AI-Trader Market Intel
HKUDS/AI-Trader
Reads AI-Trader's read-only market snapshots, grouped financial news and events board through its market-intel endpoints, for context before trading or posting.
Runs a four-role parallel research team on a listed company, each role applying one investor's lens to business, financials, industry and risk before a lead agent combines the results.
SKILL.md written in Chinese; this summary is our English description.
$ npx skills add xbtlin/ai-berkshire --skill investment-team -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install xbtlin/ai-berkshire investment-team --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/xbtlin/ai-berkshire.git skills-src && mkdir -p .claude/skills && cp -r skills-src/codex-skills/investment-team .claude/skills/investment-team && 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 "investment-team" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-team into .claude/skills/investment-team/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investment-team", 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/xbtlin/ai-berkshire/tree/main/codex-skills/investment-teamType 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 xbtlin/ai-berkshire --skill investment-team -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install xbtlin/ai-berkshire investment-team --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .agents/skills && cp -r skills-src/codex-skills/investment-team .agents/skills/investment-team && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "investment-team" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-team into .agents/skills/investment-team/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investment-team", 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 xbtlin/ai-berkshire --skill investment-team -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install xbtlin/ai-berkshire investment-team --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/codex-skills/investment-team .cursor/skills/investment-team && 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 "investment-team" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-team into .cursor/skills/investment-team/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investment-team", 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/xbtlin/ai-berkshire.git --path codex-skills/investment-team--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 xbtlin/ai-berkshire --skill investment-team -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install xbtlin/ai-berkshire investment-team --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/codex-skills/investment-team .gemini/skills/investment-team && 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 "investment-team" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-team into .gemini/skills/investment-team/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investment-team", 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 xbtlin/ai-berkshire investment-teamInstalls 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 xbtlin/ai-berkshire --skill investment-team -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .github/skills && cp -r skills-src/codex-skills/investment-team .github/skills/investment-team && 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 "investment-team" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-team into .github/skills/investment-team/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investment-team", 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 xbtlin/ai-berkshire --skill investment-team -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install xbtlin/ai-berkshire investment-team --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/xbtlin/ai-berkshire.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/codex-skills/investment-team .opencode/skills/investment-team && 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 "investment-team" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/investment-team into .opencode/skills/investment-team/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "investment-team", 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.
investment-teamRuns a four-role parallel research team on a listed company, each role applying one investor's lens to business, financials, industry and risk before a lead agent combines the results.
The skill sets up a team of agents that research a listed company in parallel. It first shows you the team layout and waits for confirmation, then runs four specialist roles under a lead agent that coordinates and writes the final report: a business analyst on business model and moat, a financial analyst on statements and valuation, an industry researcher on competitive landscape, and a risk assessor on risks and management quality. Each role is tied to one investor's viewpoint: Duan Yongping, Buffett, Munger and Li Lu.
Before the team starts, the skill grades how much public information exists on the company, from A for well covered to C for scarce, and changes the research approach to match: contrarian checks for A, confidence labels for B and a first-principles mode for C. It also requires web search permission to be confirmed first, because background agents cannot ask for it and would otherwise answer from training knowledge alone. An adapter note asks for today's date to be checked and a data cutoff stated in the report header.
8 steps, taken from the step headings in SKILL.md.
Read from SKILL.md and the folder at commit a221a20. 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.
Shell commands in SKILL.md call:
python3From 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.
Investment Research Team loads about 1.8k tokens when it runs. Until then it costs about 22 tokens; SKILL.md has 520 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 xbtlin/ai-berkshire at commit a221a20, republished under its MIT licence (© xbtlin). 520 words, ~1,781 tokens.
.claude/skills/investment-team/SKILL.md (or your agent's skills folder).This skill is generated from skills/investment-team.md so Claude Code and Codex users share one canonical workflow.
$ARGUMENTS as the user's request in the current Codex thread.tools/ in this repository. Prefer running commands from the repository root with paths like python3 tools/financial_rigor.py ...; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path.date command to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data.AGENTS.md: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps.对 $ARGUMENTS 进行团队化投资研究分析。使用 Team 工具创建真正的多Agent并行研究团队。
向用户展示以下团队结构,确认后启动:
| 角色 | 职责 | 分析框架 |
|---|---|---|
| team-lead(你自己) | 统筹协调、汇总研判、输出最终报告 | 四大师综合框架 |
| business-analyst | 商业模式 & 护城河分析 | 段永平视角 |
| financial-analyst | 财务报表 & 估值分析 | 巴菲特视角 |
| industry-researcher | 行业格局 & 竞争态势 | 芒格视角 |
| risk-assessor | 风险评估 & 管理层研判 | 李录视角 |
在创建团队前,先向用户展示该公司的"AI可研究性"评估:
信息丰富度评级(决定研究策略):
| 等级 | 特征 | 研究策略调整 |
|---|---|---|
| A级(信息充裕) | 上市多年、券商覆盖广 | 团队重点放在反面检验和非共识视角,避免输出与市场一致的"正确的废话" |
| B级(信息适中) | 上市不久、覆盖有限 | 每个Agent的推算数据必须标注置信度,team-lead汇总时标注"数据充分度" |
| C级(信息稀缺) | 冷门/新上市/新兴市场 | 团队转为"第一性原理模式":不追求报告完整性,聚焦商业本质的几个核心问题 |
关键提醒:资料多≠确定性高,资料少≠确定性低。AI能输出的置信度 ≠ 投资的真实确定性。确定性来自商业模式本身,不来自资料数量。
将评级结果告知每个Agent,影响其研究方式。
在创建团队、启动任何后台 Agent 之前,必须先确认 WebSearch 权限已放行。
为什么必须预检:本 skill 用 run_in_background: true 启动 4 个后台子 Agent,而后台 Agent 无法向用户弹出交互式权限确认。若 WebSearch 未在 .claude/settings.local.json 的 permissions.allow 白名单中,子 Agent 的联网搜索会被静默拦截,导致其退化为仅凭训练知识(有知识截止日期)作答,却仍按框架输出一份"看起来完整、实则未联网"的伪研究——这是本 skill 最危险的失败模式(见 issue #58)。
预检步骤:
grep -l '"WebSearch"' .claude/settings.local.json ~/.claude/settings.local.json 2>/dev/null⚠️ 检测到 WebSearch 未在权限白名单中。后台研究 Agent 无法联网,会退化成仅凭训练知识作答。请先在
.claude/settings.local.json的permissions.allow加入"WebSearch"(或运行/permissions勾选),再重跑本命令。
使用 TeamCreate 创建团队:
{公司名}-research(英文小写,如 meituan-research)team-lead使用 TaskCreate 创建以下4个任务(每个都要有 subject、description、activeForm):
分析{公司名}商业模式、护城河与用户价值分析{公司名}财务数据、盈利能力与估值python3 tools/financial_rigor.py verify-market-cap --price {价格} --shares {股本} --reported {报告市值} --currency {币种}python3 tools/financial_rigor.py verify-valuation --price {价格} --eps {EPS} --bvps {每股净资产}python3 tools/financial_rigor.py cross-validate --field {字段} --values '{JSON}' --unit {单位}python3 tools/financial_rigor.py three-scenario --price {价格} --eps {EPS} --shares {股本亿} --growth {乐观} {中性} {悲观} --pe {乐观PE} {中性PE} {悲观PE}分析{行业}行业格局与{公司名}竞争态势评估{公司名}投资风险与管理层质量使用 Task 工具同时启动4个Agent(必须在同一条消息中并行调用):
每个Agent的配置:
subagent_type: general-purposerun_in_background: trueteam_name: 对应团队名name: 对应角色名(business-analyst / financial-analyst / industry-researcher / risk-assessor)每个Agent的prompt模板:
你是{公司名}投研团队中的"{角色中文名}",负责从{大师名}投资视角分析{公司名}。
请完成任务 #{任务编号}:{任务subject}
具体要求:
{任务description的内容}
**研究方法**:
- 使用 WebSearch 搜索最新公开信息(财报、行业报告、新闻)
- **财务数据必须来自两个独立来源**,按 `skills/financial-data.md` 规范执行(美股:macrotrends+stockanalysis;港股:aastocks+macrotrends;A股:东方财富+巨潮资讯;台股:FinMind `tools/twstock_data.py`+Goodinfo),两源误差>1%须标记
- 确保数据准确,关键数据标注来源
- 分析要深入,不流于表面
- **联网失败禁止伪装**:若 WebSearch 被拦截/不可用,禁止用训练知识冒充联网结果。必须在报告顶部醒目标注「⚠️ 本报告未能联网,基于训练知识(截止日期 X),置信度降级」,并如实告知 team-lead,由其决定是否中止研究
**输出要求**:
- 报告要详尽,使用Markdown表格呈现关键数据
- 每个分析维度要有明确结论和评分
- 报告末尾要有该维度的总体结论
**完成后**:
1. 使用 TaskUpdate 将任务 #{任务编号} 标记为 completed
2. 通过 SendMessage 把完整分析报告发送给 team-lead(type: "message", recipient: "team-lead")全部报告收到后,向4个Agent发送 shutdown_request(使用 SendMessage,type: "shutdown_request")。
综合4份分析报告,输出以下结构的最终报告:
用一段话(50-100字)概括是否值得投资及核心逻辑
| 维度 | 框架 | 评分(1-5星) | 核心判断 |
|---|
综合评分:X / 5
关键财务和经营指标表格(近2年对比)
每个维度摘取3-5条最重要的发现
| # | 检查项 | 通过? | 说明 | 10个核心检查项,逐一评估
100-200字的最终总结
将完整最终报告写入 ~/{公司名}投资研究报告_{日期}.md(日期格式 YYYYMMDD)。
# Step 1 — 提取抽检清单(15%随机抽样)
python3 tools/report_audit.py extract \
--report <报告文件路径>
# Step 2 — 对清单每项从可靠信源取数(参见 skills/financial-data.md)
# Step 3 — 输出准出/打回判决
python3 tools/report_audit.py verdict \
--results '<填好的JSON>' \
--report <报告文件名>【准出】 全部通过 → 报告可发布;【打回】 有不通过 → 修正后重审。
使用 TeamDelete 清理团队资源。
© xbtlin, 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 codex-skills/investment-team of xbtlin/ai-berkshire.
Open the folder on GitHubat commit a221a20
Investment Research Team 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 |
|---|---|---|---|---|---|---|
| Investment Research Team this skillxbtlin/ai-berkshire | 17k | — | ~1.8k | Automated safety check: Pass | MIT | |
| AI-Trader Market IntelHKUDS/AI-Trader | 23k | — | ~1.1k | Automated safety check: Pass | None | |
| Eastmoney Market DataHKUDS/Vibe-Trading | 35k | — | ~1k | Automated safety check: Pass | MIT | |
| Stock Deep Analysis Workflowwbh604/UZI-Skill | 7.1k | — | ~9.1k | Automated safety check: Notes | MIT | |
| Zhengxi Fund Manager Views Librarylyra81604/zhengxi-views | 1.8k | — | ~1.6k | Automated safety check: Pass | MIT | |
| SEC EDGAR Filings FetcherHKUDS/Vibe-Trading | 35k | — | ~1.4k | Automated safety check: Pass | MIT |
HKUDS/AI-Trader
Reads AI-Trader's read-only market snapshots, grouped financial news and events board through its market-intel endpoints, for context before trading or posting.
HKUDS/Vibe-Trading
Index of Eastmoney's free, no-token market data interfaces for China A-shares and Hong Kong stocks: fund flows, dragon-tiger lists, margin trading, reports and news.
wbh604/UZI-Skill
Runs a staged deep analysis of a single stock on China A-share, Hong Kong and US markets, ending in an HTML report with valuation models and investor-panel scores.
lyra81604/zhengxi-views
Answers questions with sourced quotes from one Chinese fund manager's public writings, applies his stated investment method and compares his words with real fund holdings.
HKUDS/Vibe-Trading
Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series.
helsome/folio
Earnings analysis — pre- and post-earnings. An agent skill from helsome/folio.
xbtlin/ai-berkshire
Scans a long-running industry trend for supply chain chokepoints, aiming to find second- and third-layer suppliers that the market has not yet priced in.
xbtlin/ai-berkshire
Plans and writes a three-to-eight-part long-form article series that breaks down one company, built on fact-checked financials, valuation and management analysis.
xbtlin/ai-berkshire
Reads a company's filings and earnings call material in depth, rates how complete the sources are and extracts the key figures into a structured review.
xbtlin/ai-berkshire
Runs four parallel analyst personas over one earnings report, then an editor and reader-review pass turn the findings into a publishable article.
xbtlin/ai-berkshire
A four-step research framework for finding and tracking high-growth core companies in one industry: map the sector, ask core questions, verify, then hold to the turning point.
xbtlin/ai-berkshire
A research rule set for pulling company financials from prioritized sources by market and cross-checking every key figure against two independent sources.
Categories
Runs a four-role parallel research team on a listed company, each role applying one investor's lens to business, financials, industry and risk before a lead agent combines the results. The skill sets up a team of agents that research a listed company in parallel. It first shows you the team layout and waits for confirmation, then runs four specialist roles under a lead agent that coordinates and writes the final report: a business analyst on business model and moat, a financial analyst on statements and valuation, an industry researcher on competitive landscape, and a risk assessor on risks and management quality.
Investment Research Team fits situations like: running a structured multi-agent research pass on a listed company; comparing business quality, valuation, industry position and risk in one report; pressure-testing a well-covered stock with a deliberately contrarian view; researching a thinly covered company from first principles.
Run `npx skills add xbtlin/ai-berkshire --skill investment-team -a claude-code`. Or copy the skill folder (codex-skills/investment-team in xbtlin/ai-berkshire) into .claude/skills/investment-team in your project. Claude Code loads it when a task matches its description.
Run `npx skills add xbtlin/ai-berkshire --skill investment-team -a codex`. Or copy the skill folder (codex-skills/investment-team in xbtlin/ai-berkshire) into .agents/skills/investment-team 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 xbtlin/ai-berkshire --skill investment-team -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/investment-team, .gemini/skills/investment-team, .github/skills/investment-team and .opencode/skills/investment-team in your project.
Going by SKILL.md and its folder, Investment Research Team needs the command-line tools its instructions call (python3). Our summary lists: Web search permission for background agents; Python 3 and the repository's tools/ scripts.
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.
Investment Research Team is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.8k tokens (SKILL.md is roughly 7.1k 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 Investment Research Team: AI-Trader Market Intel (HKUDS/AI-Trader, 23k stars), Eastmoney Market Data (HKUDS/Vibe-Trading, 35k stars), Stock Deep Analysis Workflow (wbh604/UZI-Skill, 7.1k stars) and Zhengxi Fund Manager Views Library (lyra81604/zhengxi-views, 1.8k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
xbtlin (a GitHub user) maintains it in xbtlin/ai-berkshire, which has 16,676 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 8, 2026.
Source: xbtlin/ai-berkshire on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.