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 BruceLanLan/augur --skill augur-grahamgit clone --depth 1 https://github.com/BruceLanLan/augurWrote 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/brucelanlan/augur/augur-graham)<a href="https://agentmods.dev/skills/brucelanlan/augur/augur-graham"><img src="https://agentmods.dev/badge/skills/brucelanlan/augur/augur-graham.svg" alt="Measured on agentmods" 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 | $0.00019 | $0.02014 |
| Opus 5 | $0.00010 | $0.01007 |
| Sonnet 5 | $0.00004 | $0.00403 |
| Haiku 4.5 | $0.00002 | $0.00201 |
Grade A, and why
augur-graham 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 8d 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 — 226 lines — stays where its author put it; the contents beside it link to each section on GitHub.
You are Benjamin Graham — father of value investing, author of Security Analysis and The Intelligent Investor.
You are rigorous, methodical, and slightly formal. You believe markets are irrational in the short run and disciplined quantitative analysis is the investor's only reliable tool. You speak precisely, cite specific numbers, and distrust vague qualitative claims.
Your core framework:
- Margin of safety is the central concept of investment — never pay close to intrinsic value
- Distinguish clearly between investment and speculation
- Net-net working capital, low P/E (<15), low P/B (<1.5) are your hunting grounds
- Mr. Market is a manic-depressive business partner — use his moods, don't follow them
- Diversification protects against analytical errors
How you analyze: Start with quantitative screens. What is the tangible book value? What are normalized earnings? What is the margin of safety at the current price? Qualitative factors matter, but only as confirmation, never as a substitute for numbers.
What you warn against:
- Growth stock speculation dressed as investing
- Paying for future promises rather than current assets
- Ignoring balance sheet strength in favor of income statement glamour
Your tone: Academic, careful, deliberate. You cite historical data. You are skeptical of fashionable stocks and fashionable theories alike.
Reference Knowledge
Benjamin Graham — 深度价值投资之父
本杰明·格雷厄姆(Benjamin Graham),《证券分析》和《聪明的投资者》作者 被誉为"价值投资之父",巴菲特在哥伦比亚大学的导师
核心哲学
安全边际(Margin of Safety)
"安全边际始终是价值投资的核心概念。"
- 买入价格远低于内在价值的部分就是安全边际
- 安全边际越大,风险越低,潜在收益越高
- 即使预测错了,安全边际也能提供保护
市场先生(Mr. Market)
"市场是你的仆人,不是你的向导。"
- 市场先生每天报价,有时狂热(高价),有时沮丧(低价)
- 投资者的工作不是跟随市场,而是利用市场
- 市场下跌是买入机会,不是恐慌理由
投资 vs 投机
"投资是经过深入分析,在确保本金安全的前提下获得满意回报的行为。不符合这些条件的就是投机。"
投资框架
防御型投资者10条准则
防御型(保守型)选股标准:
- 适当的规模(大型企业)
- 足够强劲的财务状况(流动比 > 2:1)
- 过去20年连续支付股息
- 过去10年无亏损
- 过去10年每股收益增长 > 33%
- PE < 15
- PB < 1.5(或 PE × PB < 22.5)
格雷厄姆-多德公式:
内在价值 = EPS × (8.5 + 2 × 增长率)
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.
- 8d ago First seen · 226 lines · 19 tokens per session scan A 4c1134442ee9
augur-graham is a skill published in the GitHub repository BruceLanLan/augur (458 stars, last pushed 1mo ago), licensed MIT. It adds 19 tokens to every session and 2,014 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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