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-stockgit 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-stock)<a href="https://agentmods.dev/skills/taxueseek/fund-investment-guide/invest-stock"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-stock/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-stock"><img src="https://agentmods.dev/badge/skills/taxueseek/fund-investment-guide/invest-stock.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 | $0.00110 | $0.04547 |
| Opus 5 | $0.00055 | $0.02273 |
| Sonnet 5 | $0.00022 | $0.00909 |
| Haiku 4.5 | $0.00011 | $0.00455 |
Grade A, and why
invest-stock 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 — 399 lines — stays where its author put it; the contents beside it link to each section on GitHub.
invest-stock：统一个股分析
买一股股票就是买一家企业的一部分。A股/港股/美股，三个市场，四种分析模式，一个入口。
模式自动选择
| 触发条件 | 模式 | 适用市场 |
|---|---|---|
| 默认（分析个股） | 三关审查：懂不懂→好不好→贵不贵 | A股/港股 |
| 美股标的 或 用户要求量化 | 四维评分：ROE/负债/FCF/护城河 → A-D评级 | 美股 |
| 用户说"深度分析"/"DCF"/"IC Memo" | 机构深度：DCF估值/同行比较/财报透视/投资备忘录 | 全部（初筛通过后） |
港A增强：分析A股/港股时自动附加政策敏感度、AH溢价、南北资金流检查。
快速识别
收到标的名称/代码后：
- 识别市场：A股（6位数字）→ 三关+港A增强 / 港股（5位数字）→ 三关+港A增强 / 美股（字母代码）→ 四维评分
- 识别深度：用户是否说「深度」「DCF」「IC Memo」「机构」→ 机构深度模式
- 开始分析
模式 1：三关审查（默认，A股/港股）
哲学锚点
- 巴菲特「能力圈」：不懂的生意，涨跌都拿不住。
- 巴菲特「护城河」：好生意才能持续赚钱。
- 巴菲特「安全边际」：好公司也要好价格。
时间定位（动态算法）
当前日期 T，自动推导：财年锚点 N = T.year if T > 4/30 else T.year - 1，分析周期 = [N-4, N-3, N-2, N-1, N]。
| 当前日期 | 最新完整财报 | 数据新鲜度 |
|---|---|---|
| 1-3月 | N-1年报 | 60-90% |
| 4月 | N年报 | 100% |
| 5-7月 | N年报 | 90-100% |
| 8月 | N半年报 | 100% |
| 9-10月 | N半年报 | 60-90% |
| 11-12月 | N三季报 | 100% |
第一关：懂不懂（能力圈）
能向一个外行说清楚这家公司怎么赚钱吗？收入从哪来？客户为什么选它？5年后它还在吗？
数据需求：主营业务构成（分产品/分地区）、上下游位置、行业生命周期。
未通过 → 停止，不买。
第二关：好不好（护城河）
有定价权吗？竞争对手多久能复制？需要持续烧钱维持吗？
5年趋势表（N-4至N年）：
| 指标 | N-4 | N-3 | N-2 | N-1 | N | 判断标准 |
|---|---|---|---|---|---|---|
| 毛利率 | __% | __% | __% | __% | __% | 稳定或上升 |
| ROE | __% | __% | __% | __% | __% | 持续>12% |
| 经营现金流/净利润 | __% | __% | __% | __% | __% | >70% |
| 有息负债率 | __% | __% | __% | __% | __% | <50% |
一票否决：财务造假历史 / 竞争优势消失 / ROE依赖高杠杆（权益乘数>3且负债率高）。
未通过 → 停止，不买。
第三关：贵不贵（安全边际）
当前价格包含了多少乐观预期？如果买错能承受多大损失？
| 指标 | 当前值 | 历史均值 | 历史分位 | 判断 |
|---|---|---|---|---|
| PE_TTM | __ | __ | __% | __ |
| PB | __ | __ | __% | __ |
| 股息率 | __% | __% | __% | __ |
极端测试：假设盈利下滑30%，PE变成多少？能承受吗？
未通过 → 价格透支未来3-5年增长且无安全边际 → 等待或放弃。
景气度增强（新兴/科技标的）
标的属于 AI、半导体、新能源、光通信、机器人等赛道时，额外回答：
- 站在哪个产业周期位置？（导入/成长/成熟期）
- 涨价能力来自供需错配（短周期）还是供给端创造需求（长周期）？
- 在全球产业链里，中国有确定性优势吗？
详见 references/manager-patterns.md。
模式 2：四维评分（美股）
维度 1：ROE 持续性
连续3年以上趋势。搜索：[公司名] ROE history
What ships with it
12 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.
- references/comps-analysis.md 49 B
- references/deep-dive.md 4.9 KB
- references/graham-mode.md 3.0 KB
- references/ic-memo.md 42 B
- references/lbo-perspective.md 5.6 KB
- references/manager-patterns.md 4.2 KB
- references/quarterly-deep-dive.md 54 B
- references/risk-sizing.md 46 B
- references/standard-hk-a.md 3.2 KB
- references/standard-us.md 3.0 KB
- references/thesis-catalyst.md 50 B
- references/valuation-dcf.md 48 B
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 f6b1e3c1a974
- 12d ago First seen · 399 lines · 110 tokens per session scan A e018bb27b55a
invest-stock is a skill published in the GitHub repository taxueseek/fund-investment-guide (18 stars, last pushed 9d ago), licensed MIT. It adds 110 tokens to every session and 4,547 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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