invest-macro

invest-macro is a skill for Claude Code, Codex from taxueseek/fund-investment-guide. It costs 125 tokens per session (1,447 once invoked), scanned A, original, MIT.

A Chinese-language guide for judging investment conditions across market liquidity, U.S. stock sentiment, and Bitcoin bottom signals using financial indicators.

In plain words
What is it for?
Use it to assess central-bank liquidity, funding stress, stock-market optimism or fear, and possible Bitcoin buying conditions.
Why use it?
It provides a repeatable way to turn scattered market data into risk, sentiment, and position guidance.

Skill for Claude CodeCodex

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

Good fit Use it to assess central-bank liquidity, funding stress, stock-market optimism or fear, and possible Bitcoin buying conditions.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/taxueseek/fund-investment-guide/invest-macro"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-macro.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 125 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,447 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 pass 7 Sept 2026
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 $0.00125 $0.01447
Opus 5 $0.00063 $0.00724
Sonnet 5 $0.00025 $0.00289
Haiku 4.5 $0.00013 $0.00145

Measured 8d ago against content hash 44931bc784c2, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

invest-macro 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.

skills/invest-macro/SKILL.md · 130 lines

How it starts

The opening of the file, as written. The whole thing — 130 lines — stays where its author put it; the contents beside it link to each section on GitHub.

invest-macro:宏观与市场环境

市场环境决定大类资产的方向。先看水位,再看情绪,最后看抄底信号。 数据来源见 invest-cli(intent macro / Wind economic_data)或公开检索,时效性强。


场景判断

用户问题 激活维度
「流动性」「美联储」「SOFR」「缩表」「钱紧不紧」 宏观流动性
「美股情绪」「NAAIM」「市场过热」「恐惧贪婪」 美股情绪
「比特币抄底」「BTC底部」「MVRV」 加密底部
「市场环境」「市场风险」「仓位管理」 全部三个

维度A:宏观流动性(4 大核心指标)

核心公式:净流动性 = 美联储总资产 − TGA 余额 − ON RRP 余额

指标 含义 信号
美联储净流动性 美联储实际注入市场的钱 单周下降 >5% → 预警;缓慢下降 → 关注
SOFR 隔夜融资利率 银行间资金紧张度 突升 → 钱紧
MOVE 美债波动率指数 债市动荡程度 >120 → 预警
日元套利交易信号 USDJPY + 全球风险 日元急升 + 美股大跌 → 套利平仓

综合输出:流动性评级(充裕 / 收紧 / 紧张)+ 风险应对建议。


维度B:美股情绪

指标 信号
NAAIM 暴露指数 >80 机构满仓预警,<40 反向抄底
机构股票配置比例 历史极值区域预警
散户净买入额 散户狂热往往是顶部信号
标普500 远期市盈率 >20 偏高,<15 偏低
对冲基金杠杆率 高杠杆增加系统性风险
恐惧贪婪指数 >80 极端贪婪(顶区),<20 极端恐慌(反向机会)

综合输出:情绪评级(贪婪 / 正常 / 恐慌)+ 仓位建议(减仓 / 持有 / 加仓)。


维度C:加密底部信号

指标 信号
BTC 周线 RSI <30 严重超跌(历史底部区域)
成交量萎缩 <30日均量70%,卖压枯竭
MVRV 比率 <1 被低估,<0.8 严重低估
恐惧贪婪指数 <20 极端恐慌(反向指标)
矿机关机价 价格接近关机价 = 底部支撑
长期持有者行为 LTH 增持 = 底部吸筹

综合输出:抄底评级(A/B/C/D,A=强烈信号)+ 分批建仓与止损。


输出格式

# 市场环境分析

[激活维度名称]
━━━━━━━━━━━━━━━━━━━━
指标1:当前值 | 信号 | 简评
指标2:当前值 | 信号 | 简评
...

综合评级:____
关键结论:____
行动建议:____

数据来源:invest-cli(intent macro / Wind economic_data)或公开检索
免责声明:基于公开信息的分析框架,不构成投资建议。

数据获取(invest-cli)

intent macro 优先走 FRED 净流动性结构化通道,无 key 或取数失败自动降级 argo 检索:

# 宏观流动性(FRED:净流动性 = 总资产 − TGA − ON RRP + SOFR;需 FRED_API_KEY,免费注册)
# 无 key 时自动降级 argo nbs_stats;PATH 无 invest-cli 时兜底 python3 "$HOME/.agents/skills/invest-cli/scripts/invest_cli.py"
invest-cli intent macro
# 宏观检索兜底/背景(argo nbs_stats 等引擎池)
# 流动性/宏观经济(Wind economic_data)
invest-cli wind economic_data query_economic_indicator_data --input '{"indicatorCode":""}'

FRED key 配置(免注册费):环境变量 FRED_API_KEY~/.config/invest-cli/fred.env 写入 FRED_API_KEY=xxx


与系列技能分工

  • 「分析黄金/白银/原油/债券/可转债/REITs」→ invest-asset
  • 「市场环境/仓位管理」→ invest-macro
  • 「美股个股」→ invest-stock
  • 「资产配置再平衡」→ invest-allocation

Read the full file on GitHub · 130 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. 8d ago Changed · +5 lines 44931bc784c2
  2. 12d ago First seen · 125 lines · 125 tokens per session scan A d322d3a572ae

Subscribe to this mod's changes

invest-macro is a skill published in the GitHub repository taxueseek/fund-investment-guide (18 stars, last pushed 9d ago), licensed MIT. It adds 125 tokens to every session and 1,447 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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