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fadacai-portfolio: Skill for Claude Code

.agents/skills/stock-analysis/SKILL.md

stock-analysis is a skill for Claude Code from PatrickSUDO/fadacai-portfolio. It costs 43 tokens per session (9,711 once invoked), scanned A, original, MIT.

A stock research workflow for one or more ticker symbols, which are short codes used to identify listed companies. It covers company results, price trends, analyst views, and an investment thesis.

In plain words
What is it for?
Use it to examine a stock, compare multiple stocks, review earnings and valuation inputs, and define reasons the investment view could be wrong.
Why use it?
It organizes several types of market research into a consistent report instead of leaving the information scattered across separate checks.

Skill for Claude Code

Written for Claude Code: user-invocable in frontmatter. Also seen: model in frontmatter; mentions subagents; runs codex exec.

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/thesis_ledger.py list --ticker TICKER.

not rated 144repo changed 16d ago A scan SkillSpector: warn 43 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/stock-analysis/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 stock-analysis

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/patricksudo/fadacai-portfolio/stock-analysis"><img src="https://agentmods.dev/badge/skills/patricksudo/fadacai-portfolio/stock-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 43 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 9,711 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 $0.00043 $0.09711
Opus 5.5 $0.00017 $0.03884
Sonnet 5.5 $0.00009 $0.01942
Haiku 4.5 $0.00004 $0.00971

Measured 16d ago against content hash c19135477195, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

stock-analysis 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 16d 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/stock-analysis/SKILL.md · 531 lines

How it starts

The opening of the file, as written. The whole thing — 531 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Stock Analysis

💡 模型指引：session context < 100k → /model sonnet；> 100k → 先 /compact 再 Sonnet，或直接 /model opus（長 context 推理品質 Opus 更穩定）。重大決策（>5% 倉位）一律用 Opus。

Generate a standardized research report for one or more stock tickers.

Step 0: 分析前準備

預設模式（無 --current）— 純獨立分析

  • 跳過 plan.md、feedback/*.md、持倉、journal 偵測
  • 分析不考慮現有倉位或投資計畫，僅基於公開市場數據
  • 保留 Step 0e：Verdict 之前必須完成「核心 thesis / 證偽條件 / 機率分布」三題

Step 0.5 (共用): Macro + Earnings + Fundamentals Cache Load

讀以下四份 cache：

  • briefing-out/cache/macro-snapshot.json — 用於 Step 0e 第一性檢查的 macro ground state
  • briefing-out/cache/earnings-history.json — 該 TICKER 的 trailing 8Q beat rate + surprise
  • briefing-out/cache/earnings-dates.json — 該 TICKER 的下次 earnings 日期
  • briefing-out/cache/fundamentals-snapshot.json（TTL 24h）— TICKER 的三錨點輸入（pe_ratio/peg_ratio/wall_street_target/growth/margins）+ forward_estimates（賣方共識 fwdEPS curr_fy/next_fy + EPS 修正動能）

若 TICKER 不在 earnings cache 中（如新標的）→ 跑一次 python3 tools/earnings_history.py --force；或標 (earnings cache miss)。

fundamentals cache 處理：

  • TICKER 在 cache 且 mtime < 30h → 使用，供三錨點估值 + probability agent 1d/1h
  • TICKER 不在 cache 或 mtime > 30h → 先跑 python3 tools/fetch_fundamentals.py --ticker TICKER（單票 fetch + merge 進 cache，含 A4 self_valuation），再讀 cache。這樣 cache miss/stale 也能取得 A4，不再直接標 (self-val N/A)。Agent 3 仍同批抓 get_fundamentals_snapshot + get_earnings_history 作即時三錨點交叉（fetch_fundamentals 失敗時的 fallback）。
  • 只有 fetch_fundamentals --ticker 真的失敗（EODHD 無資料/token 缺）才標 (self-val N/A)。
  • pe_ratio == 0.0 / null → 丟棄 A1 錨；peg_ratio == 0.0 / null → 丟棄 A2 錨，標 (anchor unavailable)

這些 cache 資料用於：

  • Section「Investment Thesis」: 引用 trailing 8Q beat rate 強化/弱化基本面論點
  • Section「三錨點公允價」: A1/A2/A3 錨點計算 Fair PE + EV（取代手寫點估計）
  • Section「Verdict」前呼叫 probability-honesty-checker 時，強制將 macro + base rate 帶入 prompt（Step 1d、1h、1i 必填）

--current 模式 — 整合持倉與計畫

啟用後執行完整 AGENTS.md Step 0 統一規範（0a → 0b → 0c → 0d → 0e）：

  • 讀 plan.md + feedback/*.md；了解此標的在計畫中的角色
  • 呼叫 get_account_position 取即時持倉
  • 今日 journal 不存在 → 執行 gap-fill + 變動偵測 + 自動建立 journal
  • 報告額外輸出「持倉確認」與「配置計畫定位」兩節

Read the full file on GitHub · 531 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. 16d ago Changed · +3 lines c19135477195
  2. 17d ago Changed fbb9f3ce5bca
  3. 1mo ago Changed · +1 lines eec1cc7c64da
  4. 1mo ago Changed · +1 lines 1e55f39519f4
  5. 1mo ago Changed · +1 lines 2eca236af552
  6. 2mo ago First seen · 525 lines · 43 tokens per session scan A 80be2244e98f

Subscribe to this mod's changes

stock-analysis is a skill published in the GitHub repository PatrickSUDO/fadacai-portfolio (144 stars, last pushed 7d ago), licensed MIT. It adds 43 tokens to every session and 9,711 once invoked, about $0.0002 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 fintechResearch
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