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 management-deep-divegit 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/management-deep-dive)<a href="https://agentmods.dev/skills/travisun/opptrix/management-deep-dive"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/management-deep-dive.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 | $0.00079 | $0.01435 |
| Opus 5 | $0.00039 | $0.00718 |
| Sonnet 5 | $0.00016 | $0.00287 |
| Haiku 4.5 | $0.00008 | $0.00144 |
Grade A, and why
management-deep-dive 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.
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.
管理层纵深研究
「买股票就是买人。」—— 段永平
「评估管理层，要看他们在没人看着的时候做什么。」—— 巴菲特
输入：公司名 或 人名 公司名。署名：Opptrix · AI Berkshire 分析。
何时使用 / 边界
| 使用 | 不要用本技能 |
|---|---|
| 管理层是核心逻辑，或投资研究中管理层评分不确定 | 资本配置短评 → @skill:management-capital（勿合并） |
| 需要承诺兑现率、危机中品格、资本配置逐笔评估 | 完整四大师公司研究 → @skill:investment-research |
仅财报 MD&A 语气 → @skill:earnings-review |
本技能是投资研究「管理层模块」的深化版，不是完整公司尽调替代品。
研究质量（硬性）
- 诚信一票否决：品格问题 → 综合档位 不通过，估值再便宜不打分对冲。
- 看行为不看言辞；逆风决策权重大于顺风叙事。
- A/B/C：履历与激励公开不足时标 C，允许留白，禁止假精确。
- 强制结论：是否愿意把钱交给此人管 10 年（段永平三问）。
get_current_time；事实/观点分栏。
取数
| 维度 | 工具 |
|---|---|
| 画像/股东 | get_instrument_profile / get_instrument_shareholders |
| 分红/回购线索 | get_instrument_dividend / get_instrument_financials / get_instrument_financial_indicators |
| 公告原文 | get_instrument_notices / get_notice_content |
| 履历与舆论补洞 | list_news_articles / http_fetch / browser_navigate |
| 估值验算（回购时点） | 行情 get_instrument_quotes + 脚本 |
python scripts/run_rigor_json.py --input data.json --output result.json
# command: verify-valuation / verify-market-cap / cross-validate
python scripts/scorecard.py --input evidence.json --output scorecard.json
scorecard 的 scores 可映射：诚信→duan，战略执行→buffett，资本配置→munger，治理/继任→li；gates.integrity_veto=true 强制不通过。
步骤
1 — 识别关键决策人
表格：CEO/董事长、CFO、创始人（是否仍灵魂人物）、实控人、其他关键高管（任期/背景/持股）。区分「头衔上的人」与「真正做决策的人」。
可并行子任务（可选 run_subagent，用完即 reclaim）：发言与预测 / 资本配置 / 治理薪酬 / 侧面验证。
2 — 能力圈：战略与执行
过去 5 年公开发言：判断 vs 实际结果表。执行：战略落地、组织、危机、纠错速度。
3 — 诚信（最重要）
承诺 vs 兑现表 + 兑现率档位（>80% 优秀 … <40% 严重问题）。困难时期应对。利益相关方态度表（股东/员工/客户/供应商/社会）。
4 — 资本配置
并购 / 回购（verify-valuation）/ 分红 / 新业务投入逐笔评分 → 综合资本配置分。
5 — 治理
AB 股/VIE、持股变化、薪酬占利润比、关联交易。
6 — 侧面验证
员工/客户/行业口碑（公开可及）；标可得性；缺失写「不足」。
7 — CEO 离开情景 + 段永平三问
正直？有能力？愿意托付 10 年？→ 映射星级与决策档位。
8 — 交付
create_web；署名；免责声明。可选抽检 report_audit。
综合评分权重
| 维度 | 权重 |
|---|---|
| 诚信度 | 35% |
| 战略与执行 | 25% |
| 资本配置 | 25% |
| 治理结构 | 15% |
What ships with it
8 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
- scripts/financial_rigor.py 20 KB runs code
- scripts/fixtures/sample_cross_validate_full.json 539 B
- scripts/fixtures/sample_scorecard_full.json 610 B
- scripts/fixtures/sample_scorecard_insufficient.json 153 B
- scripts/fixtures/sample_verify_market_cap.json 314 B
- scripts/report_audit.py 22 KB runs code
- scripts/run_rigor_json.py 13 KB runs code
- scripts/scorecard.py 7.8 KB runs code
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.
- 4d ago First seen · 118 lines · 79 tokens per session scan A a56524f79e2b
management-deep-dive is a skill published in the GitHub repository Travisun/Opptrix (230 stars, last pushed yesterday), licensed Apache-2.0. It adds 79 tokens to every session and 1,435 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.
Other skills, from other repositories
national-team-position
A Chinese-language analysis tool that estimates changes in China’s government-backed ETF holdings by tracking ETF share counts and related index prices. ETFs are funds traded on stock exchanges, and the “national team” refers here to Central Huijin, a state investment company.
caijing-ipo-hk
A Chinese-language adviser for Hong Kong stock initial public offerings, or IPOs—the first sale of a company's shares to the public. It covers how to apply, how much to apply for, and risks such as the share price falling below the offering price.
caijing-fundamental
A finance research skill for writing a detailed, forward-looking analysis of a listed company’s business, financials, valuation, risks, and investment arguments. It covers companies listed in mainland China and Hong Kong.
rodya-caijing-studio
A toolkit for researching Chinese A-share and Hong Kong-listed companies and producing financial content. It includes separate workflows for company fundamentals, earnings, valuation, risks, industries, and IPO checks.
caijing-earnings
A finance research skill for reviewing listed companies’ earnings reports, or preparing for an upcoming report. It focuses on Chinese A- and Hong Kong-listed companies.
caijing-valuation
A Chinese-language adviser that assesses whether a stock's current valuation looks high or low. It adapts the comparison to the industry and examines historical and peer-company valuation ranges.