Creating Financial Models
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
生成下一個交易日的優先行動清單。當用戶問「明天開盤要做什麼」、「今天要操作什麼」、「給我待辦」、「接下來要做什麼」、「有什麼需要處理」等問題時立刻使用此 skill。也適用於盤中(「現在有什麼要做」)和盤後(「今天還有什麼沒做」)場景。不要等用戶說 /todo 才觸發,只要問的是「下一步行動」的問題就應該用。
$ npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install PatrickSUDO/fadacai-portfolio todo --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.agents/skills/todo .claude/skills/todo && rm -rf skills-srcUse ~/.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/
Install the "todo" agent skill from https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/todo into .claude/skills/todo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "todo", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/todoType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install PatrickSUDO/fadacai-portfolio todo --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.agents/skills/todo .agents/skills/todo && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "todo" agent skill from https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/todo into .agents/skills/todo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "todo", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install PatrickSUDO/fadacai-portfolio todo --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.agents/skills/todo .cursor/skills/todo && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "todo" agent skill from https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/todo into .cursor/skills/todo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "todo", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/PatrickSUDO/fadacai-portfolio.git --path .agents/skills/todo--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install PatrickSUDO/fadacai-portfolio todo --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.agents/skills/todo .gemini/skills/todo && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "todo" agent skill from https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/todo into .gemini/skills/todo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "todo", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install PatrickSUDO/fadacai-portfolio todoInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio.git skills-src && mkdir -p .github/skills && cp -r skills-src/.agents/skills/todo .github/skills/todo && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "todo" agent skill from https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/todo into .github/skills/todo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "todo", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install PatrickSUDO/fadacai-portfolio todo --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/PatrickSUDO/fadacai-portfolio.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.agents/skills/todo .opencode/skills/todo && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "todo" agent skill from https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.agents/skills/todo into .opencode/skills/todo/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "todo", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
todo生成下一個交易日的優先行動清單。當用戶問「明天開盤要做什麼」、「今天要操作什麼」、「給我待辦」、「接下來要做什麼」、「有什麼需要處理」等問題時立刻使用此 skill。也適用於盤中(「現在有什麼要做」)和盤後(「今天還有什麼沒做」)場景。不要等用戶說 /todo 才觸發,只要問的是「下一步行動」的問題就應該用。
Todo is an agent skill from PatrickSUDO/fadacai-portfolio. 生成下一個交易日的優先行動清單。當用戶問「明天開盤要做什麼」、「今天要操作什麼」、「給我待辦」、「接下來要做什麼」、「有什麼需要處理」等問題時立刻使用此 skill。也適用於盤中(「現在有什麼要做」)和盤後(「今天還有什麼沒做」)場景。不要等用戶說 /todo 才觸發,只要問的是「下一步行動」的問題就應該用。
Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR. It works with Model Context Protocol. The repository describes itself as: Claude Code 投資研究與組合管理框架:skills + MCP + 第一性原理紀律 + thesis ledger. The licence is MIT.
4 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit b34fa31. It shows what the files ask for, not the result of running them.
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.
Shell commands in SKILL.md call:
codexclaudeFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Todo loads about 1.5k tokens when it runs. Until then it costs about 40 tokens; SKILL.md has 315 words of instructions outside code blocks.
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.
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.
The full file from PatrickSUDO/fadacai-portfolio at commit b34fa31, republished under its MIT licence (© PatrickSUDO). 315 words, ~1,510 tokens.
.claude/skills/todo/SKILL.md (or your agent's skills folder).根據當前持倉、投資計畫、選擇權狀態,生成有優先順序的行動清單。
執行 0a → 0b → 0c → 0d → 0e。每個 🔴/🟡/🟢 行動項目都必須通過第一性檢查(thesis / 證偽條件 / 機率),否則該項應移到「⏸ 不動」並註明缺乏明確 thesis。
同時執行:
mcp__firstrade-server__get_account_position — 即時持倉(股票 + 選擇權)plan.md — 計畫中待辦事項journal/YYYY-MM-DD.md僅對「需要確認進場時機」的標的,呼叫:
mcp__technical-mcp__get_batch_indicators — 快速取 RSI/動能掃描以下六個維度,找出需要行動的項目:
plan.md 找「⏳ 待執行」項目feedback/weak-signal-root-cause.md):只有 thesis 破裂 (a) 才列減碼;earnings reaction / sector rotation / noise → 「⏸ 不動」。revision 仍上修的深跌 = 洗盤錯殺 → 列加碼候選feedback/momentum-valuation-symmetry.md):revision 上修中的加速領導者 → 讓 run,不列停利(強者愈強,超買非賣出理由);revision 轉折/flat + 高倍數 + 認列桶 → 列 harvest(GTC 賣階梯或開 CC)。CC 只對認列循環桶開,信念桶不封頂(>10% 紅線減碼除外)feedback/momentum-valuation-symmetry.md)feedback/tiered-profit-taking.md)而無 GTC 掛單 → 列補掛行動(含級距價 + 股數)dry powder + 觸發條件用繁體中文輸出,結構固定如下:
## 今日/明日開盤行動清單
📅 [日期] | 組合市值 $XXX,XXX
### 🔴 立即處理(開盤優先)
[條件達成或到期風險高的項目]
### 🟡 盤中監控(設好警報)
[需要觀察價格再決定的項目]
### 🟢 計畫進場(條件確認後執行)
[待開的 Spread/倉位,附條件]
### ⏸ 不動(持有觀察)
[今日下跌但無需操作的持倉,簡短說明為何不動]
### 📋 開盤時間軸
09:30 — ...
09:45 — ...
10:00 — ...每個行動項目要包含(第一性原理紀律):
若一個行動項目寫不出 thesis 或證偽條件,這項應改放「⏸ 不動(缺乏 thesis)」。寧可少做也不要做 narrative-driven 操作。
僅當 arguments 含 --codex 或 --2nd 時執行(例:/todo --codex)。
三個子 block 依序執行(可並行派 Agent):
核心原則:Codex 不看 Claude 的行動清單(不給 🔴/🟡/🟢 分級與排序),只給 raw 持倉 + 計畫 ⏳ 項目 + 市場數據,讓它獨立排今日 priorities。Claude 與 Codex 兩個獨立輸出並排比較。
呼叫 Codex(用 AGENTS.md「Codex 呼叫方式」的 codex exec CLI;勿用 codex:codex-rescue subagent / /codex:rescue,會卡 superpowers preamble),prompt 首行加強制 no-tool 指令,模板:
我是一名美股投資人,使用 Level 2 options + Spread 的 margin 帳戶。
請對今日待辦清單,**完全獨立**排出 priorities — 不要看任何先前的優先序,這是獨立第二意見。
**Raw data(只給事實):**
- 帳戶總值 / 現金
- 今日持倉清單(標的 / 股數 / 損益% / 占比%)
- plan.md ⏳ 待執行/待評估清單(原文)
- 主要持倉 RSI/趨勢
- 近期催化(4 天內財報日、產業事件)
- 投資風格:AI/半導體主軸、汰弱留強、信念持倉 [TSLA/MU/AVGO]
**請輸出(獨立判斷):**
1. **今日 priorities thesis**(1 句:今日資金最該做什麼?理由?)
2. **獨立排出的行動清單**(最多 5 項,按優先序):
| 優先 | 操作 | 觸發條件 | 口數/股數 | 最大風險 | 為什麼 |
|-----|------|---------|----------|---------|-------|
| 🔴 | ... |
3. **最大風險判斷**(1 條:哪個操作如果做錯損失最大?)
4. **不該做的事**(2 條:明確排除的操作)
5. **Verdict**(1 句):今日整體該進攻 / 防守 / 觀望?
**規則:**
- 必須講股數/口數
- 觸發條件必須 falsifiable
- 不假設 Claude 已說過什麼
請以繁體中文回覆,控制在 700 字內。
--effort high --fresh呼叫 Codex(用 AGENTS.md「Codex 呼叫方式」的 codex exec CLI):
我目前的美股持倉(含市值占比):
[插入持倉表,由 Step 1 的 get_account_position 取得]
我的投資風格:
- 主軸:AI/半導體、高成長科技;汰弱留強,集中持倉
- 信念持倉(不換):TSLA, MU, AVGO 多年期 thesis
- 板塊偏好:[從 plan.md 摘出 3-5 行板塊目標]
請以獨立分析師視角:
1. 掃描今日市場有哪些當紅題材/個股,是我目前持倉沒覆蓋到的
2. 對每個候選列出:題材、代表 ticker、為何此刻有機會、建議切入方式(現股/Spread/LEAPS)
3. 要追這些新機會,最該砍掉哪一檔現有持倉?為什麼?
4. 2-3 個具體 actionable 建議(含目標 entry zone),可加進明日待辦
請以繁體中文回覆。輸出限 600 字。Step 1 — Claude 預先收集數據:
mcp__technical-mcp__get_sector_rotation() → 全板塊 ETF 相對強度 vs SPY(leading / improving / weakening / lagging)mcp__technical-mcp__get_batch_indicators(tickers=[所有持倉]) → 個股動能分數 + 趨勢Step 2 — 呼叫 Codex(用 AGENTS.md「Codex 呼叫方式」的 codex exec CLI):
我的美股持倉(含市值占比 + 板塊歸屬):
[持倉表]
當前板塊輪動數據(vs SPY):
[get_sector_rotation 完整輸出]
當前個股動能:
[get_batch_indicators 摘要]
請以輪動專家視角:
1. 板塊輪動:哪些板塊 leading,哪些 weakening?我的持倉是否站在 leading 板塊?
2. 個股輪動:在我已持有的板塊內,有更強的 leader 我沒拿到?有持倉已被同板塊其他名字超越?
3. 資金流向:從 weakening 輪到 leading 的訊號是否明確?建議調倉路徑
4. 具體建議:3 條 actionable 輪動操作(從哪檔減 → 加到哪檔,附理由),可直接加入今日待辦
請以繁體中文回覆。輸出限 700 字。## 🤖 Codex 第二意見
### B1. 獨立第一性分析(Codex 獨立排序)
**Codex priorities thesis:** [...]
**Codex 行動清單(獨立排序):**
| 優先 | 操作 | 觸發條件 | 口數 | 最大風險 |
|-----|------|---------|------|---------|
| ... |
**Codex 最大風險判斷:** [...]
**Codex 不該做:** [...]
**Codex Verdict:** [...]
#### 並排比較:Claude vs Codex(獨立排序)
| 項目 | Claude 排序 | Codex 排序 | 一致性 |
|------|------------|-----------|--------|
| #1 操作 | [Claude] | [Codex] | 同 / 異 |
| #2 操作 | [Claude] | [Codex] | 同 / 異 |
| #3 操作 | [Claude] | [Codex] | 同 / 異 |
| Verdict | [Claude] | [Codex] | 同 / 異 |
**真實共識 priorities**(兩邊都排前 3 的):[1-3 條 — 高信心今天做]
**真實分歧**(排序差很多的):[1-3 條 — 值得深入]
### 機會掃描(vs 現有持倉)
[B2 Codex 完整回覆]
### 輪動分析(板塊 + 個股)
[B3 Codex 完整回覆]
---
**值得追蹤的新機會:** [從 B2 挑 1-2 個 Claude 也認同的]
**輪動 actionable:** [從 B3 挑 1-2 條 Claude 也認同的調倉操作]--codex-adversarial(opt-in 壓力測試)僅當 arguments 含 --codex-adversarial 時,追加對立面審查段落(攻擊行動清單、找最弱判斷)。預設 --codex 不執行。
若 Codex 失敗 → 輸出
⚠️ Codex 不可用:[error],跳過第二意見,繼續正常輸出。
繁體中文
© PatrickSUDO, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in .agents/skills/todo of PatrickSUDO/fadacai-portfolio.
Open the folder on GitHubat commit b34fa31
Todo 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Todo this skillPatrickSUDO/fadacai-portfolio | 142 | — | ~1.5k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 4 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Tradingview MCPatilaahmettaner/tradingview-mcp | 5k | — | ~1.3k | Automated safety check: Pass | MIT | |
| Dr Manhattanguzus/dr-manhattan | 204 | — | ~2k | Automated safety check: Pass | Apache-2.0 | |
| Agentic Trading DeskOft3r/agentic-trading-desk | 306 | — | ~5.1k | Automated safety check: Pass | MIT |
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
zhangxiangliang/stock-api
Fetch real-time stock quotes, K-line (candlestick) history, and search symbols for China A-shares, Hong Kong, and US markets.
atilaahmettaner/tradingview-mcp
AI Trading Intelligence — live prices, 30+ technical indicators, backtesting (6 strategies), walk-forward overfitting detection, trade logs, equity curves, licensed news sentiment (Marketaux), and…
guzus/dr-manhattan
Trade prediction markets (Polymarket, Kalshi, Opinion, Limitless, Predict.fun) using a unified CCXT-style API.
Oft3r/agentic-trading-desk
Personal trading desk for short-term technical analysis on stocks/ETFs via Robinhood MCP.
Wind-Alice/AliceMarket
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage.
PatrickSUDO/fadacai-portfolio
Fetch live brokerage positions and generate a comprehensive portfolio report with sector allocation, P&L analysis, options summary, and risk assessment.
PatrickSUDO/fadacai-portfolio
強制 first-principles 機率分布 + EV 計算。用於檢查當前組合在指定時間窗的預期報酬,禁止用 default bell shape 或質性語言。Usage - /ev-check [30d|7d|14d] [optional scenario theme]
PatrickSUDO/fadacai-portfolio
財報/重大事件(CPI/FOMC)前的末日 buy call 與雙買 straddle 機會掃描。Usage - /event-vol-scan [days] [TICKER ...](預設窗 14 天,掃持倉 + L1 候補 + SPY/QQQ 宏觀事件)
PatrickSUDO/fadacai-portfolio
Test all MCP server connections and report health status. An agent skill from PatrickSUDO/fadacai-portfolio.
PatrickSUDO/fadacai-portfolio
Calculate and compare options strategies (sell put, covered call, LEAPS, naked call) for a given ticker.
PatrickSUDO/fadacai-portfolio
Record trades, track execution vs plan, and review trade history.
Works with
Categories
生成下一個交易日的優先行動清單。當用戶問「明天開盤要做什麼」、「今天要操作什麼」、「給我待辦」、「接下來要做什麼」、「有什麼需要處理」等問題時立刻使用此 skill。也適用於盤中(「現在有什麼要做」)和盤後(「今天還有什麼沒做」)場景。不要等用戶說 /todo 才觸發,只要問的是「下一步行動」的問題就應該用。. Todo is an agent skill from PatrickSUDO/fadacai-portfolio.
Todo fits situations like: business, Finance & HR work in your project.
Run `npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a claude-code`. Or copy the skill folder (.agents/skills/todo in PatrickSUDO/fadacai-portfolio) into .claude/skills/todo in your project. Claude Code loads it when a task matches its description.
Run `npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a codex`. Or copy the skill folder (.agents/skills/todo in PatrickSUDO/fadacai-portfolio) into .agents/skills/todo in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add PatrickSUDO/fadacai-portfolio --skill todo -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/todo, .gemini/skills/todo, .github/skills/todo and .opencode/skills/todo in your project.
Going by SKILL.md and its folder, Todo needs the command-line tools its instructions call (codex and claude).
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.
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.
Todo is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.5k tokens (SKILL.md is roughly 6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Todo: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Stock API (zhangxiangliang/stock-api, 2k stars), Tradingview MCP (atilaahmettaner/tradingview-mcp, 5k stars) and Dr Manhattan (guzus/dr-manhattan, 204 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
PatrickSUDO (a GitHub user) maintains it in PatrickSUDO/fadacai-portfolio, which has 142 GitHub stars. The repository holds 10 skills in this directory. The repository was last updated on October 7, 2026.
Source: PatrickSUDO/fadacai-portfolio on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.