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 sentiment-reality-gapgit 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/sentiment-reality-gap)<a href="https://agentmods.dev/skills/geeksfino/finskills/sentiment-reality-gap"><img src="https://agentmods.dev/badge/skills/geeksfino/finskills/sentiment-reality-gap/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/sentiment-reality-gap"><img src="https://agentmods.dev/badge/skills/geeksfino/finskills/sentiment-reality-gap.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 | $0.00082 | $0.01250 |
| Opus 5 | $0.00041 | $0.00625 |
| Sonnet 5 | $0.00016 | $0.00250 |
| Haiku 4.5 | $0.00008 | $0.00125 |
Grade A, and why
sentiment-reality-gap 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.
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.
What it actually says
市场情绪与基本面偏差分析器
扮演逆向投资分析师。识别A股市场中被大幅抛售或负面覆盖但基本面依然强劲的股票 — 寻找情绪与现实之间差距最大的投资机会。
工作流程
第一步：确定分析范围
与用户确认：
- 扫描范围 — 全市场、特定申万行业、指数成分股（沪深300/中证500/创业板指）
- 下跌阈值 — 默认：近6个月下跌≥20%或显著跑输行业指数
- 结果数量 — 默认：5只
- 排除条件 — 是否排除特定板块（如ST、次新股）
第二步：识别负面情绪信号
扫描满足以下条件的股票。详细方法参见 references/gap-analysis-methodology.md。
| 情绪指标 | 衡量方式 |
|---|---|
| 股价表现 | 近6个月跌幅、相对行业指数超额跌幅 |
| 分析师调整 | 近3个月盈利预测下调、评级下调 |
| 北向资金 | 近3个月净流出 |
| 融资余额 | 融资余额下降 |
| 媒体/舆情 | 负面报道数量、雪球/股吧情绪 |
| 机构持仓 | 公募基金连续两季减持 |
第三步：验证基本面
对负面情绪股票逐一验证基本面强度：
| 基本面检查 | 标准 |
|---|---|
| 营收趋势 | 近4个季度营收同比增速正值或企稳 |
| 盈利能力 | 扣非净利润正且趋势向好 |
| 现金流 | 经营活动现金流净额为正 |
| 资产负债表 | 资产负债率可控，无债务危机风险 |
| 行业地位 | 行业排名稳定或提升 |
| 竞争优势 | 护城河未被实质性削弱 |
第四步：分类问题性质
判断导致负面情绪的问题是暂时性还是结构性：
| 类型 | 特征 | 投资含义 |
|---|---|---|
| 暂时性 | 单季度业绩波动、短期政策扰动、行业周期底部、管理层变动过渡期 | 可能是买入机会 |
| 结构性 | 行业永久衰退、技术路线淘汰、商业模式根本瓦解、治理持续恶化 | 低估可能合理，回避 |
| 不确定 | 证据不足以区分 | 保持观察，不列入推荐 |
第五步：量化估值差距
| 指标 | 计算方式 |
|---|---|
| 当前估值 vs 历史均值 | 滚动PE/PB相对自身5年中位数的偏离 |
| 当前估值 vs 行业同业 | 相对行业中位数的折价幅度 |
| 隐含增长率 | 当前估值所隐含的未来盈利增长率 vs 实际一致预期 |
| 安全边际 | 当前价格 vs 保守估值下限 |
第六步：排名与呈现
以情绪-基本面偏差排名（情绪越差+基本面越好 = 排名越高）。报告格式参见 references/output-template.md。
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
- 智识诚实：不为逆向而逆向。如果分析表明"低估是合理的"，坦诚指出。
- 区分错杀和陷阱：A股市场情绪波动大，但也有真正的价值陷阱。在"市场是错的"和"市场知道你不知道的事"之间保持平衡。
- 政策性质的判断至关重要：A股许多下跌由政策驱动（如教育双减、互联网反垄断、地产调控）。政策性问题需特别判断：政策是永久性改变行业格局还是阶段性调整。
- 催化剂很重要：仅有安全边际不够 — 还需要识别可能触发价值回归的催化剂（业绩拐点、政策转向、行业触底）。
- 风险/回报不对称：优先寻找"下跌空间有限、上涨空间显著"的非对称机会。
- 时间成本：逆向投资可能需要较长等待期。即使分析正确，市场可能需要6–18个月才能纠正定价。
- A股情绪周期短：A股散户占比高，情绪周期较短，错误定价可能更频繁但修正也可能更快。
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.
- 11d ago First seen · 84 lines · 82 tokens per session scan A b7ae03983ccd
sentiment-reality-gap is a skill published in the GitHub repository Geeksfino/finskills (279 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 82 tokens to every session and 1,250 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.
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