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 skills add Travisun/Opptrix --skill lean-etf-global-rotationgit 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/lean-etf-global-rotation)<a href="https://agentmods.dev/skills/travisun/opptrix/lean-etf-global-rotation"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/lean-etf-global-rotation.svg" alt="Measured on agentmods" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00107 | $0.01553 |
| Opus 5 | $0.00053 | $0.00776 |
| Sonnet 5 | $0.00021 | $0.00311 |
| Haiku 4.5 | $0.00011 | $0.00155 |
Grade A, and why
lean-etf-global-rotation 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.
How it starts
The opening of the file, as written. The whole thing — 88 lines — stays where its author put it; the contents beside it link to each section on GitHub.
LEAN ETF 全球轮动
方法溯源 QuantConnect LEAN 中常见的多 ETF / 跨市场相对强弱轮动思路；本技能做候选池相对强弱与规则状态解读，禁止假装跑完整 LEAN 引擎。
何时使用
用户要在 A股/场内 ETF（国内宽基/行业/债基等）上做相对强弱、动量或简单轮动规则对照（LEAN 方法溯源，非美股全球篮原版照搬）。
边界：单只 ETF 概况/净值/持仓尽调用 @skill:etf-research；收益动量单技能用 @skill:lean-returns-momentum；风格叙事用 @skill:style-rotation。默认交付网页。
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。 - 默认代理篮：国内宽基 / 行业 / 债基 / 货币 ETF 轮动（如沪深300、中证500、行业 ETF、国债/货币 ETF）；全球国家篮子仅用户点名后再用，并声明跨境数据差异。
- 微观结构：T+1 对「日频轮动」执行假设有影响；涨跌停可致信号日无法成交。融券/做空受限 → 轮动模板默认「多头 Top-N + 空仓/防御 ETF」，禁止自由做空空头腿。
- 完整度：partial（国内篮可跑；全球篮依赖用户指定与数据可得）。
- 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：在约定窗口与候选池下，谁相对强/弱？轮动规则当前指向何处？
- 证据清单：净值/价格序列与相对收益（事实）、池与规则（假设）、配置含义叙述（推断）
- 多维交叉验证：多窗口排名一致性；费用/跟踪误差 vs 相对强弱（若有概况）
- 结论与不确定：汇率、时差、交易时段；历史轮动≠未来
- 风险与缺口：候选池未确认、缺净值、跨市场不可比
- 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 |
|---|---|---|
| 候选 ETF | ask_user / get_etf_list / search_instruments |
先确认池 |
| 概况 | get_etf_profile |
跳过费用章 |
| 净值/走势 | get_etf_nav / get_instrument_chart |
标明缺口 |
| 批量对照 | batch_instrument_snapshots |
缩小池 |
| 规则参数 | ask_user |
显式默认并标假设 |
| 计算 | opptrix_run / workspace_write |
可选 |
| 交付 | list_web_vendor → create_web |
可跳过口头要点 |
| A股代理篮 | get_etf_* / 宽基·行业·债·货币 ETF 池 |
全球篮仅用户点名；否则维持国内代理并声明 |
步骤
- 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）。
- 确认候选 ETF 池与轮动规则（窗口、持有 Top-N 等）。
- 声明非 LEAN Runtime。
- 拉取净值/价格，计算相对强弱表。
- 交叉验证多窗口；注明数据缺口。
- 分栏结论 → 默认
create_web。
网页报告建议目录
- 范围：默认 A股/场内 ETF + LEAN 溯源
- 数据口径与时效
- 相对强弱 / 排名表（事实）
- 规则当前状态（假设驱动）
- 事实 / 假设 / 推断
- 缺口、汇率与跟踪风险
- A股适配与限制（默认 CN；微观结构/代理/完整度）
- 免责声明（轮动状态≠买卖建议）
禁止
- 荐股或「应买入某国 ETF」式建议
- 禁止假装跑完整 LEAN 引擎
- 用单只
@skill:etf-research路径冒充轮动结论却不给对照表 - 禁止无交付就结束（默认 web）
- 禁止把美股成分/ETF 清单不经映射直接当 A股结果
- 禁止假设可自由融券做空
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.
- 5d ago First seen · 88 lines · 107 tokens per session scan A bfe0b850d7ad
lean-etf-global-rotation is a skill published in the GitHub repository Travisun/Opptrix (230 stars, last pushed yesterday), licensed Apache-2.0. It adds 107 tokens to every session and 1,553 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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