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-thesis-trackergit 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-thesis-tracker)<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-thesis-tracker"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-thesis-tracker/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-thesis-tracker"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-thesis-tracker.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 | $0.00098 | $0.02065 |
| Opus 5 | $0.00049 | $0.01033 |
| Sonnet 5 | $0.00020 | $0.00413 |
| Haiku 4.5 | $0.00010 | $0.00206 |
Grade A, and why
china-thesis-tracker 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 — 238 lines — stays where its author put it; the contents beside it link to each section on GitHub.
china-thesis-tracker
Purpose
Track and maintain A股投资逻辑/thesis for portfolio positions and watchlist names, ensuring thesis validity is continuously monitored.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_quote(ticker) → Current price, valuation
get_historical_data(ticker) → Price trajectory
get_financials(ticker, "income") → Financial performance
# News (china-news MCP — separate server)
get_stock_news(ticker="{{TICKER}}") → News affecting thesis
get_industry_stocks(industry="...") → Peer context
Secondary Sources
- 巨潮公告 — corporate actions and filings
- 业绩说明会 — management commentary
- 券商研报 — analyst updates
- Wind / Choice — ownership and flow data
Workflow
Step 1: Define / Load Thesis
Thesis statement template:
公司：[Company]（[Ticker]）
行业：[Industry]
方向：[Long / Short / Watch]
核心投资逻辑 (3-5 bullet points):
1. [Key driver 1]
2. [Key driver 2]
3. [Key driver 3]
目标价：¥XX.XX (X% upside/downside)
时间 horizon：[6M / 1Y / 2Y]
置信度：[High / Medium / Low]
Thesis components:
| Component | Description | Example |
|---|---|---|
| 核心逻辑 (Core thesis) | Why will the stock move? | 批价上行驱动盈利超预期 |
| 关键假设 (Key assumptions) | What must be true? | 批价 >1000元, 动销增速 >15% |
| 催化剂 (Catalysts) | What triggers re-rating? | Q1业绩, 批价数据, 政策变化 |
| 风险因素 (Risks) | What could break the thesis? | 批价下行, 竞品放量, 政策风险 |
| 目标价 (Target) | Fair value estimate | ¥2000 (基于25x PE) |
| 止损位 (Stop loss) | Downside risk limit | ¥1500 (对应20x PE) |
Step 2: Track Key Data Points
Company-specific KPIs:
| KPI | Frequency | Source | Trend |
|---|---|---|---|
| e.g., 批价 | Weekly | 渠道调研, 新闻 | ↑ / → / ↓ |
| e.g., 动销增速 | Monthly | 经销商反馈 | ↑ / → / ↓ |
| e.g., 产能利用率 | Quarterly | 年报/中报 | ↑ / → / ↓ |
Financial metrics to track:
| Metric | Last Reported | Trend | Thesis Impact |
|---|---|---|---|
| Revenue growth | |||
| Gross margin | |||
| Net margin | |||
| ROE | |||
| Net debt/EBITDA |
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 · 238 lines · 98 tokens per session scan A 46dd9acf38d3
china-thesis-tracker 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 98 tokens to every session and 2,065 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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