a-share-portfolio-triage

a-share-portfolio-triage is a skill for Codex from minguncle/a-share-agent-skills. It costs 64 tokens per session (1,003 once invoked), scanned A, original, MIT.

A process for turning a mainland Chinese stock holdings list or screenshot into actions such as keep, reduce, clear, or observe. It also checks concentration, overlapping themes, and the next trading session.

In plain words
What is it for?
Use it to review holdings, decide what may need selling or reducing, identify concentrated themes, and prepare a next-session action plan.
Why use it?
It organizes a scattered portfolio into a practical order of attention. It helps reveal duplicated exposure and weak positions before deciding what to change.

Skill for Codex

Written for Codex: agents/openai.yaml present.

Good fit Use it to review holdings, decide what may need selling or reducing, identify concentrated themes, and prepare a next-session action plan.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/minguncle/a-share-agent-skills/a-share-portfolio-triage"><img src="https://agentmods.dev/badge/skills/minguncle/a-share-agent-skills/a-share-portfolio-triage.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,003 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 $0.00064 $0.01003
Opus 5 $0.00032 $0.00502
Sonnet 5 $0.00013 $0.00201
Haiku 4.5 $0.00006 $0.00100

Measured 12d ago against content hash 15bb7749a4b8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

a-share-portfolio-triage 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.

skills/enhanced/a-share-portfolio-triage/SKILL.md · 155 lines

How it starts

The opening of the file, as written. The whole thing — 155 lines — stays where its author put it; the contents beside it link to each section on GitHub.

A-Share Portfolio Triage

Use this skill when the user posts a holdings screenshot or list and wants direct portfolio handling, not just market commentary.

What This Skill Does

This skill converts a scattered holdings list into a processing plan:

  • identify the market state first
  • cluster positions by theme
  • find duplication and weak exposure
  • classify each name into keep, reduce, clear, or observation
  • give a practical next-session playbook

When To Use

Use this skill when the user:

  • shares a portfolio screenshot
  • asks "我要卖什么吗"
  • asks how to shrink or rebalance current exposure
  • wants a next-day action table with prices and sequence

Do not use private or undisclosed corporate information. If the user mentions nonpublic details, exclude them from the trade logic and say so.

Workflow

1. Normalize The Holdings

From the screenshot or list, extract:

  • stock names or tickers
  • approximate position sizes if visible
  • cost and current price if visible
  • current overall exposure

If some fields are missing, proceed and note the gap.

2. Rebuild Market Context

Before touching the holdings, check:

  • current index tone
  • active sectors
  • weak sectors
  • whether the market is broad or narrow

3. Cluster By Theme

Group positions into:

  • energy / oil / coal / power
  • growth / semis / communications
  • metals / battery chain
  • defensive dividend names
  • purely narrative or weak positions

Explicitly call out duplicated exposure. The problem is often not only the wrong stock, but too many stocks from the same theme.

4. Triage The Book

Default buckets:

  • 核心持有
  • 次级保留
  • 观察仓
  • 优先腾资金

Use these rules:

  • keep the names most aligned with the current tape
  • reduce duplicate or lower-quality theme exposure
  • shrink weak non-theme names first
  • do not let a weak story stock stay a large position just because it has a private narrative

5. Convert To Action Order

For each stock, provide:

  • action: keep / reduce / clear / observation
  • reason
  • key levels
  • what to do if the next session opens high

Read the full file on GitHub · 155 lines

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. 12d ago First seen · 155 lines · 64 tokens per session scan A 15bb7749a4b8

Subscribe to this mod's changes

a-share-portfolio-triage is a skill published in the GitHub repository minguncle/a-share-agent-skills (2 stars, last pushed 4mo ago), licensed MIT. It adds 64 tokens to every session and 1,003 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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