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 portfolio-reviewgit 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/portfolio-review)<a href="https://agentmods.dev/skills/travisun/opptrix/portfolio-review"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/portfolio-review/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.
<a href="https://agentmods.dev/skills/travisun/opptrix/portfolio-review"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/portfolio-review.svg" alt="Reviewed on agentmods" width="80" 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 | $0.00087 | $0.00824 |
| Opus 5 | $0.00044 | $0.00412 |
| Sonnet 5 | $0.00017 | $0.00165 |
| Haiku 4.5 | $0.00009 | $0.00082 |
Grade A, and why
portfolio-review 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 6d 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.
What it actually says
组合 / 关注列表复盘
何时使用
用户要复盘自己的关注列表或持仓组合（集中度、摘要、风险结构），而不是单只个股深度报告。默认交付可预览网页。
分析架构（投研方法）
- 问题/假设：组合暴露是否过度集中？盈亏结构由哪些持仓驱动？
- 证据清单：关注列表、持仓明细、组合摘要、组合诊断结果
- 多维交叉验证：市值/行业集中度 vs 个股贡献；摘要指标 vs 明细加总
- 结论与不确定：结构事实优先；压力情景为推断且非操作建议
- 风险与缺口：无持仓、价格刷新失败
- 事实与推断必须分开：禁止「建议减仓/加仓」
数据维度
| 维度 | 取数方向 | 缺失时 |
|---|---|---|
| 关注列表 | get_watchlist |
说明为空 |
| 持仓明细 | get_portfolio_holdings |
仅做关注列表复盘 |
| 摘要 | portfolio_summary |
用明细自行汇总并说明 |
| 诊断 | analyze_portfolio |
省略诊断章 |
| 交付 | list_web_vendor → create_web |
用户只要口头要点时可跳过 |
步骤
- 确认范围：关注列表 / 持仓 / 两者。
- 按维度取数：列表与持仓 → 摘要 → 诊断。
- 交叉验证与结构化结论：集中度、贡献、风险结构；事实/推断分栏。
- 交付网页（默认）：
list_web_vendor→create_web（可用本地 vendor 做权重饼图/条形图）；已有则read_web/update_web。 - 备选：用户点名画布 / 结构图时改用对应工具。
网页报告建议目录
- 复盘范围与时效
- 组合摘要 KPI
- 持仓/关注明细表
- 集中度与结构（行业/个股）
- 诊断要点（若有；推断标注）
- 风险与数据缺口
- 免责声明（无调仓建议）
禁止
- 荐股、调仓、目标仓位
- 编造持仓或盈亏
- 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）
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.
- 6d ago First seen · 65 lines · 87 tokens per session scan A 9344cc6c2e0d
portfolio-review is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 2d ago), licensed Apache-2.0. It adds 87 tokens to every session and 824 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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