Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
成长股估值口径手册(A 股为主,US/HK 通用):扣非×4 年化 PE、前瞻 PE、TTM PE 历史分位、PEG(扣非×4 PE ÷ 前瞻 CAGR)、前瞻 CAGR 与 TTM 同比交叉验证、一致预期分歧、四锚 PE 消化年数与"30 倍锚三铁律"、判读规则与常见错误。当任务涉及估值、PE、PEG、贵不贵、能不能消化、历史分位、一致预期时加载;只讨论概念、与估值无关的取数 / 行情 /…
$ npx skills add simonlin1212/Vibe-Research --skill valuation -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install simonlin1212/Vibe-Research valuation --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/simonlin1212/Vibe-Research.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.agents/skills/valuation .claude/skills/valuation && 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 "valuation" agent skill from https://github.com/simonlin1212/Vibe-Research/tree/main/.agents/skills/valuation into .claude/skills/valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation", 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/simonlin1212/Vibe-Research/tree/main/.agents/skills/valuationType 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 simonlin1212/Vibe-Research --skill valuation -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install simonlin1212/Vibe-Research valuation --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/simonlin1212/Vibe-Research.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.agents/skills/valuation .agents/skills/valuation && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "valuation" agent skill from https://github.com/simonlin1212/Vibe-Research/tree/main/.agents/skills/valuation into .agents/skills/valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation", 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 simonlin1212/Vibe-Research --skill valuation -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install simonlin1212/Vibe-Research valuation --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/simonlin1212/Vibe-Research.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.agents/skills/valuation .cursor/skills/valuation && 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 "valuation" agent skill from https://github.com/simonlin1212/Vibe-Research/tree/main/.agents/skills/valuation into .cursor/skills/valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation", 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/simonlin1212/Vibe-Research.git --path .agents/skills/valuation--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 simonlin1212/Vibe-Research --skill valuation -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install simonlin1212/Vibe-Research valuation --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/simonlin1212/Vibe-Research.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.agents/skills/valuation .gemini/skills/valuation && 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 "valuation" agent skill from https://github.com/simonlin1212/Vibe-Research/tree/main/.agents/skills/valuation into .gemini/skills/valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation", 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 simonlin1212/Vibe-Research valuationInstalls 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 simonlin1212/Vibe-Research --skill valuation -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/simonlin1212/Vibe-Research.git skills-src && mkdir -p .github/skills && cp -r skills-src/.agents/skills/valuation .github/skills/valuation && 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 "valuation" agent skill from https://github.com/simonlin1212/Vibe-Research/tree/main/.agents/skills/valuation into .github/skills/valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation", 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 simonlin1212/Vibe-Research --skill valuation -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install simonlin1212/Vibe-Research valuation --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/simonlin1212/Vibe-Research.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.agents/skills/valuation .opencode/skills/valuation && 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 "valuation" agent skill from https://github.com/simonlin1212/Vibe-Research/tree/main/.agents/skills/valuation into .opencode/skills/valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation", 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.
valuation成长股估值口径手册(A 股为主,US/HK 通用):扣非×4 年化 PE、前瞻 PE、TTM PE 历史分位、PEG(扣非×4 PE ÷ 前瞻 CAGR)、前瞻 CAGR 与 TTM 同比交叉验证、一致预期分歧、四锚 PE 消化年数与"30 倍锚三铁律"、判读规则与常见错误。当任务涉及估值、PE、PEG、贵不贵、能不能消化、历史分位、一致预期时加载;只讨论概念、与估值无关的取数 / 行情 /…
Valuation is an agent skill from simonlin1212/Vibe-Research. 成长股估值口径手册(A 股为主,US/HK 通用):扣非×4 年化 PE、前瞻 PE、TTM PE 历史分位、PEG(扣非×4 PE ÷ 前瞻 CAGR)、前瞻 CAGR 与 TTM 同比交叉验证、一致预期分歧、四锚 PE 消化年数与"30 倍锚三铁律"、判读规则与常见错误。当任务涉及估值、PE、PEG、贵不贵、能不能消化、历史分位、一致预期时加载;只讨论概念、与估值无关的取数 / 行情 / 公告问题不要加载。所有数字一律经 calc/ 计算,本 skill 只管口径与判读,不给价格锚、不给投资动作建议。
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 Business, Finance & HR. The repository describes itself as: Vibe-Research:A 股、美股、港股的投研工作台 · 自选与持仓、每日复盘、产业资讯、产业研究、个股深挖、回测、研报库,168 个数据端点。支持 Claude Code、Codex、WorkBuddy 订阅或任意模型 API。 | A research workbench for China A-shares, US and HK stocks. The licence is MIT.
9 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit f4d4e0b. It shows what the files ask for, not the result of running them.
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.
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.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Valuation loads about 1.1k tokens when it runs. Until then it costs about 66 tokens; SKILL.md has 397 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.
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.
The full file from simonlin1212/Vibe-Research at commit f4d4e0b, republished under its MIT licence (© simonlin1212). 397 words, ~1,106 tokens.
.claude/skills/valuation/SKILL.md (or your agent's skills folder).本 skill 是 company-research SOP 第 4 阶段(valuation)的口径说明书,也适用于任何"这家公司贵不贵"的讨论。原则:数字出自 calc,判读出自本手册,结论只到"情景 / 裁决点"为止(研究宪法 §0 第 2、3 条)。
calc/cli.py 调用的输出(带 calculation_id 与输入证据 id);没有对应证据就写"未获取:原因",不拿记忆或别的口径顶替。| 口径 | 公式(calc 函数) | 用途 | 已知的坑 |
|---|---|---|---|
| 扣非×4 年化 PE(主) | 总市值 ÷ (最新单季扣非净利润 × 4) → pe_deducted_annualized(total_market_cap, cap_unit, latest_quarter_deducted_profit, profit_unit) | 抓"当前运行速率",对快速成长股比 TTM 更不滞后 | 必用扣非、不用归母(单季×4 会把投资收益 / 补助 / 减值等一次性损益放大 4 倍);季节性:淡季单季×4 会高估 PE、旺季单季×4 会低估——淡旺季方向只能从该公司自己的单季序列判断(earnings-analysis §3),不得套用行业印象;判读时必须写明最新单季是哪个季度与方向性偏差 |
| 前瞻 PE | 现价 ÷ 一致预期 EPS(FY T 均值)→ forward_pe(price, eps_forecast) | 分析师已处理季节性;与扣非×4 对照看"市场在为哪一年定价" | 依赖一致预期质量(机构数 ≥ 3;见 §3) |
| TTM PE + 历史分位 | 总市值 ÷ 近 4 季净利和 → pe_ttm_from_parts(...),并与数据源 pe_ttm 交叉;分位 percentile_rank(history={"history_csv": {"raw_ref": <PE 历史 raw 文件>, "column": "peTTM", "where": {"tradestatus": "1"}, "date_column": "date"}}, current=pe_ttm)(CLI 序列输入形式见 calc/SPEC.md §3;不是把 history_csv / where 当顶层参数) | 历史位置参考;分位 < 20 个有效样本 → not_meaningful | 对快速成长股滞后偏高(把利润低的旧季度算进去);只作参考列,不作主判 |
T 的定义:T = 当前财年(Asia/Shanghai 当日所在年)。
forward_cagr(eps_t, eps_t_plus_n, years=2)。最平滑、去基数去季节性;但它是最软的一环:卖方对热门赛道系统性乐观、远年样本薄、分歧大、会被持续修正。必须同时报 min / max 与机构数(consensus_dispersion(low, mean, high),看 max ÷ min 与 (max − min) ÷ mean)。ttm_yoy(single_quarters, end_period, unit, money=true);主用归母口径(与一致预期 EPS 同口径),扣非口径并列交叉。forward_vs_ttm_judgement(forward_cagr_value, ttm_yoy_value, tolerance_pp=10):approx(前瞻 ≈ TTM:增长已兑现,前瞻可信)/ forward_below(前瞻远低于 TTM:市场在赌大幅减速,要问为什么)/ forward_above(前瞻远高于 TTM:分析师在画饼,PEG 失真风险最高)。qoq)只作"拐点 / 动量"温度计,报告里标注为信号而非增速。| 情形 | 处理 |
|---|---|
| 机构数 ≥ 3、min / max 齐 | 正常进 forward_cagr,报告列"机构数 · 区间" |
| 机构数 < 3 | 标"一致预期不可靠",仍可算但判读降级,裁决点里写"等更多覆盖" |
| 只有逐篇研报预测(东财备源) | 只能叫"逐篇预测",不得冒充一致预期、不得进 forward_cagr |
| 分歧 max ÷ min ≥ 2 | 明示"远年 EPS 分歧 ≥ 2 倍,PEG / 年数区间应按 min–max 各算一遍而不是只看均值" |
| PEG(扣非×4 ÷ 前瞻 CAGR) | 初判 | 必须叠加 |
|---|---|---|
| < 1 | 增长能消化估值 | 前瞻 vs TTM = approx 才算"便宜";forward_above 时写"便宜是预测给的" |
| ≈ 1 | 合理 | 同上 |
| > 1.5–2 | 贵 | 看是否"卡口越硬越贵"(不可替代性已被定价),见 industry-chain |
PEG 是成长性周期股的"便宜陷阱"高发区:周期见顶前 PE 最低(E 在顶)。任何 PEG < 1 的结论必须附一条反证(catalyst-risk §2)。
pe_digestion_years(pe, cagr, anchor) = ln(PE ÷ 锚) ÷ ln(1 + CAGR);PE ≤ 锚 → 0 年(details.below_anchor)。pe_digestion_scenarios(pe, cagr) 一次算四个锚:景气延续 30 / 中性减速 25 / 周期重定级上沿 22 / 下沿 18(倍)。
fetch_pe_history 的实测序列经 percentile_rank 得出分位,并写明样本期间。扣非×4 PE | 前瞻 PE | TTM PE(分位) | ★PEG(扣非×4 ÷ 前瞻 CAGR) | 前瞻 CAGR(机构数 · 区间) | TTM 同比(交叉验证) | 环比(拐点) | 四锚消化年数 | 前瞻 vs TTM 判读
每一格:calculation_id,或"未获取:原因"(走 SOP §2 的结构化缺口),或 not_meaningful(如实写明无意义域:PE ≤ 0 / CAGR ≤ 0 / 样本不足)。
© simonlin1212, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in .agents/skills/valuation of simonlin1212/Vibe-Research.
Open the folder on GitHubat commit f4d4e0b
We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders. This page covers the copy in simonlin1212/Vibe-Research, which our catalogue first saw on October 10, 2026.
Valuation 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 |
|---|---|---|---|---|---|---|
| Valuation this skillsimonlin1212/Vibe-Research | 2.7k | — | ~1.1k | Automated safety check: Pass | MIT | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
tradermonty/claude-trading-skills
Detect and analyze trending market themes across sectors. An agent skill from tradermonty/claude-trading-skills.
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
zhangxiangliang/stock-api
Fetch real-time stock quotes, K-line (candlestick) history, and search symbols for China A-shares, Hong Kong, and US markets.
karanb192/itr-wala
File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.
zillionare/zillionare
面向中文自然语言的 Tushare 数据研究技能。用于把“看看这只股票最近怎么样”“帮我查财报趋势”“最近哪个板块最强”“北向资金在买什么”“给我导出一份行情数据”这类请求,转成可执行的数据获取、清洗、对比、筛选、导出与简要分析流程。适用于 A 股、指数、ETF/基金、财务、估值、资金流、公告新闻、板块概念与宏观数据等研究场景。
simonlin1212/Vibe-Research
A 股零鉴权取数手册。当需要真实的行情 / 市值 / 估值快照、季度报告期累计财务数据、机构一致预期 EPS、PE 历史序列、公告标题、日 K 线、交易日历时使用;只允许运行本 skill 登记的脚本取数(腾讯 / 新浪 / 同花顺 / baostock / 深交所 / 东财),禁止凭模型记忆给数,禁止自造爬虫。概念解释、观点讨论等不需要取数的话题不要加载。
simonlin1212/Vibe-Research
A 股 / 港股 / 美股个股研究六阶段 SOP(profile → financials → estimates → valuation → risk → report),Phase 0 范围 = 财务估值闭环。当任务是研究 / 分析 / 评估一只或多只已指定代码的个股时使用(港股 / 美股的口径差异见 §7);规定每阶段取哪些数据、调哪些 calc 函数、必须落盘什么产物、过什么…
simonlin1212/Vibe-Research
产业链下钻与不可替代性判定方法:以龙头为"需求入口"沿供应链逐层下钻(整机 / 龙头 → 部件 → 核心器件 → 材料 → 衬底与设备),用物理 / 材料约束(扩产周期、良率、认证周期、有无替代)当筛子找供给刚性的卡口;给每个标的贴不可替代性标签(techmoat / capacitymoat / both /…
simonlin1212/Vibe-Research
催化剂与风险的反证式写法:每个强结论必须先找反证;催化剂按"兑现型 / 预期型 / 周期型"分类并要求可验证的数据时点;风险按技术路线断层、客户集中、产能过剩与价格战、周期顶、预期透支(假便宜 PEG)、一致预期下修、治理与流动性、数据源冲突分类;裁决点的标准写法(什么数据出来会改变判断 +…
simonlin1212/Vibe-Research
财报拆解手册:报告期累计值 → 单季(quarterize)→ 最新单季 / TTM / TTM 同比 / 环比的口径地图,扣非与归母的取舍(一次性损益),季节性与报告期对齐(分子分母同期),三表交叉核对(利润表 / 资产负债表 / 现金流量表),比率(毛利率 / 费用率 / 负债率)一律经 calc ratio,"转向看最新期、规模看…
Categories
成长股估值口径手册(A 股为主,US/HK 通用):扣非×4 年化 PE、前瞻 PE、TTM PE 历史分位、PEG(扣非×4 PE ÷ 前瞻 CAGR)、前瞻 CAGR 与 TTM 同比交叉验证、一致预期分歧、四锚 PE 消化年数与"30 倍锚三铁律"、判读规则与常见错误。当任务涉及估值、PE、PEG、贵不贵、能不能消化、历史分位、一致预期时加载;只讨论概念、与估值无关的取数 / 行情 /…. Valuation is an agent skill from simonlin1212/Vibe-Research.
Valuation fits situations like: business, Finance & HR work in your project.
Run `npx skills add simonlin1212/Vibe-Research --skill valuation -a claude-code`. Or copy the skill folder (.agents/skills/valuation in simonlin1212/Vibe-Research) into .claude/skills/valuation in your project. Claude Code loads it when a task matches its description.
Run `npx skills add simonlin1212/Vibe-Research --skill valuation -a codex`. Or copy the skill folder (.agents/skills/valuation in simonlin1212/Vibe-Research) into .agents/skills/valuation in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add simonlin1212/Vibe-Research --skill valuation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/valuation, .gemini/skills/valuation, .github/skills/valuation and .opencode/skills/valuation in your project.
SKILL.md names no scripts, command-line tools or credentials: Valuation is instructions for the agent only.
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.
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.
Valuation is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.1k tokens (SKILL.md is roughly 4.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Valuation: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
simonlin1212 (a GitHub user) maintains it in simonlin1212/Vibe-Research, which has 2,651 GitHub stars. The repository holds 6 skills in this directory. The repository was last updated on October 10, 2026.
Source: simonlin1212/Vibe-Research on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.