Agent skill

Long Short Pitch

by rongxinzy in rongxinzy/RongxinAI

构建结构化的多头(买入)或空头(做空)投资推介。包含论点框架、催化路径、估值支撑、风险和仓位建议. An agent skill from rongxinzy/RongxinAI.

AGPL-3.0Auto-check passed

Install Long Short Pitch

skills CLI
$ npx skills add rongxinzy/RongxinAI --skill long-short-pitch -a claude-code

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

GitHub CLI
$ gh skill install rongxinzy/RongxinAI long-short-pitch --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/rongxinzy/RongxinAI.git skills-src && mkdir -p .claude/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/long-short-pitch .claude/skills/long-short-pitch && 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
long-short-pitch
GitHub stars
154
Used in
1 other repo
Token cost
~550 tokens
SKILL.md length
167 words
Files
1
Skills in repo
94
Repo updated
First seen
Licence
AGPL-3.0

At a glance

构建结构化的多头(买入)或空头(做空)投资推介。包含论点框架、催化路径、估值支撑、风险和仓位建议. An agent skill from rongxinzy/RongxinAI.

  • Works in 7 steps: :推介定位 → :变异认知(Variant Perception) → :论点框架 → …
  • SKILL.md covers 功能说明, 工作流, 输出格式 and 注意事项
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Long Short Pitch is an agent skill from rongxinzy/RongxinAI. 构建结构化的多头(买入)或空头(做空)投资推介。包含论点框架、催化路径、估值支撑、风险和仓位建议。 触发词:多空推介、long short pitch、投资推介、买入推荐、做空逻辑、bull case、bear case、投资论点、pitch

Its SKILL.md is about 550 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

The repository describes itself as: An all-in-one local AI Agent workspace with a fully self-developed stack. The licence is AGPL-3.0.

Example prompts

  • “/long-short-pitch”

Workflow steps

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

  1. :推介定位
  2. :变异认知(Variant Perception)
  3. :论点框架
  4. :催化路径
  5. :估值支撑
  6. :风险与证伪
  7. :交易建议

What it can do on your machine

Read from SKILL.md and the folder at commit 9c64865. 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.

    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

Long Short Pitch loads about 550 tokens when it runs. Until then it costs about 35 tokens; SKILL.md has 167 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~35
When it runs · the whole SKILL.md, loaded when a task matches
~550

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 rongxinzy/RongxinAI at commit 9c64865, republished under its AGPL-3.0 licence (© rongxinzy). 167 words, ~550 tokens.

Download SKILL.mdSave it as .claude/skills/long-short-pitch/SKILL.md (or your agent's skills folder).
name
long-short-pitch
description
构建结构化的多头(买入)或空头(做空)投资推介。包含论点框架、催化路径、估值支撑、风险和仓位建议。 触发词:多空推介、long short pitch、投资推介、买入推荐、做空逻辑、bull case、bear case、投资论点、pitch

多空推介(Long/Short Pitch)

功能说明

构建严谨的投资推介文档,表达对某只股票的多头或空头观点。推介须包含:变异认知(市场错在哪里)、论点框架、催化路径、估值支撑、风险因素和具体的交易建议。

工作流

Phase 1:推介定位
  1. 明确推介方向:Long(做多)或 Short(做空)
  2. 确定受众模式:
    • Long-only PM:关注绝对回报和下行保护
    • Long/Short HF:关注变异认知和催化时机
    • 卖方研究:关注评级变动和目标价
  3. 确定时间维度:短期事件(<3 月)、中期论点(3-12 月)、长期结构性(>1 年)
Phase 2:变异认知(Variant Perception)
  1. 市场共识是什么:当前 Street 怎么看?定价了什么?
  2. 我们的不同观点:哪里市场是错的?为什么?
  3. 信息边际:我们知道什么市场还没充分认识到的?
  4. 错误定价程度:这个错误有多大?值得多少 alpha?
Phase 3:论点框架

构建 3-5 个核心论点支柱:

对于 Long Pitch:

  • 业务质量 / 护城河
  • 增长驱动 / 改善拐点
  • 估值吸引力
  • 催化剂
  • 管理层能力

对于 Short Pitch:

  • 盈利质量问题 / 会计红旗
  • 行业逆风 / 竞争恶化
  • 估值泡沫
  • 负面催化剂
  • 管理层问题 / 治理风险
Phase 4:催化路径
  1. 识别未来 3-12 个月的具体催化事件
  2. 对每个催化剂评估:
    • 时间节点(硬日期 vs 软窗口)
    • 对股价的潜在影响
    • 概率评估
  3. 构建"如果-那么"路径图
Phase 5:估值支撑
  1. 使用至少两种方法论验证估值论点
  2. 展示情景分析:
    • Bull case(概率 + 目标价)
    • Base case(概率 + 目标价)
    • Bear case(概率 + 目标价)
  3. 计算风险回报比(reward/risk ratio)
Phase 6:风险与证伪
  1. 列出 Top 3 风险因素
  2. 每个风险的:
    • 发生概率
    • 影响程度
    • 缓释因素
  3. 明确的证伪条件(何时认错):
    • 具体可观察的指标
    • 触发止损的阈值
Phase 7:交易建议
  1. 推荐仓位大小(占组合 %)
  2. 入场时机和方式
  3. 加仓/减仓规则
  4. 止损/止盈纪律
  5. 对冲建议(如适用)

输出格式

推介摘要卡片
┌─────────────────────────────────────┐
│ [LONG/SHORT] [公司名称] ([代码])      │
│                                      │
│ 当前价: ¥XX  |  目标价: ¥XX (+XX%)   │
│ 止损价: ¥XX  |  时间维度: X个月      │
│ 仓位建议: X%  | 风险回报比: X:1      │
│                                      │
│ 核心论点: [一句话]                    │
│ 变异认知: [市场错在哪里]              │
│ 关键催化: [最近的催化剂]              │
└─────────────────────────────────────┘
完整推介结构
  1. Executive Summary(1 段)
  2. Variant Perception(市场 vs 我们)
  3. Investment Thesis(3-5 个论点支柱,每个含数据支撑)
  4. Catalyst Path(时间线 + 事件 + 影响)
  5. Valuation(情景分析 + 方法论)
  6. Risks & Falsifiers(Top 3 风险 + 认错条件)
  7. Trade Expression(仓位/时机/止损)

注意事项

  • 推介必须有明确的变异认知——如果只是"好公司便宜",那不是推介
  • 区分"公司论点"和"股票论点"——好公司可能是坏时机
  • 催化剂必须有具体日期或窗口,不接受模糊的"长期利好"
  • 风险回报比 < 2:1 的推介需要额外论证为什么值得做
  • 空头推介必须考虑做空成本(融券、挤空风险)
  • 每个论点必须有可证伪条件,避免不可检验的信念
  • 标注所有数据来源和截至日期
  • 末尾必须附免责声明

© rongxinzy, AGPL-3.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/long-short-pitch of rongxinzy/RongxinAI.

Open the folder on GitHubat commit 9c64865

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in rongxinzy/RongxinAI, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Long Short Pitch 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.

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HTML Ppt Pitch Decknexu-io/open-design100k—~1.3kAutomated safety check: PassApache-2.0
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Short Menu AutomationComposioHQ/awesome-claude-skills77k3 repos~742Automated safety check: PassNone

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Questions about Long Short Pitch

What does Long Short Pitch do?

构建结构化的多头(买入)或空头(做空)投资推介。包含论点框架、催化路径、估值支撑、风险和仓位建议. An agent skill from rongxinzy/RongxinAI. Long Short Pitch is an agent skill from rongxinzy/RongxinAI.

How do I install Long Short Pitch in Claude Code?

Run `npx skills add rongxinzy/RongxinAI --skill long-short-pitch -a claude-code`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/long-short-pitch in rongxinzy/RongxinAI) into .claude/skills/long-short-pitch in your project. Claude Code loads it when a task matches its description.

How do I install Long Short Pitch in Codex?

Run `npx skills add rongxinzy/RongxinAI --skill long-short-pitch -a codex`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/long-short-pitch in rongxinzy/RongxinAI) into .agents/skills/long-short-pitch in your project. Codex loads it when a task matches its description.

Can I use Long Short Pitch 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 rongxinzy/RongxinAI --skill long-short-pitch -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/long-short-pitch, .gemini/skills/long-short-pitch, .github/skills/long-short-pitch and .opencode/skills/long-short-pitch in your project.

What does Long Short Pitch need to run?

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

Does Long Short Pitch 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 Long Short Pitch 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 Long Short Pitch use?

Long Short Pitch is published under the AGPL-3.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Long Short Pitch use?

About 550 tokens (SKILL.md is roughly 2.2k 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 Long Short Pitch?

Skills that share tags, products or a category with Long Short Pitch: Short (sickn33/agentic-awesome-skills, 47k stars), Ib Pitch Book (nexu-io/open-design, 100k stars), HTML Ppt Pitch Deck (nexu-io/open-design, 100k stars) and Short Io Automation (ComposioHQ/awesome-claude-skills, 77k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Long Short Pitch?

rongxinzy (a GitHub organization) maintains it in rongxinzy/RongxinAI, which has 154 GitHub stars. The repository holds 94 skills in this directory. The repository was last updated on October 10, 2026.

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