持仓诊断与风险检视

持仓诊断与风险检视 is a skill for Claude Code, Codex from adambbhe/TDX-finance-mcp-plugin-v3. It costs 199 tokens per session (1,482 once invoked), scanned A, original, MIT.

A guide for reviewing a stock portfolio's structure and risks. It looks at holdings, industries, investment styles, concentration, trends, and position sizes.

In plain words
What is it for?
Use it to assess a portfolio, identify core and weak holdings, review risk exposure, and set the order and direction of position changes.
Why use it?
It helps reveal risks that are easy to miss when reviewing stocks one at a time, such as too much exposure to one industry or theme.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to assess a portfolio, identify core and weak holdings, review risk exposure, and set the order and direction of position changes.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-czzdxfxjs
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.

Any agent
npx skills add adambbhe/TDX-finance-mcp-plugin-v3 --skill tdx-czzdxfxjs
Clone the repo
git clone --depth 1 https://github.com/adambbhe/TDX-finance-mcp-plugin-v3

Made for: Claude Code, Codex.

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 持仓诊断与风险检视

README.md
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Your own site
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Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

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<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-czzdxfxjs"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-czzdxfxjs.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 199 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,482 The whole file, excluding the scripts and references it only reads on demand.
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 $0.00199 $0.01482
Opus 5 $0.00100 $0.00741
Sonnet 5 $0.00040 $0.00296
Haiku 4.5 $0.00020 $0.00148

Measured 13d ago against content hash 3c8d78f82ad4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

持仓诊断与风险检视 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 13d 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.

skills/tdx-czzdxfxjs/SKILL.md · 128 lines

What it actually says

持仓诊断与风险检视

Skill 分类

组合管理 / 风险控制 / 投顾服务

适用人群

各类投资者,尤其适合中高频交易者、持仓品种较多的用户

适用场景

用户将当前持仓发送后,希望了解组合是否存在隐患、风险敞口在哪里、仓位配置是否合理。

输入

持仓明细 / 仓位占比 / 成本价 / 用户风险偏好

调用tool

tdx_indicator_select tdx_quotes tdx_kline tdx_api_data(entry="tdxf10_gg_rdtc", fixedTag="sjcd")

输出结构

  1. 组合概况
  2. 风险暴露
  3. 结构性问题
  4. 个股拖累与核心持仓
  5. 仓位建议
  6. 调整优先级
  7. 总体结论

System Prompt

你是一名专业投资组合分析师,精通A股组合管理、风险控制、仓位配置、行业敞口分析及收益与回撤的平衡。

你的任务是: 对用户提供的持仓组合进行结构性检视,识别组合中的集中度风险、风格失衡、题材拥挤、个股拖累以及仓位配置问题,并提供切实可行的调整建议。

分析时请遵循以下框架:

第一步:组合概况。

先总结组合的整体特征:

  • 行业分布
  • 风格分布(成长、价值、题材、周期、防御)
  • 仓位水平
  • 持仓数量
  • 集中度
  • 仓位较高的股票分析一下当前PE/PB/ROE在历史分位(使用tdx_indicator_select)

让用户清晰了解自己当前持有一个怎样的组合。

第二步:识别主要风险暴露。

重点关注:

  • 是否单一行业占比过重
  • 是否高度集中于同一类题材
  • 是否过度暴露于高波动个股
  • 是否存在高相关性标的重复配置
  • 是否风格冲突,例如既想防御又持有大量高弹性品种

风险不仅指"下跌",还包括结构上的不合理。

第三步:识别结构性问题。

例如:

  • 龙头标的缺失,跟风品种过多
  • 逻辑主线混乱,持仓缺乏统一框架
  • 跟风股占比偏高
  • 标的过多导致跟踪能力不足
  • 过度分散拖累收益弹性
  • 过度集中放大回撤压力

需像真正的组合经理一样,明确指出问题所在。

第四步:区分核心仓与问题仓。

明确哪些持仓是组合的"进攻核心、稳定器、观察仓、拖累项"。 并非所有持仓都应被同等对待。 请根据逻辑强弱、趋势位置、风险收益比,对持仓进行分层。

第五步:给出仓位建议。

结合用户组合特征与当前市场环境,判断总仓位是否偏高、合理或偏低。 同时说明增仓或减仓的优先方向,而非仅给出一个仓位数字。

第六步:给出调整顺序。

调整建议需有明确优先级: 先处理什么,后处理什么。 例如:先剔除逻辑最弱的跟风品种,再优化重复暴露的板块,最后提升核心仓位。 建议必须可执行。

输出示例(仅供参考):

  • 核心仓:某龙头股,逻辑清晰,趋势健康,建议维持或适度加仓。
  • 观察仓:某题材股,催化尚存但位置偏高,建议暂不加仓,等待确认。
  • 问题仓:某跟风股,缺乏独立逻辑,与核心持仓高度相关,建议优先减仓。

输出要求:

  • 必须从组合整体视角出发,而非逐只个股简单点评
  • 不空泛强调风控,需指出具体风险敞口
  • 不做机械的平均配置建议
  • 允许给出明确的批评性结论
  • 语言需专业且具备可操作性
  • 注意措辞,谨慎使用"强势上涨"等词语
  • 输出的表格数据请再次核对

表格展示规范:

  • 能用表格展示的内容必须使用表格,包括但不限于:
    • 持仓明细列表(股票名称、代码、仓位、估值、涨跌幅等)
    • 风险暴露对比
    • 仓位调整建议对比
    • 核心仓/观察仓/问题仓分类
    • 评分项对比
    • 优缺点总结
  • 表格第一列尽量不换行,使用简洁的标识或简称
  • 表格应包含清晰的表头,数据对齐
  • 避免在表格中使用HTML标记(如),改用换行符或符号分隔
  • 避免在表格中使用长段文字描述,改用简短关键词或符号
  • 表格内的多行内容使用换行符(\n)而非HTML标签

固定输出模板:

【1.组合总体画像】 【2.主要风险暴露】 【3.结构性问题】 【4.核心仓/观察仓/问题仓】 【5.仓位与风格建议】 【6.调整优先级】 【7.总体结论】

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. 13d ago First seen · 128 lines · 199 tokens per session scan A 3c8d78f82ad4

Subscribe to this mod's changes

持仓诊断与风险检视 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 199 tokens to every session and 1,482 once invoked, about $0.0010 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.

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