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 jwangkun/claude-for-financial-services-cn --skill china-portfolio-monitoringgit clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cnWrote 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/jwangkun/claude-for-financial-services-cn/china-portfolio-monitoring)<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-portfolio-monitoring"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-portfolio-monitoring/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/jwangkun/claude-for-financial-services-cn/china-portfolio-monitoring"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-portfolio-monitoring.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00086 | $0.01796 |
| Opus 5 | $0.00043 | $0.00898 |
| Sonnet 5 | $0.00017 | $0.00359 |
| Haiku 4.5 | $0.00009 | $0.00180 |
Grade A, and why
china-portfolio-monitoring 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 9d 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 — 215 lines — stays where its author put it; the contents beside it link to each section on GitHub.
china-portfolio-monitoring
Purpose
Monitor A股及中国市场投资组合公司表现 — financial performance, operational KPIs, strategic milestones, and risk indicators.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_quote(ticker) → Stock performance
get_historical_data(ticker) → Price trend
get_financials(ticker, "income") → Revenue, profit
get_financials(ticker, "balance") → Balance sheet health
get_financials(ticker, "cashflow") → Cash generation
get_stock_info(ticker) → Company updates
Secondary Sources
- 巨潮公告 — material announcements
- 业绩说明会 — management updates
- Wind / Choice — ownership, institutional data
- 券商研报 — analyst updates
Workflow
Step 1: Define KPIs by Company
Financial KPIs (standard):
| KPI | Frequency | Target / Benchmark |
|---|---|---|
| Revenue growth (YoY) | Quarterly | >XX% |
| Gross margin | Quarterly | >XX% |
| Net margin | Quarterly | >XX% |
| EBITDA | Quarterly | Growing |
| Net debt/EBITDA | Quarterly | <Xx |
| FCF | Quarterly | Positive |
| ROE | Quarterly / Annual | >XX% |
Operational KPIs (company-specific):
| Sector | Key KPIs |
|---|---|
| 白酒 | 批价, 动销, 渠道库存, 回款 |
| 半导体 | 产能利用率, 出货量, 良率 |
| 新能源 | 装机量, 产能利用率, 技术参数 |
| 医药 | 研发进度, 临床数据, 集采中标 |
| 消费 | 门店数量, 同店增速, 库存周转 |
| SaaS/科技 | ARR, 客户数, NRR, churn |
Step 2: Financial Monitoring
Quarterly review template:
【投后监控】[Company] [Q20XX] 回顾
一、财务表现
营业收入: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
毛利率: [XX%] (vs plan: +/-X bps)
净利润: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
EBITDA: [XX亿] (Margin: [XX%])
经营现金流: [XX亿]
资本支出: [XX亿]
自由现金流: [XX亿]
二、资产负债表
现金余额: [XX亿]
有息负债: [XX亿]
净债务: [XX亿]
净资产: [XX亿]
商誉: [XX亿] (% of equity: [XX%])
三、估值跟踪
Current price: [¥XX.XX]
Market cap: [XX亿]
PE (TTM): [Xx]
vs Entry valuation: [Premium/Discount X%]
vs Sector median: [Premium/Discount X%]
四、关键运营指标
[Sector-specific KPIs with trends]
五、重大事项
[Announcements, management changes, M&A, etc.]
六、风险预警
[Risk flags, concerns]
七、下一步
[Actions, meetings, reviews]
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.
- 9d ago First seen · 215 lines · 86 tokens per session scan A 3f4f2e8232b7
china-portfolio-monitoring is a skill published in the GitHub repository jwangkun/claude-for-financial-services-cn (744 stars, last pushed 3mo ago), licensed Apache-2.0. It adds 86 tokens to every session and 1,796 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 2026-09-03.
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