Memo
anthropics/claude-for-legal
IRAC-scaffolded case analysis memo with research gaps flagged — the scaffold, not the analysis.
投资备忘录撰写工具。将投资逻辑、分析和决策组织成结构化的备忘录，供内部投资委员会或团队讨论使用. An agent skill from rongxinzy/RongxinAI.
AGPL-3.0Auto-check passed
Install Memo Builder
$ npx skills add rongxinzy/RongxinAI --skill memo-builder -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install rongxinzy/RongxinAI memo-builder --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ 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/memo-builder .claude/skills/memo-builder && rm -rf skills-srcUse ~/.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/
Install the "memo-builder" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder into .claude/skills/memo-builder/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memo-builder", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builderType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add rongxinzy/RongxinAI --skill memo-builder -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install rongxinzy/RongxinAI memo-builder --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .agents/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder .agents/skills/memo-builder && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "memo-builder" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder into .agents/skills/memo-builder/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memo-builder", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add rongxinzy/RongxinAI --skill memo-builder -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install rongxinzy/RongxinAI memo-builder --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder .cursor/skills/memo-builder && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "memo-builder" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder into .cursor/skills/memo-builder/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memo-builder", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/rongxinzy/RongxinAI.git --path SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add rongxinzy/RongxinAI --skill memo-builder -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install rongxinzy/RongxinAI memo-builder --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder .gemini/skills/memo-builder && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "memo-builder" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder into .gemini/skills/memo-builder/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memo-builder", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install rongxinzy/RongxinAI memo-builderInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add rongxinzy/RongxinAI --skill memo-builder -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .github/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder .github/skills/memo-builder && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "memo-builder" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder into .github/skills/memo-builder/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memo-builder", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add rongxinzy/RongxinAI --skill memo-builder -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install rongxinzy/RongxinAI memo-builder --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/rongxinzy/RongxinAI.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder .opencode/skills/memo-builder && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "memo-builder" agent skill from https://github.com/rongxinzy/RongxinAI/tree/main/SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder into .opencode/skills/memo-builder/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "memo-builder", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
memo-builder- GitHub stars
- 154
- Used in
- 1 other repo
- Token cost
- ~517 tokens
- SKILL.md length
- 124 words
- Files
- 1
- Skills in repo
- 94
- Repo updated
- First seen
- Licence
- AGPL-3.0
At a glance
投资备忘录撰写工具。将投资逻辑、分析和决策组织成结构化的备忘录，供内部投资委员会或团队讨论使用. An agent skill from rongxinzy/RongxinAI.
- Works in 7 steps: ：备忘录定位 → ：公司概况 → ：投资论点 → …
- 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
Memo Builder is an agent skill from rongxinzy/RongxinAI. 投资备忘录撰写工具。将投资逻辑、分析和决策组织成结构化的备忘录，供内部投资委员会或团队讨论使用。 触发词：投资备忘录、investment memo、IC memo、投委会材料、投资决策、决策备忘录、memo
Its SKILL.md is about 520 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
- “/memo-builder”
Workflow steps
7 steps, taken from the step headings in SKILL.md.
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
Memo Builder loads about 517 tokens when it runs. Until then it costs about 29 tokens; SKILL.md has 124 words of instructions outside code blocks.
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). 124 words, ~517 tokens.
Download SKILL.mdSave it as
.claude/skills/memo-builder/SKILL.md (or your agent's skills folder).- name
- memo-builder
- description
- 投资备忘录撰写工具。将投资逻辑、分析和决策组织成结构化的备忘录，供内部投资委员会或团队讨论使用。 触发词：投资备忘录、investment memo、IC memo、投委会材料、投资决策、决策备忘录、memo
投资备忘录（Memo Builder）
功能说明
撰写供投资委员会（IC）或投资团队内部使用的结构化投资备忘录。与"推介"不同，备忘录更强调全面性、平衡性和决策支持，而非推销观点。
工作流
Phase 1：备忘录定位
- 确定备忘录类型：
- 新建仓备忘录：首次建仓的完整论证
- 加/减仓备忘录：调整现有仓位的论证
- 退出备忘录：平仓/清仓的论证
- 观察名单备忘录：将标的纳入观察池的初步分析
- 确定决策框架和审批要求
- 明确时间约束和信息完备度
Phase 2：公司概况
- 业务描述（一段话概括做什么、怎么赚钱）
- 关键财务快照：
- 市值/EV
- 收入/利润/增速
- 核心指标（行业特定 KPI）
- 股东结构和治理
- 近期股价表现和催化
Phase 3：投资论点
- 核心论点（2-3 句话概括为什么要买/卖）
- 论点支柱（3-5 个，每个含）：
- 论点陈述
- 支持证据（定量为主）
- 信心水平（高/中/低）
- 市场认知差异（可选但推荐）
Phase 4：估值与回报
- 估值方法论和结果
- 情景分析：
| 情景 | 概率 | 目标价 | 回报率 | 关键假设 |
|---|---|---|---|---|
| 牛市 | XX% | ¥XX | +XX% | ... |
| 基本 | XX% | ¥XX | +XX% | ... |
| 熊市 | XX% | ¥XX | -XX% | ... |
- 概率加权期望回报
- 与持有现金或替代标的的机会成本对比
Phase 5：风险评估
- Top 5 风险因素：
| 风险 | 概率 | 影响 | 缓释措施 |
|---|---|---|---|
| ... | 高/中/低 | 大/中/小 | ... |
- 证伪条件：什么情况下论点不再成立
- 最差情景：极端情况下的最大损失
Phase 6：执行计划
- 建仓策略（一次性 vs 分批）
- 目标仓位大小和依据
- 加减仓规则
- 止损纪律
- 持有期预期
- 流动性评估
Phase 7：总结与建议
- 明确的行动建议（Buy/Sell/Hold/Watchlist）
- 信心水平（高/中/低）
- 关键待确认事项
- 下次复盘时间点
输出格式
备忘录结构
═══════════════════════════════════════
投资备忘录 | [公司名称] ([代码])
类型: [新建仓/加仓/减仓/退出/观察]
日期: YYYY-MM-DD
作者: [分析师]
═══════════════════════════════════════
## 执行摘要
[3-5 句话概括：标的是什么、为什么、目标回报、关键风险、建议行动]
## 决策建议
- 行动: [Buy/Sell/Hold/Watchlist]
- 仓位: [占组合 X%]
- 目标价: ¥XX (+XX%)
- 止损价: ¥XX (-XX%)
- 信心: [高/中/低]
- 时间维度: [X 个月]
## 公司概况
[业务描述 + 财务快照]
## 投资论点
[3-5 个论点支柱]
## 估值
[方法论 + 情景分析]
## 风险
[Top 5 风险 + 证伪条件]
## 执行计划
[建仓策略 + 加减仓规则]
## 附录
- 财务数据表
- 可比公司
- 来源列表
═══════════════════════════════════════
免责声明：本备忘录仅供内部研究讨论，不构成投资建议。注意事项
- 备忘录的目的是支持决策，不是推销观点——必须充分呈现多空两面
- 信心水平必须诚实：如果证据不足，标注"低信心"而非强行论证
- 估值情景的概率权重必须加总为 100%
- 执行计划必须具体可操作，不接受模糊的"择机建仓"
- 证伪条件必须可观察、可量化、有时间约束
- 备忘录格式应适合快速浏览（决策者通常只看摘要和结论）
- 附录放详细数据，正文只保留关键数字
© 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/memo-builder 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
Memo Builder 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Memo Builder this skillrongxinzy/RongxinAI | 154 | 1 repos | ~517 | Automated safety check: Pass | AGPL-3.0 | |
| Memoanthropics/claude-for-legal | 9.6k | 3 repos | ~2.5k | Automated safety check: Pass | Apache-2.0 | |
| Investment Research Report Writing Overlayxbtlin/ai-berkshire | 17k | — | ~2.4k | Automated safety check: Pass | MIT | |
| Team Builderaffaan-m/ECC | 277k | 1 repos | ~1.8k | Automated safety check: Pass | MIT | |
| Team Builderaffaan-m/ECC | 276k | 1 repos | ~808 | Automated safety check: Pass | MIT | |
| Dashboard Builderaffaan-m/ECC | 276k | — | ~221 | Automated safety check: Pass | MIT |
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Questions about Memo Builder
What does Memo Builder do?
投资备忘录撰写工具。将投资逻辑、分析和决策组织成结构化的备忘录，供内部投资委员会或团队讨论使用. An agent skill from rongxinzy/RongxinAI. Memo Builder is an agent skill from rongxinzy/RongxinAI.
How do I install Memo Builder in Claude Code?
Run `npx skills add rongxinzy/RongxinAI --skill memo-builder -a claude-code`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder in rongxinzy/RongxinAI) into .claude/skills/memo-builder in your project. Claude Code loads it when a task matches its description.
How do I install Memo Builder in Codex?
Run `npx skills add rongxinzy/RongxinAI --skill memo-builder -a codex`. Or copy the skill folder (SKILLs/zhiyuan-expert-manager/presets/equity-research/skills/memo-builder in rongxinzy/RongxinAI) into .agents/skills/memo-builder in your project. Codex loads it when a task matches its description.
Can I use Memo Builder 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 memo-builder -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/memo-builder, .gemini/skills/memo-builder, .github/skills/memo-builder and .opencode/skills/memo-builder in your project.
What does Memo Builder need to run?
SKILL.md names no scripts, command-line tools or credentials: Memo Builder is instructions for the agent only.
Does Memo Builder 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 Memo Builder 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 Memo Builder use?
Memo Builder 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 Memo Builder use?
About 517 tokens (SKILL.md is roughly 2.1k 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 Memo Builder?
Skills that share tags, products or a category with Memo Builder: Memo (anthropics/claude-for-legal, 9.6k stars), Investment Research Report Writing Overlay (xbtlin/ai-berkshire, 17k stars), Team Builder (affaan-m/ECC, 277k stars) and Team Builder (affaan-m/ECC, 276k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Memo Builder?
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.