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.
npx skills add serejaris/kimi-skills --skill investor-letter-writergit clone --depth 1 https://github.com/serejaris/kimi-skillsWrote 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.
[](https://agentmods.dev/skills/serejaris/kimi-skills/investor-letter-writer)<a href="https://agentmods.dev/skills/serejaris/kimi-skills/investor-letter-writer"><img src="https://agentmods.dev/badge/skills/serejaris/kimi-skills/investor-letter-writer/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.
<a href="https://agentmods.dev/skills/serejaris/kimi-skills/investor-letter-writer"><img src="https://agentmods.dev/badge/skills/serejaris/kimi-skills/investor-letter-writer.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00064 | $0.01423 |
| Opus 5 | $0.00032 | $0.00711 |
| Sonnet 5 | $0.00013 | $0.00285 |
| Haiku 4.5 | $0.00006 | $0.00142 |
Grade A, and why
investor-letter-writer 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 9d 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.
How it starts
The opening of the file, as written. The whole thing — 143 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Investment Memo Skill
Reference Source
- Type: Uploaded artifact (two reference PDFs)
- Reference artifact type: PDF
- Reference File Type: PDF
- Primary language: English (Latin script)
- Reference fonts: Times New Roman (narrative memo), Helvetica (deal memo)
Supported Outputs
| Format | Support |
|---|---|
| DOCX | Primary (default) |
| Supported | |
| PPTX | Supported (summary/deck format only) |
Default output: DOCX unless user explicitly requests another format.
Output Philosophy
Investment memos from both references are plain, text-first documents — black text on white paper, no cover page, no colored backgrounds, no styled boxes, no decorative elements. The formatting should be invisible; the analysis should carry all the weight.
Workflow Overview
- Determine memo type — thematic memo (default) vs. venture deal memo vs. public equity memo
- Gather inputs — company name, ticker, sector, data the user provides
- Conduct analysis using
references/analysis_framework.md - Draft content following
references/structure_contract.md - Apply formatting per
references/style_contract.md - Produce artifact in requested format (DOCX default)
Memo Type Selection
| Trigger phrase / context | Memo type | Primary reference | Heading style |
|---|---|---|---|
| "investment thesis on AI", "write about sector/theme", "market outlook", "bubble?" | Thematic memo | Narrative style | Underlined |
| "invest in [company]", "deal memo", "VC memo", "seed/Series A" | Venture deal memo | Deal style | Bold |
| "stock analysis", "equity research", "public company" | Public equity memo | Hybrid | Underlined or Bold |
| "due diligence", "DD memo", "investment committee" | IC memo | Deal style | Bold |
Critical Style Rules
Read references/style_contract.md for the full specification. These rules are non-negotiable:
What ships with it
3 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.
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.
- 9d ago First seen · 143 lines · 64 tokens per session scan A 3b78fdfb2384
investor-letter-writer is a skill published in the GitHub repository serejaris/kimi-skills (6 stars, last pushed 1mo ago), licensed MIT. It adds 64 tokens to every session and 1,423 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 2026-09-03.
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