invest-skills: Instructions file for Codex

AGENTS.md

invest-skills AGENTS.md is an instructions file for Codex, OpenCode from Veblin/invest-skills. It costs 2,757 tokens per session, scanned A, original, MIT.

A project instruction file that sets rules for an investment-analysis agent. It requires traceable data sources, prohibits direct buy or sell recommendations, and says AI output should not be the main basis for investment decisions.

In plain words
What is it for?
Use it to guide agents that explain financial data, cite sources, compare scenarios, and produce learning material without issuing trade recommendations.
Why use it?
It reduces unsupported financial claims and makes analysis easier to verify against original sources such as reports or market data. It also sets boundaries around regulated investment advice.

Instructions file for CodexOpenCode

Written for Codex and OpenCode: the file is AGENTS.md. Also seen: mentions CLAUDE.md; mentions Claude Code; mentions AGENTS.md.

This is Veblin/invest-skills's own configuration. It tells Codex and OpenCode how to work on invest-skills itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything invest-skills configures →

Reuse

Borrowing it

Nothing to install: this file belongs to Veblin/invest-skills. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/Veblin/invest-skills/main/AGENTS.md
Clone the repo
git clone --depth 1 https://github.com/Veblin/invest-skills

Made for: Codex, OpenCode.

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README.md
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Per session 2,757 This file is loaded in full into every session.
When invoked 2,757 The same file — it is already loaded in full.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
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 5.1 $0.02757 $0.02757
Opus 5.5 $0.01103 $0.01103
Sonnet 5.5 $0.00551 $0.00551
Haiku 4.5 $0.00276 $0.00276

Measured 21d ago against content hash d7dffa365ba8, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

invest-skills AGENTS.md 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 21d 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.

AGENTS.md · 110 lines

How it starts

The opening of the file, as written. The whole thing — 110 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AGENTS.md — AI 协作规则

本文件是项目长期边界与变更门禁,跨 harness 适用,所有贡献者(人类和 AI)都应遵守。 不在此维护易变的运行细节——源矩阵、命令清单、报告规则、目录树见:各 SKILL.md、skills/lib/references/(随包携带)与确定性引擎。 约束 1–4 的编号是代码契约(多处源码与测试按号引用),不得重排或合并。


四条硬约束

约束 1:禁止荐股

不输出任何形式的"买入/卖出/持有"建议、仓位建议。允许多情景估值参考价,但必须标注假设前提、概率权重,并明确"仅供参考,不构成投资建议";不允许无假设前提的单一目标价数字。这是法律红线,也是能力边界——LLM 没有资格做投资建议。

本机研究清单例外 仅在本机显式开启已实现、且明确授权此类内容的许可门时(不能仅凭环境变量名以 INVEST_ENABLE_ 开头认定;数据源开关不属于内容许可门), 允许输出「ETF 研究候选清单」类内容,须带「研究候选,非推荐;不构成投资建议」。 对应内容许可门未实现时,本条不构成授权。 仅限本机自用:不得进入任何对外材料(定义见 CLAUDE.md「对外内容红线」),亦不得用作宣传素材; 本条不改变本节禁令对例外之外输出的适用。

约束 2:LLM 输出不能作为投资决策的依据

LLM 存在幻觉问题——在专业金融领域,这些幻觉极难被非专业人士识别。AI 的输出只能作为"学习材料的整理和解读",不能作为"投资决策的依据"。关键财务数据必须标注可追溯来源:引用财报须给原文定位,引用 akshare / Tushare 等数据接口须给接口及字段或序列信息,不能把采集渠道称为原始披露。

约束 3:所有分析解释必须依赖数据源,引用来源

LLM 生成的分析性文本(趋势解读、行业判断、估值讨论)必须建立在可追溯的数据源之上,而非 LLM 的"知识记忆"。事实性前提须标注来源;推理尚未证实时须标 [推测,待验证] 并说明依据和待核条件。推测标注不豁免事实来源要求,不得用于填补缺失数据或包装无依据的结论。

约束 4:先服务于自己的学习需求,但以可分发标准设计

项目源于作者自身的 A 股/港股投资学习实践。功能迭代以解决自己遇到的真问题为导向,不追求覆盖所有假想需求。同时,项目按 Agent Skills 开放格式构建,面向 Claude Code / Hermes / WorkBuddy 等多平台分发——配置步骤须有文档、数据源须有 fallback、关键路径须在无 Python 环境(MCP 模式)下同样可用。WorkBuddy 分发通道(3 步安装 / token 配置 / 用户级 AGENTS 与 MEMORY 模板 / 真机验收表)见 docs/workbuddy/ 与 README「WorkBuddy 安装」节。

上述兼容性是设计与验收要求,不是已实现或已验证的声明;各分发路径的实际能力与未验项须分别记录。


产品原则

产品呈现数据、分析方法与不确定性,让用户自行验证和判断。项目是开源学习工具,无流量变现/知识付费等商业逻辑。

日常个股研究产出留在本机,不进入公开仓库;对外 demo 须经脱敏与内容审查,具体发布规则见 CLAUDE.md「对外内容红线」。

技术指标规范

MA5/MA10/MA20/MA60 和 MACD(DIF/DEA)等指标仅用于理解市场状态,不用于生成交易信号:可描述价格与均线的位置关系、MACD 的 DIF/DEA 位置与方向、市场参与者的共识趋势;禁止输出"金叉买入""死叉卖出""MACD 底背离抄底"等信号,或基于技术指标给出任何操作建议。学术依据与模块呈现细则见 modules.md。

报告质量门(全 skill 适用)

  • 首部有风险声明 / 尾部有风险声明——两条都须完整可见;首部 boilerplate 不得以"置尾"为由删去
  • 每个财务数字带 [来源: ...];推测性语句标 [推测,待验证];不可得维度标 ⚠️ + attempted_sources
  • 不含"买入/卖出/建仓"等操作建议或信号;具体禁用措辞按 report-conventions.md §3 执行。估值参考价须遵守约束 1 的多情景、假设前提与概率权重要求
  • 技术指标仅为状态描述,无交易信号
  • 交付前必做:机器准出 + 三层人工复检(数字/合规/逻辑),见 delivery-qc.md;内容逐项自查见 report-conventions.md §7

Read the full file on GitHub · 110 lines

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. 21d ago Changed · -85 lines · +361 tokens per session d7dffa365ba8
  2. 1mo ago Changed · +1 lines · +49 tokens per session 9e9fe40de65f
  3. 1mo ago Changed · -3 tokens per session 6e25e244f86f
  4. 1mo ago First seen · 194 lines · 2,350 tokens per session scan A 5d1c7ad31e23

Subscribe to this mod's changes

invest-skills AGENTS.md is an instructions file published in the GitHub repository Veblin/invest-skills (17 stars, last pushed 13d ago), licensed MIT. It adds 2,757 tokens to every session, about $0.0110 per session on Opus 5.5. 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 2026-09-04.

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