china-equity-ic-rigor

china-equity-ic-rigor is a skill for Claude Code, Codex from equity-rigor/us-equity-research. It costs 206 tokens per session (3,244 once invoked), scanned A, original, MIT.

A review framework for Chinese-equity research and investment memos intended for an investment committee, the group that assesses proposed trades. It adds checks for sources, calculations, scenarios and conditions that could change the recommendation.

In plain words
What is it for?
Use it for investment opinion letters, committee memos, pre-reads, red-team reviews and retail-friendly equity research. It checks figures, valuation methods, scenarios and explicit reasons the view could be reversed.
Why use it?
It helps expose mechanical errors and unsupported claims before an investment memo is challenged by a portfolio manager or committee.

Skill for Claude CodeCodex

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

Good fit Use it for investment opinion letters, committee memos, pre-reads, red-team reviews and retail-friendly equity research. It checks figures, valuation methods, scenarios and explicit reasons the view could be reversed.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/equity-rigor/us-equity-research/china-equity-ic-rigor
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 equity-rigor/us-equity-research --skill china-equity-ic-rigor
Clone the repo
git clone --depth 1 https://github.com/equity-rigor/us-equity-research

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 china-equity-ic-rigor

README.md
[![agentmods](https://agentmods.dev/badge/skills/equity-rigor/us-equity-research/china-equity-ic-rigor/github.svg)](https://agentmods.dev/skills/equity-rigor/us-equity-research/china-equity-ic-rigor)
Your own site
<a href="https://agentmods.dev/skills/equity-rigor/us-equity-research/china-equity-ic-rigor"><img src="https://agentmods.dev/badge/skills/equity-rigor/us-equity-research/china-equity-ic-rigor/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 china-equity-ic-rigor

Your own site · 80×15
<a href="https://agentmods.dev/skills/equity-rigor/us-equity-research/china-equity-ic-rigor"><img src="https://agentmods.dev/badge/skills/equity-rigor/us-equity-research/china-equity-ic-rigor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 206 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,244 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 $0.00206 $0.03244
Opus 5 $0.00103 $0.01622
Sonnet 5 $0.00041 $0.00649
Haiku 4.5 $0.00021 $0.00324

Measured 11d ago against content hash bf6a5660e11d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

china-equity-ic-rigor 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 2 executable files (scripts/verify_eps_pe.py, scripts/verify_segment_gm.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.

templates/china-equity-ic-rigor/SKILL.md · 146 lines

How it starts

The opening of the file, as written. The whole thing — 146 lines — stays where its author put it; the contents beside it link to each section on GitHub.

China Equity IC-Rigor

This skill is the PM red-team layer on top of china-equity-research. Use the base skill to do the underlying multi-agent research; use this one to harden the deliverable to the standard a buy-side PM will sign off on.

The core insight encoded here: an institutional-grade equity opinion letter survives PM challenge not because it has a strong view, but because every specific number is sourced, every transformation reconciles, every headline acknowledges what it's contingent on, and every "what would reverse it" trigger has a numerical denominator. The bugs that kill a memo in IC are almost always mechanical (math doesn't multiply, definitions don't match, anchors aren't verified) — not directional.

When to use this skill

Trigger when ANY of the following appear, even in passing:

  • Ticker (000XXX / 6XXXXX / H-share) + "投资意见书" / "IC memo" / "意见书"
  • "Red team this", "score this memo", "PM review", "round N", "what would push this from 8.x to 9.x"
  • Headline-language requests: 中位预期收益, 情景加权区间, 仓位建议, 减仓/加仓
  • Explicit references to S1-S5 sources, 强多/多头/基础/空头/强空 scenarios, 三估值法 reconcile, GM taxonomy, bear bridge, what-would-reverse, A0 tail
  • Multi-audience derivatives: 精简版 / IC pre-read / IC debate script / 零售版 / 非专业版
  • The user is critiquing a memo and the language sounds like a PM ("the math doesn't add up", "where does this number come from", "this is hand-wavy", "you can't make that claim without an S1")

If the request is for initial fundamental research (no opinion letter framing yet), use china-equity-research directly. Add this skill once the memo construction or red-team phase begins.

Workflow

The work proceeds in five phases. Phases 0-3 produce the institutional version. Phase 4 hardens it. Phase 5 derives audience variants. Phases can interleave when the user explicitly directs it (e.g. "build the institutional and IC versions in parallel").

Phase 0 — Foundational research (delegate to china-equity-research)

Read the full file on GitHub · 146 lines

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 · 146 lines · 206 tokens per session scan A bf6a5660e11d

Subscribe to this mod's changes

china-equity-ic-rigor is a skill published in the GitHub repository equity-rigor/us-equity-research (4 stars, last pushed 1mo ago), licensed MIT. It adds 206 tokens to every session and 3,244 once invoked, about $0.0010 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 2026-08-31.

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