Agent skill

Libei Macro Hedge

by questflowai in questflowai/investorskills

A skill your agent uses when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.

MITAuto-check passed

Install Libei Macro Hedge

skills CLI
$ npx skills add questflowai/investorskills --skill libei-macro-hedge -a claude-code

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

GitHub CLI
$ gh skill install questflowai/investorskills libei-macro-hedge --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/libei-macro-hedge .claude/skills/libei-macro-hedge && 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
libei-macro-hedge
GitHub stars
1.9k
Token cost
~452 tokens
SKILL.md length
188 words
Files
2
Skills in repo
63
Repo updated
First seen
Licence
MIT

At a glance

A skill your agent uses when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.

  • Works in 4 steps: Identify the macro regime (growth,… → Check if price/trend confirms the macro… → Size by conviction: large when clear,… → …
  • Evaluating markets through Li Beis macro hedge lens: regime identification
  • 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

Libei Macro Hedge is an agent skill from questflowai/investorskills. Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.

Its SKILL.md is about 450 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `invest.md`).

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 markets through Li Beis macro hedge lens: regime identification
  • Trend + contrarian timing
  • Position management by conviction
  • Risk control for drawdown

Example prompts

  • “/libei-macro-hedge”

Workflow steps

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

  1. Identify the macro regime (growth, inflation, policy, liquidity).
  2. Check if price/trend confirms the macro view.
  3. Size by conviction: large when clear, small when uncertain.
  4. Cut aggressively when the macro thesis is wrong.

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

Libei Macro Hedge loads about 452 tokens when it runs. Until then it costs about 49 tokens; SKILL.md has 188 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~49
When it runs · the whole SKILL.md, loaded when a task matches
~452

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). 188 words, ~452 tokens.

Download SKILL.mdSave it as .claude/skills/libei-macro-hedge/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
libei-macro-hedge
description
Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
invest
./invest.md

Li Bei Macro Hedge

Use this skill to apply Li Bei / 李蓓-style judgment.

When To Use

Use this skill when the user asks for:

  • macro hedge A-share analysis
  • regime identification for Chinese markets
  • Li Bei-style macro timing
  • position management by conviction

Trigger phrases include 李蓓, Li Bei, 半夏投资, macro hedge A股, regime identification, conviction sizing.

Do Not Use When

  • Another skill fits better.
  • Critical data for this model is missing.
  • The user wants guaranteed returns or unbounded leverage.
  • The request is generic chatter with no decision.

Inputs Needed

  • Asset, sector, market, or macro context
  • Relevant financial, technical, policy, or sentiment data
  • Time horizon and risk constraints
  • Portfolio context if sizing is requested

Process

  1. Identify the macro regime (growth, inflation, policy, liquidity).
  2. Check if price/trend confirms the macro view.
  3. Size by conviction: large when clear, small when uncertain.
  4. Cut aggressively when the macro thesis is wrong.

Output Format

md
# Li Bei Macro Hedge View: [Subject]

## Verdict
High Conviction / Probe / Reduce / Hedge / Stand Aside

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

  • Follow the skill process; do not free-style.
  • Separate facts, assumptions, and judgment.
  • Define invalidation before sizing.
  • Not financial advice.

Questflow Use

Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.

© 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/libei-macro-hedge of questflowai/investorskills.

  • SKILL.md
  • invest.md

Open the folder on GitHubat commit 2844d78

Compare with similar skills

Libei Macro Hedge 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.

Libei Macro Hedge compared with similar skills
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Market Researchalirezarezvani/claude-skills28k—~2.6kAutomated safety check: PassMIT
Arize Evaluatorgithub/awesome-copilot40k2 repos~8.1kAutomated safety check: NotesMIT
Market Sizing Analysiswshobson/agents40k1 repos~620Automated safety check: PassMIT
LLM Evaluationdavila7/claude-code-templates32k12 repos~3.5kAutomated safety check: PassMIT

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Questions about Libei Macro Hedge

What does Libei Macro Hedge do?

A skill your agent uses when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown. Libei Macro Hedge is an agent skill from questflowai/investorskills. Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.

When should I use Libei Macro Hedge?

Libei Macro Hedge fits situations like: evaluating markets through Li Beis macro hedge lens: regime identification; trend + contrarian timing; position management by conviction; risk control for drawdown.

How do I install Libei Macro Hedge in Claude Code?

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

How do I install Libei Macro Hedge in Codex?

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

Can I use Libei Macro Hedge 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 libei-macro-hedge -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/libei-macro-hedge, .gemini/skills/libei-macro-hedge, .github/skills/libei-macro-hedge and .opencode/skills/libei-macro-hedge in your project.

What does Libei Macro Hedge need to run?

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

Does Libei Macro Hedge 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 Libei Macro Hedge 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 Libei Macro Hedge use?

Libei Macro Hedge 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 Libei Macro Hedge use?

About 452 tokens (SKILL.md is roughly 1.8k 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 Libei Macro Hedge?

Skills that share tags, products or a category with Libei Macro Hedge: Marketing Campaign (affaan-m/ECC, 274k stars), Market Research (alirezarezvani/claude-skills, 28k stars), Arize Evaluator (github/awesome-copilot, 40k stars) and Market Sizing Analysis (wshobson/agents, 40k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Libei Macro Hedge?

questflowai (a GitHub organization) maintains it in questflowai/investorskills, which has 1,895 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.