Agent skill

Graham Net Net

by questflowai in questflowai/investorskills

A skill your agent uses when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.

MITAuto-check passedBusiness, Finance & HR

Install Graham Net Net

skills CLI
$ npx skills add questflowai/investorskills --skill graham-net-net -a claude-code

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

GitHub CLI
$ gh skill install questflowai/investorskills graham-net-net --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/questflowai/investorskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/graham-net-net .claude/skills/graham-net-net && 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
graham-net-net
GitHub stars
1.9k
Token cost
~478 tokens
SKILL.md length
211 words
Files
2
Skills in repo
63
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.

  • Works in 4 steps: Calculate NCAV / tangible asset value. → Haircut dubious assets and check… → Prefer a basket of discounts rather than… → …
  • Evaluating Benjamin Graham-style deep value: net-nets
  • SKILL.md covers When To Use, Do Not Use When, Inputs Needed and Process, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Graham Net Net is an agent skill from questflowai/investorskills. Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.

Its SKILL.md is about 480 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `invest.md`).

It sits in Business, Finance & HR, covering Financial analysis. The repository describes itself as: Investor Skills is an open-source library that turns durable investing judgment into portable, structured formats. It collects how great investors think, filter opportunities… The licence is MIT.

When your agent uses it

  • Evaluating Benjamin Graham-style deep value: net-nets
  • Working capital bargains
  • Margin of safety
  • Statistical cheapness

Example prompts

  • “/graham-net-net”

Workflow steps

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

  1. Calculate NCAV / tangible asset value.
  2. Haircut dubious assets and check liabilities.
  3. Prefer a basket of discounts rather than one story stock.
  4. Exit when price converges to value or assets impair.

What it can do on your machine

Read from SKILL.md and the folder at commit 2844d78. 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

    No scripts in the folder and no shell commands in SKILL.md (its code samples are markdown).

    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

Graham Net Net loads about 478 tokens when it runs. Until then it costs about 44 tokens; SKILL.md has 211 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~44
When it runs · the whole SKILL.md, loaded when a task matches
~478

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 questflowai/investorskills at commit 2844d78, republished under its MIT licence (© questflowai). 211 words, ~478 tokens.

Download SKILL.mdSave it as .claude/skills/graham-net-net/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
graham-net-net
description
Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.
invest
./invest.md

Graham Net-Net Value

Use this skill to apply Benjamin Graham-style judgment.

When To Use

Use this skill when the user asks for:

  • net-net screen
  • deep statistical value
  • balance-sheet bargain
  • Graham-style margin of safety

Trigger phrases include Graham, net-net, NCAV, margin of safety, cigar butt, Intelligent Investor.

Do Not Use When

  • The setup is outside this model's universe and another investor skill fits better.
  • Critical data is missing and the model requires it.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is only generic market chatter with no decision.

Inputs Needed

  • Asset, portfolio, theme, or market context
  • Relevant financial, market, regime, or structural data
  • Time horizon and risk constraints
  • Current price/valuation or portfolio weights if sizing is requested

Process

  1. Calculate NCAV / tangible asset value.
  2. Haircut dubious assets and check liabilities.
  3. Prefer a basket of discounts rather than one story stock.
  4. Exit when price converges to value or assets impair.

Output Format

md
# Graham Net-Net Value View: [Subject]

## Verdict
Buy Basket / Buy Single / Watch / Asset Trap / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Do not force a trade when filters fail.
  • Do not ignore risk, liquidity, or regime constraints.
  • Do not mix this model with another unless comparison is requested.
  • Separate facts, assumptions, and judgment.

Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.

© questflowai, 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 1 other file in skills/graham-net-net of questflowai/investorskills.

  • SKILL.md
  • invest.md

Open the folder on GitHubat commit 2844d78

Compare with similar skills

Graham Net Net 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.

Graham Net Net compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Graham Net Net this skillquestflowai/investorskills1.9k—~478Automated safety check: PassMIT
Longbridge Earningshelsome/folio2701 repos~2.5kAutomated safety check: PassNone
Financial Analyzinghuangjia2019/claude-code-engineering1.1k—~474Automated safety check: PassNone
Earnings AnalysisWind-Alice/AliceMarket1303 repos~2.2kAutomated safety check: PassNone
Buy Side Equity Research Memohaskaomni/serenity-skill633—~3.8kAutomated safety check: PassMIT
Longbridgehelsome/folio2701 repos~1.9kAutomated safety check: PassNone

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Questions about Graham Net Net

What does Graham Net Net do?

A skill your agent uses when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection. Graham Net Net is an agent skill from questflowai/investorskills. Use when evaluating Benjamin Graham-style deep value: net-nets, working capital bargains, margin of safety, statistical cheapness, and balance-sheet protection.

When should I use Graham Net Net?

Graham Net Net fits situations like: evaluating Benjamin Graham-style deep value: net-nets; working capital bargains; margin of safety; statistical cheapness.

How do I install Graham Net Net in Claude Code?

Run `npx skills add questflowai/investorskills --skill graham-net-net -a claude-code`. Or copy the skill folder (skills/graham-net-net in questflowai/investorskills) into .claude/skills/graham-net-net in your project. Claude Code loads it when a task matches its description.

How do I install Graham Net Net in Codex?

Run `npx skills add questflowai/investorskills --skill graham-net-net -a codex`. Or copy the skill folder (skills/graham-net-net in questflowai/investorskills) into .agents/skills/graham-net-net in your project. Codex loads it when a task matches its description.

Can I use Graham Net Net 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 questflowai/investorskills --skill graham-net-net -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/graham-net-net, .gemini/skills/graham-net-net, .github/skills/graham-net-net and .opencode/skills/graham-net-net in your project.

What does Graham Net Net need to run?

SKILL.md names no scripts, command-line tools or credentials: Graham Net Net is instructions for the agent only.

Does Graham Net Net 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 Graham Net Net 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 Graham Net Net use?

Graham Net Net is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Graham Net Net use?

About 478 tokens (SKILL.md is roughly 1.9k 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 Graham Net Net?

Skills that share tags, products or a category with Graham Net Net: Longbridge Earnings (helsome/folio, 270 stars), Financial Analyzing (huangjia2019/claude-code-engineering, 1.1k stars), Earnings Analysis (Wind-Alice/AliceMarket, 130 stars) and Buy Side Equity Research Memo (haskaomni/serenity-skill, 633 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Graham Net Net?

questflowai (a GitHub organization) maintains it in questflowai/investorskills, which has 1,896 GitHub stars. The repository holds 63 skills in this directory. The repository was last updated on August 23, 2026.

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