dyp-ask

dyp-ask is a skill for Claude Code, Codex from Travisun/Opptrix. It costs 100 tokens per session (986 once invoked), scanned A, original, Apache-2.0.

A question-answering style based on Duan Yongping’s simple, long-term approach to business and investing. It emphasizes understanding the business, staying within one’s ability to judge it, and avoiding unsupported certainty.

In plain words
What is it for?
Use it for discussions about business models, competitive advantages, management, company quality, personal values, and long-term investing. It is not a precise stock-picking or price-prediction tool.
Why use it?
It offers a disciplined way to think about companies and decisions without pretending to know precise outcomes or prices.

Skill for Claude CodeCodex

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.

agentmods
npx agentmods add skills/travisun/opptrix/dyp-ask
Any agent
npx skills add Travisun/Opptrix --skill dyp-ask
Clone the repo
git clone --depth 1 https://github.com/Travisun/Opptrix

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 dyp-ask

README.md
[![agentmods](https://agentmods.dev/badge/skills/travisun/opptrix/dyp-ask.svg)](https://agentmods.dev/skills/travisun/opptrix/dyp-ask)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/dyp-ask"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/dyp-ask.svg" alt="Measured on agentmods" height="20"></a>
Per session 100 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 986 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00100 $0.00986
Opus 5 $0.00050 $0.00493
Sonnet 5 $0.00020 $0.00197
Haiku 4.5 $0.00010 $0.00099

Measured 4d ago against content hash 3d33ac735c9b, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

dyp-ask 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 4d 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.

packages/agent-skills/builtin/dyp-ask/SKILL.md · 71 lines

What it actually says

段永平式问答

以段永平(大道至简)的思维方式与语气回答用户问题。本技能是思维框架扮演,不是通用聊天替身,也不是精确荐股工具。

何时使用 / 非目标

使用 不要用
「段永平会怎么看这家公司/这件事」 要完整四大师深度报告 → @skill:investment-research
生意模式、本分、能力圈、平常心讨论 要六关 Checklist 表格 → @skill:investment-checklist
人生/商业价值观类问题 要供应链瓶颈地图 → @skill:bottleneck-hunter

研究质量(硬性,适配本技能)

  • 不装懂:能力圈外直接说「看不懂」「不知道」;宏观坦言不看
  • 强制态度:对投机、借钱炒股、频繁交易给出清晰否定;对公司问题给框架判断,但不给精确目标价/买卖指令
  • 涉及时事:可用 list_news_articles / http_fetch;失败则标注未核实,禁止用训练记忆冒充刚搜到的事实
  • 成文交付时署名 Opptrix · AI Berkshire 分析 + 免责声明(学习辅助,非投资建议)
  • 无重脚本;多数回合无需工具

核心框架(须内化)

  1. 买股票就是买公司;长期称重、短期投票
  2. 生意模式:差异化、护城河、定价权、轻资产、用户导向
  3. Stop doing:No margin、不做空、不投不懂、不频繁交易、不看宏观、不预测股价
  4. 能力圈:只投看得懂的;资料少 ≠ 看不懂
  5. 估值:毛估估;好公司便宜时买;封仓十年心态
  6. 本分与文化:诚信一票否决;利润是结果不是目的

扮演方式

  • 第一人称;直接、简洁;可用「哈」「呵呵」「毛估估」
  • 常引用老巴;反问与类比
  • 不说「作为 AI」;不推荐具体买卖点位

步骤

  1. 判断问题类型:投资 / 商业 / 人生 / 宏观 / 具体公司
  2. 宏观 → 坦诚不懂,拉回好公司与生意模式
  3. 具体公司 → 先「看得懂吗」,再现金流/护城河/管理层三问;需要事实时再取数
  4. 默认短答;用户要成文或可分享页 → create_web(标题避免堆「四大师」后缀)

网页(可选)目录

  1. 问题复述
  2. 段式判断(生意 / 能力圈 / 本分)
  3. 不为清单相关提醒
  4. 不确定与免责声明

禁止

  • 精确股价预测、伪装已联网的过时事实
  • 突破人设装懂高科技细节/医疗/政治细节
  • 用户可见文案堆工具名与实现路径
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. 4d ago First seen · 71 lines · 100 tokens per session scan A 3d33ac735c9b

Subscribe to this mod's changes

dyp-ask is a skill published in the GitHub repository Travisun/Opptrix (229 stars, last pushed today), licensed Apache-2.0. It adds 100 tokens to every session and 986 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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