performance-attribution

performance-attribution is a skill for Claude Code from Travisun/Opptrix. It costs 60 tokens per session (895 once invoked), scanned A, original, Apache-2.0.

A portfolio analysis that estimates how much each holding contributed to the portfolio’s gain or loss. Performance attribution means breaking an overall result into its component contributions.

In plain words
What is it for?
It is for calculating holding-level contributions from weights, returns, or available profit-and-loss fields, then highlighting the largest positive and negative contributors.
Why use it?
It helps show which holdings drove the result without pretending to provide a complete Brinson attribution, which also requires standardized benchmark and sector data.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit It is for calculating holding-level contributions from weights, returns, or available profit-and-loss fields, then highlighting the largest positive and negative contributors.

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

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/travisun/opptrix/performance-attribution"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/performance-attribution.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 60 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 895 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 $0.00060 $0.00895
Opus 5 $0.00030 $0.00447
Sonnet 5 $0.00012 $0.00179
Haiku 4.5 $0.00006 $0.00089

Measured 5d ago against content hash dbf27696a786, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

performance-attribution 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/performance-attribution/SKILL.md · 69 lines

What it actually says

业绩归因

何时使用

用户要理解 持仓/组合收益由哪些标的或因子贡献,而非一般组合复盘结构。边界:结构与集中度用 @skill:portfolio-review;压力情景用 @skill:stress-test。完整度 partial非完整 Brinson(缺规范基准与行业配置数据时不做伪 Brinson);须设 方法局限专节

分析架构(投研方法)

  • 问题/假设:区间收益主要来自哪些持仓?集中贡献是否过高?
  • 证据清单:持仓、组合摘要、批量行情(区间若可得)、用户指定基准(可选)
  • 多维交叉验证:个股贡献加总 vs 组合摘要;权重 vs 涨跌贡献
  • 结论与不确定:贡献分解为模型输出;归因叙事为推断
  • 风险与缺口:无成本价/无区间收益、无基准、非完整 Brinson
  • 事实 | 假设 | 推断 分栏强制

数据维度

维度 取数方向 缺失时
持仓 get_portfolio_holdings 无法归因则 not-feasible
摘要 portfolio_summary 用明细估算并说明
诊断 analyze_portfolio 可选
行情 batch_instrument_snapshots 仅用持仓内已有盈亏字段
基准/区间 ask_user 不做伪 Brinson;仅持仓贡献
交付 list_web_vendorcreate_web 用户只要口头要点时可跳过

步骤

  1. 确认归因区间与是否有基准
  2. 取持仓与摘要;按需批量快照。
  3. 贡献分解:权重 × 收益(或可用盈亏字段);列出 Top/Bottom 贡献。
  4. 方法局限专节:说明非完整 Brinson、基准缺失、交易成本未计入等。
  5. 交付网页(默认)list_web_vendorcreate_web;标注 partial

网页报告建议目录

  1. 组合范围、区间与时效
  2. 总收益/盈亏摘要(事实)
  3. 持仓贡献表与图
  4. 集中贡献说明
  5. 方法局限专节
  6. 事实 | 假设 | 推断分栏
  7. 风险与缺口
  8. 免责声明(无调仓建议)

禁止

  • 荐股/调仓;假装完整 Brinson 或官方业绩报告
  • 编造基准收益
  • 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)
  • 缺少方法局限专节
  • assumption / not-feasible 须诚实降级
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 · 69 lines · 60 tokens per session scan A dbf27696a786

Subscribe to this mod's changes

performance-attribution is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed yesterday), licensed Apache-2.0. It adds 60 tokens to every session and 895 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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