Agent skill

Position Thesis Monitor

by AlphaMao1 in AlphaMao1/AlphaMao_Skills

将新闻、电话会、年报与日线行情和技术面变化送入统一的 Jev 监控流程,检查投资假设、解释证据冲突并按需复核。用于建立持仓监控、研究变化、检查风险或历史回放。

MITAuto-check passedEducation

Install Position Thesis Monitor

skills CLI
$ npx skills add AlphaMao1/AlphaMao_Skills --skill position-thesis-monitor -a claude-code

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

GitHub CLI
$ gh skill install AlphaMao1/AlphaMao_Skills position-thesis-monitor --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/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/position-thesis-monitor .claude/skills/position-thesis-monitor && 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
position-thesis-monitor
GitHub stars
130
Token cost
~967 tokens
SKILL.md length
147 words
Files
33 (incl. scripts, references)
Skills in repo
11
Repo updated
First seen
Licence
MIT

At a glance

将新闻、电话会、年报与日线行情和技术面变化送入统一的 Jev 监控流程,检查投资假设、解释证据冲突并按需复核。用于建立持仓监控、研究变化、检查风险或历史回放。

  • Works in 8 steps: 按来源计划取得新增材料;正式公告先读元数据,之后获取可定位正文。保留原文及采集记录。 → 调用 ingest… → 调用… → …
  • Tasks that involve Essays and academic help
  • SKILL.md covers 选择本次工作, A:建立可执行的观察计划, B:持续证据处理 and C:研究与反馈, plus 3 more sections
  • Runs Python scripts from its folder; calls python

What it does

Position Thesis Monitor is an agent skill from AlphaMao1/AlphaMao_Skills. 将新闻、电话会、年报与日线行情和技术面变化送入统一的 Jev 监控流程,检查投资假设、解释证据冲突并按需复核。用于建立持仓监控、研究变化、检查风险或历史回放。

Its SKILL.md is about 970 tokens, which your agent loads only when the skill is triggered. The skill folder holds 36 other files, including scripts and reference files (for example `README.md`, `SECURITY.md` and `agents/openai.yaml`).

It sits in Education, covering Essays and academic help. The licence is MIT.

When your agent uses it

  • Tasks that involve Essays and academic help

Example prompts

  • “/position-thesis-monitor”

Requirements

  • Python 3

Workflow steps

8 steps, taken from the first numbered list in SKILL.md.

  1. 按来源计划取得新增材料;正式公告先读元数据,之后获取可定位正文。保留原文及采集记录。
  2. 调用 ingest 持久化证据,成功后才提交来源水位。失败来源单独记录,不能把空文本当成功。
  3. 调用 run:程序完整分块正文。先批量判断各论点的适用范围和证据性质,仅对通过的论点发起第二轮方向与反证问题。范围不符的题目根本不问方向;范围不确定的材料保留待补证,不把跳过编成模型回答。
  4. 程序先保存每个分块的原始回答,聚合到原事件和原生报告周期。相同事件重新扫描不重新调用;失败从已保存分块续跑。
  5. 正式定期报告独立建立复核义务。Jev 失败不撤销已保存事件、成功水位或已有复核任务。
  6. 对候选缺口,按计划内预算补正文、附件或指定一手来源,再处理新增证据。新增来源、开放式新机制由宿主研究处理;不要为了等第二份证据而让候选永久停滞。
  7. 使用 cycle 合并资料事件、行情观察和来源状态。程序汇合两类信号,识别一致、压力、冲突或缺口;同一标的同一监控日合并成一个研究任务。发布前的价格不能当作发布后的市场反应。
  8. 检查行动条件、预期窗口、未完成复核与来源健康。无实质变化时只记录,不强制报告;单靠行情也可以产生需要深入的问题。

What it can do on your machine

Read from SKILL.md and the folder at commit 27ffcc6. 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

    Ships 2 files in scripts/ (Python, from the files we listed), which the agent can run.

    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

Position Thesis Monitor loads about 967 tokens when it runs, and up to ~6.8k if it reads all its reference files. Until then it costs about 26 tokens; SKILL.md has 147 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~26
When it runs · the whole SKILL.md, loaded when a task matches
~967
With references · SKILL.md plus every file in references/, read only if the agent opens them
~6.8k

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); the scripts in this folder are not scanned.

SKILL.md

The full file from AlphaMao1/AlphaMao_Skills at commit 27ffcc6, republished under its MIT licence (© AlphaMao1). 147 words, ~967 tokens.

Download SKILL.mdSave it as .claude/skills/position-thesis-monitor/SKILL.md (or your agent's skills folder). This skill also uses 32 other files; get the full folder from GitHub.
name
position-thesis-monitor
description
将新闻、电话会、年报与日线行情和技术面变化送入统一的 Jev 监控流程,检查投资假设、解释证据冲突并按需复核。用于建立持仓监控、研究变化、检查风险或历史回放。

持仓论点监控

帮助用户知道:原来的判断现在由什么证据支撑,哪里发生变化,下一步需要验证什么。Jev 是正常监控路径的必需语义模型;程序负责采集、计算、状态和预算,当前宿主的强模型负责建档、研究复核、解释与监控计划修订。

使用 TypeSafe 官方 Skill 设计或修改 Jev 问题与接入;部署包未安装该 Skill 时,按 Jev 问题设计 的官方文档入口读取当前 API 合同。不要把 Jev 降为旧流程的可选打分插件。

选择本次工作

  • 首次建立或修改判断:读 建档与监控计划。允许只有标的、没有完整论点的 Thin Start。
  • 日常扫描、年报到来或新增证据:读 执行与状态,调用 scripts/ptm.py。批量判断由代码组织,不由强模型逐条预写摘要。
  • 处理复核队列、回答变化或给出提醒:读 研究闭环。强模型完成指定问题并回填证据,不把 Jev 标签直接当投资结论。
  • 历史回放或模拟:读 回放与验收,先冻结起点和论点,再推进信息时间。
  • 选择来源或进入云端运行:读 来源与运行宿主。实际部署与可运行代码分别报告。

A:建立可执行的观察计划

用用户原话、决策机制、兑现窗口和失败条件建立少量稳定 ID 的论点。将每条论点转为可观察条件、原生更新周期、来源与相关实体、Jev 问题和补证路径。状态必须区分用户原话、用户确认、Agent 推断与模拟设定。

用户确认投资含义、行动条件、费用和数据范围。已授权范围内的问题措辞、分块和同类来源维护不逐项重新询问。已有充分材料就直接编制计划;缺失信息只问影响目标或正确性的部分。

普通用户可以只给一个标的:先用 hypotheses: [] 建立开放重大变化扫描,后续再逐步补论点。没有 thesis 不妨碍明确行动条件和官方披露监控。

B:持续证据处理

使用一条处理链、两类输入。资料面由程序提取原文与来源;行情面由程序计算日线收益、回撤、趋势、量能和相对表现。两者都形成证据事件,调用 Jev、写入同一假设信号和研究队列。行情不是仅供提醒的旁路,没新闻也不停止处理。

行情常态调用 Jev 判断趋势状态、变化性质、共同/个别市场运动,以及各假设受到的支持或压力;指标缺失返回缺口,不伪造基准或历史。数学与确定性极端风险条件由代码负责。详细协议见 统一证据流。

  1. 按来源计划取得新增材料;正式公告先读元数据,之后获取可定位正文。保留原文及采集记录。
  2. 调用 ingest 持久化证据,成功后才提交来源水位。失败来源单独记录,不能把空文本当成功。
  3. 调用 run:程序完整分块正文。先批量判断各论点的适用范围和证据性质,仅对通过的论点发起第二轮方向与反证问题。范围不符的题目根本不问方向;范围不确定的材料保留待补证,不把跳过编成模型回答。
  4. 程序先保存每个分块的原始回答,聚合到原事件和原生报告周期。相同事件重新扫描不重新调用;失败从已保存分块续跑。
  5. 正式定期报告独立建立复核义务。Jev 失败不撤销已保存事件、成功水位或已有复核任务。
  6. 对候选缺口,按计划内预算补正文、附件或指定一手来源,再处理新增证据。新增来源、开放式新机制由宿主研究处理;不要为了等第二份证据而让候选永久停滞。
  7. 使用 cycle 合并资料事件、行情观察和来源状态。程序汇合两类信号,识别一致、压力、冲突或缺口;同一标的同一监控日合并成一个研究任务。发布前的价格不能当作发布后的市场反应。
  8. 检查行动条件、预期窗口、未完成复核与来源健康。无实质变化时只记录,不强制报告;单靠行情也可以产生需要深入的问题。

后台观察量与用户可见核心指标分开;取消固定 6–12 项作为语义观察上限。按取数、语义调用、研究和用户注意力分别预算。兼容复核按原事件合并;重要事项预算不足时保留待处理义务。

C:研究与反馈

GPT 不重复每一项日线技术判断。它处理 Jev 识别但尚未解释的问题:为何两类证据冲突、是不是漏了消息、市场预期/估值或风险承受是否变化,以及应怎样更新投资判断。严重行情不得以“无新闻、论点不新鲜”停止研究;这些是任务要解决的缺口。

直接的市场/价格路径假设,可在计划明确配置 market_role: direct 与 auto_assessment: true 时按可信判断更新 supported/challenged。其他经营假设受到市场压力时进入待重估,不能把价格方向直接写成新收入或新毛利率事实。

领取 Review Job 后,阅读其证据与必要全文,检查口径、先前基线、反例及量级,完成任务要求的检查。行情和一致预期没有可靠来源就标缺口;普通事件不强制做估值和交易论证。

复核完成需回填可在原文定位的引用、事实/推断区分、受影响论点、下一观察点和通知内容。程序验证证据引用及领取权限,但这些验证不能替代强模型对结论含义的判断。

修正事实评价不会自动改写用户的命题。改变用户信念、Kill Rule 或行动意图需取得确认;改变观察问题或补证方法则作为计划修订保存和回放。对一次错误先定位输入、候选、问题、模型、代码或来源问题,再做对应修改。

输出给用户

每日记录必须回答:今天实际输入什么 → 程序/Jev 各做了什么 → 是否深入及原因 → 已完成的复核结果或明确阻塞 → 各假设前后状态 → 系统下一步与用户是否需行动。用 day 命令从实际记录导出;Jev 未调用就写未调用,未深入就不编复核结果。假设状态未变但新证据增加,也要区分。

演示先给起点的投资逻辑,再按日期展示这条链。测试分数、费用、反事实和技术修复移到附录,不与日常使用主线混排。历史输入不完整时一次说明覆盖范围,不声称已扫描全市场。

需要注意时,先给发生的事实与时点,再解释对哪一步判断有影响、当前还不能判断什么、下一次看什么。默认短通知链接到完整证据记录。

日常无变化默认不推送;用户要求每日回执时返回一两句。来源故障明确说明覆盖缺口。模拟提醒明确标“回放”,不发送成真实当前告警。

必须保持的边界

  • 输入时间以公开可知时间为准,不把报告期末或公司内部获知时间当成公众已知时间。
  • 概率是具体问题的模型输出,不是论点真实性、投资胜率或用户信心。
  • 可能发生的风险、已经发生的事实、管理层指引和日程通知分别处理。
  • 转载、多个分块、同季度反复扫描都不能增加独立证据或跨期次数。
  • 不自动下单。行动条件只产生关注与复核。
  • Key 仅从运行环境或工作区 .secrets/typesafe.env 读取;用检查命令确认状态,不读取或展示原值。
  • 回放 workspace 与 live workspace 分开;模拟命题不能直接升级为真实用户确认。
  • pilot 表示链路试运行;只有来源、持久状态、宿主定时、研究执行与通知均实际验证后才能声称持续监控启用。

运行入口

Python 3.11+,核心运行器使用标准库。PTM_WORKSPACE 或显式 --workspace 指向工作数据目录,源码目录不存放持仓、key、数据库或日志。

text
python scripts/ptm.py --workspace <持久工作区> plan <计划.json>
python scripts/ptm.py --workspace <持久工作区> ingest <case-id> <证据.json> --as-of <时点>
python scripts/ptm.py --workspace <持久工作区> run <case-id> --as-of <时点>
python scripts/ptm.py --workspace <持久工作区> cycle <case-id> <两类输入.json> --as-of <时点>
python scripts/ptm.py --workspace <持久工作区> status <case-id>
python scripts/ptm.py --workspace <持久工作区> day <case-id> --date <日期>

先运行 python -B -m unittest discover -s tests 验证本次实现,再以真实来源回放检验行为。具体参数、恢复和结果协议见执行参考;测试与回放不放入正式定时任务。

© AlphaMao1, MIT. 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 32 other files (scripts, references) in skills/position-thesis-monitor of AlphaMao1/AlphaMao_Skills.

  • SKILL.md
  • .gitignore
  • LICENSE
  • README.md
  • SECURITY.md
  • agents/openai.yaml
  • examples/market-cycle.json
  • examples/plan.json
  • references/intake.md
  • references/jev-design.md
  • references/replay.md
  • references/review.md
  • references/runtime.md
  • references/sources-and-hosts.md
  • references/unified-evidence.md
  • scripts/collect.py
  • scripts/day_view.py
  • … and 16 more

Open the folder on GitHubat commit 27ffcc6

Compare with similar skills

Position Thesis Monitor 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.

Position Thesis Monitor compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Position Thesis Monitor this skillAlphaMao1/AlphaMao_Skills130—~967Automated safety check: PassMIT
Academic Paper StrategistAAASS554/codex-academic-paper-skills5391 repos~2.7kAutomated safety check: PassMIT
Modeling Paper Rubric and Model Selectoryushui2022/MathModel-Skill4541 repos~1.8kAutomated safety check: PassMIT
Humanities Thesisganzhi-black/humanities-thesis-skill637—~1.7kAutomated safety check: PassMIT
Skill Thesis Writeryanlin-cheng/skill-thesis-writer209—~1.6kAutomated safety check: PassCustom licence
Thesis CreatorStars-OC/thesis-creator230—~2.8kAutomated safety check: PassMIT

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Categories

Questions about Position Thesis Monitor

What does Position Thesis Monitor do?

将新闻、电话会、年报与日线行情和技术面变化送入统一的 Jev 监控流程,检查投资假设、解释证据冲突并按需复核。用于建立持仓监控、研究变化、检查风险或历史回放。. Position Thesis Monitor is an agent skill from AlphaMao1/AlphaMao_Skills.

When should I use Position Thesis Monitor?

Position Thesis Monitor fits situations like: tasks that involve Essays and academic help.

How do I install Position Thesis Monitor in Claude Code?

Run `npx skills add AlphaMao1/AlphaMao_Skills --skill position-thesis-monitor -a claude-code`. Or copy the skill folder (skills/position-thesis-monitor in AlphaMao1/AlphaMao_Skills) into .claude/skills/position-thesis-monitor in your project. Claude Code loads it when a task matches its description.

How do I install Position Thesis Monitor in Codex?

Run `npx skills add AlphaMao1/AlphaMao_Skills --skill position-thesis-monitor -a codex`. Or copy the skill folder (skills/position-thesis-monitor in AlphaMao1/AlphaMao_Skills) into .agents/skills/position-thesis-monitor in your project. Codex loads it when a task matches its description.

Can I use Position Thesis Monitor 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 AlphaMao1/AlphaMao_Skills --skill position-thesis-monitor -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/position-thesis-monitor, .gemini/skills/position-thesis-monitor, .github/skills/position-thesis-monitor and .opencode/skills/position-thesis-monitor in your project.

What does Position Thesis Monitor need to run?

Going by SKILL.md and its folder, Position Thesis Monitor needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Position Thesis Monitor 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 Position Thesis Monitor 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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Position Thesis Monitor use?

Position Thesis Monitor is published under the MIT licence (from the LICENSE file in the skill folder). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Position Thesis Monitor use?

About 967 tokens (SKILL.md is roughly 3.9k 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 5.8k tokens, read only when the agent opens those files.

What are the alternatives to Position Thesis Monitor?

Skills that share tags, products or a category with Position Thesis Monitor: Academic Paper Strategist (AAASS554/codex-academic-paper-skills, 539 stars), Modeling Paper Rubric and Model Selector (yushui2022/MathModel-Skill, 454 stars), Humanities Thesis (ganzhi-black/humanities-thesis-skill, 637 stars) and Skill Thesis Writer (yanlin-cheng/skill-thesis-writer, 209 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Position Thesis Monitor?

AlphaMao1 (a GitHub user) maintains it in AlphaMao1/AlphaMao_Skills, which has 130 GitHub stars. The repository holds 11 skills in this directory. The repository was last updated on September 23, 2026.

Source: AlphaMao1/AlphaMao_Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.