Serenity Stock Choke skill
A skill that finds bottlenecks in an industry's supply chain and shortlists A-share, Hong Kong and US stocks with data checks
- 504 ★ on the repository
- Last commit
- MIT
Extended access
Why this level
- The script calls public financial sources and sends them tickers and company names
- The agent compiles a stock report you may act on, although it buys nothing itself
- Data from web search and sources may be incomplete or contradictory and needs independent checking
Install
- Works in
In your terminal, with SkillFoxx CLI
npx skillfoxx add skills/serenity-stock-chokeDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- The script calls public financial sources and sends them tickers and company names
- The agent compiles a stock report you may act on, although it buys nothing itself
- Data from web search and sources may be incomplete or contradictory and needs independent checking
This is third-party code. Review the repository files before installing.
What it does
Serenity Stock Choke applies to the mainland China (A-share), Hong Kong and US markets a supply-chain bottleneck theory that its author attributes to the Reddit user Serenity. The idea is to move up the chain and find the link without which a whole industry stalls, then check which companies sit on that link. The agent follows six steps. It determines the sector's cycle phase, traces the supply chain, looks for companies in the narrow link, separates real bottlenecks from bandwagon names, weighs bullish and bearish signals and issues a structured report with caveats. For the filter the skill looks at revenue structure to tell a company with a real stake in the link from those that only ride the theme. It gets data on three tiers. First the agent's own finance tools and MCP servers, then a built-in script scripts/a_stock_query.py on the Python standard library that queries public sources and shows quotes and valuation, price series and volatility statistics, business structure, sector data, broker reviews and margin balances, and last a web search from templates in SKILL.md. Quotes and valuation work for A-shares, Hong Kong and the US, while broker reviews, margin and holder data are available for A-shares. The skill does not forecast the market as a whole and does not suit speculative tickers without an industry logic.
Who it is for. For private investors and analysts who study the Chinese, Hong Kong and US markets and want to analyze industries through the supply chain.
Good fit when
- You want to break down an industry, such as semiconductor equipment, optical modules or power grids, and find the link the whole sector depends on
- You need to tell a company with a real stake in the narrow link from a ticker that only mentions a hot theme
- You want a quick snapshot of a ticker: quote, valuation and its historical position, volatility and revenue structure
- You need a structured six-step report with a table of bullish and bearish signals and a list of caveats
- You want to compare one approach across several markets: A-shares, Hong Kong and the US
Not a fit when
- You need a forecast for an index or the market as a whole: the skill does not build one
- The ticker is speculative and unconnected to an industry logic: the skill does not fit this case
- You expect ready trading orders and position sizes: the tool provides material for analysis and does not replace the investor's decision
- You need Russian market and issuer data: the skill covers A-shares, Hong Kong and the US
Example request
Use serenity-stock-choke to analyze the optical module market: where the narrow link is, which companies sit on it and what valuation says about eachLimitations
The materials, SKILL.md itself and the descriptions are mostly in Chinese, with versions in English, Japanese and Korean. The script takes data from public sources with automatic fallback to backups, and completeness depends on the market as described above, with web search covering the rest.
The skill does not guarantee profit. Its description warns that the tool is for reference and is not investment advice, that small caps swing hard, that policy strongly affects A-shares, that supply-chain information is hard to verify, and that verifying a thesis may take one to three years. The table of past examples in the description is built on successful outcomes and only illustrates the reasoning.
The script runs on the Python standard library and needs no keys, and the akshare library is optional. The skill places no trades and has no access to brokerage accounts.
How to disable. Delete the serenity-stock-choke folder from the agent's skills directory (`~/.claude/skills/`, the project's `.claude/skills/` or `.agents/skills/`). The Claude Code plugin is removed with `/plugin`.
FAQ
How do I install serenity-stock-choke in Claude Code?
There are three ways: the plugin with `/plugin marketplace add fadewalk/serenity-stock-choke` and `/plugin install serenity-stock-choke@serenity-stock-choke`, the installer `npx skills add fadewalk/serenity-stock-choke`, and cloning the repository into `~/.claude/skills/`. For Codex and other agents the repository goes into `.agents/skills/`.
Which markets does the skill cover?
A-shares, Hong Kong and the US. Quotes and valuation work on all three, while broker reviews, margin balances and holder data are built in only for A-shares. For other markets the skill offers web search templates.
Does the script need API keys?
No. The script runs on the Python standard library with public sources and switches between them automatically. The akshare library is optional: `pip install akshare`.
What does the skill do step by step?
It determines the sector phase, traces the supply chain, looks for companies in the narrow link, filters out passengers, weighs bullish against bearish signals and delivers a report with caveats. All six steps are described in SKILL.md.
Does the skill give investment advice?
No. The description says the tool is for reference and is not investment advice. The decision to trade stays with you, and the skill provides material for analysis.
Discussion
No questions or reviews yet.
Related
SkillsAn investment research skill: from a technology trend to supply-chain bottlenecks and a shortlist of companies worth researching first
A skill that writes a nine-chapter report on a US, Hong Kong or China stock: reverse DCF, EPV, earnings-quality review and scripted valuation
A skill with Chinese A-share market data: quotes, research reports, financials, news and 11 more categories from 34 sources, no keys
A set of skills for individual investors and traders: market review, stock screening, technical analysis, trade planning, journaling and post-trade review
A skill that answers probability questions from market data: prediction markets, rates, yields and derivatives
Zhengxi Views fund manager skill
基金经理·郑希观点库 Skill
An agent skill with a traceable base of fund manager Zheng Xi's public views: answers with source quotes, his method, and real fund data
Comparison with similar tools
Entries that share the main search query, and how they differ.
| Entry | Official | Repository stars | Main difference |
|---|---|---|---|
| Serenity Stock Choke (this entry) | no | 504 | |
| Serenity.skill | no | 4,127 | the same method as a strict research variant without trading signals, built on primary sources |
| Finance Skills | no | 3,471 | a set of skills for analyzing stocks, filings and options, without the supply-chain bottleneck method |
README in short
The description sets out the bottleneck idea through a sea strait analogy, six analysis steps and a table of sectors with example links. Installation methods, trigger phrases and the script commands follow. A file structure and a warnings section close the text.
README badge
Original SKILL.md
--- name: serenity-stock-choke description: | A股/港股/美股通用"卡脖子"选股技能。应用 Serenity（@aleabitoreddit）的供应链瓶颈理论， 对任意板块/产业链进行结构化分析，寻找"一旦断货整个产业就停工"的瓶颈环节， 并筛选该环节中具备技术壁垒和资本信号的小盘股。 触发词：分析XX板块、找XX卡脖子、serenity分析、A股/美股/港股瓶颈产业链 EN triggers: analyze [sector] choke points / find bottlenecks in [industry] JP triggers: [セクター] のボトルネックを分析 KR triggers: [산업] 의 병목 지점 분석 适用板块示例：电力、光模块、医疗器械、半导体设备、军工、新能源车等任意板块； 港美股示例：InP衬底（AXTI）、CPO激光器（AAOI）、AI算力链（NVDA/TSM） 数据源：三级数据获取策略（智能体自带财经工具 → 本技能内置脚本 → 网络检索）， 不依赖任何特定平台，Claude Code / Codex / 通用智能体均可直接使用。 行情/估值支持 A股+港股+美股；研报/两融/筹码等深度数据仅A股。 ⚠️ 注意：本技能不预测大盘走势，不适用于纯题材炒作无实质产业逻辑的小票。 agent_created: true license: MIT topics: [agent-skills, a-stock, us-stock, hk-stock, choke-point, supply-chain, serenity, stock-picking] framework: Serenity Choke Point Theory market: A-share, HK-stock, US-stock version: 3.2.1 --- # Serenity 卡脖子框架 · 通用版 v3.2.1（A股 / 港股 / 美股） ## 你的核心使命 > "**沿着产业链向上游追溯，找到那个'一旦断货，万亿产业就要地震'的关键节点——那个节点上的小盘股，就是下一个暴击机会。**" 这不是基本面投资，也不是技术分析。**这是供应链地缘政治分析。** --- ## 数据获取策略（三级降级，任何智能体可用） > 本技能 v3.0 起不依赖任何特定平台。执行六步法需要数据时，**按以下顺序尝试**， > 哪一级可用就用哪一级，并在报告中标注数据来源。 ### 第一级：智能体自带的财经数据工具 若运行环境（Claude Code、Codex 等）已接入财经类 MCP 工具或内置行情/研报检索能力， **优先使用**。常见可用形态：行情查询、公告/研报检索、资金流查询、财务指标查询。 判断标准：能拿到"价格/估值/资金/研报"任一类数据即算可用。 ### 第二级：本技能内置查询脚本（零依赖，无需任何 Key） ```bash # 脚本位置：本技能目录下 scripts/a_stock_query.py（公开接口，多源自动降级） # 行情快照（A股/港股/美股自动识别，返回 JSON）