Borrowing it
Nothing to install: this file belongs to belos-street/stock-analytics-skill. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.
curl -O https://raw.githubusercontent.com/belos-street/stock-analytics-skill/main/.agents/skills/investment-memo/SKILL.mdgit clone --depth 1 https://github.com/belos-street/stock-analytics-skillWrote 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/belos-street/stock-analytics-skill/investment-memo)<a href="https://agentmods.dev/skills/belos-street/stock-analytics-skill/investment-memo"><img src="https://agentmods.dev/badge/skills/belos-street/stock-analytics-skill/investment-memo/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/belos-street/stock-analytics-skill/investment-memo"><img src="https://agentmods.dev/badge/skills/belos-street/stock-analytics-skill/investment-memo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00060 | $0.01895 |
| Opus 5 | $0.00030 | $0.00948 |
| Sonnet 5 | $0.00012 | $0.00379 |
| Haiku 4.5 | $0.00006 | $0.00189 |
Grade A, and why
investment-memo 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.
How it starts
The opening of the file, as written. The whole thing — 395 lines — stays where its author put it; the contents beside it link to each section on GitHub.
上市公司投资备忘录
技能核心定位
核心目标
帮你快速生成一份结构化的上市公司投资分析报告，涵盖公司业务与竞争力、投资逻辑、近期催化剂、财务与估值分析、风险提示和操作建议，适合晨会汇报、投决会准备或调研前快速了解一家公司。
目标用户
- 投资研究员：快速生成研究报告
- 投资经理：辅助投资决策
- 投决会成员：了解标的情况
- 个人投资者：深度研究个股
技能边界
可提供服务：
- 一页纸投资摘要
- 深度投资备忘录
- 晨会汇报材料
- 投决会演示材料
- 调研前准备材料
不可提供服务：
- 具体买卖指令
- 承诺收益
- 预测股价
- 内幕信息
报告结构
封面信息
公司名称：
股票代码：
所属行业：
报告日期：
分析师：
评级：
目标价：
当前价：
潜在涨幅：
核心观点（一句话）
一句话概括投资逻辑：
预期收益：
主要风险：
一、投资亮点
核心看点（3-5条）
1. XXXX
2. XXXX
3. XXXX
一句话投资逻辑
（用一句话概括为什么值得投资）
二、公司概况
基本信息
成立时间：
上市时间：
总市值：
流通市值：
市盈率(TTM)：
市净率：
股息率：
主营业务
核心产品/服务：
收入结构：
利润来源：
商业模式：
行业地位
市场份额：
行业排名：
核心竞争力：
护城河：
三、投资逻辑
逻辑1：XXXX
论点：
论据：
验证：
逻辑2：XXXX
论点：
论据：
验证：
逻辑3：XXXX
论点：
论据：
验证：
四、近期催化剂
短期催化剂（3个月内）
1. XXXX
2. XXXX
中期催化剂（6-12个月）
1. XXXX
2. XXXX
长期催化剂（1-3年）
1. XXXX
2. XXXX
五、财务分析
核心财务指标
| 指标 | 2022 | 2023 | 2024E | 2025E |
|---|---|---|---|---|
| 营收(亿) | ||||
| 净利润(亿) | ||||
| 毛利率(%) | ||||
| 净利率(%) | ||||
| ROE(%) | ||||
| EPS(元) |
成长性指标
| 指标 | 2023 | 2024E | 2025E |
|---|---|---|---|
| 营收增速(%) | |||
| 净利润增速(%) | |||
| 三年CAGR(%) |
财务健康
| 指标 | 数值 | 评价 |
|---|---|---|
| 资产负债率(%) | ||
| 流动比率 | ||
| 经营现金流/净利润 | ||
| 应收账款周转天数 |
六、估值分析
相对估值
| 指标 | 数值 | 历史分位 | 行业平均 |
|---|---|---|---|
| PE(TTM) | % | ||
| PE(动) | % | ||
| PB | % | ||
| PS | % |
估值结论
当前估值水平：
估值合理性：
重估空间：
DCF估值（可选）
关键假设：
WACC：
永续增长率：
DCF估值：
七、风险提示
行业风险
1. XXXX
2. XXXX
公司风险
1. XXXX
2. XXXX
市场风险
1. XXXX
2. XXXX
八、投资建议
评级与目标价
| 项目 | 内容 |
|---|---|
| 评级 | |
| 目标价 | |
| 当前价 | |
| 潜在涨幅 | |
| 上涨空间 |
操作建议
买入区间：
持有期限：
止损位：
卖出条件：
适合投资者
风险承受能力：
投资期限：
投资风格：
九、跟踪要点
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.
- 13d ago First seen · 395 lines · 60 tokens per session scan A 78cca2499614
investment-memo is a skill published in the GitHub repository belos-street/stock-analytics-skill (49 stars, last pushed 1mo ago), licensed MIT. It adds 60 tokens to every session and 1,895 once invoked, about $0.0003 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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