Agent skill

A Share Thesis

by aifinlab in aifinlab/FinClaw

A股投资论点建立与追踪/投资逻辑梳理。当用户说"投资论点"、"thesis"、"为什么看好XX"、"为什么看空XX"、"投资逻辑"、"帮我梳理XX的逻辑"、"跟踪一下XX"、"催化剂"、"XX还能不能拿"、"投资论点追踪"、"thesis tracker"时触发。MUST USE when user asks to build/track an investment thesis…

Apache-2.0Auto-check passedEducation

Install A Share Thesis

skills CLI
$ npx skills add aifinlab/FinClaw --skill a-share-thesis -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install aifinlab/FinClaw a-share-thesis --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/a-share-thesis .claude/skills/a-share-thesis && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
a-share-thesis
GitHub stars
254
Token cost
~630 tokens
SKILL.md length
155 words
Files
2 (incl. references)
Skills in repo
74
Repo updated
First seen
Licence
Apache-2.0

At a glance

A股投资论点建立与追踪/投资逻辑梳理。当用户说"投资论点"、"thesis"、"为什么看好XX"、"为什么看空XX"、"投资逻辑"、"帮我梳理XX的逻辑"、"跟踪一下XX"、"催化剂"、"XX还能不能拿"、"投资论点追踪"、"thesis tracker"时触发。MUST USE when user asks to build/track an investment thesis…

  • Works in 5 steps: 建立/加载论点 → 数据验证 → 论点记分卡 → …
  • User asks to build/track an investment thesis
  • SKILL.md covers 数据源, Workflow, 关键规则 and 使用示例
  • Calls python

What it does

A Share Thesis is an agent skill from aifinlab/FinClaw. A股投资论点建立与追踪/投资逻辑梳理。当用户说"投资论点"、"thesis"、"为什么看好XX"、"为什么看空XX"、"投资逻辑"、"帮我梳理XX的逻辑"、"跟踪一下XX"、"催化剂"、"XX还能不能拿"、"投资论点追踪"、"thesis tracker"时触发。MUST USE when user asks to build/track an investment thesis, articulate bull/bear case, or review catalysts and risk points for a stock position. 帮助建立结构化投资论点(核心论点+支撑论据+风险+催化剂),并追踪论点状态变化。通过 cn-stock-data 获取最新数据验证论点,结合 web 搜索获取事件催化剂。支持机构投研风格(formal)和个人持仓笔记风格(brief)。

Its SKILL.md is about 630 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/thesis-template.md`).

It sits in Education, covering Essays and academic help. The licence is Apache-2.0.

When your agent uses it

  • User asks to build/track an investment thesis
  • Articulate bull/bear case
  • Review catalysts and risk points for a stock position

Example prompts

  • “thesis”
  • “为什么看好XX”
  • “为什么看空XX”
  • “/a-share-thesis”

Requirements

  • Python 3

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. 建立/加载论点
  2. 数据验证
  3. 论点记分卡
  4. 催化剂日历
  5. 输出

What it can do on your machine

Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

A Share Thesis loads about 630 tokens when it runs, and up to ~1.4k if it reads all its reference files. Until then it costs about 103 tokens; SKILL.md has 155 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~103
When it runs · the whole SKILL.md, loaded when a task matches
~630
With references · SKILL.md plus every file in references/, read only if the agent opens them
~1.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 155 words, ~630 tokens.

Download SKILL.mdSave it as .claude/skills/a-share-thesis/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
a-share-thesis
description
A股投资论点建立与追踪/投资逻辑梳理。当用户说"投资论点"、"thesis"、"为什么看好XX"、"为什么看空XX"、"投资逻辑"、"帮我梳理XX的逻辑"、"跟踪一下XX"、"催化剂"、"XX还能不能拿"、"投资论点追踪"、"thesis tracker"时触发。MUST USE when user asks to build/track an investment thesis, articulate bull/bear case, or review catalysts and risk points for a stock position. 帮助建立结构化投资论点(核心论点+支撑论据+风险+催化剂),并追踪论点状态变化。通过 cn-stock-data 获取最新数据验证论点,结合 web 搜索获取事件催化剂。支持机构投研风格(formal)和个人持仓笔记风格(brief)。

数据源

bash
SCRIPTS="$SKILLS_ROOT/cn-stock-data/scripts"

# 最新行情(验证价格/估值变化)
python "$SCRIPTS/cn_stock_data.py" quote --code [CODE]

# 财务指标(验证基本面论据)
python "$SCRIPTS/cn_stock_data.py" finance --code [CODE]

# K 线(论点建立以来的股价走势)
python "$SCRIPTS/cn_stock_data.py" kline --code [CODE] --freq daily --start [论点建立日期]

# 资金流向(市场认可度)
python "$SCRIPTS/cn_stock_data.py" fund_flow --code [CODE] --days 30

补充:通过 web 搜索获取最新公告、行业新闻、分析师观点等催化剂信息。

Workflow

Step 1: 建立/加载论点

新建论点时,收集以下信息:

  1. 标的公司(代码 + 名称)
  2. 方向:看多(Long) / 看空(Short) / 中性观察(Neutral)
  3. 核心论点(1-2 句话,必须可证伪)
  4. 支撑论据(3-5 条,每条附数据支撑)
  5. 关键风险(3-5 条,每条附触发条件)
  6. 催化剂(未来 3-6 个月内可能兑现的事件)
  7. 目标价 / 估值区间
  8. 止损条件(什么情况下放弃论点)
  9. 信心等级:高/中/低

加载已有论点:用户提供之前的论点文档或口述核心逻辑。

Step 2: 数据验证

通过 cn-stock-data 获取最新数据,逐条验证论据:

  • 每条论据对应的财务/行情指标是否符合预期
  • 标注:✅ 符合预期 / ⚠️ 需要关注 / ❌ 不符合预期
Step 3: 论点记分卡

构建记分卡表格:

论据原始预期当前状态趋势(↑/→/↓)信号强度

综合评估:论点强化 / 维持 / 弱化 / 已失效

Step 4: 催化剂日历
预计日期事件类型预期影响状态
2026-04-xxQ1 业绩预告财报验证增长论据待兑现
2026-xx-xx行业政策发布政策正面催化待兑现

催化剂类型:财报/政策/行业事件/公司公告/宏观经济/技术突破

Step 5: 输出
风格说明
维度formal(机构投研)brief(个人持仓笔记)
篇幅2-4 页半页-1 页
论点结构完整(论据+风险+催化剂各 3-5 条)精简(各 2-3 条)
记分卡完整表格 + 趋势分析简化版(仅标注状态)
催化剂完整日历 + 概率评估关键 2-3 个事件
数据引用每条附具体数字和来源关键数字即可
结论客观(论点强化/弱化)可加主观判断(继续持有/减仓/加仓)
免责声明需要不需要

关键规则

  1. 可证伪性:每条论据必须有明确的验证标准,模糊的论据(如"公司管理层很优秀")必须转化为可量化指标
  2. 动态追踪:论点不是一次性的,每次用户提及"跟踪XX"时应加载已有论点并更新
  3. 诚实面对反面证据:当数据不支持论点时必须如实标注,不回避负面信号
  4. 分离事实与观点:数据验证部分纯客观,个人判断仅在 brief 模式的结论部分出现
  5. 时间框架:明确论点的时间框架(短线 1-3 月 / 中线 3-12 月 / 长线 1 年+)
  6. 与其他 skill 联动:建议用 a-share-earnings-analysis 做更深入的财报验证,用 a-share-comps 做估值对标

使用示例

示例 1: 基本使用
python
# 调用 skill
result = run_skill({
    "param1": "value1",
    "param2": "value2"
})
示例 2: 命令行使用
bash
python scripts/run_skill.py --input data.json

© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/a-share-thesis of aifinlab/FinClaw.

  • SKILL.md
  • references/thesis-template.md

Open the folder on GitHubat commit 9e62862

Compare with similar skills

A Share Thesis next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

A Share Thesis compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
A Share Thesis this skillaifinlab/FinClaw254—~630Automated safety check: PassApache-2.0
Academic Paper StrategistAAASS554/codex-academic-paper-skills5391 repos~2.7kAutomated safety check: PassMIT
Modeling Paper Rubric and Model Selectoryushui2022/MathModel-Skill4531 repos~1.8kAutomated safety check: PassMIT
Humanities Thesisganzhi-black/humanities-thesis-skill632—~1.7kAutomated safety check: PassMIT
Skill Thesis Writeryanlin-cheng/skill-thesis-writer207—~1.6kAutomated safety check: PassCustom licence
Thesis CreatorStars-OC/thesis-creator230—~2.8kAutomated safety check: PassMIT

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Categories

Questions about A Share Thesis

What does A Share Thesis do?

A股投资论点建立与追踪/投资逻辑梳理。当用户说"投资论点"、"thesis"、"为什么看好XX"、"为什么看空XX"、"投资逻辑"、"帮我梳理XX的逻辑"、"跟踪一下XX"、"催化剂"、"XX还能不能拿"、"投资论点追踪"、"thesis tracker"时触发。MUST USE when user asks to build/track an investment thesis…. A Share Thesis is an agent skill from aifinlab/FinClaw. A股投资论点建立与追踪/投资逻辑梳理。当用户说"投资论点"、"thesis"、"为什么看好XX"、"为什么看空XX"、"投资逻辑"、"帮我梳理XX的逻辑"、"跟踪一下XX"、"催化剂"、"XX还能不能拿"、"投资论点追踪"、"thesis tracker"时触发。MUST USE when user asks to build/track an investment thesis, articulate bull/bear case, or review catalysts and risk points for a stock position.

When should I use A Share Thesis?

A Share Thesis fits situations like: user asks to build/track an investment thesis; articulate bull/bear case; review catalysts and risk points for a stock position.

How do I install A Share Thesis in Claude Code?

Run `npx skills add aifinlab/FinClaw --skill a-share-thesis -a claude-code`. Or copy the skill folder (skills/a-share-thesis in aifinlab/FinClaw) into .claude/skills/a-share-thesis in your project. Claude Code loads it when a task matches its description.

How do I install A Share Thesis in Codex?

Run `npx skills add aifinlab/FinClaw --skill a-share-thesis -a codex`. Or copy the skill folder (skills/a-share-thesis in aifinlab/FinClaw) into .agents/skills/a-share-thesis in your project. Codex loads it when a task matches its description.

Can I use A Share Thesis in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill a-share-thesis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/a-share-thesis, .gemini/skills/a-share-thesis, .github/skills/a-share-thesis and .opencode/skills/a-share-thesis in your project.

What does A Share Thesis need to run?

Going by SKILL.md and its folder, A Share Thesis needs the command-line tools its instructions call (python). Our summary lists: Python 3.

Does A Share Thesis access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is A Share Thesis safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does A Share Thesis use?

A Share Thesis is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does A Share Thesis use?

About 630 tokens (SKILL.md is roughly 2.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 723 tokens, read only when the agent opens those files.

What are the alternatives to A Share Thesis?

Skills that share tags, products or a category with A Share Thesis: Academic Paper Strategist (AAASS554/codex-academic-paper-skills, 539 stars), Modeling Paper Rubric and Model Selector (yushui2022/MathModel-Skill, 453 stars), Humanities Thesis (ganzhi-black/humanities-thesis-skill, 632 stars) and Skill Thesis Writer (yanlin-cheng/skill-thesis-writer, 207 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains A Share Thesis?

aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 254 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.

Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.