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 value-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/value-portfolio-review)<a href="https://agentmods.dev/skills/travisun/opptrix/value-portfolio-review"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/value-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/value-portfolio-review"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/value-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 | $0.00091 | $0.01851 |
| Opus 5 | $0.00046 | $0.00925 |
| Sonnet 5 | $0.00018 | $0.00370 |
| Haiku 4.5 | $0.00009 | $0.00185 |
Grade A, and why
value-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 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 — 117 lines — stays where its author put it; the contents beside it link to each section on GitHub.
价值投资组合审视
署名：Opptrix · AI Berkshire 分析
源映射：AI Berkshireportfolio-review→ 本技能value-portfolio-review（禁止覆盖@skill:portfolio-review）
何时使用 / 非目标 / 边界
| 使用 | 不要用本技能 |
|---|---|
| 「今天还会买吗」、仓位是否过高、机会成本、相关性共振、调仓研究建议 | 只要持仓/关注列表事实复盘（集中度数字、盈亏结构）→ @skill:portfolio-review |
| 按价值投资纪律审视整组合 | 单只深度研究 → @skill:investment-research / @skill:equity-deep-dive |
| 现金是否该留、是否「不如现金」 | 收益型单票派息安全门 → @skill:income-investment |
硬性边界：现有 portfolio-review 只做事实复盘、不做买卖/调仓建议。本技能允许给出研究向调仓建议（加/减/清/不动），但仍须免责声明：非投资建议。
研究质量硬性规则（摘要）
- 四大师框架：组合层结论须能落到段永平（可理解/本分）、巴菲特（现金流与安全边际）、芒格（失败路径/相关共振）、李录（集中与确定性）之一或组合视角；数据不足则诚实声明无法评分。
- 强制结论：组合健康度须为 优秀 / 良好 / 需要调整 / 问题严重 / 灰色地带（数据不足） 之一；并回答「最应该做的一件事」。禁止两面讨好收尾。
- 镜子测试：对建议「加仓/新建」的标的，用 ≤5 句说清生意、为何现在、什么会证伪；说不清 → 不得建议加仓。
- 信息丰富度 A/B/C：报告头标注；C 级持仓结论降置信度，禁止假完整。
- 快速否决：诚信污点 / 能力圈外且说不清赚钱方式 → 一票否决，估值再便宜也不用分数对冲。
- 纪律：
get_current_time写数据截止日；事实|观点分栏；关键估值用@skill:financial-data的financial_rigor（opptrix_run）；取数失败禁止用训练知识冒充；交付免责声明。
取数步骤（Opptrix 工具）
| 步骤 | 工具 |
|---|---|
| 持仓/关注 | get_portfolio_holdings / portfolio_summary / analyze_portfolio / get_watchlist；无持仓则 ask_user 要权重 JSON |
| 批量行情财务 | batch_instrument_snapshots / get_instrument_quotes / get_instrument_financials / get_instrument_financial_indicators / get_instrument_dividend |
| 事件补洞 | list_news_articles |
| 严谨验算 | activate_agent_skill → financial-data，再 opptrix_run 其 scripts/run_rigor_json.py（verify-valuation / three-scenario） |
| 写盘 | workspace_write（持仓规范化表、情景输入 JSON） |
脚本不联网；禁止移植雪球爬虫。无持仓文件时必须用户提供权重，不得臆造仓位。
执行流程
1. 解析持仓
标准化为：标的 | 代码 | 持仓量/权重 | 成本（可选）| 现价 | 市值 | 占比 | 盈亏（可选）。写入 workspace。
2. 刷新数据与 A/B/C
对每只持仓并行取行情与关键财务；标注信息丰富度。估值敏感路径走 financial-data 验算。
3. 单仓位体检
对每只回答：
- 如果今天没有持仓，还会在当前价格买入吗？
- 如果明天不能交易，持有 5 年舒服吗？
- 买入论文还完整吗？
输出：标的 | 估值要点 | 买入逻辑是否变化 | 论文健康度（可定性）| 仓位建议（合理/偏高/偏低）。
4. 组合层面
- 集中度：第一大/前三大占比、持仓数、现金占比（对照价值投资常见区间作研究参考，非硬性合规）。
- 相关性：主题/行业/国家/货币共振表；检查是否 >50% 暴露同一主题或同一国家。
- 机会成本：按「预期年化×确定性」排序；预期回报可用 FCF Yield + 增速示意，须标假设；垫底仓是否「不如现金」。
- 压力测试：衰退 / 地缘 / 利率 / 估值压缩等情景的定性+粗估影响。
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 · 117 lines · 91 tokens per session scan A 7a46e637666a
value-portfolio-review is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 2d ago), licensed Apache-2.0. It adds 91 tokens to every session and 1,851 once invoked, about $0.0005 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.