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.
Screens companies against seven hard financial tests and exemption rules to rule out clearly non-top-tier businesses, for single stocks, industries or indexes.
SKILL.md written in Chinese; this summary is our English description.
$ npx skills add xbtlin/ai-berkshire --skill quality-screen -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install xbtlin/ai-berkshire quality-screen --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/quality-screen .claude/skills/quality-screen && 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 "quality-screen" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/quality-screen into .claude/skills/quality-screen/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quality-screen", 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/quality-screenType 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 quality-screen -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install xbtlin/ai-berkshire quality-screen --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/quality-screen .agents/skills/quality-screen && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "quality-screen" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/quality-screen into .agents/skills/quality-screen/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quality-screen", 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 quality-screen -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install xbtlin/ai-berkshire quality-screen --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/quality-screen .cursor/skills/quality-screen && 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 "quality-screen" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/quality-screen into .cursor/skills/quality-screen/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quality-screen", 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/quality-screen--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 quality-screen -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install xbtlin/ai-berkshire quality-screen --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/quality-screen .gemini/skills/quality-screen && 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 "quality-screen" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/quality-screen into .gemini/skills/quality-screen/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quality-screen", 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 quality-screenInstalls 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 quality-screen -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/quality-screen .github/skills/quality-screen && 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 "quality-screen" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/quality-screen into .github/skills/quality-screen/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quality-screen", 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 quality-screen -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 quality-screen --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/quality-screen .opencode/skills/quality-screen && 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 "quality-screen" agent skill from https://github.com/xbtlin/ai-berkshire/tree/main/codex-skills/quality-screen into .opencode/skills/quality-screen/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "quality-screen", 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.
quality-screenScreens companies against seven hard financial tests and exemption rules to rule out clearly non-top-tier businesses, for single stocks, industries or indexes.
The skill filters companies against seven exclusion metrics: ten-year average ROE below 8 percent, negative five-year cumulative free cash flow, interest coverage under 2x, long-run gross margin under 15 percent, operating cash flow to net profit under 0.7, long-run net margin under 5 percent, and share count growth above 20 percent over five years that did not come from acquisitions. Banks and insurers are excluded from the interest coverage test.
Exemption rules protect high-quality companies that miss a metric for strategic reasons: an investment-phase exemption for ROE, a deliberately low margin exemption for net margin, and a high-turnover thin-margin exemption for gross and net margin. Input can be individual stocks, an industry, an index or a theme; for the last three the agent first finds the companies, screens each one and adds pass rates and rankings. The stated aim is never to wrongly exclude a good company, accepting that some weak ones slip through.
3 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit efa220f. 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.
Quality Screen loads about 1.2k tokens when it runs. Until then it costs about 22 tokens; SKILL.md has 339 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 efa220f, republished under its MIT licence (© xbtlin). 339 words, ~1,177 tokens.
.claude/skills/quality-screen/SKILL.md (or your agent's skills folder).This skill is generated from skills/quality-screen.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 执行去劣指标筛选,快速排除不符合一流公司标准的标的。
支持输入格式:
| 输入方式 | 示例 | 说明 |
|---|---|---|
| 个股 | 腾讯, 美团, 英伟达 | 逐家筛选 |
| 行业 | 中国啤酒行业 全球云计算 港股运动品牌 | 先搜索该行业主要上市公司(10-20家),再逐家筛选 |
| 市场/指数 | 恒生指数成分股 沪深300 纳斯达克100 | 拉取成分股列表,逐家筛选 |
| 主题 | 中国高股息50强 全球AI算力链 | 先搜索主题相关公司,再逐家筛选 |
行业/市场/主题模式下,输出额外包含:通过率统计、行业内排名、板块对比总结。
| # | 指标 | 排除条件 | 衡量的是什么 |
|---|---|---|---|
| 1 | 10年平均ROE | < 8% | 资本效率——股东的钱能不能跑赢机会成本 |
| 2 | 5年累计自由现金流 | 为负 | 真金白银——利润是不是"纸面富贵" |
| 3 | 利息覆盖倍数(EBIT/利息) | < 2倍 | 偿债安全——还利息的能力 |
| 4 | 长期毛利率 | < 15% | 定价权——产品/服务有没有差异化 |
| 5 | 经营现金流 / 净利润(5年均值) | < 0.7 | 利润质量——赚到的利润能不能收回现金 |
| 6 | 长期净利率 | < 5% | 抗风险能力——收入波动时利润是否归零 |
| 7 | 5年总股本膨胀 | > 20%(非并购原因) | 股东利益——管理层是否在稀释你的权益 |
如果同时满足以下3个条件,可豁免第1条ROE不达标:
逻辑:高毛利率+现金流转正说明商业模式没问题,ROE低只是因为还在投入期。典型案例:美团。
如果同时满足以下2个条件,可豁免第6条净利率不达标:
逻辑:毛利率高说明有定价权,净利率低是战略选择(再投资)而非能力缺失。典型案例:亚马逊。
如果同时满足以下3个条件,可豁免第4条毛利率和第6条净利率不达标:
逻辑:有些一流公司的利润不藏在毛利率里,而是藏在会员费、周转效率或平台抽成中。它们的毛利率和净利率天然很低,但ROE极高说明资本效率一流。典型案例:Costco(毛利率12%、净利率2.5%,但ROE 25%+、会员续费率90%+)。
模式判断:
对每家公司确定全称、代码、交易所。
为每家公司启动独立后台Agent,使用 WebSearch 搜索以下数据:
数据来源优先级:公司年报 > 券商研报 > 财经数据平台
对每家公司,逐条检验7个指标:
如果触犯某条,检查是否满足对应豁免条件。
# 去劣筛选结果
**筛选日期**:{当天日期}
**公司数量**:{N}家
## 汇总表
| 公司 | ①ROE | ②FCF | ③利息覆盖 | ④毛利率 | ⑤OCF/NI | ⑥净利率 | ⑦稀释 | 结果 |
|------|------|------|----------|---------|---------|---------|-------|------|
| xxx | ✅ 24% | ✅ | ✅ | ✅ 56% | ✅ | ✅ 30% | ✅ | **通过** |
| yyy | ❌ 3% | ❌ | ❌ | ✅ 20% | ✅ | ❌ 2% | ✅ | **排除** |
| zzz | ⚠️→✅ | ✅ | ✅ | ✅ 35% | ✅ | ⚠️→✅ | ✅ | **豁免通过** |
## 通过的公司(N家)
[列表]
## 排除的公司(N家)
| 公司 | 触犯指标 | 具体数据 | 排除理由 |
|------|---------|---------|---------|
## 豁免通过的公司(N家)
| 公司 | 豁免条款 | 具体数据 | 豁免理由 |
|------|---------|---------|---------|
## 边界争议(如有)
[对处于阈值附近的公司做补充说明]
## 板块总结(行业/市场模式专用)
**通过率**:{通过数}/{总数} = {百分比}
**行业质量判断**:[根据通过率给出行业整体质量评价]
| 质量分层 | 公司 | 共同特征 |
|---------|------|---------|
| 一流(全过+高ROE) | xxx, yyy | ... |
| 合格(全过但指标平庸) | aaa, bbb | ... |
| 淘汰 | ccc, ddd | ... |
**行业选股结论**:[一句话总结该行业值不值得深挖,最值得关注的2-3家是谁]这套指标能排除"确定不好"的公司,但通过筛选不等于"确定好"。通过的公司仍需进一步研究:
去劣是第一步,不是最后一步。
© 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/quality-screen of xbtlin/ai-berkshire.
Open the folder on GitHubat commit efa220f
Quality Screen 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 |
|---|---|---|---|---|---|---|
| Quality Screen this skillxbtlin/ai-berkshire | 17k | — | ~1.2k | 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 | 1.7k | — | ~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
Screens companies against seven hard financial tests and exemption rules to rule out clearly non-top-tier businesses, for single stocks, industries or indexes. 7, long-run net margin under 5 percent, and share count growth above 20 percent over five years that did not come from acquisitions. Banks and insurers are excluded from the interest coverage test.
Quality Screen fits situations like: quickly eliminating weak companies from a long stock list; screening the listed companies in one industry for quality; screening the constituents of an index; checking whether a low ROE or margin is a justified exception.
Run `npx skills add xbtlin/ai-berkshire --skill quality-screen -a claude-code`. Or copy the skill folder (codex-skills/quality-screen in xbtlin/ai-berkshire) into .claude/skills/quality-screen in your project. Claude Code loads it when a task matches its description.
Run `npx skills add xbtlin/ai-berkshire --skill quality-screen -a codex`. Or copy the skill folder (codex-skills/quality-screen in xbtlin/ai-berkshire) into .agents/skills/quality-screen 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 quality-screen -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/quality-screen, .gemini/skills/quality-screen, .github/skills/quality-screen and .opencode/skills/quality-screen in your project.
Going by SKILL.md and its folder, Quality Screen needs the command-line tools its instructions call (python3).
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.
Quality Screen is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.2k tokens (SKILL.md is roughly 4.7k 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 Quality Screen: 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, 1.7k 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 16,652 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 6, 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.