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-rebalancegit 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-rebalance)<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-portfolio-rebalance"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-portfolio-rebalance/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-rebalance"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-portfolio-rebalance.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 | $0.00090 | $0.01471 |
| Opus 5.5 | $0.00036 | $0.00588 |
| Sonnet 5.5 | $0.00018 | $0.00294 |
| Haiku 4.5 | $0.00009 | $0.00147 |
Grade A, and why
china-portfolio-rebalance 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 1mo 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 — 192 lines — stays where its author put it; the contents beside it link to each section on GitHub.
china-portfolio-rebalance
Purpose
Perform A股投资组合再平衡 — analyze allocation drift, generate rebalancing recommendations, and optimize trade execution.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_quote(ticker) → Current prices for holdings
get_historical_data(ticker) → Tax lot / cost basis context
Secondary Sources
- Portfolio management system
- Wind / Choice — market data
- Tax rules — A-share tax treatment
Workflow
Step 1: Current Allocation
Portfolio snapshot:
| Asset Class | Target % | Current % | Drift | Market Value | Action |
|---|---|---|---|---|---|
Within A-share equity:
| Sector | Target | Current | Drift | Action |
|---|---|---|---|---|
| 消费 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 科技 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 医药 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 金融 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 新能源 | XX% | XX% | ±X% | Buy/Sell/Hold |
| 其他 | XX% | XX% | ±X% | Buy/Sell/Hold |
Step 2: Identify Drift
Drift thresholds:
| Drift Level | Action |
|---|---|
| ±2% | Monitor, no action |
| ±3-5% | Consider rebalancing |
| ±5%+ | Rebalance recommended |
Drift causes:
- Market price movements
- Dividend reinvestment
- Previous trades
- Cash flows (contributions/withdrawals)
Step 3: Generate Rebalancing Trades
Rebalancing logic:
| Situation | Action |
|---|---|
| Sector overweight + price up | Trim position |
| Sector underweight + price down | Add to position |
| Overweight + price down | Monitor (may converge) |
| Underweight + price up | Monitor (may converge) |
Trade list:
| Action | Ticker | Security | Current % | Target % | Trade Amount | Est. Shares |
|---|---|---|---|---|---|---|
| Buy | ||||||
| Sell | ||||||
| Hold |
Step 4: Tax Considerations
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.
- 1mo ago First seen · 192 lines · 90 tokens per session scan A c1a33f9eb6f0
china-portfolio-rebalance is a skill published in the GitHub repository jwangkun/claude-for-financial-services-cn (848 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 90 tokens to every session and 1,471 once invoked, about $0.0004 per session on Opus 5.5. 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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