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-thesis-trackergit 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-thesis-tracker)<a href="https://agentmods.dev/skills/travisun/opptrix/value-thesis-tracker"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/value-thesis-tracker/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-thesis-tracker"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/value-thesis-tracker.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 | $0.00088 | $0.01509 |
| Opus 5 | $0.00044 | $0.00754 |
| Sonnet 5 | $0.00018 | $0.00302 |
| Haiku 4.5 | $0.00009 | $0.00151 |
Grade A, and why
value-thesis-tracker 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 — 98 lines — stays where its author put it; the contents beside it link to each section on GitHub.
价值投资论文追踪
署名：Opptrix · AI Berkshire 分析
源映射：AI Berkshirethesis-tracker→ 本技能value-thesis-tracker（禁止覆盖@skill:thesis-tracker）
何时使用 / 非目标 / 边界
| 使用 | 不要用本技能 |
|---|---|
| 买入前写清卖出条件；季度检查核心假设与红线 | 多标的论点看板（workspace SSOT 状态表）→ @skill:thesis-tracker |
| 单票巴菲特式论文健康度与行动建议 | 新旧报告漂移对比 → @skill:thesis-drift |
| 从既有 research/team 报告抽取建档 | 单次短修订条目 → @skill:thesis-update |
硬性边界：thesis-tracker 是多标的论点生命周期看板；本技能是单票价值投资论文（5 句核心论文 + 假设 + 红线 + 估值锚点）的建立与追踪。
研究质量硬性规则（摘要）
- 四大师视角在「管理层/护城河/估值/能力圈」处显式触及或声明不足。
- 强制结论：论文完整 / 边际弱化 / 受损 / 破裂；动作：加仓 / 持有 / 减仓 / 清仓 / 灰色地带。
- 镜子测试：建立模式必须 5 句话写清；写不全 → 不得进入「可买入」叙事。
- A/B/C 标注；红线触发优先于「估值便宜」。
get_current_time；事实|观点；估值用@skill:financial-data验算；免责声明。
取数
| 用途 | 工具 |
|---|---|
| 读既有报告/论文 | workspace_read / read_document / search_library |
| 刷新锚点 | get_instrument_quotes / get_instrument_financial_indicators / get_instrument_financials |
| 事件 | list_news_articles / get_instrument_notices / get_notice_content |
| 验算 | activate_agent_skill → financial-data → opptrix_run |
| 持久化 | workspace_write（建议路径：thesis/{symbol}-value-thesis.md） |
模式 A：建立论文
- 确认标的；优先从既有
investment-research/investment-team产物抽取。 - 核心论文（≤200 字，5 句）：生意本质、护城河、管理层、安全边际、下行保护。
- 核心假设清单（3–7 条）：假设 | 验证方式 | 频率 | 状态。
- 红线清单：条件 | 严重度 | 触发后动作（致命=立即清仓研究建议等）。
- 估值锚点：买入时 / 乐观 / 中性 / 悲观（股价、倍数、内在价值示意、安全边际）。
workspace_write建档 →create_web。
模式 B：追踪检查
- 读既有论文；无基线则转模式 A 或引导用户先建档。
- 刷新行情/财务/公告。
- 逐条更新假设状态：成立 / 边际弱化 / 受损 / 破裂。
- 红线检查；任一触发 → 醒目标注 + 行动建议。
- 估值锚点更新表。
- 健康度（研究用）：
10 - 破裂×3 - 受损×2 - 弱化×1 - 红线触发×5，夹在 1–10。 - 追加追踪记录；
create_web。
| 健康度 | 含义 | 建议动作（研究向） |
|---|---|---|
| 9–10 | 假设更强 | 考虑加仓研究 |
| 7–8 | 核心成立 | 继续持有研究 |
| 5–6 | 部分受损 | 提高警惕 |
| 3–4 | 基础动摇 | 考虑减仓研究 |
| 1–2 | 红线或破裂 | 强烈建议卖出研究 |
网页目录
- 数据截止、A/B/C、署名
- 核心论文五句
- 假设表 / 红线表 / 估值锚点
- 健康度与强制结论
- 下次检查重点
- 事实 | 假设 | 推断 + 免责声明
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 · 98 lines · 88 tokens per session scan A 4646ec60a6b2
value-thesis-tracker is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 2d ago), licensed Apache-2.0. It adds 88 tokens to every session and 1,509 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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