ipo-note

ipo-note is a skill for Claude Code from Travisun/Opptrix. It costs 52 tokens per session (688 once invoked), scanned A, original, Apache-2.0.

A focused note-taking workflow for an IPO, meaning a company’s first public share offering. It summarises available issuance materials, business information, fundraising use, risks, and information gaps.

In plain words
What is it for?
Use it to prepare an IPO briefing from available prospectus pages, company data, financial information, announcements, and risk factors.
Why use it?
It helps organise a prospectus and related notices without pretending that missing sections or weak structured data are complete. It keeps the result separate from a full company research report or investment recommendation.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it to prepare an IPO briefing from available prospectus pages, company data, financial information, announcements, and risk factors.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/travisun/opptrix/ipo-note
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 ipo-note
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 ipo-note

README.md
[![agentmods](https://agentmods.dev/badge/skills/travisun/opptrix/ipo-note.svg)](https://agentmods.dev/skills/travisun/opptrix/ipo-note)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/ipo-note"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/ipo-note.svg" alt="Measured on agentmods" height="20"></a>
Per session 52 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 688 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 $0.00052 $0.00688
Opus 5 $0.00026 $0.00344
Sonnet 5 $0.00010 $0.00138
Haiku 4.5 $0.00005 $0.00069

Measured 4d ago against content hash b59c6b54003c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

ipo-note 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/ipo-note/SKILL.md · 60 lines

What it actually says

新股笔记

何时使用

用户要做IPO/新股招股要点笔记。边界:首次覆盖长文用 @skill:coverage-initiation;上市后全面尽调用 @skill:equity-deep-dive。本技能聚焦招股/发行材料要点与缺口诚实声明,不是覆盖报告或日常尽调。

完整度assumption-only。招股说明书结构化字段往往很弱;缺章节须诚实写缺口,禁止拼凑「标准招股摘要」。

分析架构(投研方法)

  • 问题/假设:业务、募资用途、风险因素与可比叙事是什么?
  • 证据清单:概况/财务(若已有)、公告、browser 招股页
  • 事实 | 假设 | 推断 分栏

数据维度

维度 取数方向 缺失时
标的 search_instruments / ask_user 先确认
概况财务 get_instrument_profile / get_instrument_financials 标明上市前数据受限
公告 get_instrument_notices / get_notice_content browser
招股页 browser_navigate / browser_snapshot 仅用可得碎片并标缺口
交付 list_web_vendorcreate_web 可跳过口头要点

步骤

  1. 确认代码/公司与材料来源。
  2. 抽取要点;结构化弱则 assumption-only 横幅
  3. 风险因素单独成章;交付网页。

网页报告建议目录

  1. 能力/完整性声明(assumption-only)
  2. 发行与公司要点
  3. 财务与募资(若有)
  4. 风险因素
  5. 事实 / 假设 / 推断
  6. 免责声明(非打新建议)

禁止

  • 编造招股章节或「机构配售必赚」
  • 打新荐股;禁止无交付就结束
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 · 60 lines · 52 tokens per session scan A b59c6b54003c

Subscribe to this mod's changes

ipo-note is a skill published in the GitHub repository Travisun/Opptrix (230 stars, last pushed yesterday), licensed Apache-2.0. It adds 52 tokens to every session and 688 once invoked, about $0.0003 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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