lean-etf-constituents

lean-etf-constituents is a skill for Claude Code from Travisun/Opptrix. It costs 87 tokens per session (1,625 once invoked), scanned A, original, Apache-2.0.

A research workflow that uses an ETF’s holdings as a list of stocks or other assets to study. It treats the holdings and their weights as a research universe rather than analysing only the ETF itself.

In plain words
What is it for?
Use it to list ETF constituents, inspect their weights, check concentration, and create a candidate set for further research or screening.
Why use it?
It removes the need to build a screening list from scratch and shows how concentrated the ETF’s exposure is. It also keeps the holdings date and data gaps visible.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it to list ETF constituents, inspect their weights, check concentration, and create a candidate set for further research or screening.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/travisun/opptrix/lean-etf-constituents
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 lean-etf-constituents
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 lean-etf-constituents

README.md
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Your own site
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Your own site · 80×15
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Per session 87 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,625 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 $0.00087 $0.01625
Opus 5 $0.00044 $0.00813
Sonnet 5 $0.00017 $0.00325
Haiku 4.5 $0.00009 $0.00162

Measured 5d ago against content hash d304ada26c86, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

lean-etf-constituents 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 5d 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/lean-etf-constituents/SKILL.md · 89 lines

How it starts

The opening of the file, as written. The whole thing — 89 lines — stays where its author put it; the contents beside it link to each section on GitHub.

LEAN ETF成分宇宙

方法溯源 QuantConnect LEAN 社区算法/示例思路;本技能是平台工具编排的投研工作流禁止假装跑完整 LEAN 引擎或输出 LEAN 回测曲线、订单日志冒充引擎结果。实际取数与计算仅限 Opptrix 工具(行情/财务/opptrix_run 沙盒等)。

何时使用

用户要以 场内 ETF(默认 A股) 持仓作为研究/筛选宇宙(成分+权重事实表),而非单只 ETF 概况尽调(LEAN 方法溯源,非美股原版照搬)。默认交付可预览网页。

边界:单只 ETF 概况/净值/持仓解读用 @skill:etf-research;主题多篮对照用 @skill:lean-etf-thematic-baskets;条件筛选事实表用 @skill:universe-screen

A股适配(默认)

  • 默认市场 CN(A股 / 场内 ETF)。用户点名美股/港股再切换,并声明数据口径与微观结构差异。
  • 默认取数优先 search_instruments / get_index_constituents / get_sector_* / get_etf_* 及 CN 可用指标与行情工具。
  • 默认场内 ETF(如 510300 等由 ask_user 确认代码);用 get_etf_holdings / get_etf_profile 拉持仓。
  • 美股原版 ETF 成分清单仅作溯源对照,禁止把美股持仓硬说成 A 股。
  • 微观结构:成分权重与成交额受涨跌停影响时须注明;不做空假设。
  • 不可硬适配或数据缺口时:首页横幅写清完整度(partial 或更严)+ 必要时 ask_user

分析架构(投研方法)

  • 问题/假设:该 ETF 持仓宇宙覆盖哪些标的?权重集中度如何?
  • 证据清单:ETF 概况、持仓表、可选成分快照
  • 多维交叉验证:宣称跟踪主题 vs 前十大;权重和 vs 100%;持仓时效 vs 报告日
  • 结论与不确定:成分表≠可投资组合建议;权重滞后须披露
  • 风险与缺口:缺持仓、联接基金差异、跨境标的不可得
  • 微观/制度风险:涨跌停钝化、T+1、ST/停牌、融券受限(及相关会计口径差异);不得按美股连续可成交或自由做空假设叙事
  • 事实 | 假设 | 推断 分栏强制

数据维度

维度 取数方向 缺失时
ETF 定位 get_etf_list / search_instruments / ask_user 先确认代码
概况 get_etf_profile 仅写可得字段
持仓/权重 get_etf_holdings 降级为「无持仓」并中止宇宙表
成分行情(可选) batch_instrument_snapshots 省略行情列
固化 workspace_write / opptrix_run 仅聊天表并说明未落盘
交付 list_web_vendorcreate_web 用户只要口头要点时可跳过
A股场内ETF get_etf_* + ask_user 确认代码 无持仓则 partial + 缺口横幅

步骤

  1. 确认默认 CN:标的/宇宙为 A股或场内 ETF(用户点名其他市场再切换并声明差异)。应用涨跌停/T+1/融券受限等微观约束(见 A股适配)。
  2. 确认 ETF:一只或多只;多只时说明是并集还是分篮
  3. 写清 LEAN 溯源边界:灵感来自 LEAN ETF Universe Selection 思路;本会话不启动 LEAN Runtime
  4. 拉取概况与持仓:整理成分代码、权重、报告日
  5. 可选补行情:批量快照;缺字段记未知
  6. 事实/假设/推断分栏:权重为事实(带时效);「代表性宇宙」为推断
  7. 交付网页(默认)list_web_vendorcreate_web;已有则 read_web / update_web

网页报告建议目录

  1. 范围:默认 A股/场内 ETF + LEAN 溯源
  2. ETF 卡片与持仓时效
  3. 成分与权重表(可排序)
  4. 集中度与覆盖统计
  5. 可选成分行情摘要
  6. 事实 / 假设 / 推断分栏
  7. 缺口与后续技能指引
  8. A股适配与限制(默认 CN;微观结构/代理/完整度)
  9. 免责声明(无买卖建议;非 LEAN 官方回测)

Read the full file on GitHub · 89 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. 5d ago First seen · 89 lines · 87 tokens per session scan A d304ada26c86

Subscribe to this mod's changes

lean-etf-constituents is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed yesterday), licensed Apache-2.0. It adds 87 tokens to every session and 1,625 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.

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