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fadacai-portfolio: Skill for Claude Code

.agents/skills/ev-check/SKILL.md

ev-check is a skill for Claude Code from PatrickSUDO/fadacai-portfolio. It costs 72 tokens per session (2,872 once invoked), scanned A, original, MIT.

A portfolio check that estimates possible returns by assigning probabilities to different outcomes over a chosen time period. Expected value is the probability-weighted average result.

In plain words
What is it for?
It checks a portfolio over 7, 14, or 30 days using holdings, account values, market indicators, sector movement, company information, earnings dates, sentiment, and macroeconomic data.
Why use it?
It replaces vague predictions and assumed bell-shaped price forecasts with an explicit probability and return calculation.

Skill for Claude Code

Written for Claude Code: user-invocable in frontmatter. Also seen: model in frontmatter; mentions subagents; installed under .agents/ (shared by several agents).

This is PatrickSUDO/fadacai-portfolio's own configuration. It tells Claude Code how to work on fadacai-portfolio itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything fadacai-portfolio configures →

Needs its repository: it runs a file that does not travel with it, so clone the repository first. The line is python3 tools/ev_ledger.py add --ticker PORTFOLIO --slug <主題>-<horizon> \.

not rated 144repo changed 1mo ago A scan SkillSpector: warn 72 tokens original MIT
View source ↗ PatrickSUDO/fadacai-portfolio
Reuse

Borrowing it

Nothing to install: this file belongs to PatrickSUDO/fadacai-portfolio. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/PatrickSUDO/fadacai-portfolio/main/.agents/skills/ev-check/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio

Made for: Claude Code.

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 ev-check

README.md
[![agentmods](https://agentmods.dev/badge/skills/patricksudo/fadacai-portfolio/ev-check/github.svg)](https://agentmods.dev/skills/patricksudo/fadacai-portfolio/ev-check)
Your own site
<a href="https://agentmods.dev/skills/patricksudo/fadacai-portfolio/ev-check"><img src="https://agentmods.dev/badge/skills/patricksudo/fadacai-portfolio/ev-check/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 ev-check

Your own site · 80×15
<a href="https://agentmods.dev/skills/patricksudo/fadacai-portfolio/ev-check"><img src="https://agentmods.dev/badge/skills/patricksudo/fadacai-portfolio/ev-check.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 72 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,872 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. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Excessive Agency · line 5
    Skill selects an external model or provider that may use a different account or billing plan than the operator expects. Undisclosed model switches can cause unexpected cost or quota consumption.
    Fix: Remove the model/provider override or disclose it prominently and require explicit operator approval before invoking an external coding CLI or billed model.
How audits are shown
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 $0.00072 $0.02872
Opus 5.5 $0.00029 $0.01149
Sonnet 5.5 $0.00014 $0.00574
Haiku 4.5 $0.00007 $0.00287

Measured 1mo ago against content hash 3526874edf09, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

ev-check 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.

.agents/skills/ev-check/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.

EV / Probability Distribution Honesty Check

對當前持倉執行嚴謹的機率分布與 expected value 計算。強制 first-principles，不接受偷懶輸出。

此 skill 可獨立呼叫做 ad-hoc check，或被其他 skill（briefing / portfolio-review / stock-analysis / todo）在輸出 Verdict / 機率分布前 mandatory 呼叫。

Arguments

  • /ev-check → 預設 30 天 horizon
  • /ev-check 7d / /ev-check 14d / /ev-check 30d → 自選時間窗
  • /ev-check 30d nvda-bear → 用戶指定情境主題（agent 會以此為主要 catalyst 反推）
  • /ev-check 30d 比選 ... → 名額比選模式。比選集合不是 briefing 點名的那幾檔，而是 plan.md 候補表整層 L1 全掃（2026-09-21 用戶質問「選 HWM 不選 ATI 什麼理由」，當次只比了 briefing 框的 HWM/CRDO，ATI 漏掉）。作法：先列 L1 每一檔的「進場分支是否成立（價格線/走強線）、分析師覆蓋 N、與空名額同鏈的上下游關係」做一張淘汰表，明寫每檔為何進或不進 EV 計算；只對淘汰表存活者跑 agent。淘汰表要出現在輸出裡，用戶事後問任何一檔都要能指出被淘汰的那一行。落選者同一次撤提名警報（shadow_signals.py record --kind cf-bench-loser 已自動撤該標的 price_above/rolling_high 線；輸出列「已撤警報」欄，見 feedback/alert-hygiene.md）。

Workflow

Step 1: 收集 raw 輸入

呼叫以下 MCP 取數據（可平行）：

  1. mcp__firstrade-server__get_account_position — 持倉
  2. mcp__firstrade-server__get_account_balance — 帳戶總值 + 現金
  3. mcp__technical-mcp__get_batch_indicators(所有持倉, period=3mo) — RSI / momentum / trend
  4. mcp__technical-mcp__get_sector_rotation(period=3mo) — leading / lagging
  5. mcp__yfinance-advanced__get_stock_info(top 11 by MV) — 52w high/low、fundamentals
  6. mcp__fmp-mcp__getEarningsCalendar(today, today+horizon) — binary catalysts in window
  7. （平行 agent）mcp__eodhd-mcp__get_sentiment_trend(top 8 by MV, days=30) — 7d/30d sentiment
  8. Read briefing-out/cache/macro-snapshot.json — macro state（fed_funds / 2s10s / HY OAS / VIX / CPI / regime_tag）；status == "skipped" 或缺失 → 1i 標 unavailable 並註明

Step 2: 整理成 9 項 Input Enumeration

按 probability-honesty-checker agent 的 Step 1 contract，整理：

  • 1a. RSI 分布（每個 bucket 檔數 + % of port）
  • 1b. 距 52w 高位置（中位數、最大、最小）
  • 1c. 已實現波動（5d / 2d / 最大單日）
  • 1d. Binary catalysts table（catalyst / 日期 / 影響持倉 % / base rate）
  • 1e. 集中度（top 1、top 5、最大板塊）
  • 1f. 板塊輪動曝險（leading 持倉 % / lagging 持倉 %）
  • 1g. Sentiment 健康度（display-only，不進機率；2026-09-11 影子測試無擇時訊號）
  • 1h. Thesis 健康度（從 plan.md + 近期新聞）
  • 1i. Macro state（從 macro-snapshot.json：fed_funds + 30d change / 2s10s + regime / hy_oas + regime + pct_1y / vix + regime / cpi_yoy + trend / regime_tag；agent 缺 1i 會回 INVALID INPUT）

Read the full file on GitHub · 155 lines

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. 1mo ago Changed · +9 lines 3526874edf09
  2. 1mo ago Changed 45f732d56deb
  3. 1mo ago Changed · +1 lines 717b1f1cf1cd
  4. 1mo ago Changed dd20d8703e1b
  5. 2mo ago First seen · 145 lines · 72 tokens per session scan A 0fc37342efa4

Subscribe to this mod's changes

ev-check is a skill published in the GitHub repository PatrickSUDO/fadacai-portfolio (144 stars, last pushed 7d ago), licensed MIT. It adds 72 tokens to every session and 2,872 once invoked, about $0.0003 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 2026-08-30.

Finance and fintech
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ev-check compared with skills from other repositories

ev-check next to 6 skills from other repositories
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