invest-discuss

invest-discuss is a skill for Claude Code, Codex from taxueseek/fund-investment-guide. It costs 67 tokens per session (921 once invoked), scanned A, original, MIT.

An investment-review workflow that examines a potential investment from four viewpoints: the business, market trends, portfolio fit, and ways the investment could lose money. It routes requests into quick scans, deeper questioning, or formal committee-style review.

In plain words
What is it for?
Use it to screen investments, challenge a purchase before committing heavily, review an investment memo, assess portfolio allocation, and decide what further analysis is needed.
Why use it?
It reduces one-sided investment analysis by forcing explicit positions, risks, and rejection checks. This helps reveal missing information, excessive optimism, concentration risk, and plausible loss scenarios.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to screen investments, challenge a purchase before committing heavily, review an investment memo, assess portfolio allocation, and decide what further analysis is needed.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/taxueseek/fund-investment-guide/invest-discuss
Install

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.

Any agent
npx skills add taxueseek/fund-investment-guide --skill invest-discuss
Clone the repo
git clone --depth 1 https://github.com/taxueseek/fund-investment-guide

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 invest-discuss

README.md
[![agentmods](https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-discuss/github.svg)](https://agentmods.dev/skills/taxueseek/fund-investment-guide/invest-discuss)
Your own site
<a href="https://agentmods.dev/skills/taxueseek/fund-investment-guide/invest-discuss"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-discuss/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 invest-discuss

Your own site · 80×15
<a href="https://agentmods.dev/skills/taxueseek/fund-investment-guide/invest-discuss"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-discuss.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 67 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 921 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.
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 $0.00067 $0.00921
Opus 5.5 $0.00027 $0.00368
Sonnet 5.5 $0.00013 $0.00184
Haiku 4.5 $0.00007 $0.00092

Measured 1mo ago against content hash 1f3f4341b018, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

invest-discuss 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 1mo 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.

skills/invest-discuss/SKILL.md · 75 lines

What it actually says

大师会诊

单一视角必然盲视。让四种投资思维同时审视你的标的。


四种视角

视角 核心问题 否决红线
生意视角 懂这门生意吗?有护城河吗?管理层靠谱吗? 看不懂 / 没护城河 / 管理层有问题
趋势视角 现在什么趋势?价格反映了多少乐观?有催化剂吗? 逆势而为 / 价格已透支 / 没催化剂
配置视角 占多少仓位?和现有持仓相关性?能承受多大回撤? 仓位过重 / 相关性太高 / 无法承受回撤
反向视角 最可能亏钱的三个场景?共识太强了吗?周期高位吗? 说不清亏钱场景 / 共识极端 / 周期高位

Phase 0:档位路由(关键词直通,零 token)

收到用户请求后,先用以下关键词表直接定位档位,不需要 LLM 判断。

关键词(任中一个即命中) 直达档位
重仓、仔细看看、质询、准备买入、多看看 深度质问(重仓前自检)
过会、评审、投委会、正式决策、上会 投委会评审(机构级决策)
(其他所有情况) 快速扫描(默认,日常筛选)

默认走快速扫描。只有明确命中上面两行时才升级档位。

三档执行规格

快速扫描(默认):四种视角并行给立场(各200字内)+ 判官总结(评级A-D + 核心分歧 + 否决检查 + 建议仓位) 深度质问:四种视角轮流质问你——每视角3个问题,用户现场回答 → 判官给准备度评级(充分/一般/不足)+ 关键盲区 + 行动建议 投委会评审:用户提交投资备忘录(标的/仓位/逻辑/风险/退出条件)→ 四视角质询 → 视角间交锋 → 正式表决(赞成/反对/附条件通过)+ 执行条款


质量标准

每种视角必须给出:明确立场(支持/反对/观望/附条件)+ 关键理由(一句话)+ 否决检查(是否触发红线)

判官职责:识别核心分歧、信号解码(沉默/转移/保留背后的盲区)、综合评级 A(强烈推荐)→ D(反对)


绝对不要

  • 不要让四种视角给出模棱两可的判断——每个视角必须站队
  • 不要在快速扫描时展开长篇大论——200字内
  • 不要在用户未回答质询问题时替用户假设答案
  • 不要跳过否决红线检查

下游路由

结论 下一步
需深度个股分析(含美股) invest-stock
需基金分析 invest-fund
需配置方案 invest-allocation
需单个资产类判断 invest-asset

大师会诊 · 单一视角必然盲视

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. 1mo ago Changed · -1 lines 1f3f4341b018
  2. 1mo ago First seen · 76 lines · 67 tokens per session scan A 75293f2116db

Subscribe to this mod's changes

invest-discuss is a skill published in the GitHub repository taxueseek/fund-investment-guide (21 stars, last pushed 1mo ago), licensed MIT. It adds 67 tokens to every session and 921 once invoked, about $0.0003 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.

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