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/competitive-moatnpx skills add Travisun/Opptrix --skill competitive-moatgit 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/competitive-moat)<a href="https://agentmods.dev/skills/travisun/opptrix/competitive-moat"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/competitive-moat.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 | $0.00061 | $0.00980 |
| Opus 5 | $0.00030 | $0.00490 |
| Sonnet 5 | $0.00012 | $0.00196 |
| Haiku 4.5 | $0.00006 | $0.00098 |
Grade A, and why
competitive-moat 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
竞争壁垒（Competitive Moat）
何时使用
用户要评估标的 护城河类型与可持续性（转换成本、网络效应、成本优势、无形资产、规模等框架），而非只要同业估值或产业链图谱。边界：产业链结构用 @skill:industry-chain；同业倍数用 @skill:comps-analysis。完整度 assumption-only：禁止无依据的市场份额假图。
分析架构（投研方法）
- 问题/假设：公司是否具备可识别的壁垒类型？财务特征是否与该类型一致？
- 证据清单：概况、财务利润率/回报、行业成分对照、相关资讯
- 多维交叉验证：叙事壁垒 vs 利润率稳定性；同业成分 vs 差异化描述
- 结论与不确定：壁垒评级为工作假设；份额数字仅在工具/用户提供时使用
- 风险与缺口：无份额数据、行业定义过宽
- 事实 | 假设 | 推断 分栏强制
数据维度
| 维度 | 取数方向 | 缺失时 |
|---|---|---|
| 标的 | search_instruments / ask_user |
先确认 |
| 业务概况 | get_instrument_profile |
壁垒分析高度定性 |
| 财务特征 | get_instrument_financials |
省略回报稳定性章 |
| 同业参照 | get_sector_list / get_sector_constituents |
不做伪份额对比 |
| 资讯 | get_instrument_news |
省略事件冲击 |
| 份额等外部数 | 仅用户提供或可信摘录 | 禁止画假份额图 |
| 交付 | list_web_vendor → create_web |
用户只要口头要点时可跳过 |
步骤
- 确认标的与行业定义。
- 取概况/财务/同业名单/资讯。
- 按壁垒框架打分表（每类：证据强度高/中/低/无）；份额行无数据则写 N/A。
- 可持续性与瓦解风险（推断分栏）。
- 交付网页（默认）：
list_web_vendor→create_web；标注 assumption-only。
网页报告建议目录
- 标的、行业界定与时效
- 商业模式要点（事实）
- 壁垒类型评估表
- 财务一致性检验
- 同业对照（非份额假图）
- 事实 | 假设 | 推断分栏
- 瓦解风险与观察指标
- 免责声明（无买卖建议）
禁止
- 荐股；绘制或编造无来源的市场份额图
- 编造「全球第一」等未返回表述
- 禁止无交付就结束（默认须有 web 产物，除非用户明确只要口头要点）
- assumption / not-feasible 须诚实降级
- 禁止把品牌形容词当成已验证壁垒
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 · 70 lines · 61 tokens per session scan A 03274886b5c8
competitive-moat is a skill published in the GitHub repository Travisun/Opptrix (229 stars, last pushed yesterday), licensed Apache-2.0. It adds 61 tokens to every session and 980 once invoked, about $0.0003 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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caijing-fundamental
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