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/financial-modelnpx skills add Travisun/Opptrix --skill financial-modelgit 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/financial-model)<a href="https://agentmods.dev/skills/travisun/opptrix/financial-model"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/financial-model.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 | $0.00084 | $0.01173 |
| Opus 5 | $0.00042 | $0.00587 |
| Sonnet 5 | $0.00017 | $0.00235 |
| Haiku 4.5 | $0.00008 | $0.00117 |
Grade A, and why
financial-model 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.
What it actually says
三表联动模型
何时使用
用户要构建历史三表整理 + 勾稽检查 + 情景预测的财务模型,而非只要财报速读或只要 DCF 股权价值。边界:单期亮点用 @skill:earnings-quick-read;折现估值用 @skill:dcf-model。本技能 不强制给出目标价;完整度 partial。
分析架构(投研方法)
- 问题/假设:历史三表是否勾稽?在何种经营假设下,预测期三表如何演化?
- 证据清单:利润表、资产负债表、现金流量表、财务指标、用户增长/利润率假设
- 多维交叉验证:净利润 vs 经营现金流;资产负债平衡;现金变动 vs 现金流合计
- 结论与不确定:勾稽差为事实;预测路径为假设驱动;「可持续性」为推断
- 风险与缺口:缺某一表、口径跨市场、预测年无用户假设
- 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 |
| 概况 | get_instrument_profile |
业务章从简 |
| 财务摘要 | get_instrument_financials |
仅用三表明细 |
| 利润表 | get_instrument_income_statement |
该表章标缺失 |
| 资产负债表 | get_instrument_balance_sheet |
无法做完整勾稽则降级 |
| 现金流 | get_instrument_cash_flow |
省略现金流联动说明原因 |
| 指标 | get_instrument_financial_indicators |
用原始科目推比率 |
| 预测假设 | ask_user |
仅交付历史模型,不编造预测 |
| 计算 | opptrix_run / workspace_write |
聊天内展示并说明 |
| 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、币种与历史期数。
- 拉取三表与指标;整理统一报告期。
- 勾稽检查:资产负债平衡、现金桥、利润与现金流关系;列出差异。
- 情景(可选):用户给增长/费用率等假设后做基准/乐观/悲观;不强制目标价。
- 固化:关键表可
workspace_write;计算用opptrix_run。 - 交付网页(默认):
list_web_vendor→create_web;已有则read_web/update_web。 - 标注 partial:缺表或无法勾稽时诚实降级。
网页报告建议目录
- 标的、报告期与时效
- 历史三表摘要
- 勾稽检查结果(差异清单)
- 关键比率与趋势(事实)
- 情景假设表(若有)
- 预测期三表摘要(假设驱动)
- 事实 | 假设 | 推断分栏结论
- 风险、缺口与免责声明(无买卖建议;无强制目标价)
禁止
- 荐股;编造缺失科目或强制给出目标价
- 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)
- 勾稽失败却声称「模型已平衡」
- assumption / not-feasible 须诚实降级
- 禁止用预测表冒充已披露财报
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.
- 4d ago First seen · 75 lines · 84 tokens per session scan A 09bb0aa232db
financial-model is a skill published in the GitHub repository Travisun/Opptrix (229 stars, last pushed yesterday), licensed Apache-2.0. It adds 84 tokens to every session and 1,173 once invoked, about $0.0004 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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