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Agent skill

Investment Advisor

by hiboys in hiboys/ExploreFinance

资深投资顾问技能，专注研报深度分析与投资研究。采用"取数据、看逻辑、查动机"三步法进行研报批判性阅读. An agent skill from hiboys/ExploreFinance.

No licenceAuto-check passedDocuments & Office

Install Investment Advisor

skills CLI
$ npx skills add hiboys/ExploreFinance --skill investment-advisor -a claude-code

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

GitHub CLI
$ gh skill install hiboys/ExploreFinance investment-advisor --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/hiboys/ExploreFinance.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/investment-advisor .claude/skills/investment-advisor && 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
investment-advisor
GitHub stars
365
Token cost
~1.1k tokens
SKILL.md length
222 words
Files
1
Skills in repo
23
Repo updated
First seen
Licence
None found

At a glance

资深投资顾问技能，专注研报深度分析与投资研究。采用"取数据、看逻辑、查动机"三步法进行研报批判性阅读. An agent skill from hiboys/ExploreFinance.

  • Works in 3 steps: 取数据（相对客观） → 看逻辑（理解推理过程） → 查动机（批判接收）
  • Documents & Office work in your project
  • SKILL.md covers 角色定位, 核心方法论：研报阅读三步法, 研报分析报告输出模板 and 宏观研报深度分析特别要求, plus 5 more sections
  • Calls pdftotext; reaches mp.weixin.qq.com

What it does

Investment Advisor is an agent skill from hiboys/ExploreFinance. 资深投资顾问技能，专注研报深度分析与投资研究。采用"取数据、看逻辑、查动机"三步法进行研报批判性阅读。

Its SKILL.md is about 1.1k 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 Documents & Office. The repository describes itself as: 金融知识学习整理，知识来源包括行业书籍、财新周刊、前沿论文、法律法规等.

When your agent uses it

  • Documents & Office work in your project

Example prompts

  • “取数据、看逻辑、查动机”
  • “/investment-advisor”

Workflow steps

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

  1. 取数据（相对客观）
  2. 看逻辑（理解推理过程）
  3. 查动机（批判接收）

What it can do on your machine

Read from SKILL.md and the folder at commit 28bc9ee. 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:

    • pdftotext

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

  • Network

    Hosts in commands or code, which the agent is likely to contact:

    • mp.weixin.qq.com

    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

Investment Advisor loads about 1.1k tokens when it runs. Until then it costs about 18 tokens; SKILL.md has 222 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~18
When it runs · the whole SKILL.md, loaded when a task matches
~1.1k

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

Without a licence we can't republish the file, so here is its outline and opening line. It has 222 words (~1,070 tokens).

name
investment-advisor
tags
finance, research, analysis, investment

Read the full SKILL.md on GitHub

Files

Just SKILL.md in .claude/skills/investment-advisor of hiboys/ExploreFinance.

Open the folder on GitHubat commit 28bc9ee

Compare with similar skills

Investment Advisor 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.

Investment Advisor compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Investment Advisor this skillhiboys/ExploreFinance365—~1.1kAutomated safety check: PassNone
Markdown Article FormatterJimLiu/baoyu-skills27k6 repos~3.5kAutomated safety check: PassMIT
MarkitdownImCa0/just-laws78114 repos~3.2kAutomated safety check: NotesMIT
Obsidian MarkdownAtmosphere/atmosphere3.8k20 repos~1.3kAutomated safety check: PassApache-2.0
DOCXrvdbreemen/OTGW-firmware20733 repos~4.3kAutomated safety check: PassProprietary
Word Document Reader and WriterHKUDS/DeepTutor41k—~2.5kAutomated safety check: PassApache-2.0

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All 23 skills in this repo

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Categories

Questions about Investment Advisor

What does Investment Advisor do?

资深投资顾问技能，专注研报深度分析与投资研究。采用"取数据、看逻辑、查动机"三步法进行研报批判性阅读. An agent skill from hiboys/ExploreFinance. Investment Advisor is an agent skill from hiboys/ExploreFinance.

When should I use Investment Advisor?

Investment Advisor fits situations like: documents & Office work in your project.

How do I install Investment Advisor in Claude Code?

Run `npx skills add hiboys/ExploreFinance --skill investment-advisor -a claude-code`. Or copy the skill folder (.claude/skills/investment-advisor in hiboys/ExploreFinance) into .claude/skills/investment-advisor in your project. Claude Code loads it when a task matches its description.

How do I install Investment Advisor in Codex?

Run `npx skills add hiboys/ExploreFinance --skill investment-advisor -a codex`. Or copy the skill folder (.claude/skills/investment-advisor in hiboys/ExploreFinance) into .agents/skills/investment-advisor in your project. Codex loads it when a task matches its description.

Can I use Investment Advisor 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 hiboys/ExploreFinance --skill investment-advisor -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/investment-advisor, .gemini/skills/investment-advisor, .github/skills/investment-advisor and .opencode/skills/investment-advisor in your project.

What does Investment Advisor need to run?

Going by SKILL.md and its folder, Investment Advisor needs the command-line tools its instructions call (pdftotext).

Does Investment Advisor access the network?

SKILL.md names 1 domain. In commands or code: mp.weixin.qq.com; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Investment Advisor 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 Investment Advisor use?

No licence was found for Investment Advisor or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.

How many tokens does Investment Advisor use?

About 1.1k tokens (SKILL.md is roughly 4.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Investment Advisor?

Skills that share tags, products or a category with Investment Advisor: Markdown Article Formatter (JimLiu/baoyu-skills, 27k stars), Markitdown (ImCa0/just-laws, 781 stars), Obsidian Markdown (Atmosphere/atmosphere, 3.8k stars) and DOCX (rvdbreemen/OTGW-firmware, 207 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Investment Advisor?

hiboys (a GitHub user) maintains it in hiboys/ExploreFinance, which has 365 GitHub stars. The repository holds 23 skills in this directory. The repository was last updated on June 17, 2026.

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