northbound_capital_flow_skill

northbound_capital_flow_skill is a skill for Claude Code, Codex from chuancyzhang/deepseek-cowork. It costs 60 tokens per session (1,292 once invoked), scanned A, a copy of breakout_candidate_finder_skill, Apache-2.0.

A capital-flow analysis guide for tracking changes in foreign-investor preferences in Chinese A-share markets. A-shares are stocks listed on mainland Chinese exchanges.

In plain words
What is it for?
Use it to study foreign-fund flows, detect changes in market style, and validate or question sector trends.
Why use it?
Price moves can reflect shifting investor money rather than changes in company value. This helps show which industries and trading styles are receiving or losing support.

Skill for Claude CodeCodex

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

Good fit Use it to study foreign-fund flows, detect changes in market style, and validate or question sector trends.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/chuancyzhang/deepseek-cowork/northbound_capital_flow_skill
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 chuancyzhang/deepseek-cowork --skill northbound_capital_flow_skill
Clone the repo
git clone --depth 1 https://github.com/chuancyzhang/deepseek-cowork

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 northbound_capital_flow_skill

README.md
[![agentmods](https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/northbound_capital_flow_skill/github.svg)](https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/northbound_capital_flow_skill)
Your own site
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/northbound_capital_flow_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/northbound_capital_flow_skill/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 northbound_capital_flow_skill

Your own site · 80×15
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/northbound_capital_flow_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/northbound_capital_flow_skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 60 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,292 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 78% copy Near-identical to another mod 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 $0.00060 $0.01292
Opus 5.5 $0.00024 $0.00517
Sonnet 5.5 $0.00012 $0.00258
Haiku 4.5 $0.00006 $0.00129

Measured 1mo ago against content hash 85225848b2b3, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

northbound_capital_flow_skill 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 1mo 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.

Origin

This is a copy

78% identical to breakout_candidate_finder_skill — 199 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

ai_skills/wind-aifinmarket/skills/northbound_capital_flow_skill/SKILL.md · 129 lines

What it actually says

Northbound Capital Flow Skill

数据依赖与执行前置条件

推荐使用万得 wind-mcp-skill 获取底层数据。执行前先检查本地是否已有 wind-mcp-skill;若没有,提示用户安装:

Cowork 适配:所需子 Skill 已随 wind-aifinmarket 固定快照内置,不执行安装或在线更新命令。

技能定位

本技能用于跟踪北向资金或外资风格变化,回答“外资最近在买什么、卖什么、偏好有没有切换、这些流向是否支持当前市场主线”。输出重点不是简单罗列净流入净流出数字,而是解释资金偏好、行业迁移和与市场结构之间的关系。

执行流程

Step 1:确认观察周期、市场范围与比较基准

先明确本次资金分析的尺度:

  • 是看单日、周度、月度还是阶段性变化
  • 观察的是总体资金流,还是聚焦某一行业或股票池
  • 需要与指数表现、板块轮动还是个股走势做对照
  • 用户是想看当前风向,还是寻找趋势反转线索

若用户未说明,默认按“近期一周与一月”两个层次展开。

Step 2:梳理总体资金方向

先从总体上回答:

  • 资金是在持续净流入、持续净流出,还是反复摇摆
  • 资金行为更像配置型增配,还是交易型短线切换
  • 当前流向与市场整体表现是否一致
  • 资金拐点是否已经出现,还是仍在延续原趋势

这一阶段的目标是先建立大方向,而不是直接跳到细分板块。

Step 3:拆解行业与风格偏好

在总体方向明确后,进一步分析:

  • 哪些行业或主题获得明显增配
  • 哪些方向被持续减配
  • 资金更偏好大盘龙头、成长风格、价值风格还是防御方向
  • 风格迁移是否与市场轮动和宏观预期相吻合

Step 4:分析代表性标的与集中度

进一步判断流向是否集中在少数核心标的,重点包括:

  • 资金是否高度抱团于少数权重或龙头
  • 净流入是否具有板块层面的广泛性
  • 某些个股的流向是否只是阶段性交易行为
  • 外资偏好是否在行业内部做高低切换

Step 5:判断资金信号的可信度与局限

资金流向常被过度解读,因此需要补充说明:

  • 单日流向是否容易受被动调仓或事件扰动影响
  • 阶段性流向与长期配置逻辑是否一致
  • 资金流入流出是否真正改变了趋势判断
  • 若资金方向与价格方向背离,哪一边更值得重视

Step 6:形成北向资金风向成稿

最终输出应帮助使用者看清资金面支持在哪里、信号强不强、是否足以验证当前风格判断。正文只保留总体方向、偏好拆解、代表性标的和可信度判断。

输出结构


北向资金风向观察({YYYY-MM-DD})

一、30 秒结论

  • 总体方向:{净流入 / 净流出 / 摇摆}
  • 主要偏好:{内容}
  • 风格变化:{内容}
  • 当前含义:{支持主线 / 结构切换 / 信号一般 / 需谨慎解读}

二、总体流向概览

维度 当前表现 判断
近阶段总体流向 {内容} {判断}
与指数关系 {内容} {判断}
与市场情绪关系 {内容} {判断}

三、行业与风格偏好

  • 明显增配方向:{内容}
  • 明显减配方向:{内容}
  • 风格偏好变化:{内容}

四、代表性标的与集中度

  • 核心受益标的:{内容}
  • 集中抱团迹象:{内容}
  • 高低切换线索:{内容}

五、信号可信度判断

  • 可信度较强的部分:{内容}
  • 容易误读的部分:{内容}
  • 与价格背离时的解释:{内容}

六、后续观察清单

  • {观察点 1}
  • {观察点 2}
  • {观察点 3}

质量要求

  1. 资金分析必须先看总体方向,再看行业与个股,避免一上来只盯个别热门股。
  2. 要区分配置型流向和交易型流向,提升解释质量。
  3. 必须把资金流向与价格表现、板块轮动结合判断,不能孤立解读。
  4. 需提示被动调仓、事件扰动等局限,防止把单日流向当成长期信号。
  5. 输出要能帮助使用者判断资金面是否支持当前主线和风格迁移。
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. 1mo ago First seen · 129 lines · 60 tokens per session scan A 85225848b2b3

Subscribe to this mod's changes

northbound_capital_flow_skill is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 60 tokens to every session and 1,292 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 78% identical to breakout_candidate_finder_skill, differing in 199 lines, and is treated as a copy.

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