thesis

thesis is a command for coding agents from wbh604/UZI-Skill. It costs 26 tokens per session (393 once invoked), scanned A, original, MIT.

A stock-investment thesis tracker that checks five reasons for being bullish, such as revenue growth, return on equity, chart trend, valuation and positive free cash flow.

In plain words
What is it for?
Use it to monitor a stock symbol, compare each target with its current value, and review whether the original investment thesis remains intact.
Why use it?
It shows which parts of an investment case still hold and which need attention. A confidence level links the results to suggested actions such as holding, reviewing or selling.

Command

Part of the UZI-Skill plugin — 5 skills, 20 commands, 1 agent, 1 hook shipped together

About the project

UZI-Skill is a collection of coding-agent skills for analyzing individual stocks across Chinese, Hong Kong, and United States markets using public data, investor viewpoints, quantitative rules, and institutional analysis methods. It is for users who want an agent to produce detailed stock-analysis reports. The catalogue entries are the commands, skills, instructions, plugin, agent, and hook that provide this workflow in supported coding agents.

wbh604/UZI-Skill · 6,737 stars · on GitHub

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add commands/wbh604/uzi-skill/thesis
Clone the repo
git clone --depth 1 https://github.com/wbh604/UZI-Skill

Or install UZI-Skill, the plugin that ships this one along with the rest of its 5 skills, 20 commands, 1 agent, 1 hook.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for thesis

README.md
[![agentmods](https://agentmods.dev/badge/commands/wbh604/uzi-skill/thesis.svg)](https://agentmods.dev/commands/wbh604/uzi-skill/thesis)
Your own site
<a href="https://agentmods.dev/commands/wbh604/uzi-skill/thesis"><img src="https://agentmods.dev/badge/commands/wbh604/uzi-skill/thesis.svg" alt="Measured on agentmods" height="20"></a>
Per session 26 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 393 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00026 $0.00393
Opus 5 $0.00013 $0.00197
Sonnet 5 $0.00005 $0.00079
Haiku 4.5 $0.00003 $0.00039

Measured 5d ago against content hash 6a8ff6232934, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

thesis scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

Copies of this mod

1 near-identical copy found in the catalogue:

  • thesis — 100% identical, 0 lines differ
commands/thesis.md · 41 lines

What it actually says

/thesis <股票代码>

实时监控"我为什么看多这只股"的 5 条核心支柱。

5 条自动生成的支柱

  1. 营收增速 > 15% — 当前 rev_growth_3y
  2. ROE > 15% — 当前 roe_last
  3. 技术面 Stage 2 — 当前 kline.stage
  4. 估值合理 (PE < 40) — 当前 pe
  5. FCF 为正 — 当前 fcf_positive

工作流

from lib.research_workflow import build_thesis_tracker
result = build_thesis_tracker(features, raw, direction="long")

输出

Pillar Target Current Trend Verdict
营收增速 > 15% 15%+ 18.5% stable
ROE > 15% 15%+ 11.8% concerning ⚠️
Stage 2 Stage 2 上升 Stage 2 stable
PE < 40 < 40 35 stable
FCF 为正 持续正 stable

信念度判定

  • thesis_intact_pct ≥ 80%High · 建议:Hold / Add
  • 60-80% → Medium · Hold
  • 40-60% → Low · Trim / Review
  • < 40% → Broken · Exit
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 41 lines · 26 tokens per session scan A 6a8ff6232934

Subscribe to this mod's changes

thesis is a command published in the GitHub repository wbh604/UZI-Skill (6,737 stars, last pushed 8d ago), licensed MIT. It adds 26 tokens to every session and 393 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.