a-share-thesis-tracker

a-share-thesis-tracker is a skill for Claude Code from cyijun/china-financial-services. It costs 79 tokens per session (611 once invoked), scanned A, original, Apache-2.0.

A research journal for A-share companies, meaning companies listed on mainland Chinese stock exchanges, built around claims that can be tested or disproved.

In plain words
What is it for?
Use it to create, update, or audit an investment thesis after financial reports, announcements, industry changes, or valuation updates. It records evidence history and the next items to investigate without giving automatic trading instructions.
Why use it?
It records supporting evidence, opposing evidence, valuation assumptions, catalysts, and conditions that would invalidate the thesis. This helps separate changing evidence from hindsight and short-term share-price movements.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the china-market-researcher plugin — 17 skills, 1 agent shipped together

Good fit Use it to create, update, or audit an investment thesis after financial reports, announcements, industry changes, or valuation updates. It records evidence history and the next items to investigate without giving automatic trading instructions.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/cyijun/china-financial-services/a-share-thesis-tracker
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 cyijun/china-financial-services --skill a-share-thesis-tracker
Clone the repo
git clone --depth 1 https://github.com/cyijun/china-financial-services

Made for: Claude Code.

Or install china-market-researcher, the plugin that ships this one along with the rest of its 17 skills, 1 agent.

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 a-share-thesis-tracker

README.md
[![agentmods](https://agentmods.dev/badge/skills/cyijun/china-financial-services/a-share-thesis-tracker/github.svg)](https://agentmods.dev/skills/cyijun/china-financial-services/a-share-thesis-tracker)
Your own site
<a href="https://agentmods.dev/skills/cyijun/china-financial-services/a-share-thesis-tracker"><img src="https://agentmods.dev/badge/skills/cyijun/china-financial-services/a-share-thesis-tracker/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 a-share-thesis-tracker

Your own site · 80×15
<a href="https://agentmods.dev/skills/cyijun/china-financial-services/a-share-thesis-tracker"><img src="https://agentmods.dev/badge/skills/cyijun/china-financial-services/a-share-thesis-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 79 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 611 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 $0.00079 $0.00611
Opus 5 $0.00039 $0.00305
Sonnet 5 $0.00016 $0.00122
Haiku 4.5 $0.00008 $0.00061

Measured 11d ago against content hash 6020d5b73bdb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

a-share-thesis-tracker 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 11d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/append_thesis_record.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

plugins/china-market-researcher/skills/a-share-thesis-tracker/SKILL.md · 38 lines

What it actually says

A股可证伪论点追踪

模式

  • build:首次建立论点。
  • update:新财报、公告、行业或估值信息出现后更新。
  • audit:检查论点是否被改写、只记录支持证据或遗漏失效条件。

工作流

  1. 先读取a-share-research-evidence证据包。更新模式必须读旧版本,禁止事后改写。
  2. 用一至两句话写核心论点,并列三至五个可验证支柱;每个支柱有指标、频率和失效条件。
  3. 写至少三个不同类别的反证或失败路径;未知事项单列。
  4. 记录估值锚的模型版本、范围和假设;估值变化不能替代基本面证据。
  5. 建立验证事件日历,区分论点验证事件和短期股价事件。
  6. 每条新证据记录发生时间、市场可得时间、来源、影响支柱和状态变化。结构化数据必须保留china-market-data元信息。
  7. 支柱状态使用supportedmixedweakenedbrokenunknown,不给综合健康分。
  8. 输出变化、最强反方、下一检查时间和待补证据。
  9. 需要本地持久化时使用scripts/append_thesis_record.py追加JSONL哈希链;脚本强制最小schema,并在同一排他文件锁内完成旧链校验与追加,避免并发写产生分叉。它提供篡改可检测性,不等同于WORM存储、签名或多人权限控制。

硬约束

  • 股价涨跌不自动证明论点对错。
  • 风险至少覆盖需求、供给/竞争、资产负债表、政策、治理和会计中的适用类别。
  • 版本历史不可静默覆盖。
  • 不输出自动加仓、减仓、止损或退出指令。

输出契约

输出核心论点、支柱表、反证/失效表、估值锚、催化剂、更新日志、当前状态、最强反方和下一步取证。

需要持久化结构时读取references/thesis-record-schema.md

Files

What ships with it

2 files 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. 11d ago First seen · 38 lines · 79 tokens per session scan A 6020d5b73bdb

Subscribe to this mod's changes

a-share-thesis-tracker is a skill published in the GitHub repository cyijun/china-financial-services (19 stars, last pushed 17d ago), licensed Apache-2.0. It adds 79 tokens to every session and 611 once invoked, about $0.0004 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.