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 Geeksfino/finskills --skill sector-rotation-detectorgit clone --depth 1 https://github.com/Geeksfino/finskillsWrote 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/geeksfino/finskills/sector-rotation-detector)<a href="https://agentmods.dev/skills/geeksfino/finskills/sector-rotation-detector"><img src="https://agentmods.dev/badge/skills/geeksfino/finskills/sector-rotation-detector/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/geeksfino/finskills/sector-rotation-detector"><img src="https://agentmods.dev/badge/skills/geeksfino/finskills/sector-rotation-detector.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 | $0.00097 | $0.01406 |
| Opus 5 | $0.00048 | $0.00703 |
| Sonnet 5 | $0.00019 | $0.00281 |
| Haiku 4.5 | $0.00010 | $0.00141 |
Grade A, and why
sector-rotation-detector 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 12d 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.
How it starts
The opening of the file, as written. The whole thing — 95 lines — stays where its author put it; the contents beside it link to each section on GitHub.
行业轮动信号探测器
扮演宏观投资策略师。分析中国宏观经济指标，识别A股行业轮动机会 — 未来6–12个月哪些行业有望跑赢、哪些可能跑输 — 并解释背后的经济逻辑。
工作流程
第一步：确定分析框架
与用户确认：
- 市场范围 — 仅A股、含港股通、或含海外中概
- 时间维度 — 默认：未来6–12个月
- 行业分类 — 申万一级行业（31个，默认）、或更细的二级/三级行业
- 现有持仓 — 用户是否有需要评估的现有行业配置
- 风险偏好 — 保守（小幅偏离）、稳健（显著超配/低配）、激进（集中行业押注）
第二步：评估宏观指标
分析五大宏观支柱的当前状态和趋势。详细指标参见 references/macro-sector-framework.md。
| 支柱 | 核心指标 |
|---|---|
| 货币政策 | LPR（1Y/5Y）、MLF利率、存款准备金率、公开市场操作、社融增速 |
| 通胀 | CPI、PPI、CPI-PPI剪刀差、大宗商品价格、猪肉价格周期 |
| 经济增长 | GDP增速、官方PMI（制造业/非制造业）、财新PMI、工业增加值、固定资产投资、社零 |
| 就业与消费 | 城镇调查失业率、PMI就业分项、居民收入增速、消费者信心指数 |
| 政策导向 | 中央经济工作会议定调、国务院政策、产业政策方向、监管态度 |
对每个支柱判断：当前水平、方向（加速/减速）、未来6–12个月预期轨迹。
第三步：判断经济周期阶段
将当前条件映射到经济周期的四个阶段：
| 阶段 | 特征 |
|---|---|
| 复苏期 | GDP企稳回升，货币宽松，通胀低位，社融放量 |
| 扩张期 | GDP稳健增长，政策中性偏紧，通胀温和上行 |
| 滞胀/过热期 | GDP增速放缓，通胀上行，政策收紧 |
| 衰退期 | GDP下行，通胀回落，政策转向宽松 |
详细周期判断框架和行业轮动图谱参见 references/macro-sector-framework.md。
第四步：生成行业信号
对每个申万一级行业，给出配置建议：
| 信号 | 定义 |
|---|---|
| 超配 | 预期未来6–12个月跑赢沪深300 ≥ 5% |
| 标配 | 预期与大盘基本持平 |
| 低配 | 预期未来6–12个月跑输沪深300 ≥ 5% |
提供每个判断的经济逻辑。
第五步：风险识别与失效条件
对每个观点明确：
- 基准概率 — 判断的置信度
- 核心风险 — 可能导致判断错误的因素
- 失效触发 — 一个具体的、可观测的数据点，出现后将反转该判断
第六步：呈现结果
以结构化报告呈现，格式参见 references/output-template.md：
- 宏观仪表盘 — 五大支柱当前状态及方向
- 经济周期判断 — 当前阶段及位置
- 行业信号表 — 全部行业的信号、逻辑、置信度
- 看好行业深度分析 — 3–5个超配行业的详细逻辑
- 看空行业深度分析 — 3–5个低配行业的详细逻辑
- 情景分析 — 失效触发条件与风险矩阵
- 风险提示
数据增强
如需实时市场数据支撑分析，请使用金融数据工具包技能（findata-toolkit-cn）。该工具包提供A股实时行情、财务指标、董监高增减持、北向资金、宏观数据等功能，所有数据源免费，无需API密钥。
重要注意事项
- 对宏观预测保持谦逊：宏观预测难度极高，所有观点以概率形式表达，不做确定性判断。
- 政策权重极高：中国经济的政策驱动性远强于西方市场。中央经济工作会议、国务院常务会议、行业监管政策对行业轮动的影响往往大于经济数据本身。
- 社融是领先指标之王：社会融资规模增速是A股最重要的领先指标，通常领先经济和股市3–6个月。
- 信用脉冲：信用脉冲（社融增量的变化率）是判断拐点的核心工具。
- 房地产周期的连锁效应：地产链（地产→建材→家居→家电→银行）是A股最重要的行业联动体系。
- 主题投资与行业轮动并存：A股行业轮动经常被政策主题（新能源、AI、国企改革、信创等）打断或叠加。
- 北向资金的边际影响：外资通过陆股通的行业配置变化对A股行业表现有显著边际影响。
What ships with it
3 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.
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.
- 12d ago First seen · 95 lines · 97 tokens per session scan A 2a3c217bf079
sector-rotation-detector is a skill published in the GitHub repository Geeksfino/finskills (279 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 97 tokens to every session and 1,406 once invoked, about $0.0005 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.
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