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 invest-analystgit 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-analyst)<a href="https://agentmods.dev/skills/taxueseek/fund-investment-guide/invest-analyst"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-analyst/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-analyst"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-analyst.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 | $0.00193 | $0.04323 |
| Opus 5 | $0.00097 | $0.02161 |
| Sonnet 5 | $0.00039 | $0.00865 |
| Haiku 4.5 | $0.00019 | $0.00432 |
Grade A, and why
invest-analyst 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 — 224 lines — stays where its author put it; the contents beside it link to each section on GitHub.
invest-analyst：全能分析师工作台
分析师的日常不是「分析一只股票」，而是「在正确的时间，用正确的格式，交付正确的内容」。这个 skill 覆盖六种分析师核心工作流，根据用户意图路由到对应的专属流程。
核心认知：深度报告是分析师的立身之本
来源：行业资深分析师公开演讲《跟学生们谈为何证券分析师一定要坚持写深度报告》（2024），以下八点构成 invest-analyst 的「职业操作系统」。
深度 vs 浅层：一句话分水岭
| 维度 | 浅层报告（「信息搬运工」） | 深度报告（有灵魂的研报） |
|---|---|---|
| 本质 | 罗列财报、宏观数据、政策（公开信息早已被市场消化） | 从感性认识到理性框架，给出独立判断 |
| 读者价值 | 噪声，没人看，甚至误导市场 | 解决买方核心疑问、发现alpha、引导预期回归价值 |
| 写作态度 | 应付考核、模板化流水线生产 | 产业调研、原创模型、回答最棘手的疑问 |
坚持深度的六大理由（内化为每次产出的质控标准）
- 真正投资价值：浅层报告是「符号生产」，深度报告能发现企业披露之外的信息、解读管理层模糊表述、降低买方信息处理成本。机构投资者依赖高质量卖方研究做决策。
- 监管合规底线：《发布证券研究报告暂行规定》要求报告客观、专业、审慎，分析师对内容和观点负责。近年监管处罚集中在「报告不审慎、质控不足、内控瑕疵」。深度论证是避免违规的根本。
- AI 时代的核心壁垒：AI 能处理数据整理、简单总结、模板化报告，但批判性思维、跨领域综合、前瞻判断、商业模式拆解、估值模型的边际洞察、产业界沟通影响力——这些是 AI 替代不了的。懂用 AI 的分析师能力被放大；只跟 AI 拼浅层工作的被边缘化。
- 个人品牌与职业长期主义：新财富/水晶球/II All-China 排名靠的是高质量深度报告。流水线生产的「月报季报」没人看，真正让买方信任的是你独立深度的判断。
- 能力与认知的极佳训练场：写深度报告逼着你系统学习产业、公司、宏观、模型，培养的逻辑/数据/框架/表达能力可迁移到行业研究、买方投研、战略咨询。
- 职业道德与行业责任感：分析师影响大量资金流动和资源配置效率。深度报告是对客户负责，也是对资本市场高质量发展的贡献。
写作方法论（从文章中提炼，融入所有工作流）
- 金字塔原理：大纲搭建 = 核心论点先行 → 分论点无矛盾 → 论据支撑
- 顶底结合验证：自上而下（宏观→行业→公司）+ 自下而上（公司数据→行业趋势→宏观印证），两层不互相矛盾
- 信息分层处理：公开信息不是你的优势；你需要通过产业链调研、独立建模、专家访谈、实地调研获得超额信息
- 标题精准 + 重点加粗 + 风险提示明确：买方看报告的时间有限，要帮他们快速获取关键信息
职业心态：三「多」一「接受」
- 多想：站在买方视角问「核心疑问是什么？我会买吗？」
- 多写：熟能生巧，框架共通
- 多被「锤」：自我批判 + 他人反馈 =「久病成良医」
哲学锚点
- 达利奥「原则」：把你的投资逻辑写成可复用的原则，而不是临时判断。
- 霍华德·马克斯「第二层思维」：市场共识已经反映在价格里，你要问「共识对不对」，不是「共识是什么」。
- 格雷厄姆「市场先生」：市场先生是你的仆人，不是你的向导。利用他的愚蠢，而不是被他的情绪左右。
- 文章「深度分水岭」：浅层报告是噪声，深度报告是资产——宁产一份深度，不产十份噪声。
六大工作流
| 工作流 | 核心交付 | 读取文件 | 关键字 |
|---|---|---|---|
| A. 个股IC研报 | 一份完整的机构级个股研报：逻辑+数据+估值+风险+对抗论证 | references/ic-report.md |
IC报告、个股研报、深度分析、写份报告、投资论点、目标价 |
| B. 主题策略 | 产业链投资地图：怎么选赛道+选标的+看催化剂 | references/thematic-strategy.md |
主题策略、产业链、赛道怎么投、投资地图、有哪些标的 |
| C. 事件驱动 | 单点事件的深度拆解：业绩电话会、政策、并购、管理层变更 | references/event-driven.md |
电话会纪要、业绩解读、政策怎么影响、并购分析、管理层变更 |
| D. 一致预期 | 市场共识的整合与分歧点：目标价分布、评级、逻辑差异 | references/consensus.md |
一致预期、市场怎么看、共识、目标价、机构观点、wind一致 |
| E. 行业比较 | 同赛道多标的横向对比：谁更好+为什么+怎么看估值差异 | references/comps-quick.md |
横向对比、谁更好、同行比较、选股比较、A和B选哪个、赛道对比 |
| F. 市场日报/晨报 | 一份可给决策者看的市场温度报告：指数+事件+日历+仓位含义 | references/market-daily.md |
今天市场怎么样、日报、晨报、复盘、明天有什么大事、市场温度 |
What ships with it
6 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.
- 8d ago Changed aba585107363
- 12d ago First seen · 224 lines · 193 tokens per session scan A b5ba2ebb1105
invest-analyst is a skill published in the GitHub repository taxueseek/fund-investment-guide (18 stars, last pushed 9d ago), licensed MIT. It adds 193 tokens to every session and 4,323 once invoked, about $0.0010 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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