Agent skill

Investor Panel Stock Review

by wbh604 in wbh604/UZI-Skill

Scores a stock through a panel of well-known investor personas, each applying their own method and returning a structured signal, then tallies the votes.

MITAuto-check passedBusiness, Finance & HR

SKILL.md written in Chinese; this summary is our English description.

Install Investor Panel Stock Review

skills CLI
$ npx skills add wbh604/UZI-Skill --skill investor-panel -a claude-code

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

GitHub CLI
$ gh skill install wbh604/UZI-Skill investor-panel --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/wbh604/UZI-Skill.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/investor-panel .claude/skills/investor-panel && 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
investor-panel
GitHub stars
7.1k
Token cost
~757 tokens
SKILL.md length
169 words
Files
12 (incl. references, assets)
Skills in repo
5
Repo updated
First seen
Licence
MIT

At a glance

Scores a stock through a panel of well-known investor personas, each applying their own method and returning a structured signal, then tallies the votes.

  • Works in 4 steps: 加载元数据 → 对每位投资者 → 游资射程预过滤(F 组特殊) → …
  • Getting a simulated multi-investor vote on a stock after its data is prepared
  • SKILL.md covers 调用上下文, 严格输出格式(Pydantic Signal,抄自…, 执行步骤 and 7 大流派详细方法论, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

The skill is written in Chinese. For one stock ticker it reads the prepared dimension scores and raw data files, plus a metadata database of the investors and a rule database for hot-money trading seats, then has each persona judge the stock using that investor's own methodology and language samples. The personas fall into groups such as classic value, growth, macro hedge, technical trend, China value, China hot-money, quant systems, tech leaders and AI positioning hunters.

Every persona must return strict JSON in a fixed Pydantic-style Signal shape with signal, confidence, score, verdict and comment fields, and confidence follows set bands from strong methodology fit down to not applicable. Hot-money personas are pre-filtered by whether the stock falls inside their style range, and out-of-range cases return a neutral signal marked unsuitable. The results go into a `panel.json` file with a consensus percentage and vote distributions, and comments must draw on a quotes knowledge base so each voice sounds like the person.

When your agent uses it

  • Getting a simulated multi-investor vote on a stock after its data is prepared
  • Asking how a specific famous investor might view a given company
  • Comparing value, growth, macro and quant viewpoints on one ticker

Example prompts

  • “Run the investor panel on this stock using the dimensions and raw data files in its cache folder.”
  • “Would Buffett buy this company? Show me his signal and the panel consensus.”
  • “Do a vote of the famous investors on this ticker and show the distribution of verdicts.”

Requirements

  • Prepared `dimensions.json` and `raw_data.json` files for the ticker
  • The Python helper modules `investor_db.py` and `seat_db.py`

Workflow steps

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

  1. 加载元数据
  2. 对每位投资者
  3. 游资射程预过滤(F 组特殊)
  4. 汇总投票

What it can do on your machine

Read from SKILL.md and the folder at commit 650788c. 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 python and json).

    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

Investor Panel Stock Review loads about 757 tokens when it runs, and up to ~27k if it reads all its reference files. Until then it costs about 62 tokens; SKILL.md has 169 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~62
When it runs · the whole SKILL.md, loaded when a task matches
~757
With references · SKILL.md plus every file in references/, read only if the agent opens them
~27k

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 wbh604/UZI-Skill at commit 650788c, republished under its MIT licence (© wbh604). 169 words, ~757 tokens.

Download SKILL.mdSave it as .claude/skills/investor-panel/SKILL.md (or your agent's skills folder). This skill also uses 11 other files; get the full folder from GitHub.
name
investor-panel
description
66 位投资大佬评审团。给定一只股票的 dimensions.json 和 raw_data.json,让 66 位投资者各自按自己的方法论打分并输出 Pydantic Signal(signal/confidence/score/verdict/comment)。覆盖经典价值派、成长投资派、宏观对冲派、技术趋势派、中国价投派、A股游资派、量化系统派、科技领袖派、AI 卡位猎手 9 大流派。当用户请求"评审团/65 大佬怎么看/某某会买吗/做一次大佬投票"时使用。
version
3.9.4
author
FloatFu-true
license
MIT

Investor Panel · 50 贤评审团

调用上下文

读取以下输入:

  • .cache/{ticker}/dimensions.json — 19 维评分
  • .cache/{ticker}/raw_data.json — 原始数据
  • scripts/lib/investor_db.py — 65 人元数据
  • scripts/lib/seat_db.py — 22 位游资射程规则

输出:

  • .cache/{ticker}/panel.json — 50 个 Signal + 投票统计

严格输出格式(Pydantic Signal,抄自 ai-hedge-fund)

每个投资者必须返回严格 JSON:

json
{
  "investor_id": "buffett",
  "name": "巴菲特",
  "group": "A",
  "avatar": "avatars/buffett.svg",
  "signal": "bullish | neutral | bearish",
  "confidence": 87,
  "score": 82,
  "verdict": "强烈买入 | 买入 | 关注 | 观望 | 等待 | 回避 | 不达标 | 不适合",
  "reasoning": "1-3 句具体逻辑",
  "comment": "用该投资者语言风格的金句 1-2 句",
  "pass": ["..."],
  "fail": ["..."],
  "ideal_price": 16.20,
  "period": "3-5 年"
}

Confidence 校准规则:

  • 85-100:核心方法论硬指标全部命中或全部不命中
  • 60-84:多数命中
  • 30-59:部分命中、需要等待信号
  • 0-29:方法论不适用此股 / 信息不足

执行步骤

Step 1: 加载元数据
python
from lib.investor_db import INVESTORS, by_group
from lib.seat_db import SEATS, is_in_range
Step 2: 对每位投资者
  1. 取出 fields 白名单
  2. 从 dimensions.json 提取相关字段
  3. 读取该投资者所在 group 的 reference 文件(按需)
  4. 用该投资者的方法论 + 语言样本生成 Signal(Claude 自己生成)
  5. 校验 JSON 合法性
Step 3: 游资射程预过滤(F 组特殊)

对 22 位游资,先用 is_in_range(nickname, ticker_features) 判断是否在射程内:

  • 在射程 → 正常评分
  • 不在射程 → signal: "neutral", verdict: "不适合", confidence: 90, comment: "{nick}的射程是{style},这只票不在风格内。"
Step 4: 汇总投票
python
{
  "panel_consensus": (bullish_count / 50) * 100,
  "vote_distribution": Counter(verdict for i in investors),
  "signal_distribution": Counter(signal for i in investors),
  "investors": [...]
}

7 大流派详细方法论

按需读取下列 references:

组文件人数
A 经典价值references/group-a-classic-value.md6
B 成长投资references/group-b-growth.md4
C 宏观对冲references/group-c-macro-hedge.md5
D 技术趋势references/group-d-technical.md4
E 中国价投references/group-e-china-value.md6
F 游资references/group-f-china-youzi.md22
G 量化系统references/group-g-quant.md3

📚 语料库 (必读)

每次生成 comment 之前必须读 references/quotes-knowledge-base.md 查找该投资者的真实公开原话和"风格"字段。这是知识库 single source of truth。

语言风格守则

每位投资者的 comment 字段必须像他本人:

  • 巴菲特:温和、引用奥马哈、用"我们"
  • 芒格:刻薄、反向思维、引用心理学偏误
  • 索罗斯:哲学化、提"反身性"
  • 章盟主:豪迈、提"格局"、不谈细节
  • 赵老哥:直接、谈"题材"、谈"二板"
  • 段永平:朴素、问"商业模式""人""价格"
  • 陈小群:江湖气、谈"分歧""一线天""核按钮"

每组 reference 文件末尾有 3-5 句真实公开语录作为 few-shot。

完成检查

  • panel.json 包含 50 个 Signal
  • 每个 Signal 字段齐全
  • 22 位游资里至少有 N 位返回"不适合"(除非这只票是热门题材龙头)
  • panel_consensus / vote_distribution / signal_distribution 三个汇总字段已计算

© wbh604, 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 11 other files (references, assets) in skills/investor-panel of wbh604/UZI-Skill.

  • SKILL.md
  • assets/investor-cards.json
  • references/group-a-classic-value.md
  • references/group-b-growth.md
  • references/group-c-macro-hedge.md
  • references/group-d-technical.md
  • references/group-e-china-value.md
  • references/group-f-china-youzi.md
  • references/group-g-quant.md
  • references/group-i-serenity.md
  • references/quotes-knowledge-base.md
  • references/serenity-voice.md

Open the folder on GitHubat commit 650788c

Compare with similar skills

Investor Panel Stock Review 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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Serenity Supply-Chain Researchmuxuuu/serenity-skill4.1k—~1.9kAutomated safety check: PassMIT
AI-Trader Market IntelHKUDS/AI-Trader23k—~1.1kAutomated safety check: PassNone
Eastmoney Market DataHKUDS/Vibe-Trading35k—~1kAutomated safety check: PassMIT
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Works with

Questions about Investor Panel Stock Review

What does Investor Panel Stock Review do?

Scores a stock through a panel of well-known investor personas, each applying their own method and returning a structured signal, then tallies the votes. The skill is written in Chinese. For one stock ticker it reads the prepared dimension scores and raw data files, plus a metadata database of the investors and a rule database for hot-money trading seats, then has each persona judge the stock using that investor's own methodology and language samples.

When should I use Investor Panel Stock Review?

Investor Panel Stock Review fits situations like: getting a simulated multi-investor vote on a stock after its data is prepared; asking how a specific famous investor might view a given company; comparing value, growth, macro and quant viewpoints on one ticker.

How do I install Investor Panel Stock Review in Claude Code?

Run `npx skills add wbh604/UZI-Skill --skill investor-panel -a claude-code`. Or copy the skill folder (skills/investor-panel in wbh604/UZI-Skill) into .claude/skills/investor-panel in your project. Claude Code loads it when a task matches its description.

How do I install Investor Panel Stock Review in Codex?

Run `npx skills add wbh604/UZI-Skill --skill investor-panel -a codex`. Or copy the skill folder (skills/investor-panel in wbh604/UZI-Skill) into .agents/skills/investor-panel in your project. Codex loads it when a task matches its description.

Can I use Investor Panel Stock Review 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 wbh604/UZI-Skill --skill investor-panel -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/investor-panel, .gemini/skills/investor-panel, .github/skills/investor-panel and .opencode/skills/investor-panel in your project.

What does Investor Panel Stock Review need to run?

SKILL.md names no scripts, command-line tools or credentials: Investor Panel Stock Review is instructions for the agent only. Our summary lists: Prepared `dimensions.json` and `raw_data.json` files for the ticker; The Python helper modules `investor_db.py` and `seat_db.py`.

Does Investor Panel Stock Review 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 Investor Panel Stock Review 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 Investor Panel Stock Review use?

Investor Panel Stock Review is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Investor Panel Stock Review use?

About 757 tokens (SKILL.md is roughly 3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 26k tokens, read only when the agent opens those files.

What are the alternatives to Investor Panel Stock Review?

Skills that share tags, products or a category with Investor Panel Stock Review: Multi-Symbol Market Scanner (tradesdontlie/tradingview-mcp, 6.8k stars), Serenity Supply-Chain Research (muxuuu/serenity-skill, 4.1k stars), AI-Trader Market Intel (HKUDS/AI-Trader, 23k stars) and Eastmoney Market Data (HKUDS/Vibe-Trading, 35k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Investor Panel Stock Review?

wbh604 (a GitHub user) maintains it in wbh604/UZI-Skill, which has 7,142 GitHub stars. The repository holds 5 skills in this directory. The repository was last updated on September 5, 2026.

Source: wbh604/UZI-Skill on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.