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 taxueseek/fund-investment-guide --skill investgit clone --depth 1 https://github.com/taxueseek/fund-investment-guideWrote 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/taxueseek/fund-investment-guide/invest)<a href="https://agentmods.dev/skills/taxueseek/fund-investment-guide/invest"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest/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/taxueseek/fund-investment-guide/invest"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00059 | $0.03261 |
| Opus 5 | $0.00030 | $0.01631 |
| Sonnet 5 | $0.00012 | $0.00652 |
| Haiku 4.5 | $0.00006 | $0.00326 |
Grade A, and why
invest 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 8d 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 — 186 lines — stays where its author put it; the contents beside it link to each section on GitHub.
invest:入口
只做路由,不做分析。
哲学锚点
- 巴菲特「价值投资」:买股票就是买企业的一部分。不懂不做,没有护城河不做,价格不合适不做。
- 芒格「格栅思维」:单一视角必然盲视。用多个维度交叉验证,避免陷入思维定式。
- 德鲁克「有效性」:投资的终极标准不是「能不能赚」,而是「对谁有价值」「不做会怎样」。
路由逻辑
收到请求后,识别关键词,直接路由:
| 关键词 | 路由 |
|---|---|
| 「基金」「ETF」「基金经理」「基金管理人」 | invest-fund |
| 「股票」「公司」「护城河」「PE」「ROE」「美股」「Apple」「TSLA」「NVDA」「港股」「南下」「北上」「深度分析」「DCF」「机构视角」「IC」 | invest-stock(A股/港股/美股+机构深度) |
| 「转债」「可转债」「转股」「溢价率」「债底」「下修」 | invest-asset(可转债细则) |
| 「黄金」「白银」「原油」「商品」「大宗商品」 | invest-asset(商品细则,黄金叠加十维度) |
| 「REIT」「REITs」「公募REIT」「分派率」 | invest-asset(REITs 细则) |
| 「资产配置」「组合」「股债比例」「再平衡」 | invest-allocation |
| 「大师怎么看」「圆桌」「巴菲特和芒格」「会诊」「多几个角度」「上会」「投委会」「重仓前再看看」 | invest-discuss |
| 「债券」「国债」「利率债」「信用债」「城投」「债市」「利差」「久期」 | invest-asset(债券细则) |
| 「流动性」「美联储」「缩表」「SOFR」「MOVE」「市场环境」「美股情绪」「NAAIM」「市场过热」「比特币抄底」「MVRV」「钱紧不紧」 | invest-macro |
| 「出一份IC报告」「电话会」「业绩会」「纪要」「一致预期」「主题策略」「行业深度」「产业链」「市场日报」「晨报」「事件驱动」「投资论点」 | invest-analyst(机构级内容产出) |
混合表述:如「分析一下易方达蓝筹这只基金」→ 含「基金」→ invest-fund。边界:「用机构视角看XX」「IC怎么样」= 判断买不买 → invest-stock;「出 IC 报告/写研报」= 产出文档 → invest-analyst。
工作流程
第一步:识别 读用户问题,匹配上表关键词。
第二步:确认 说一句:
分析[标的名称],进入[技能名]。
第三步:路由 立即执行对应技能,不中断、不重复询问。
示例
| 用户说 | 动作 |
|---|---|
| 「分析一下茅台」 | 分析茅台,进入invest-stock。 |
| 「张坤的基金怎么样」 | 分析张坤的基金,进入invest-fund。 |
| 「这只转债值得买吗」 | 分析这只转债,进入invest-asset(可转债细则)。 |
| 「黄金能配置吗」 | 分析黄金,进入invest-asset(商品细则)。 |
| 「REITs怎么看」 | 分析REITs,进入invest-asset(REITs细则)。 |
| 「我的资产配置合理吗」 | 进入invest-allocation。 |
| 「让巴菲特和芒格看看这只股」 | 进入invest-discuss(大师会诊)。 |
| 「解读腾讯最新季报」 | 解读腾讯最新季报,进入invest-stock。 |
| 「深度分析茅台,写个投资备忘录」 | 深度分析茅台,进入invest-stock(深度研报模式)。 |
| 「出一份茅台的IC报告」 | 出一份茅台的IC报告,进入invest-analyst。 |
结论信号 → 下一步
分析结束后按结论信号衔接下一步,不把用户留在断头路:
| 结论信号 | 下一步 |
|---|---|
| 「便宜且好,可以买」 | invest-allocation 定仓位 → invest-discuss 多视角压力测试 |
| 「好公司但不便宜」 | invest-stock 等击球区;需要持续跟踪 → invest-analyst 出跟踪报告 |
| 「看不懂 / 超出能力圈」 | invest-discuss 换视角;仍看不懂 → 不做 |
| 「基本面 / 持有人变了」 | 回到 invest-stock / invest-fund 重走三关 |
| 「组合偏离目标」 | invest-allocation 再平衡 |
| 「市场过热 / 流动性收紧」 | invest-macro 看温度 → invest-allocation 降风险敞口 |
What ships with it
9 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.
- _shared/references/comps-analysis.md 7.7 KB
- _shared/references/ic-memo.md 8.0 KB
- _shared/references/quarterly-deep-dive.md 7.7 KB
- _shared/references/risk-sizing.md 6.8 KB
- _shared/references/thesis-catalyst.md 8.3 KB
- _shared/references/valuation-dcf.md 12 KB
- CHANGELOG.md 6.0 KB
- README.md 4.1 KB
- references/cli-runtime.md 3.8 KB
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.
- 8d ago Changed · +28 lines bb2c9a332ba1
- 12d ago First seen · 158 lines · 59 tokens per session scan A 2d861ed32a38
invest is a skill published in the GitHub repository taxueseek/fund-investment-guide (18 stars, last pushed 9d ago), licensed MIT. It adds 59 tokens to every session and 3,261 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 2026-08-30.
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