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 thesis-driftgit 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/thesis-drift)<a href="https://agentmods.dev/skills/travisun/opptrix/thesis-drift"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/thesis-drift/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/thesis-drift"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/thesis-drift.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 | $0.00071 | $0.01336 |
| Opus 5 | $0.00036 | $0.00668 |
| Sonnet 5 | $0.00014 | $0.00267 |
| Haiku 4.5 | $0.00007 | $0.00134 |
Grade A, and why
thesis-drift 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 — 113 lines — stays where its author put it; the contents beside it link to each section on GitHub.
投资论文漂移检测
署名：Opptrix · AI Berkshire 分析
何时使用 / 边界
| 使用 | 不要用本技能 |
|---|---|
| 对比两份论文/研究报告快照，判断是否证据漂移 | 建立或季度检查单票论文 → @skill:value-thesis-tracker |
| 区分事实变化 vs 估值变化 vs 措辞变化 | 论点看板 → @skill:thesis-tracker；单次修订 → @skill:thesis-update |
依赖 value-thesis-tracker 结构（核心假设/红线/估值锚点）。缺结构时尽量抽取，抽不到标「无法判断」，禁止编造。
研究质量硬性规则（摘要）
强制结论须回答：未漂移 / 正向漂移 / 负向漂移 / 证据不足；拆开「事实 vs 价格」；建议动作如何迁移。证据优先于措辞；红线优先于低估值。A/B/C、数据截止日、免责声明同契约 §6。
取数与脚本
workspace_read/read_document读取旧/新两份材料。- Agent 抽取为结构化 JSON（见下方 schema）→
workspace_write。 opptrix_run：
python scripts/thesis_drift_diff.py --input pair.json --output drift.json
- 数值百分比/估值变化：
activate_agent_skill financial-data→run_rigor_json.py（脚本本身不联网）。 create_web交付漂移报告。
输入 JSON 形状（thesis_drift_diff.py）
{
"symbol": "00700",
"company": "腾讯",
"old": {
"date": "2025-12-01",
"thesis_summary": "...",
"action": "hold",
"assumptions": [{"id": "1", "text": "...", "status": "ok"}],
"redlines": [{"id": "1", "text": "...", "triggered": false}],
"valuation": {"price": 400, "pe": 18, "margin_of_safety": 0.2},
"management": "trustworthy",
"moat": "stable"
},
"new": { }
}
假设 status：ok | weakening | impaired | broken。
动作：buy | hold | watch | reduce | exit | unknown。
固定维度（不可临时增减）
| 维度 | Improved | Unchanged | Weakened |
|---|---|---|---|
| 估值锚点 | 安全边际扩大或内在价值上修且可验算 | 无实质变化 | 安全边际收窄/锚点失效 |
| 核心假设 | 更多假设被强化 | 状态一致 | 弱化/受损/破裂 |
| 红线 | 风险解除 | 未触发且水平不变 | 触发或概率上升 |
| 管理层质量 | 新行为提高信任 | 延续 | 损害信任 |
| 竞争护城河 | 变宽/被验证 | 无实质变化 | 削弱/突破 |
每个非 Unchanged 必须引用具体证据；找不到证据 → Unchanged 或无法判断。
模式
- 指定路径对比：用户给两份路径 → 抽取 → 脚本 → 报告。
- 自动快照：在 workspace 找
{symbol}-value-thesis*最早/最新；公司不一致则停止。 - 缺失基线：明确无法检测；引导先跑
@skill:value-thesis-tracker建档。禁止用记忆补旧论文。
网页目录
- 对比对象与时间跨度、数据截止
- 总体漂移结论（强制）
- 维度漂移表（脚本输出）
- 证据差异明细
- 估值验算摘要（如有）
- 建议动作迁移
- 不确定项 + 免责声明
What ships with it
2 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.
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 · 113 lines · 71 tokens per session scan A 6e83fb98822a
thesis-drift is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 2d ago), licensed Apache-2.0. It adds 71 tokens to every session and 1,336 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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