lean-sector-weighting

lean-sector-weighting is a skill for Claude Code from Travisun/Opptrix. It costs 71 tokens per session (1,219 once invoked), scanned A, original, Apache-2.0.

A portfolio-analysis workflow for setting and comparing investment weights across industries or sectors. It can show how actual or proposed sector weights differ from a target or benchmark.

In plain words
What is it for?
Use it to build sector target tables, compare a portfolio with a benchmark structure, and review how far each sector is from its intended weight.
Why use it?
It makes concentration and drift easier to see than reviewing individual holdings one by one.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it to build sector target tables, compare a portfolio with a benchmark structure, and review how far each sector is from its intended weight.

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

README.md
[![agentmods](https://agentmods.dev/badge/skills/travisun/opptrix/lean-sector-weighting/github.svg)](https://agentmods.dev/skills/travisun/opptrix/lean-sector-weighting)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/lean-sector-weighting"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/lean-sector-weighting/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 lean-sector-weighting

Your own site · 80×15
<a href="https://agentmods.dev/skills/travisun/opptrix/lean-sector-weighting"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/lean-sector-weighting.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 71 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,219 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 $0.00071 $0.01219
Opus 5 $0.00036 $0.00609
Sonnet 5 $0.00014 $0.00244
Haiku 4.5 $0.00007 $0.00122

Measured 5d ago against content hash f1fc3bdabcdd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

lean-sector-weighting 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-sector-weighting/SKILL.md · 80 lines

What it actually says

LEAN 行业加权

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

用户要在 A股行业/板块上做权重目标设定、实际持仓或基准对照与漂移表(LEAN 方法溯源,非美股原版照搬)。默认交付可预览网页。

边界:组合整体复盘用 @skill:portfolio-review;因子暴露用 @skill:factor-exposure;再平衡方案用 @skill:rebalance

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。
  • 行业用 get_sector_*(申万/概念等);权重对照默认 CN 指数行业结构。
  • 不做空行业腿。
  • 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:行业权重相对目标/基准偏离多少?
  • 证据清单:板块分类、持仓或候选权重、对照表
  • 多维交叉验证:权重和=100%;分类口径一致
  • 结论与不确定:漂移表≠调仓指令
  • 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
行业口径 get_sector_list / ask_user 先统一分类
实际/候选权重 组合持仓或用户表 仅目标示意
基准对照(可选) 指数成分近似 标明非官方行业指数
交付 list_web_vendorcreate_web 可跳过口头要点
A股行业 get_sector_* + 指数行业权重代理 无行业权重官方源则标假设

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. 确认分类与对象:持仓/模型组合/基准
  3. LEAN 溯源边界:灵感来自行业配置示例;不跑 LEAN
  4. 汇总权重与漂移:事实表
  5. 交付网页(默认)create_web

网页报告建议目录

  1. 范围:默认 A股/场内 ETF + LEAN 溯源
  2. 目标 vs 实际/基准权重表
  3. 漂移与集中度
  4. 事实 / 假设 / 推断分栏
  5. 缺口与分类局限
  6. A股适配与限制(默认 CN;微观结构/代理/完整度)
  7. 免责声明(无调仓指令)

禁止

  • 荐股、目标价、仓位建议;编造未返回数字
  • 输出具体调仓下单清单伪装成分析
  • 禁止假装跑完整 LEAN 引擎或伪造 LEAN 日志/回测净值
  • 禁止无交付就结束(默认须有 web 产物,除非用户明确只要口头要点)
  • 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
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 · 80 lines · 71 tokens per session scan A f1fc3bdabcdd

Subscribe to this mod's changes

lean-sector-weighting is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed yesterday), licensed Apache-2.0. It adds 71 tokens to every session and 1,219 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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