fadacai-portfolio: Skill for Claude Code

.agents/skills/todo/SKILL.md

todo is a skill for Claude Code, Codex from PatrickSUDO/fadacai-portfolio. It costs 127 tokens per session (3,698 once invoked), scanned A, original, MIT.

A portfolio action list for the next trading day, based on current stock and options holdings, investment plans, and option status.

In plain words
What is it for?
It helps identify urgent options, planned trades whose conditions have been met, and stock moves that may need review or no action.
Why use it?
It reduces the need to check each holding and plan manually when deciding what to do next.

Skill for Claude CodeCodex

Written for Claude Code and Codex: user-invocable in frontmatter, but also runs codex exec. 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 and Codex 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 →

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/todo/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio

Made for: Claude Code, 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 todo

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/patricksudo/fadacai-portfolio/todo"><img src="https://agentmods.dev/badge/skills/patricksudo/fadacai-portfolio/todo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 127 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,698 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 $0.00127 $0.03698
Opus 5 $0.00063 $0.01849
Sonnet 5 $0.00025 $0.00740
Haiku 4.5 $0.00013 $0.00370

Measured 10d ago against content hash 8024e4385e60, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

todo 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 10d 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/todo/SKILL.md · 264 lines

How it starts

The opening of the file, as written. The whole thing — 264 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Portfolio Action Todo

根據當前持倉、投資計畫、選擇權狀態,生成有優先順序的行動清單。

資料讀取順序

Step 0:AGENTS.md 統一規範(含 0e 第一性原理紀律)

執行 0a → 0b → 0c → 0d → 0e。每個 🔴/🟡/🟢 行動項目都必須通過第一性檢查(thesis / 證偽條件 / 機率),否則該項應移到「⏸ 不動」並註明缺乏明確 thesis。

Step 1:取得即時持倉(必做)

同時執行:

  • mcp__firstrade-server__get_account_position — 即時持倉(股票 + 選擇權)
  • 讀取 plan.md — 計畫中待辦事項

Step 2:讀取 journal(快速掃描)

  • 找今天的 journal/YYYY-MM-DD.md
  • 若存在,掃描「已執行」事項,避免重複建議

Step 3:技術面補充(選擇性,快速版跳過)

僅對「需要確認進場時機」的標的,呼叫:

  • mcp__technical-mcp__get_batch_indicators — 快速取 RSI/動能
  • 目的是確認「現在進場還是等」

分析框架

掃描以下六個維度,找出需要行動的項目:

A. 選擇權急迫性(最優先)

  • 剩餘天數 < 14 天的合約 → 🔴 急迫
  • 剩餘天數 14-30 天的合約 → 🟡 注意
  • PMCC 短腿距 strike < 5% → 🔴 急迫(可能被 call 走)
  • BPS/BCS 已達 50-75% 最大利潤 → 🟡 考慮平倉

B. 計畫中待執行策略

  • plan.md 找「⏳ 待執行」項目
  • 對照當前市價,判斷觸發條件是否已達成

C. 個股異常(日內 — 必過根因/revision 閘門,禁純價格反應)

  • 今日單檔跌超 5% → 先跑根因分類(feedback/weak-signal-root-cause.md):只有 thesis 破裂 (a) 才列減碼;earnings reaction / sector rotation / noise → 「⏸ 不動」。revision 仍上修的深跌 = 洗盤錯殺 → 列加碼候選
  • 今日單檔漲超 8% → 查 revision 方向(feedback/momentum-valuation-symmetry.md):revision 上修中的加速領導者 → 讓 run,不列停利(強者愈強,超買非賣出理由);revision 轉折/flat + 高倍數 + 認列桶 → 列 harvest(GTC 賣階梯或開 CC)。CC 只對認列循環桶開,信念桶不封頂(>10% 紅線減碼除外)

D. 待開新倉位

  • 從對話或計畫中識別「討論過但尚未進場」的 Spread
  • 確認市況是否符合進場條件
  • 新倉必過機會成本閘門:優於最弱在倉名額才進;14–18 上緣 → 指名砍一進一

E. 需設警報的監控項目

  • 不需要立刻動,但需要盯的價位或事件

F. 飛輪 / 停利再投入(每次必掃 — per feedback/momentum-valuation-symmetry.md

  • 梯級停利到價:認列桶倉位觸及/逼近下一級(+30/+60/+100/每+50pp,per feedback/tiered-profit-taking.md)而無 GTC 掛單 → 列補掛行動(含級距價 + 股數)
  • 今日該 Realize 什麼:認列桶 Swing Risk 🔴(肥利潤 + 高β + revision 轉折)→ 列 harvest 行動(附 GTC 賣單/CC 結構,可提前下一級)
  • Harvest 配對去處:每筆停利同時列 redeploy 目標(信念桶領導者 / L1 revision 最陡者 + 進場結構),或標 dry powder + 觸發條件
  • 現金滯留:現金 >15–20% 且無掛單覆蓋、無理由 → 🔴 列「部署決策」行動項

輸出格式

用繁體中文輸出,結構固定如下:

## 今日/明日開盤行動清單
📅 [日期] | 組合市值 $XXX,XXX

### 🔴 立即處理(開盤優先)
[條件達成或到期風險高的項目]

### 🟡 盤中監控(設好警報)
[需要觀察價格再決定的項目]

### 🟢 計畫進場(條件確認後執行)
[待開的 Spread/倉位,附條件]

### ⏸ 不動(持有觀察)
[今日下跌但無需操作的持倉,簡短說明為何不動]

### 📋 開盤時間軸
09:30 — ...
09:45 — ...
10:00 — ...

Read the full file on GitHub · 264 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. 10d ago First seen · 264 lines · 127 tokens per session scan A 8024e4385e60

Subscribe to this mod's changes

todo is a skill published in the GitHub repository PatrickSUDO/fadacai-portfolio (139 stars, last pushed yesterday), licensed MIT. It adds 127 tokens to every session and 3,698 once invoked, about $0.0006 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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