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 agentmods add skills/travisun/opptrix/bottleneck-hunternpx skills add Travisun/Opptrix --skill bottleneck-huntergit clone --depth 1 https://github.com/Travisun/OpptrixWrote 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/travisun/opptrix/bottleneck-hunter)<a href="https://agentmods.dev/skills/travisun/opptrix/bottleneck-hunter"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/bottleneck-hunter.svg" alt="Measured on agentmods" height="20"></a>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 | $0.00098 | $0.01039 |
| Opus 5 | $0.00049 | $0.00519 |
| Sonnet 5 | $0.00020 | $0.00208 |
| Haiku 4.5 | $0.00010 | $0.00104 |
Grade A, and why
bottleneck-hunter 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 5d 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.
What it actually says
供应链瓶颈猎手
不问「推荐什么股票」，问：若趋势继续扩张，哪一环会先不够用？ Alpha 常在第二、三层（材料/设备/测试），而非已被定价的 Layer1 龙头。
何时使用 / 非目标
| 使用 | 不要用 |
|---|---|
| 超级趋势下的物理瓶颈与标的地图 | 一般产业链科普 → @skill:industry-research |
| 估值透支检验后的观察/深研清单 | 主题政策映射 → @skill:theme-policy-map |
台股月营收若工具不足 → 诚实 insufficient/proxy 或请用户导入 JSON，禁止假装 FinMind 全量 |
研究质量（硬性）
- 瓶颈真实 ≠ 投资机会；估值红灯可封顶信号强度
- 强制结论：深入研究 / 观察 / 等待更好价格 / 数据不足
- 正反论据；A/B/C；
get_current_time - 署名 Opptrix · AI Berkshire 分析
流程摘要
- 超级趋势确认：持续性/物理性/规模性/加速性；≥3 个已发生验证事件
- 物理拆解：Layer0–4；重点扫 Layer2–3
- 瓶颈 6 标准：供给集中、扩产周期、替代、利用率、需求增速、客户验证 → S/A/B 级
- 标的初筛：上市、瓶颈业务占比、优先中小市值、流动性
- 估值检查（不可跳过）：市值 vs TAM、PS/PE/增速、乐观收入倍数、增发后暴涨等红黄绿灯；
financial_rigor验算市值/情景 - 反向验证：为何瓶颈可能被解除；聪明人为什么不买
create_web交付瓶颈地图 + 明确标的（或仅信号扫描）
Opptrix 取数
趋势与短缺证据：list_news_articles / http_fetch / browser_navigate
标的：search_instruments + get_instrument_quotes / get_instrument_financials / batch_instrument_snapshots
python scripts/financial_rigor.py verify-market-cap ...
python scripts/financial_rigor.py three-scenario ...
data_mode
关键瓶颈有多源事件+财务可评估值 → full；供应链一手弱、估值为近似 → proxy；趋势本身无法确认 → insufficient。
网页目录建议
- 趋势确认与数据截止
- 供应链分层与瓶颈地图
- 明确标的（估值检查必填）
- 其他信号与观察名单变化
- 偏见自查与免责声明
禁止
- 跳过估值门槛用叙事买亏损高 PS
- 移植雪球/FinMind 爬虫凭据；脚本联网
- 依赖原仓库绝对路径
What ships with it
1 file 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.
- 5d ago First seen · 75 lines · 98 tokens per session scan A 2c51da85486a
bottleneck-hunter is a skill published in the GitHub repository Travisun/Opptrix (229 stars, last pushed yesterday), licensed Apache-2.0. It adds 98 tokens to every session and 1,039 once invoked, about $0.0005 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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