trade-review

trade-review is a skill for Claude Code, Codex from ZICXR/A-Stock-Skills. It costs 134 tokens per session (1,644 once invoked), scanned A, original, MIT.

A Chinese-language tool for diagnosing trading behavior from a broker's settlement statement, the record of completed trades. It analyzes profits, holding periods, behavior, position size, and buying and selling timing, optionally using market data.

In plain words
What is it for?
Use it with CSV or Excel settlement files to identify trading habits and produce a Markdown diagnostic report. It can pair buys and sells, compare actual trades with AI suggestions, analyze market timing, and generate improvement advice.
Why use it?
It explains why trading results happened, not just whether the account gained or lost money. It can reveal patterns such as chasing rising prices, panic selling, holding losing positions, or trading too often.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it with CSV or Excel settlement files to identify trading habits and produce a Markdown diagnostic report. It can pair buys and sells, compare actual trades with AI suggestions, analyze market timing, and generate improvement advice.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zicxr/a-stock-skills/trade-review
Install

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.

Any agent
npx skills add ZICXR/A-Stock-Skills --skill trade-review
Clone the repo
git clone --depth 1 https://github.com/ZICXR/A-Stock-Skills

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for trade-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/zicxr/a-stock-skills/trade-review/github.svg)](https://agentmods.dev/skills/zicxr/a-stock-skills/trade-review)
Your own site
<a href="https://agentmods.dev/skills/zicxr/a-stock-skills/trade-review"><img src="https://agentmods.dev/badge/skills/zicxr/a-stock-skills/trade-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.

agentmods 80×15 button for trade-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/zicxr/a-stock-skills/trade-review"><img src="https://agentmods.dev/badge/skills/zicxr/a-stock-skills/trade-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 134 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,644 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00134 $0.01644
Opus 5 $0.00067 $0.00822
Sonnet 5 $0.00027 $0.00329
Haiku 4.5 $0.00013 $0.00164

Measured 12d ago against content hash 5ed471d858fd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

trade-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 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (main.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

skills/04-stock-analysis/trade-review/SKILL.md · 155 lines

How it starts

The opening of the file, as written. The whole thing — 155 lines — stays where its author put it; the contents beside it link to each section on GitHub.

交割单操作分析诊断 Skill

何时使用

  • 用户有券商交割单(CSV/Excel),想分析自己的操作问题
  • 用户想知道"我到底亏在哪里"、"我的交易习惯有什么问题"
  • 用户想做交易复盘,但不是简单的盈亏统计,而是行为诊断
  • 用户想对比 AI 建议 vs 实际操作

核心理念

交割单 → 解析 → 配对 → 5 维诊断 → 建议
                                    ↓
                     不只是"赚了还是亏了"
                     而是"为什么亏、怎么改"

提供能力

交割单解析

  • parse_settlement(path) - 自动识别券商格式,解析为标准 DataFrame
  • detect_format(df) - 识别券商格式(华泰/中信/东财/通用)

交易配对

  • pair_trades(df) - FIFO 配对,生成完整交易轮次

5 维分析

  • analyze_pnl(trades) - 盈亏统计(胜率/盈亏比/最大盈亏)
  • analyze_holding_period(trades) - 持仓周期分析
  • analyze_behavior(trades, klines) - 操作行为诊断(追涨杀跌/坐电梯/频繁交易)
  • analyze_position(trades) - 仓位管理分析
  • analyze_timing(trades, klines) - 买卖时机分析(结合行情)

AI 信号对比

  • compare_with_ai(trades) - 对比 trade-journal 中的 AI 建议 vs 实际操作

综合

  • analyze_trades(path, fetch_kline) - 一键全流程分析
  • generate_report(result) - 生成 Markdown 诊断报告
  • generate_suggestions(result) - 生成改进建议

使用方式

# 分析交割单
python main.py analyze path/to/settlement.csv

# 指定日期范围
python main.py analyze settlement.csv --from 2025-01-01 --to 2025-12-31

# 结合行情分析买卖点(需要网络,较慢)
python main.py analyze settlement.csv --kline

# 保存报告
python main.py analyze settlement.csv --save

# 查看支持的字段
python main.py fields

Python API

from skills.04-stock-analysis.trade-review.main import (
    parse_settlement, analyze_trades, generate_report
)

# 解析交割单
df = parse_settlement("settlement.csv")

# 全流程分析
result = analyze_trades(df, fetch_kline=False)

# 生成报告
report = generate_report(result)
print(report)

5 维诊断

维度 分析内容 诊断问题
盈亏统计 胜率/盈亏比/收益分布 赚小亏大?胜率太低?
持仓周期 平均天数/盈利vs亏损对比 拿不住?套牢装死?
操作行为 追涨杀跌/坐电梯/频繁交易 管不住手?
仓位管理 集中度/加减仓模式 一把梭?
买卖时机 均线位置/支撑压力/对比大盘 买在山顶?

操作问题诊断规则

问题 判定条件 建议
赚小亏大 盈亏比 < 1 设定止损线,让利润奔跑
胜率过低 胜率 < 40% 减少出手次数,提高选股质量
频繁交易 平均持仓 < 3 天 降低交易频率,手续费侵蚀利润
坐电梯 曾盈利 >5% 但亏损卖出 > 3 次 设定动态止盈(如回撤 3% 出场)
不止损 最大单笔亏损 > 20% 严格执行止损(如 -7%)
集中度过高 单股仓位 > 50% 分散到 3-5 只,单股不超 30%
追涨杀跌 追涨比例 > 50% 尝试回调买入,避免情绪化
跑输大盘 收益率 vs 沪深300 < -10% 考虑指数基金或降低操作频率

Read the full file on GitHub · 155 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

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.

  1. 12d ago First seen · 155 lines · 0 tokens per session scan A 5ed471d858fd

Subscribe to this mod's changes

trade-review is a skill published in the GitHub repository ZICXR/A-Stock-Skills (25 stars, last pushed 2mo ago), licensed MIT. It adds 134 tokens to every session and 1,644 once invoked, about $0.0007 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 2026-08-30.