trim_or_hold_decision_skill

trim_or_hold_decision_skill is a skill for Claude Code, Codex from chuancyzhang/deepseek-cowork. It costs 67 tokens per session (1,385 once invoked), scanned A, original, Apache-2.0.

A stock-position review tool for deciding whether to sell part of a holding or continue holding after a large gain or short-term rise. It lays out the reasoning, possible actions, and conditions for keeping the remaining position.

In plain words
What is it for?
Use it to manage profitable holdings, take partial gains, and reassess whether a trend still supports the position.
Why use it?
It helps reduce impulsive decisions after a stock rises sharply or becomes significantly profitable.

Skill for Claude CodeCodex

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

Good fit Use it to manage profitable holdings, take partial gains, and reassess whether a trend still supports the position.

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Install with agentmods
npx agentmods add skills/chuancyzhang/deepseek-cowork/trim_or_hold_decision_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 trim_or_hold_decision_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 trim_or_hold_decision_skill

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/trim_or_hold_decision_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/trim_or_hold_decision_skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 67 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,385 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 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 $0.00067 $0.01385
Opus 5.5 $0.00027 $0.00554
Sonnet 5.5 $0.00013 $0.00277
Haiku 4.5 $0.00007 $0.00138

Measured 1mo ago against content hash 2cde8cc576c4, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

trim_or_hold_decision_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.

ai_skills/wind-aifinmarket/skills/trim_or_hold_decision_skill/SKILL.md · 143 lines

What it actually says

Trim Or Hold Decision 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

本技能用于处理盈利持仓中最常见的分歧时刻: “已经涨了很多,到底该减一点还是继续拿住”。输出重点不是给绝对答案,而是帮助使用者从上涨质量、预期兑现程度、环境变化和仓位压力几个维度,判断当前更适合兑现、继续持有,还是两者结合。

功能简介

本技能的核心功能是:盈利后判断减仓还是继续持有。

它强调在价格表现、逻辑进展和风险暴露之间重新平衡,帮助使用者避免因为贪婪或恐惧而做出极端动作。

使用场景

  • 持仓单日或短期大涨后,用户纠结该不该落袋为安。
  • 趋势股已脱离成本较远,需要重估持有收益与回撤风险。
  • 团队想在减仓与继续拿之间形成一套共识框架。
  • 用户经常不是卖太早,就是赚了又吐回去。

工作原则

  1. “减仓”与“继续持有”不是对立动作,关键在于如何分层处理。
  2. 决策必须回到上涨质量、预期兑现程度和环境支持度。
  3. 只有当继续持有的前提仍成立,才值得保留较大尾仓。
  4. 若仓位压力明显高于机会质量,应优先做风险释放。
  5. 正文只输出判断依据与动作建议,不讨论内部实现过程。

执行流程

Step 1:确认当前上涨阶段

先判断这波上涨走到了哪里:

  • 刚启动、主升中段,还是情绪性加速尾段
  • 当前价格与原始成本、目标区、关键阻力位的关系如何
  • 上涨是稳健推进还是极度陡峭
  • 是否已经出现明显透支

Step 2:评估上涨质量与逻辑兑现程度

判断该不该继续拿,关键不只是涨幅,而是涨得是否扎实:

  • 驱动逻辑是否被逐步验证
  • 市场是否只是短期情绪爆发
  • 预期差是否还在,还是已大部分反映
  • 财务、事件或行业层面的支撑是否继续存在

Step 3:检查环境与仓位压力

再好的个股,也要放回环境中评估:

  • 板块是否仍有扩散能力
  • 市场整体是否支持继续给高溢价
  • 当前持仓权重是否已过高
  • 若出现正常回撤,账户能否接受

Step 4:设计分层处理方案

把动作拆成更合理的层次:

  • 哪部分仓位适合先兑现以降低压力
  • 哪部分仓位可以保留以参与后续趋势
  • 继续持有的部分应靠什么条件维持
  • 若继续加速,是否还有进一步动态调整空间

Step 5:设置持有前提与减仓触发器

只有把“继续拿”的前提写清,持有才不是死扛:

  • 哪些走势特征说明仍应继续持有
  • 哪些信号意味着应立即减仓
  • 若出现放量滞涨、跌破短期结构、板块退潮,动作顺序是什么
  • 是否需要动态抬高保护位

Step 6:形成减仓持有成稿

最终输出应帮助使用者明确“该先落多少、为什么还留、剩余仓位靠什么继续拿、什么情况下改判”。正文保留阶段判断、动作分层和持有前提。

输出结构


减仓或持有决策({YYYY-MM-DD})

一、30 秒结论

  • 持仓对象:{股票名称}
  • 当前阶段:{启动 / 主升 / 加速 / 透支}
  • 决策倾向:{继续持有 / 先减后拿 / 明确减仓}
  • 保留仓位前提:{一句话}
  • 主要风险:{一句话}

二、判断拆解

维度 当前判断 对决策的影响
上涨质量 {内容} {内容}
逻辑兑现度 {内容} {内容}
板块环境 {内容} {内容}
仓位压力 {内容} {内容}

三、动作建议

  • 先行减仓部分:{内容}
  • 继续持有部分:{内容}
  • 保护规则:{内容}
  • 改判触发器:{内容}

四、后续观察点

  • {观察点1}
  • {观察点2}
  • {观察点3}

五、风险提示

  • {风险1}
  • {风险2}
  • {风险3}

质量要求

  1. 必须同时评估上涨质量、环境支持和仓位压力。
  2. 需要给出“减多少、留多少、为何这么分”的解释。
  3. 继续持有的前提必须明确。
  4. 加速末端与趋势中段要区别处理。
  5. 输出应帮助盈利仓再平衡,而不是强化情绪化卖点判断。
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 · 143 lines · 67 tokens per session scan A 2cde8cc576c4

Subscribe to this mod's changes

trim_or_hold_decision_skill is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 67 tokens to every session and 1,385 once invoked, about $0.0003 per session on Opus 5.5. 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 2026-09-04.

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