Investor Skills is an open-source library that turns durable investing judgment into portable, structured formats. It collects how great investors think, filter opportunities, size risk, and act under uncertainty — then structures those patterns so humans can study them and AI finance agents can apply them.
About the project
Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.
Use when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex, institutional rotation, dilution risk, and thesis validation.
Use when evaluating Ed Seykota-style systematic trend following: mechanical rules, long-term trend capture, small losses, position sizing, whipsaw tolerance, and emotional discipline.
A framework for examining broad economic or market trends by asking who benefits, who pays, and who makes the decisions. It is associated with Shi Hanbing's interest-analysis approach.
Use when evaluating Jim Simons / Renaissance-style quantitative strategies: many weak signals, statistical validation, signal decay, portfolio construction, execution cost, and model risk.
Use when evaluating Spruce Point-style accounting and governance shorts: earnings quality, cash conversion, aggressive adjustments, acquisition accounting, and capital-allocation red flags.
Use when evaluating A-share short-term technical setups through Tang Nengtong's classic TA lens: volume-price relationships, moving average systems, breakout signals, and short-term momentum entry/exit.
Use when evaluating John Templeton-style global contrarian value: buy at points of maximum pessimism, search worldwide, and demand a large discount to long-term value.
Use when evaluating David Tepper-style distressed macro opportunities: crisis assets, policy backstops, capital structure, bank/credit stress, and asymmetric recovery trades.
Use when evaluating Richard Dennis / Turtle Trading-style breakout systems: Donchian channels, ATR/N-unit sizing, pyramiding, portfolio heat, and fully rule-based trend following.
Use when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.
Use when evaluating Prem Watsa / Fairfax-style value investing: insurance float, contrarian allocation, special situations, and conservative downside-focused capital allocation.
Use when evaluating Bitcoin and crypto cycles through a Willy Woo-style on-chain lens: holder behavior, realized value, supply dynamics, and on-chain demand.
Use when evaluating early-stage startups through a YC-style lens: talk to users, achieve product-market fit, grow simply, default alive, and avoid premature scaling.
Use when evaluating investments through Zhang Lei / Hillhouse Capital's long-term research-driven value lens: deep research, do time's friend, invest in great companies, and actively help them grow.
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: