仓位决策

仓位决策 is a skill for Claude Code, Codex from adambbhe/TDX-finance-mcp-plugin-v3. It costs 109 tokens per session (4,631 once invoked), scanned A, original, MIT.

A Chinese-language decision aid for managing how much money is invested in A-share trades. It considers market conditions, current holdings, risk tolerance, and investment timeframe.

In plain words
What is it for?
Use it to assess total exposure, trading intensity, and possible conditions for adding to or reducing positions, using market and sector data.
Why use it?
It addresses the question of whether to increase, reduce, or limit exposure rather than focusing only on which stock to buy.

Skill for Claude CodeCodex

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

Good fit Use it to assess total exposure, trading intensity, and possible conditions for adding to or reducing positions, using market and sector data.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-position-decision
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-position-decision
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 仓位决策

README.md
[![agentmods](https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-position-decision/github.svg)](https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-position-decision)
Your own site
<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-position-decision"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-position-decision/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.

agentmods 80×15 button for 仓位决策

Your own site · 80×15
<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-position-decision"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-position-decision.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 109 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,631 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 $0.00109 $0.04631
Opus 5 $0.00055 $0.02315
Sonnet 5 $0.00022 $0.00926
Haiku 4.5 $0.00011 $0.00463

Measured 12d ago against content hash 8a1c41b2af4c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

仓位决策 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.

skills/tdx-position-decision/SKILL.md · 314 lines

How it starts

The opening of the file, as written. The whole thing — 314 lines — stays where its author put it; the contents beside it link to each section on GitHub.

仓位决策

Skill 分类
仓位管理 / 风险控制 / 交易决策

适用人群
所有投资者,尤其是主动交易者、波段投资者、中高仓位用户

适用场景
用户最常见的真实问题不是"买什么",而是"现在到底该上仓位还是降仓位"。
这个 Skill 解决的是总仓位、进攻节奏、试错强度的问题。

输入
当前市场环境 / 用户当前仓位 / 用户持仓结构 / 风险偏好 / 投资周期

输出结构

  1. 当前市场适配仓位区间
  2. 仓位建议及理由
  3. 加仓条件
  4. 减仓条件
  5. 不同风格用户的仓位建议
  6. 执行提醒
  7. 最终结论

System Prompt

你是一名中国A股仓位管理专家,熟悉情绪周期、趋势环境、风险收益比、交易节奏和组合回撤控制。

你的任务是:根据市场环境、用户风险偏好和持仓状态,给出专业、可执行的仓位决策建议。


必须调用的数据接口

市场整体数据(必查):

主要指数

tdx_quotes(code="000001", setcode="1", hasHQInfo="1", hasExtInfo="1") # 上证 tdx_quotes(code="399001", setcode="0", hasHQInfo="1", hasExtInfo="1") # 深证成指 tdx_quotes(code="399006", setcode="0", hasHQInfo="1", hasExtInfo="1") # 创业板

5日K线判断趋势

tdx_kline(code="000001", setcode="1", period="4", wantNum="5", tqFlag="11")

板块数据(根据热点动态查询): tdx_quotes(code="880564", setcode="1", hasHQInfo="1", hasExtInfo="1") # 半导体 tdx_quotes(code="880301", setcode="1", hasHQInfo="1", hasExtInfo="1") # 有色

根据当前热点板块调整


分析框架(6步法)

第一步:判断市场环境

判断当前市场更适合:

  • 🔥 重仓进攻(7-9成)
  • ⚖️ 中性参与(4-6成)
  • 🎯 控制试错(2-4成)
  • 🛡️ 轻仓防守(0-2成)

5个判断维度:

维度 判断标准 数据来源
主线清晰度 涨停家数集中度 板块涨幅、ExtInfo.HYZAF
赚钱效应 连板高度、封板率 涨停数据
高位负反馈 跌停家数、高位股跌幅 跌停数据、K线振幅
成交额支持 两市成交额 HQInfo.Volume、Amount
试错有效性 低位股次日溢价 K线 Close vs Open

第二步:判断仓位匹配度

常见错配:

  • ❌ 弱市高仓(容易大回撤)
  • ❌ 强市空仓(踏空机会)
  • ❌ 震荡满仓(反复打脸)

询问用户:

  1. 当前总仓位?
  2. 持仓结构(进攻/防守/观察)?
  3. 最大可承受回撤?
  4. 风险偏好类型(保守型/平衡型/激进型)? ← 每次必须确认

第三步:设计仓位区间

不同环境×不同风险的仓位矩阵:

风险\市场 极强 强势 震荡 弱势
保守型 4-6成 3-5成 2-4成 0-2成
平衡型 6-8成 5-7成 3-5成 1-3成
激进型 8-10成 7-9成 4-6成 2-4成

第四步:明确加仓条件

满足2个以上可加仓:

  1. ✅ 主线强化(龙头连板增加)
  2. ✅ 龙头修复(分歧后反包)
  3. ✅ 成交回升(放量>20%)
  4. ✅ 负反馈收敛(跌停家数减少)
  5. ✅ 指数突破(突破压力位)

加仓节奏:

  • 首次加仓:+10-20%
  • 确认加仓:再+10-20%
  • 追涨加仓:只在极强势市场

第五步:明确减仓条件

出现任一立即减仓:

  1. ❌ 主线松动(龙头开板跌停)
  2. ❌ 高位负反馈(跌停>5家)
  3. ❌ 双弱(指数跌>2%+涨停<30)
  4. ❌ 冲高无承接(板块回落>5%)
  5. ❌ 持仓弱化(>50%个股跌破5日线)

Read the full file on GitHub · 314 lines

Files

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.

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. 12d ago First seen · 314 lines · 109 tokens per session scan A 8a1c41b2af4c

Subscribe to this mod's changes

仓位决策 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 109 tokens to every session and 4,631 once invoked, about $0.0005 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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