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 yuping322/financial-services-plugins-new --skill thesis-trackergit clone --depth 1 https://github.com/yuping322/financial-services-plugins-newWrote 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/yuping322/financial-services-plugins-new/thesis-tracker)<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/thesis-tracker"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/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/yuping322/financial-services-plugins-new/thesis-tracker"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/thesis-tracker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>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 | $0.00000 | $0.00733 |
| Opus 5 | $0.00000 | $0.00367 |
| Sonnet 5 | $0.00000 | $0.00147 |
| Haiku 4.5 | $0.00000 | $0.00073 |
Grade A, and why
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 9d 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
论文跟踪器
描述：维护和更新投资组合头寸和观察名单的投资论文。跟踪关键数据点、催化剂和论文里程碑。更新论文新信息、审查头寸理由或检查论文是否仍然完整时使用。触发条件："更新[公司]的论文"、"我的论文还完整吗"、"论文检查"、"将数据点添加到[公司]"或"审查我的头寸"。
工作流程
第 1 步：定义或加载论文
如果创建新论文：
- 公司：名称和股票代码
- 头寸：多头或空头
- 论文陈述：1-2 句核心论文（例如，"多头 ACME — 定价权的利润率扩张 + 当混合向软件转变时的运营杠杆"）
- 关键支柱：3-5 个支持论证
- 关键风险：3-5 个会使论文失效的风险
- 催化剂：可能证明/反驳论文的即将到来的事件（盈利、产品发布、监管决定）
- 目标价格/估值：如果论文展开价值多少
- 止损触发器：什么会让你退出
如果更新现有论文，向用户要求新数据点或发展。
第 2 步：更新日志
对于每个新的数据点或发展：
- 日期：何时发生
- 数据点：发生了什么变化（盈利超预期、管理层离职、竞争对手举动等）
- 论文影响：这是否加强、削弱或中立特定支柱？
- 行动：无变化/增加头寸/减少/退出
- 更新的确信度：高/中/低
第 3 步：论文记分卡
维护运行记分卡：
| 支柱 | 原始预期 | 当前状态 | 趋势 |
|---|---|---|---|
| 收入增长 >20% | 按计划进行 | Q3 为 22% | 稳定 |
| 利润率扩张 | 落后 | 利润率同比持平 | 令人担忧 |
| 新产品发布 | 待定 | 延迟到 Q2 | 关注 |
第 4 步：催化剂日历
跟踪即将到来的催化剂：
| 日期 | 事件 | 预期影响 | 备注 |
|---|---|---|---|
第 5 步：输出
适合以下用途的论文摘要：
- 早间会议讨论
- 投资组合审查
- 风险委员会陈述
格式：简洁的 Markdown 或 Word 文档，包含记分卡、最近更新和当前确信度水平。
重要说明
- 论文应该是可证伪的 — 如果没有什么能反驳它，它就不是论文
- 以与确认证据一样严格的方式跟踪不证实证据
- 至少每季度审查一次论文，即使没有发生任何戏剧性的事情
- 如果用户管理多个头寸，提议进行完整的投资组合论文审查
- 以结构化格式存储论文数据，以便可以在会话中引用它
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.
- 9d ago First seen · 65 lines · 0 tokens per session scan A 2bd89e56ba8c
thesis-tracker is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 733 tokens. 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 2026-08-30.
Other skills, from other repositories
sector-rotation
An analysis framework for comparing industries in the Chinese A-share stock market, using business conditions, price momentum, valuation, and money flows. It produces rankings and higher- or lower-allocation suggestions.
strategy-pivot-designer
Detect backtest iteration stagnation and generate structurally different strategy pivot proposals when parameter tuning reaches a local optimum.
twitter-reader
Read Twitter/X for financial research using opencli (read-only). Use this skill whenever the user wants to read their Twitter feed, search for financial tweets, view bookmarks, look up user profiles, or gather market sentiment from Twitter/X. Triggers include: "check my feed", "search Twitter for", "show my…
chenhao-limit-up
A framework for judging Chinese A-share stocks that have reached the daily price-rise limit, using market mood, sector leadership, and trading momentum.
trading-risk-gate
Unified pre-trade safety gate: Ruin check (Law #1), ergodicity audit, and win-rate dominance validation. Absorbs: ergodicity-check, law-of-ruin, win-rate-dominance.
vectorbt
High-performance vectorized backtesting with parameter optimization, portfolio simulation, and rich performance metrics.