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/industry-researchnpx skills add Travisun/Opptrix --skill industry-researchgit 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/industry-research)<a href="https://agentmods.dev/skills/travisun/opptrix/industry-research"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/industry-research.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 5.1 | $0.00072 | $0.01090 |
| Opus 5 | $0.00036 | $0.00545 |
| Sonnet 5 | $0.00014 | $0.00218 |
| Haiku 4.5 | $0.00007 | $0.00109 |
Grade A, and why
industry-research 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 2d 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
产业链全景投资研究
从一个投资主题出发：验证逻辑链 → 绘制产业链 → 全球上市扫描 → 各环节头部四大师分析 → 组合配置建议。
何时使用 / 非目标
| 使用 | 不要用 |
|---|---|
| 要看清「趋势→瓶颈→环节→标的」全景 | 只要漏斗筛到 3 家 → @skill:industry-funnel |
| 各环节头部对比与仓位结构 | 知识库式产业链科普 → @skill:industry-chain |
单只个股尽调 → @skill:equity-deep-dive / @skill:investment-research |
研究质量（硬性）
- 四大师：段（生意）/ 巴（财务与护城河）/ 芒（失败路径）/ 李（长期确定性）
- 强制结论与分层仓位；镜子测试；A/B/C（行业研究警惕「资料多的成熟行业看起来更确定」）
- 反偏见：冷门优质、未上市关键玩家、中文市场不可因英文资料少而漏
get_current_time；署名 Opptrix · AI Berkshire 分析
Opptrix 取数
| 维度 | 工具 |
|---|---|
| 板块/成分 | get_sector_list / get_sector_constituents |
| 批量快照 | batch_instrument_snapshots / search_instruments |
| 财务 | get_instrument_financials / get_instrument_financial_indicators |
| 宏观 | get_macro_series |
| 资讯与补洞 | list_news_articles / http_fetch / browser_navigate |
脚本不联网。关键数字：
python scripts/financial_rigor.py verify-valuation ...
python scripts/report_audit.py extract --report draft.md
python scripts/report_audit.py verdict --results results.json --report draft.md
步骤
- 逻辑链：趋势→需求→瓶颈→受益环节；逐箭头找已发生验证事件
- 全景图：上中下游+辅助；生意特征表；标记卡脖子环节
- 全球扫描：A/港/美/国际 + ETF + 未上市候选；Tier 1–4
- 头部四大师（Tier1/2 深做，3/4 点评）；并行可用
run_subagent，结束须reclaim_subagent - 终局与组合：核心/卫星/期权/ETF；买卖信号与主题仓位上限
- 抽检（发布级）→
create_web
data_mode
一手财务+可验证事件充分 → full；依赖二手汇总 → proxy；逻辑链无法验证 → insufficient（禁止拼「看起来完整」的全景报告）。
网页目录建议
- 投资逻辑链与验证
- 产业链全景与卡脖子
- 全球标的扫描（按环节）
- 头部公司四大师摘要
- 组合配置与信号
- 总评与免责声明
禁止
- 半成品：只画图不验证箭头、或不给强制结论
- 原仓库路径 / 脚本联网取数
- 用户可见文案堆技术实现细节
What ships with it
2 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.
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.
- 2d ago First seen · 84 lines · 72 tokens per session scan A 51532a3ce5e2
industry-research is a skill published in the GitHub repository Travisun/Opptrix (230 stars, last pushed today), licensed Apache-2.0. It adds 72 tokens to every session and 1,090 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 2026-09-03.
Other skills, from other repositories
national-team-position
估计中国 A 股"国家队"(中央汇金)的宽基 ETF 持仓变动趋势——追踪上交所沪深300/上证50/中证500/中证1000/中证A500/科创50 的 ETF 份额变化,叠加各自指数走势,生成六合一总图与各指数单图。Estimates China's "national team" (Central Huijin) broad-base ETF positioning by tracking Shanghai Stock Exchange ETF share changes. Use when the user asks about 国家队持仓 / 国家队仓位 / 中央汇金持仓 / 国家队加仓 / 国家队减仓 /…
caijing-ipo-hk
财经·港股打新——完整打新顾问 + 发行体检。回答"这只港股新股怎么打、打多少、破发统计风险多大"。内置：可配置用户档案（券商/资金/风险偏好）、主流券商费率预设、申请档位与历史配售证据、绝对孖展金额、因子体检（保荐人/基石/定价四分位/结构/热度/情绪/18A/18C）、三档条件性方案与执行清单。含招股期与数据时效 gate；默认自用模式可给条件性申购建议，对客输出仍按 compliance-rendering 降级。触发："分析这个新股""XX招股了""怎么打""打多少手""港股打新""孖展""暗盘"；命令 /caijing:ipo-hk。.
caijing-fundamental
财经·基本面——产出一份分析师级、全面、详细、前瞻、论点驱动的深度研究文档。对 A股/港股上市公司：立核心论点与分歧视角（市场信什么、我哪里不同），在 2–3 个决定命运的胜负手上量化钻透（带估算区间与置信度），十四段全面框架每段有真分析与子项，配三情景前瞻盈利、估值矩阵、多投资哲学对撞、Pre-Mortem 反偏见与长期跟踪清单。默认产出研报级 docx；客户合规版按需。触发："全面分析XX""XX基本面怎么样""这公司质地如何"；命令 /caijing:fundamental。.
rodya-caijing-studio
财经内容台——面向个人投资者、研究人员与券商投顾/客户经理的 A股+港股专业研究和内容生产工具包。用于全面分析公司基本面、点评财报、判断估值位置、排查财务风险、梳理产业链、体检 A股/港股新股；所有使用者默认获得同一专业研究内核和研报级 docx，客户合规版按需生成，卡片/文案/PPT 按用户点名触发。稳定命令：/caijing:fundamental、/caijing:earnings、/caijing:valuation、/caijing:risk、/caijing:industry、/caijing:ipo-a、/caijing:ipo-hk。.
caijing-earnings
财经·财报——只回答"这季财报行不行/财报前该看什么"。财报发布后的事件驱动快评：最新期核验 gate、同比环比速览、超预期三层基准判定（一致预期优先于公司指引，公司指引优先于历史季节性）、扣非与现金流含金量验证、前瞻指标（合同负债/订单/资本开支）、对投资逻辑支柱的增强/削弱/中性影响；财报发布前可做 earnings preview（关键指标、三情景、催化清单）。默认产出专业版财报点评 docx；客户版财报速览卡+文案按需。触发："XX出财报了""点评XX年报/中报/季报""这季业绩怎么样""财报前看什么""业绩预览"；命令 /caijing:earnings。.
caijing-valuation
财经·估值——只回答"现在贵不贵"。估值锚按行业适配（周期股低PE陷阱/银行PB-ROE/亏损成长PS）、历史分位 band（纵向）、同业四分位对标（横向）、估值中枢有效性检查（价值陷阱提示）、反向 DCF 隐含预期（不给目标价）、三情景变量敏感性。默认产出专业版估值分析 docx；客户版分位 band 卡+文案按需。触发："XX贵不贵""现在什么位置""估值怎么样""能不能买"（只答贵不贵）；命令 /caijing:valuation。.