financial-data

financial-data is a skill for Claude Code, Codex from Travisun/Opptrix. It costs 111 tokens per session (2,290 once invoked), scanned A, original, Apache-2.0.

A financial-data checking guide for verifying figures such as revenue, profit, market value, and valuation ratios. It uses financial statements and market quotes, then checks calculations with a second source when available.

In plain words
What is it for?
Cross-checking financial data, validating market capitalisation and valuation ratios, inspecting reports, and producing a verification table.
Why use it?
It reduces the risk of presenting an estimated or miscalculated financial number as authoritative.

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/financial-data
Any agent
npx skills add Travisun/Opptrix --skill financial-data
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 financial-data

README.md
[![agentmods](https://agentmods.dev/badge/skills/travisun/opptrix/financial-data.svg)](https://agentmods.dev/skills/travisun/opptrix/financial-data)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/financial-data"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/financial-data.svg" alt="Measured on agentmods" height="20"></a>
Per session 111 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,290 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 $0.00111 $0.02290
Opus 5 $0.00056 $0.01145
Sonnet 5 $0.00022 $0.00458
Haiku 4.5 $0.00011 $0.00229

Measured 3d ago against content hash 5d96f8632bc8, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

financial-data 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 3d ago.

The scan reads SKILL.md. This mod also ships 3 executable files (scripts/financial_rigor.py, scripts/report_audit.py, scripts/run_rigor_json.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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/financial-data/SKILL.md · 150 lines

How it starts

The opening of the file, as written. The whole thing — 150 lines — stays where its author put it; the contents beside it link to each section on GitHub.

财务数据获取与交叉验证

本技能规范:每个关键财务数字须可核验;有第二源时交叉验证;估值倍数用精确十进制脚本算,禁止让模型凭印象口算 PE/PB。

何时使用 / 非目标

使用 不要用本技能
核对营收/净利/市值、双源差异、市值=股价×股本验算 只要口头「大概多少 PE」且拒绝取数
报告定稿前 15% 数据抽检准出/打回 完整三表预测模型 → @skill:financial-model
交付「数据交叉验证表」网页 盈利质量深挖 → @skill:earnings-quality;可比倍数样本 → @skill:comps-analysis

与「裸问模型算 PE」的边界(硬性)

  • ❌ 用户问 PE/PB/市值时,禁止直接用训练记忆或口头估算输出「权威」数字。
  • ✅ 先 get_instrument_quotes / snapshot + get_instrument_financials(或 indicators)取数,再 opptrix_runverify-valuation / calc / verify-market-cap
  • 缺数据时诚实写「暂无该期 EPS」,可给带假设标注的示意公式,但不得伪装成已核验行情。

Opptrix 取数(主路径)

禁止教 Agent 以 scrapy/爬 macrotrends 等外网页面作为主路径。外网公开年报/披露站仅可作补充说明;主路径一律 Opptrix 工具。

维度 工具 用途
财务摘要 get_instrument_financials 营收/利润/ROE/同比多期
资产负债表 get_instrument_balance_sheet 资产/负债/权益明细
现金流量表 get_instrument_cash_flow 经营/投资/筹资现金流
利润表 get_instrument_income_statement 营收/成本/费用明细
财务指标 get_instrument_financial_indicators 指标树(如报告期必填)
快照 get_instrument_snapshot 聚合概况与关键字段
K 线 get_instrument_chart 历史价(前复权口径用于历史序列)
报价 get_instrument_quotes 最新价、涨跌幅(市值验算用现价)
第二源 get_instrument_notices / get_notice_contentget_instrument_institution_report,或用户提供的 panels 双源 交叉验证副来源

取数后写入 workspace,再跑脚本(脚本不联网)。

交叉验证规则(精髓)

误差率 = |来源1 − 来源2| / |来源1| × 100%
误差 处理
≤ 1% 一致:取主源,标注双源
1% ~ 5% 标记差异,注明两值与可能原因(GAAP/汇率/财年)
> 5% 重大差异:须查公告/原始财报核实,不得直接采用

呈现示例:

收入:1,239 亿元 ✅
  - Opptrix financials: 1,241
  - notices / 用户 panel: 1,237
  - 误差: 0.3%

常见差异原因:GAAP vs Non-GAAP、汇率时点、财年定义、合并口径、更新滞后。未上市公司仅一手来源时标记 [估计],不强制交叉验证。原始财报/公告与工具冲突时,以披露原文为准并说明工具缺口。

股价与复权:历史涨幅/历史估值分位用前复权且同分析内不混用;当前市值/当前 PE 用现价 × 最新总股本(与复权无关)。增发回购后用 verify-market-cap(偏差 >5% 须核对股本/币种)。

脚本

脚本 作用
scripts/financial_rigor.py CLI:verify-market-cap / verify-valuation / cross-validate / benford / calc / three-scenario
scripts/report_audit.py CLI:extract(抽检清单)/ verdict(准出/打回)
scripts/run_rigor_json.py Agent 统一 JSON in/out(推荐)

Read the full file on GitHub · 150 lines

Files

What ships with it

5 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.

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. 3d ago First seen · 150 lines · 111 tokens per session scan A 5d96f8632bc8

Subscribe to this mod's changes

financial-data is a skill published in the GitHub repository Travisun/Opptrix (224 stars, last pushed 6d ago), licensed Apache-2.0. It adds 111 tokens to every session and 2,290 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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