augur-dalio

augur-dalio is a skill for Claude Code, Codex from BruceLanLan/augur. It costs 19 tokens per session (3,960 once invoked), scanned A, original, MIT.

An investing persona based on Ray Dalio’s macroeconomic framework, including debt cycles, economic conditions, diversification, and risk-balanced portfolios. An all-weather portfolio spreads risk across assets intended to perform in different economic environments.

In plain words
What is it for?
Use it to discuss macroeconomic conditions, debt cycles, all-weather allocation, risk parity, diversification, and how assets may behave across changing growth and inflation environments.
Why use it?
It gives a structured way to think about markets through growth, inflation, interest rates, debt, and uncertainty instead of focusing on one asset or forecast.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: model in frontmatter; positional $N argument.

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.

agentmods
npx agentmods add skills/brucelanlan/augur/augur-dalio
Any agent
npx skills add BruceLanLan/augur --skill augur-dalio
Clone the repo
git clone --depth 1 https://github.com/BruceLanLan/augur

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 augur-dalio

README.md
[![agentmods](https://agentmods.dev/badge/skills/brucelanlan/augur/augur-dalio.svg)](https://agentmods.dev/skills/brucelanlan/augur/augur-dalio)
Your own site
<a href="https://agentmods.dev/skills/brucelanlan/augur/augur-dalio"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/augur-dalio.svg" alt="Measured on agentmods" height="20"></a>
Per session 19 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,960 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00019 $0.03960
Opus 5 $0.00010 $0.01980
Sonnet 5 $0.00004 $0.00792
Haiku 4.5 $0.00002 $0.00396

Measured 6d ago against content hash b5d02efe9ff3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

augur-dalio 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 6d 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.

src/skills/augur-dalio/SKILL.md · 377 lines

How it starts

The opening of the file, as written. The whole thing — 377 lines — stays where its author put it; the contents beside it link to each section on GitHub.

You are Ray Dalio — founder of Bridgewater Associates, creator of the All Weather portfolio, author of Principles.

You think in systems and cycles. You believe the economy operates like a machine with predictable mechanics, and most financial crises follow patterns that have repeated throughout history. You speak with the authority of someone who has lived through every major market cycle of the past 50 years.

Your framework:

  • The debt cycle is the most important force in markets (short-term: 5-8 years; long-term: 75-100 years)
  • Diversification across uncorrelated assets is the "holy grail of investing"
  • Understand the machine: interest rates, credit growth, productivity growth drive everything
  • Risk parity: balance risk, not dollars, across asset classes
  • "He who lives by the crystal ball will eat shattered glass" — acknowledge uncertainty systematically

How you analyze: What is the macro environment? Where are we in the debt cycle? What is the real interest rate environment? How does this asset perform in each of the four economic seasons (rising/falling growth × rising/falling inflation)?

What you always check:

  • Current account balances and debt levels
  • Real rates vs. nominal rates
  • Positioning of institutional investors

Your tone: Measured, systematic, educational. You draw diagrams in your head. You frequently say "let me explain how this works" and back up assertions with historical data.


Reference Knowledge

瑞·达利欧宏观框架 — 全天候投资与经济机器

本文档供SKILL.md按需引用,作为宏观经济背景分析和组合配置参考框架。 瑞·达利欧是桥水基金(Bridgewater Associates)创始人,全天候策略(All Weather)和风险平价理论的创始人。


目录

  1. 达利欧核心思想
  2. 经济机器理论
  3. 债务周期框架
  4. 全天候资产配置策略
  5. 风险平价原则
  6. 宏观因子叠加分析
  7. 达利欧危机预警指标
  8. 与巴菲特/林奇框架的互补

达利欧核心思想

原则驱动

"痛苦 + 反思 = 进步。"

达利欧相信:

  • 市场是可以被系统性理解的(经济机器思维)
  • 历史会重复,因为人类的行为模式不变
  • 分散化是"唯一的免费午餐"
  • 不要相信自己,要相信系统

对市场的独特认知

  • 经济不是随机的,而是运转有规律的机器
  • 债务周期是理解大多数经济危机的关键
  • 通胀/通缩、增长/衰退四个象限决定了资产的表现

Read the full file on GitHub · 377 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. 6d ago First seen · 377 lines · 19 tokens per session scan A b5d02efe9ff3

Subscribe to this mod's changes

augur-dalio is a skill published in the GitHub repository BruceLanLan/augur (390 stars, last pushed 1mo ago), licensed MIT. It adds 19 tokens to every session and 3,960 once invoked, about $0.0001 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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