investment-team

investment-team is a skill for Claude Code from Travisun/Opptrix. It costs 90 tokens per session (1,673 once invoked), scanned A, original, Apache-2.0.

A four-person-style investment research team that examines a company from business, financial, industry, and risk perspectives before combining the findings.

In plain words
What is it for?
Use it for an important company’s first full review or a major re-review when you want separate analyses followed by a combined investment conclusion.
Why use it?
Independent viewpoints help expose disagreements and risks that a single analysis may miss. The workflow also separates evidence from conclusions.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it for an important company’s first full review or a major re-review when you want separate analyses followed by a combined investment conclusion.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/travisun/opptrix/investment-team
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.

Any agent
npx skills add Travisun/Opptrix --skill investment-team
Clone the repo
git clone --depth 1 https://github.com/Travisun/Opptrix

Made for: Claude Code.

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 investment-team

README.md
[![agentmods](https://agentmods.dev/badge/skills/travisun/opptrix/investment-team/github.svg)](https://agentmods.dev/skills/travisun/opptrix/investment-team)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/investment-team"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/investment-team/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for investment-team

Your own site · 80×15
<a href="https://agentmods.dev/skills/travisun/opptrix/investment-team"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/investment-team.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 90 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,673 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 5.1 $0.00090 $0.01673
Opus 5 $0.00045 $0.00837
Sonnet 5 $0.00018 $0.00335
Haiku 4.5 $0.00009 $0.00167

Measured 6d ago against content hash 3cbeb44a4aae, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

investment-team 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 6d ago.

The scan reads SKILL.md. This mod also ships 4 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/investment-team/SKILL.md · 118 lines

How it starts

The opening of the file, as written. The whole thing — 118 lines — stays where its author put it; the contents beside it link to each section on GitHub.

四角色并行投研团队

对用户指定标的做真正并行的四大师投研,再由 Team Lead(父 Agent)综合。署名:Opptrix · AI Berkshire 分析

何时使用 / 边界

使用 不要用本技能
需要四角色独立成稿再交叉验证 单人七模块深度研究 → @skill:investment-research
重要标的首次/重大重做,愿付并行成本 多空辩论研讨团 → @skill:multi-role-research-council(勿合并)
未上市六侦察 → @skill:private-company-research
财报专属团队 → @skill:earnings-team

研究质量(硬性)

同契约:四大师、强制结论档位、镜子测试、A/B/C、快速否决、事实/观点分栏、get_current_time、禁止训练知识冒充联网结果。
并行纪律:禁止「一个 prompt 切四段」冒充对抗;四角色必须各自 run_subagent 独立取证成稿。

团队结构

角色 视角 职责
Team Lead(父) 综合 统筹、交叉验证、scorecard、定稿、create_web
business-analyst 段永平 生意本质、护城河、用户价值
financial-analyst 巴菲特 财务质量、估值、安全边际(须跑 rigor)
industry-researcher 芒格 行业格局、竞争、失败路径
risk-assessor 李录 风险、管理层、长期确定性

详细 brief:get_agent_skill_file(..., path="references/role-briefs.md")

取数

@skill:investment-research 相同工具栈。财务角色须 workspace_writeopptrix_run

python scripts/run_rigor_json.py --input data.json --output result.json
python scripts/scorecard.py --input evidence.json --output scorecard.json

脚本不联网。第二源由 Agent 用公告/资讯/http_fetch 写入后再 cross-validate

并行编排(对齐 multi-role-research-council)

S0 — 范围与预检

  1. 确认标的;多候选 ask_userget_current_time。评定 A/B/C,写入 checklist。
  2. update_research_checklist 加载 references/checklist.json
  3. 取数可达性预检:父 Agent 先试一次 get_instrument_snapshot(或等价工具)。若失败 → 停止启动子 Agent,醒目标注并询问用户是否继续(继续则整份报告顶栏标注降级,data_mode=proxy/insufficient)。后台子任务无法向用户弹权限确认时,父必须先保证工具可用。

S1 — 四角色并行(硬性)

在同一轮对四角色各调用一次 run_subagent(可 background):

  • role / instructions:按 role-briefs.md;注入标的、A/B/C、数据截止。
  • 子 Agent 自行取数;父不代写结论数字。
  • 联网/取数失败禁止伪装:子报告顶部必须醒目标注「未能刷新数据,置信度降级」,并如实告知 Team Lead;Lead 可中止研究。

四路终态后:get_subagent 收结果 → 立即 reclaim_subagent → checklist 勾选。禁止堆积未回收会话;子 Agent 禁止再 run_subagent

S2 — 交叉验证与综合

  1. 比对四稿关键数字冲突;财务稿须含 rigor 输出摘要。
  2. 找共识与矛盾(矛盾优先分析)。
  3. 镜子测试 + 快速否决;scorecard.py 输出档位。
  4. 强制结论:通过 / 有条件通过 / 不通过 / 灰色地带。

Read the full file on GitHub · 118 lines

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. 6d ago First seen · 118 lines · 90 tokens per session scan A 3cbeb44a4aae

Subscribe to this mod's changes

investment-team is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 3d ago), licensed Apache-2.0. It adds 90 tokens to every session and 1,673 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 2026-09-03.

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