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-memogit 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-memo)<a href="https://agentmods.dev/skills/travisun/opptrix/thesis-memo"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/thesis-memo/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-memo"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/thesis-memo.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 | $0.00064 | $0.00958 |
| Opus 5 | $0.00032 | $0.00479 |
| Sonnet 5 | $0.00013 | $0.00192 |
| Haiku 4.5 | $0.00006 | $0.00096 |
Grade A, and why
thesis-memo 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
投资备忘（Thesis Memo）
何时使用
用户要写一份 Buy-side 风格投资论点备忘（核心论点、支撑证据、证伪条件、观察清单），而非完整尽调长文或投委会正式备忘。边界：全面尽调用 @skill:equity-deep-dive；正式 IC 材料用 @skill:ic-memo；专门攻击多头用 @skill:bear-case。
分析架构（投研方法）
- 问题/假设：核心投资问题是什么？何种证据支持/削弱？
- 证据清单：概况、财务、快照、资讯、（可选）量化评估
- 多维交叉验证：叙事 vs 财务趋势；舆情 vs 价格位置；评估分 vs 基本面事实
- 结论与不确定：论点为工作假设；须写清证伪条件与时间盒
- 风险与缺口：缺关键财务、资讯噪音、评估工具不可用
- 事实 | 假设 | 推断 分栏强制
数据维度
| 维度 | 取数方向 | 缺失时 |
|---|---|---|
| 标的 | search_instruments / ask_user |
先确认 |
| 概况 | get_instrument_profile |
业务章从简 |
| 财务 | get_instrument_financials |
论点降级为定性 |
| 行情 | get_instrument_snapshot |
标明无现价 |
| 资讯 | get_instrument_news |
省略舆情章 |
| 量化评估 | evaluate_instrument（可选） |
跳过，不编造评分 |
| 交付 | list_web_vendor → create_web |
用户只要口头要点时可跳过 |
步骤
- 确认标的与投资问题（增长/拐点/估值修复等）。
- 收集证据：概况/财务/快照/资讯；按需
evaluate_instrument。 - 结构化备忘：核心论点 → 证据 → 证伪条件 → 观察指标与时间盒。
- 事实 | 假设 | 推断 分栏写结论。
- 交付网页（默认）：
list_web_vendor→create_web；已有则read_web/update_web。
网页报告建议目录
- 标的卡片与时效
- 投资问题与核心论点（假设）
- 支撑证据（事实表）
- 交叉验证与不确定（推断分栏）
- 证伪条件与观察清单
- 风险与数据缺口
- 免责声明（无买卖建议）
禁止
- 荐股、目标价、仓位建议；编造证据
- 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）
- 无证伪条件就结束
- assumption / not-feasible 须诚实降级
- 禁止把可选评估分写成「官方评级」
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 · 69 lines · 64 tokens per session scan A 529495faa6ee
thesis-memo is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 2d ago), licensed Apache-2.0. It adds 64 tokens to every session and 958 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.
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-industry
A finance research skill for mapping an industry or investment theme from its drivers through its suppliers, customers, and representative companies. It is about the wider sector, not ranking individual stocks.