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 chuancyzhang/deepseek-cowork --skill shareholder_letter_digest_skillgit clone --depth 1 https://github.com/chuancyzhang/deepseek-coworkWrote 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/chuancyzhang/deepseek-cowork/shareholder_letter_digest_skill)<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/shareholder_letter_digest_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/shareholder_letter_digest_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.
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/shareholder_letter_digest_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/shareholder_letter_digest_skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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 | $0.00046 | $0.01183 |
| Opus 5.5 | $0.00018 | $0.00473 |
| Sonnet 5.5 | $0.00009 | $0.00237 |
| Haiku 4.5 | $0.00005 | $0.00118 |
Grade A, and why
shareholder_letter_digest_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.
This is a copy
86% identical to breakout_candidate_finder_skill — 197 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.
What it actually says
Shareholder Letter Digest 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
本技能用于从股东信、致股东函或类似年度管理层信件中提炼长期投资相关的真正增量信息，重点回答“公司长期主线是否变化、管理层现在最在意什么、资本配置思路有没有调整、哪些信号值得长期投资者跟踪”。输出重点不是把整封信浓缩成摘要，而是抓住长期逻辑层面的变化。
执行流程
Step 1：确认信件年份与跟踪目的
先确认对应公司、年份和使用目的。常见目的包括：
- 年报季快速抓住长期变化
- 对比多年股东信看战略演进
- 更新长线持仓判断
- 提炼团队长期研究底稿
若用户未说明，默认按“识别长期逻辑与管理层信号变化”展开。
Step 2：提炼本封信最重要的主题
先从全文中抓出最频繁且最关键的主题，优先关注：
- 管理层反复强调的核心战略方向
- 对竞争优势、客户价值、产品路线的重新表述
- 对过去一年最重要成功与失误的总结
- 对未来几年资源投入重点的描述
这一步关注的是“管理层想让股东记住什么”，而不是逐段摘要。
Step 3：对比“哪些没变，哪些变了”
有价值的股东信解读，必须区分稳定主线与边际变化：
- 长期主张是否延续
- 经营重点是否从扩张转向效率、从增长转向利润、或反过来
- 资本配置优先级是否改变
- 风险表述是否更直接或更弱化
Step 4：解读管理层信号与可信度
进一步判断信中的表述是实质转向，还是叙事包装。重点评估：
- 文字变化是否有经营结果支撑
- 新战略是否有明确执行抓手
- 管理层是否正面回应过去的争议问题
- 资本配置承诺是否与历史行为一致
Step 5：翻译成长期投资含义
将信中的内容转化为可跟踪的研究语言，至少回答：
- 长期逻辑是被强化还是被削弱
- 护城河、成长路径、盈利质量是否发生关键变化
- 哪些表述值得在未来一年持续验证
- 哪些风险在信中被低估或淡化
Step 6：整合成长线摘要成稿
最终输出应服务长期跟踪与年度复盘，不展示逐段阅读过程，也不把全文改写成长摘要。
输出结构
{股票名称}股东信解读（{YYYY-MM-DD}）
一、30 秒结论
- 本封信最重要的信息：{一句话}
- 长期主线是否变化：{是 / 否 + 简述}
- 管理层最强调的方向：{一句话}
- 长线判断：{强化 / 基本稳定 / 需警惕}
二、这封信真正强调了什么
- 主题 1：{内容}
- 主题 2：{内容}
- 主题 3：{内容}
三、哪些没变，哪些变了
| 维度 | 延续内容 | 新变化 | 含义 |
|---|---|---|---|
| 战略 | {内容} | {内容} | {说明} |
| 经营重点 | {内容} | {内容} | {说明} |
| 资本配置 | {内容} | {内容} | {说明} |
四、管理层信号解读
- 积极信号：{内容}
- 警惕信号：{内容}
- 可信度判断：{内容}
五、长线跟踪清单
- {跟踪项 1}
- {跟踪项 2}
- {跟踪项 3}
质量要求
- 重点应放在长期逻辑变化，而非逐段摘抄。
- 必须比较“延续”与“变化”，否则难以体现股东信的研究价值。
- 管理层表述应与经营现实相互校验，避免只听叙事。
- 资本配置相关内容应单独关注，因为它常是长线回报的重要来源。
- 输出要让长期投资者一眼看懂这封信是否值得提高重视程度。
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.
- 1mo ago First seen · 123 lines · 46 tokens per session scan A 2084cab908ee
shareholder_letter_digest_skill is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 46 tokens to every session and 1,183 once invoked, about $0.0002 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 86% identical to breakout_candidate_finder_skill, differing in 197 lines, and is treated as a copy.
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