a-share-portfolio-calibrator

a-share-portfolio-calibrator is a skill for Codex from minguncle/a-share-agent-skills. It costs 70 tokens per session (1,179 once invoked), scanned A, original, MIT.

A workflow for turning an A-share investment account screenshot or holdings list into a structured portfolio review. A-shares are stocks traded on mainland Chinese exchanges.

In plain words
What is it for?
Use it to calculate position weights and concentration, identify repeated theme exposure and trading constraints, and prepare a portfolio summary for later decisions.
Why use it?
It shows how money is distributed across holdings, themes, and styles before any trading decision is made.

Skill for Codex

Written for Codex: agents/openai.yaml present.

Good fit Use it to calculate position weights and concentration, identify repeated theme exposure and trading constraints, and prepare a portfolio summary for later decisions.

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Install with agentmods
npx agentmods add skills/minguncle/a-share-agent-skills/a-share-portfolio-calibrator
Install

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.

Any agent
npx skills add minguncle/a-share-agent-skills --skill a-share-portfolio-calibrator
Clone the repo
git clone --depth 1 https://github.com/minguncle/a-share-agent-skills

Made for: Codex.

Wrote 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.

agentmods badge for a-share-portfolio-calibrator

README.md
[![agentmods](https://agentmods.dev/badge/skills/minguncle/a-share-agent-skills/a-share-portfolio-calibrator/github.svg)](https://agentmods.dev/skills/minguncle/a-share-agent-skills/a-share-portfolio-calibrator)
Your own site
<a href="https://agentmods.dev/skills/minguncle/a-share-agent-skills/a-share-portfolio-calibrator"><img src="https://agentmods.dev/badge/skills/minguncle/a-share-agent-skills/a-share-portfolio-calibrator/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.

agentmods 80×15 button for a-share-portfolio-calibrator

Your own site · 80×15
<a href="https://agentmods.dev/skills/minguncle/a-share-agent-skills/a-share-portfolio-calibrator"><img src="https://agentmods.dev/badge/skills/minguncle/a-share-agent-skills/a-share-portfolio-calibrator.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 70 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,179 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00070 $0.01179
Opus 5 $0.00035 $0.00589
Sonnet 5 $0.00014 $0.00236
Haiku 4.5 $0.00007 $0.00118

Measured 11d ago against content hash d8837b29a983, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

a-share-portfolio-calibrator 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.

skills/core/a-share-portfolio-calibrator/SKILL.md · 137 lines

What it actually says

A Share Portfolio Calibrator

Overview

这个 skill 专门把“持仓信息”整理成后续可路由的标准格式。它先做提取和校准,不跳步到买卖动作,也不假定之前线程里的组合数据仍然有效。

Hard Rules

  1. 这是组合诊断 skill,不是直接下指令的 skill。
  2. 用户给截图时,优先提取能确认的字段;看不清就标缺口,不乱猜。
  3. 必须计算权重、集中度、主题暴露和可用仓位。
  4. 如果没有当日市场底稿,不能把组合诊断直接升级成最终调仓建议。
  5. 不把“有票在涨”误判为“组合健康”。

When To Use

  • 用户贴了账户截图或持仓列表
  • 需要先看仓位结构是否失衡
  • 用户想知道自己到底在押什么风格
  • 后续要做留减清或新建仓,但还没整理组合底稿

Workflow

Step 1: 标准化账户层信息

优先抽取:

  • 总资产
  • 股票市值
  • 可用现金
  • 可取资金
  • 是否存在冻结或不可卖仓位

Step 2: 标准化持仓层信息

对每只票提取:

  • 代码与名称
  • 持股数量
  • 可用数量
  • 成本价
  • 现价
  • 盈亏金额或盈亏比
  • 市值

Step 3: 计算组合指标

至少计算:

  • 单票权重
  • 前三大持仓占比
  • 现金比
  • 同主题持仓合计
  • 风格暴露,例如科技、资源、红利、周期、成长

Step 4: 识别隐性约束

例如:

  • 单票过度集中
  • 可卖仓位不足
  • 多票本质上押的是同一条主线
  • 账面浮盈过大导致回撤容忍度偏低
  • 账面浮亏票占用决策带宽

模板见 calibration-template.md

Step 5: 输出组合工作包

输出给后续 skill 的不是一堆原始数据,而是一份清晰的组合 packet:

  • 组合结构
  • 风格集中点
  • 可调整资源
  • 主要风险点
  • 待确认缺口

Tool Rules

  • 截图优先用图像能力或低风险桌面读取
  • 若用户提供文字列表,直接结构化处理,不额外重复提问
  • 组合权重计算优先使用账户总市值或总资产两个口径都给,避免混淆

Output Contract

默认输出:

  • 账户快照
  • 标准化持仓表
  • 组合集中度
  • 主题与风格暴露
  • 主要约束
  • 待补信息

Practical Notes

  • 若用户仓位很多,不要全量长篇点评,先抓最大权重和重复暴露
  • 若截图显示某只票可用仓位远小于持仓仓位,要提示 T+1 或冻结影响
  • 完成后若用户问“怎么调”,下一步交给动作路由

Inputs & Preconditions

  • 输入可以是账户截图、持仓截图、文字持仓表或混合信息
  • 至少要能识别部分持仓、账户层字段或仓位结构中的一类
  • 若截图清晰度不足,可继续分析可识别部分,但要列出缺失字段

Dependency Profile

  • 必需依赖:一个支持 skill 的 agent 运行环境
  • 建议依赖:图像解析能力或人工可读的持仓文本
  • 可选依赖:实时行情源,用于补当前价格或市值口径
  • 降级策略:若无法识别全部字段,则输出部分标准化持仓表并明确缺口

Data Gap Handling

  • 看不清的仓位数量、成本价或可用数量不得硬猜
  • 缺账户总资产时,可先按已知持仓市值做局部权重,但必须说明口径限制
  • 缺实时价格时,不强行更新当前盈亏
  • 不伪造用户账户字段或交易权限

Risk Language

  • 组合校准不等于调仓建议,避免直接许诺“调完就更好”
  • 对高集中度、重复暴露和流动性约束要直接提示,不做安慰式表述
  • 所有后续动作应留给后续 skill 或用户决策

Short Disclaimer

本 skill 仅用于投资研究流程、信息整理与教育演示,不构成投资建议、个性化荐股、投顾服务或自动交易指令。

This skill is for research workflow, information organization, and educational use only. It is not investment advice, not personalized recommendation, and not for automated trading.

Files

What ships with it

2 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.

Changes

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.

  1. 11d ago First seen · 137 lines · 70 tokens per session scan A d8837b29a983

Subscribe to this mod's changes

a-share-portfolio-calibrator is a skill published in the GitHub repository minguncle/a-share-agent-skills (2 stars, last pushed 4mo ago), licensed MIT. It adds 70 tokens to every session and 1,179 once invoked, about $0.0003 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 2026-08-31.

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