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-updategit 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-update)<a href="https://agentmods.dev/skills/travisun/opptrix/thesis-update"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/thesis-update/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-update"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/thesis-update.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 | $0.00057 | $0.00989 |
| Opus 5 | $0.00028 | $0.00495 |
| Sonnet 5 | $0.00011 | $0.00198 |
| Haiku 4.5 | $0.00006 | $0.00099 |
Grade A, and why
thesis-update 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.
What it actually says
论点更新（Thesis Update）
何时使用
用户要在已有投资论点之上做增量更新（新证据、修订、证伪状态变化），而非从零写 thesis。边界：首次论点用 @skill:thesis-memo；持续看板用 @skill:thesis-tracker。必须相对旧论点；须先 workspace_read（或用户粘贴旧稿）。
分析架构（投研方法）
- 问题/假设：旧论点哪些支柱仍成立？哪些被新证据削弱/强化？
- 证据清单：workspace 旧论点、新财务/资讯、用户补充
- 多维交叉验证：新旧对照表；变化归因标为推断
- 结论与不确定：修订建议为工作假设；保留「未变」条目避免伪更新
- 风险与缺口：无旧论点可对照、资讯噪音
- 事实 | 假设 | 推断 分栏强制
数据维度
| 维度 | 取数方向 | 缺失时 |
|---|---|---|
| 旧论点 | workspace_read / 用户粘贴 |
ask_user 索要；无则建议改走 thesis-memo |
| 标的 | search_instruments |
与旧稿不一致时确认 |
| 财务增量 | get_instrument_financials |
仅用资讯更新并降级 |
| 资讯增量 | get_instrument_news |
标明无新公开事件 |
| 概况 | get_instrument_profile |
可跳过 |
| 落盘修订 | workspace_write（可选） |
仅网页交付亦可 |
| 交付 | list_web_vendor → create_web |
用户只要口头要点时可跳过 |
步骤
- 读取旧论点：
workspace_read；没有则ask_user，禁止虚构「上次结论」。 - 拉取增量证据：财务/资讯等与旧支柱相关的部分。
- 对照表：每条旧支柱 → 状态（强化/削弱/不变/证伪）→ 依据。
- 输出修订版论点摘要 + 未决观察项。
- 交付网页（默认）：
list_web_vendor→create_web；可选workspace_write更新 SSOT。 - 无旧论点可对照时标 not-feasible 并引导首次备忘。
网页报告建议目录
- 标的、更新时点与旧论点来源
- 旧论点摘要（事实引用）
- 增量证据时间线
- 支柱对照表（强化/削弱/不变/证伪）
- 修订后论点（假设）
- 事实 | 假设 | 推断分栏
- 风险与缺口
- 免责声明（无买卖建议）
禁止
- 在无旧论点时假装「相对上次」
- 荐股；编造增量事件
- 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）
- 跳过
workspace_read（有 workspace 时） - assumption / not-feasible 须诚实降级
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.
- 5d ago First seen · 71 lines · 57 tokens per session scan A 9f78ba9f5747
thesis-update is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 2d ago), licensed Apache-2.0. It adds 57 tokens to every session and 989 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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