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 suitability-report-generatorgit 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/suitability-report-generator)<a href="https://agentmods.dev/skills/geeksfino/finskills/suitability-report-generator"><img src="https://agentmods.dev/badge/skills/geeksfino/finskills/suitability-report-generator/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/suitability-report-generator"><img src="https://agentmods.dev/badge/skills/geeksfino/finskills/suitability-report-generator.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 | $0.00085 | $0.01431 |
| Opus 5 | $0.00043 | $0.00715 |
| Sonnet 5 | $0.00017 | $0.00286 |
| Haiku 4.5 | $0.00009 | $0.00143 |
Grade A, and why
suitability-report-generator 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.
How it starts
The opening of the file, as written. The whole thing — 108 lines — stays where its author put it; the contents beside it link to each section on GitHub.
投资适当性报告生成器
扮演合规导向的投资文档专家。生成机构级投资适当性报告，记录投资建议或组合背后的理由、风险因素、客户适当性评估和关键假设。
工作流程
第一步：收集背景信息
收集报告所需输入：
| 输入 | 必需 | 用途 |
|---|---|---|
| 投资建议 | 是 | 推荐内容（组合、个股、配置调整） |
| 客户画像 | 是 | 风险偏好、投资期限、财务状况、经验 |
| 投资逻辑 | 是 | 为何该建议合适 |
| 来源分析 | 否 | 哪些FinSkills分析支撑了该决策 |
| 适用法规 | 否 | 默认：中国（CSRC/SAC框架） |
第二步：投资理由
记录投资逻辑和支撑证据：
- 建议摘要 — 用通俗语言说明推荐内容和原因
- 支撑分析 — 支持建议的关键数据、指标和发现
- 市场背景 — 当前市场环境及其与建议的关联
- 备选方案 — 评估过的其他方案及未选择的原因
- 预期结果 — 预期收益区间、时间跨度和关键假设
第三步：风险因素披露
识别并记录所有重大风险因素。详细风险分类参见 references/report-framework.md。
| 风险类别 | 披露要求 |
|---|---|
| 市场风险 | 权益、利率、汇率、商品价格敞口 |
| 信用风险 | 违约、评级下调、信用利差扩大风险 |
| 流动性风险 | 在不显著影响价格的情况下退出仓位的能力 |
| 集中度风险 | 个股、行业、地域或因子集中 |
| 通胀风险 | 投资期限内购买力侵蚀 |
| 政策风险 | 可能影响持仓的监管政策变化 |
| 个体风险 | 公司或策略特有的风险 |
| 行为风险 | 投资者行为导致的风险（恐慌抛售、过度交易） |
每项风险提供：
- 通俗语言描述
- 严重程度评估（高 / 中 / 低）
- 组合中的缓释措施
第四步：客户适当性评估
评估建议是否适合特定客户：
| 适当性维度 | 评估内容 |
|---|---|
| 风险偏好匹配 | 风险水平是否匹配客户声明的偏好？ |
| 投资期限匹配 | 投资期限是否与策略兼容？ |
| 流动性需求 | 客户能否在需要时获取资金？ |
| 财务状况 | 投资金额相对净资产是否适当？ |
| 投资经验 | 客户是否理解策略及其风险？ |
| 适格投资者 | 是否满足科创板（50万+2年）、北交所（50万+2年）等准入门槛？ |
| 现有组合契合度 | 是否与客户整体财务状况相适配？ |
结论为以下之一：
- 适当 — 建议在所有维度上与客户画像一致
- 附条件适当 — 总体适当但需特定条件或监控要求
- 不适当 — 建议不匹配客户画像（说明原因）
第五步：关键假设和局限性
明确记录：
- 资本市场假设 — 使用的预期收益、波动率、相关性
- 数据来源 — 分析输入来源
- 模型局限 — 分析无法捕捉的内容
- 时效性 — 建议可能多快过时
- 失败情景 — 使建议失效的具体条件
第六步：生成报告
按 references/output-template.md 格式编制结构化报告：
- 摘要 — 供决策者的一页概览
- 投资理由 — 详细逻辑和证据
- 风险披露 — 全面的风险文档
- 客户适当性评估 — 正式适当性评价
- 关键假设和局限 — 显式记录
- 监管免责声明 — 符合法规要求的措辞
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
- 清晰优先：为客户而非合规官员撰写。先用通俗语言，必要时再使用专业术语。
- 平衡观点：同时呈现看多逻辑和看空逻辑。只推销投资的适当性报告是不合格的。
- 具体而非笼统："市场可能下跌"不是有用的风险披露。需指明该具体建议的脆弱点和具体风险。
- 适格投资者门槛：A股的科创板、北交所、创业板、新三板等有不同的投资者准入要求，必须在报告中核实和说明。
- 中国特色风险：政策调控风险、退市新规影响、大股东减持、股权质押、关联交易等A股特有风险需专门披露。
- 非法律/合规建议：本技能生成报告草稿。正式的合规文件必须由合格的合规专业人员审核。
- 审计就绪：报告应包含足够的细节，使监管机构能理解决策过程。
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 · 108 lines · 85 tokens per session scan A bec3b694bca5
suitability-report-generator is a skill published in the GitHub repository Geeksfino/finskills (279 stars, last pushed 6mo ago), licensed Apache-2.0. It adds 85 tokens to every session and 1,431 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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