill for each company (2+ times)
- Score companies across categories (financials, growth, management, sentiment)
- Compare scores and recommend the best investment
Step 4: Create the Stock Picker Subagent
Type this command:
/agents
You’ll see the Claude Code agents interface showing existing subagents (if any) and options to Create, Edit, or Delete subagents.
Now create your subagent:
- Select Create new subagent
- Select Project
- Select Generate with Claude (recommended)
- Paste the following for instructions:
```
Create a markdown file for a new subagent called stock-picker:
- It takes two or more stocks
- Uses the stock-report skill to do research
- Score cards are created based on the categories of data collected
- A final recommendation is given. ```
- Press Enter on [Continue] to use All tools
- Select Sonnet for model
- Press Enter to randomly pick a color
What “All tools” means: A subagent can be limited to only the tools it needs—for example, a research-only agent with just web search. This tutorial uses All tools since the stock-picker needs to research online and may write files. You can restrict this later by editing the subagent’s file.
Step 5: Review What You Built (Reflection Checkpoint)
To open the file in VS Code, click File > Open File… and navigate to .claude/agents/stock-picker.md.
Or you can ask Claude to:
Show me the stock-picker subagent file.
Claude will display the subagent file located at .claude/agents/stock-picker.md. You’ll see:
There is a YAML frontmatter at the top:
---
name: stock-picker
description: Compares multiple companies for investment decisions...
skills: stock-report
---
This frontmatter (the section between --- markers) tells Claude Code when to activate this subagent and which skills it can use.
There is a System prompt below the frontmatter with your scoring methodology.
Confirm these key elements:
- Subagent has access to the
stock-reportskill - System prompt explains the scoring breakdown
- Subagent’s goal is clear: compare companies and recommend one
You can edit the file directly or ask Claude to update it.
Step 6: Test the Subagent
Now test your subagent with a real comparison. Type:
Which is a better investment: Apple or Google?
The subagent will automatically activate based on your description.
Step 7: Watch the Subagent Work
As the subagent runs, you’ll see it:
- Invoke the skill twice - Call the stock-report skill once for Apple, then for Google
- Gather data - Each skill call searches the web and generates a company report
- Score companies - Applies the 40/30/20/10 weighting across categories
- Generate output - Creates comparison table and recommendation
This may take 2-3 minutes since web research is involved.
Notice that your main conversation doesn’t fill up with all the search results and intermediate steps—that’s the isolated context at work. The subagent does its research in its own separate workspace and only reports back what you see here.
Step 8: Review the Output
The subagent returns a detailed analysis including:
- Individual company reports - Product updates, financial metrics, management changes, analyst sentiment for each stock
- Comparison scorecard - Numerical scores across categories (Financial Health, Growth Potential, Management Quality, Market Sentiment)
- Final recommendation - Which stock to invest in and why
The subagent may display this in the terminal or generate a markdown file with the full report. You can edit the subagent file to customize scoring weights or output format.
Next Steps
Now that you have a working stock-picker subagent, try these extensions:
- Compare 3+ stocks: “Compare AAPL, MSFT, and GOOGL” to see how the subagent handles more options
- Adjust scoring weights: Edit the subagent file to change the 40/30/20/10 breakdown (e.g., make growth 40% if you prefer growth stocks)
- Create other subagents: Build a “code-reviewer” subagent, “bug-hunter” subagent, or “document-writer” subagent for different tasks
Troubleshooting
- Subagent not activating: Make sure your request mentions comparing companies or investment decisions. Try: “Use the stock-picker subagent to compare…”
- Skill not found: Verify
.claude/skills/stock-report/SKILL.mdexists. Restart Claude Code if you just added it. - Incomplete scores: Ask the subagent to “continue” or “explain the scores for each category in more detail”
- Error creating subagent: Check that the
.claude/agents/folder exists. Claude Code should create it automatically.
Workflow Overview
- Subagents automate multi-step workflows - They orchestrate skills, apply logic, and deliver decisions
- Skills are reusable tools - One skill can be used by multiple subagents for different goals
- System prompts define behavior - Clear instructions and scoring criteria make subagents reliable
- Subagents maintain focus - Each subagent has a single, clear purpose (stock picking, code review, etc.)
- Composition scales - Build a library of skills and subagents that work together
Created by Steven Ge on December 14, 2025.