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.
npx skills add adambbhe/TDX-finance-mcp-plugin-v3 --skill tdx-jjzcyjdgit clone --depth 1 https://github.com/adambbhe/TDX-finance-mcp-plugin-v3Wrote 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.
[](https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-jjzcyjd)<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-jjzcyjd"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-jjzcyjd/github.svg" alt="Measured on agentmods" height="20"></a>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.
<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-jjzcyjd"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-jjzcyjd.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00208 | $0.01469 |
| Opus 5 | $0.00104 | $0.00734 |
| Sonnet 5 | $0.00042 | $0.00294 |
| Haiku 4.5 | $0.00021 | $0.00147 |
Grade A, and why
基金重仓拥挤度 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 12d 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.
What it actually says
基金重仓拥挤度
Skill 分类 机构行为 / 拥挤交易 / 风险管理 / 组合研究
适用人群 研究员、机构投资者、持仓风险管理用户、偏机构视角的个股分析用户
适用场景 用户想判断某只基金重仓股是否已经形成高度一致预期,是否存在抱团交易,未来是否容易因为业绩不及预期、风格切换或供给释放而出现去拥挤。
最小输入 股票名称 / 股票代码
输出结构
- 机构拥挤度判断
- 拥挤来源
- 估值与位置
- 去拥挤触发因素
- 交易与配置建议
- 风险提示
数据工具
机构持仓相关
tdx-main-position:机构持仓汇总、持仓基金数、持股比例变化tdx-shareholder-research:股东人数、前十大流通股东、股东结构变化tdx_api_data:补充公司概况、股东研究、研报评级、北向或机构相关结构化数据
估值与价格相关
tdx_quotes:实时行情、估值指标、总市值、行业属性tdx_kline:趋势位置、阶段涨跌幅、波动结构tdx-financials:盈利能力、行业对比、财务质量
预期与触发器相关
tdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yzyq"):一致预期、目标价、评级变化 [已切换为 F10 替代方案]tdx_api_data(entry="tdxf10_gg_rdtc", fixedTag="sjcd"):最新资讯与市场情绪 [已切换为 F10 替代方案]tdx_api_data(entry="tdxf10_gg_ybpj", fixedTag="yjyg"):公告、业绩预告、风险提示 [已切换为 F10 替代方案]tdx-trading-info:资金流向、融资融券、大宗交易tdx-share-capital:限售解禁、回购、股本变化
核心判断框架
第一步:判断是否拥挤
至少从以下维度判断:
- 基金持仓比例是否高
- 持仓基金家数是否多
- 持仓是否集中在头部机构
- 北向或其他大资金是否同步持有
- 股东人数是否持续下降
- 近几个季度持仓是否明显抬升
不要只因为“很多基金持有”就认定拥挤,关键看一致性、集中度和位置。
第二步:分析拥挤来源
区分两种典型情况:
- 基本面驱动的自然拥挤:公司质地强、景气高、机构长期配置
- 交易型抱团:预期高度一致、替代标的少、资金风格驱动
如果是后者,去拥挤往往更剧烈。
第三步:评估估值与价格位置
必须结合估值和股价位置判断:
- 估值是否处于历史高位
- 股价是否接近阶段高位
- 市场是否已经充分交易了好消息
- 行业内是否存在明显溢价
拥挤本身不是坏事,但“高位 + 高估值 + 高一致性”是最需要警惕的组合。
第四步:识别去拥挤触发器
重点观察:
- 业绩低于高预期
- 行业景气边际走弱
- 风格切换
- 大宗交易折价
- 限售解禁压力
- 北向或公募持仓松动
- 一致预期被打破
第五步:给出策略建议
输出时要明确区分:
- 适合继续配置
- 适合边走边看
- 适合降低仓位
- 适合回避高位接力
建议的量化评分思路
可以把拥挤度拆成以下维度做综合判断:
- 持仓比例
- 持仓集中度
- 一致预期程度
- 估值分位
- 股价位置
- 解禁与供给压力
- 大宗交易与资金异动
最后给出拥挤度等级:
- 80-100:极度拥挤
- 60-79:高度拥挤
- 40-59:中度拥挤
- 20-39:轻度拥挤
- 0-19:拥挤风险较低
输出要求
- 必须把“机构持仓、估值、位置、预期”放在一起判断
- 必须说明拥挤是基本面驱动还是交易型抱团
- 必须指出最可能触发去拥挤的变量
- 不要把拥挤简单等同于利空,也不要忽视高一致性风险
- 结论要服务于仓位和节奏管理
固定输出模板
- 机构拥挤度判断
- 拥挤来源分析
- 估值与价格位置
- 一致预期评估
- 去拥挤触发因素
- 策略建议
- 风险提示
What ships with it
1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
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.
- 12d ago First seen · 127 lines · 208 tokens per session scan A 911687a9341b
基金重仓拥挤度 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 208 tokens to every session and 1,469 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.
Other skills, from other repositories
hithink-finance
A routing guide for accessing Chinese A-share financial data, including prices, company reports, valuations, funds, indices, sectors, and local data storage.
hithink-finance-fund
A command-line guide for querying fund information, including profiles, managers, holdings, prices, returns, financial data, news, and exchange-traded fund snapshots. A command-line tool is a program controlled by typed terminal commands.
hithink-finance-data
A local data-management skill for the HiThink Finance command-line tool and its DuckDB database. DuckDB is a database stored in a local file.
hithink-finance-market
A command-line tool entry for retrieving ordinary Chinese A-share market data, including snapshots, historical price bars, trading calendars, adjustment factors, and company actions.
hithink-finance-special-data
A command-line tool entry for retrieving special Chinese market lists and event data, such as limit-up stocks, limit-down stocks, unusual moves, hot stocks, and Dragon-Tiger records.
hithink-finance-futures
A command-line data source for public futures-market information, including contracts, positions, warehouse receipts, basis, trading schedules, and price charts. Futures are agreements to buy or sell an asset at a set future date.