analyze-jgb-insurer-superlong-flow

analyze-jgb-insurer-superlong-flow is a skill for Claude Code, Codex from fatfingererr/macro-skills. It costs 75 tokens per session (3,280 once invoked), scanned A, original, MIT.

A data analysis of Japanese insurance companies’ net buying and selling of very long-term government bonds. It uses public monthly statistics from the Japan Securities Dealers Association, where “very long-term” means bonds with more than 10 years until maturity.

In plain words
What is it for?
Use it to download current or historical JSDA spreadsheets, measure insurer net sales, identify ongoing streaks and records, calculate cumulative totals, and create a reproducible summary.
Why use it?
It helps check claims about insurers selling record amounts of long-term Japanese government bonds while avoiding confusion about the dataset’s signs, timing, and bond categories.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: reads .claude/ paths.

Good fit Use it to download current or historical JSDA spreadsheets, measure insurer net sales, identify ongoing streaks and records, calculate cumulative totals, and create a reproducible summary.

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Install with agentmods
npx agentmods add skills/fatfingererr/macro-skills/analyze-jgb-insurer-superlong-flow
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 fatfingererr/macro-skills --skill analyze-jgb-insurer-superlong-flow
Clone the repo
git clone --depth 1 https://github.com/fatfingererr/macro-skills

Made for: Claude Code, Codex.

Its marketplace also offers this one on its own, as the plugin analyze-jgb-insurer-superlong-flow/plugin install analyze-jgb-insurer-superlong-flow after adding the marketplace above.

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README.md
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<a href="https://agentmods.dev/skills/fatfingererr/macro-skills/analyze-jgb-insurer-superlong-flow"><img src="https://agentmods.dev/badge/skills/fatfingererr/macro-skills/analyze-jgb-insurer-superlong-flow.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 75 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,280 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 $0.00075 $0.03280
Opus 5 $0.00037 $0.01640
Sonnet 5 $0.00015 $0.00656
Haiku 4.5 $0.00007 $0.00328

Measured 11d ago against content hash e6c06ab0f7a5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

analyze-jgb-insurer-superlong-flow 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 3 executable files (scripts/fetch_jsda_data.py, scripts/generate_flow_chart.py, scripts/jsda_flow_analyzer.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.

skills/analyze-jgb-insurer-superlong-flow/SKILL.md · 314 lines

How it starts

The opening of the file, as written. The whole thing — 314 lines — stays where its author put it; the contents beside it link to each section on GitHub.

分析日本保險公司超長期 JGB 淨買賣流量 Skill

以 JSDA 公開數據驗證「保險公司創紀錄賣超長端國債」等敘事,提供可複製的摘要(含 streak / record / 累積值)。

<essential_principles>

日本證券業協會(JSDA)自 2018/05 起將投資人別交易統計整併進「Trading Volume of OTC Bonds」資料集。

數據位置

關鍵 Sheet

  • (J)合計差引 - 淨買賣額(Sell - Purchase)

數據特徵

  • 頻率:月度
  • 分類:投資人類型 × 債券類型 × 天期桶
  • 單位:億日圓(100 million yen)
  • 延遲:約 T+1 個月

注意:2018/05 前的舊版「Trends in Bond Transactions (by investor type)」已停止更新。

JSDA 使用「賣出 - 買入」作為差引計算方式:

net_sale = 賣出金額 - 買入金額
  • 正值 = 淨賣出(賣出 > 買入,需求減少)
  • 負值 = 淨買入(買入 > 賣出,需求增加)

這與部分新聞報導的符號相反,需特別注意。

JSDA Excel 欄位結構(第 4 列):

JSDA 欄位 英文 說明
超長期 Interest-bearing Long-term (over 10-year) 10 年以上利付債
利付長期 Interest-bearing Long-term 5-10 年利付債
利付中期 Interest-bearing Medium-term 2-5 年利付債
割引 Zero-Coupon 零息債
国庫短期証券等 Treasury Discount Bills 短期國庫券

本 Skill 使用超長期(對應新聞常見的「10+ years」或「super-long」口徑)

JSDA 分類 英文 說明
生保・損保 Life & Non-Life Insurance Companies 壽險 + 產險合計
都市銀行 City Banks 大型商業銀行
地方銀行 Regional Banks 區域性銀行
信託銀行 Trust Banks 含年金管理
外国人 Foreigners 海外投資者

本 Skill 使用生保・損保(保險公司合計)

record_high = max(series)  # 最大淨賣出(正值最大)
is_record_sale = (latest == record_high) AND (latest > 0)

注意事項

  • 數據起點會影響「歷史紀錄」的判定,輸出必須說明樣本期間
  • 若僅為近期極值,需標註「近 N 個月新高」

</essential_principles>

<quick_start>

最快的方式:執行快速分析

cd .claude/skills/analyze-jgb-insurer-superlong-flow
pip install pandas numpy openpyxl  # 首次使用
python scripts/jsda_flow_analyzer.py --quick

輸出範例(2025/12 實測結果):

## 日本保險公司超長期 JGB 淨買賣驗證報告

**分析期間**:2022-04 ~ 2025-12(45 個月)

### 核心結論

| 指標 | 數值 | 說明 |
|------|------|------|
| 本月(2025-12)| **8,224 億日圓** | 淨賣出 |
| 是否創歷史紀錄 | **✓ 是** | 全樣本 (45 個月) |
| 連續淨賣出月數 | **5 個月** | 自 2025-08 起 |
| 本輪累積淨賣出 | **13,959 億日圓** | 1.40 兆日圓 |

### Headline Takeaways

1. ✓ 驗證屬實:日本保險公司在 2025/12 創下歷史最大單月淨賣出
2. 已連續 5 個月淨賣出超長期國債,累積 1.40 兆日圓
3. 當前淨賣出規模處於歷史極端區間(Z-score: 2.71)

完整分析(含歷史比較)

python scripts/jsda_flow_analyzer.py --full --format json

強制重新下載數據

python scripts/jsda_flow_analyzer.py --quick --refresh

</quick_start>

  1. 快速檢查 - 查看最新月份的淨買賣與連續淨賣出狀態
  2. 完整分析 - 執行完整的歷史比較與極值判斷
  3. 驗證新聞 - 輸入新聞的數字,對比 JSDA 原始數據
  4. JSON 輸出 - 輸出結構化 JSON 供後續處理

請選擇或直接執行分析。

<input_schema>

Read the full file on GitHub · 314 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 · 314 lines · 75 tokens per session scan A e6c06ab0f7a5

Subscribe to this mod's changes

analyze-jgb-insurer-superlong-flow is a skill published in the GitHub repository fatfingererr/macro-skills (3 stars, last pushed 7mo ago), licensed MIT. It adds 75 tokens to every session and 3,280 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 2026-08-31.

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