investing skills

145 tagged investing, measured the same way as everything else here.

Browse within: skills 65investment 64agentskills 38anthropic-claude 38growth-investing 38equity-research 19chain-research 11china-stocks 11cycle-analysis 11

questflowai/investorskills

Skill Claude CodeCodex

Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money theses.

not rated 1.9k +17 1mo ago A SkillSpector: pass 56 tokens original MIT

zhengxi-views

02

lyra81604/zhengxi-views

Skill Claude CodeCodex

A research library about Zheng Xi, an Efunda Fund manager, built from his public statements and investment data. It can answer questions with source quotations, explain his investment approach, and apply that approach to companies, industries, or themes.

not rated 1.8k +11 8d ago A 462 tokens

equity-research

03

rollingSirius/equity-research-skill

Skill Claude CodeCodex

A Chinese-language guide for researching and valuing a publicly traded company's stock. It describes how to produce an institutional-style equity research report covering evidence, valuation, risks, expectations, and possible investment actions.

not rated 462 +7 1mo ago A 452 tokens original MIT

html-line-svg

04

simbajigege/book2skills

Skill Codex

A method for turning content, screenshots, sketches, or existing HTML diagrams into simple instructional line drawings made with inline SVG, a web format for vector graphics.

not rated 190 +7 1mo ago A SkillSpector: pass 210 tokens original MIT

t-invest

05

nyxandro/t-invest-skill

Skill Claude CodeCodex

A command-line connection to a user’s T-Invest brokerage account, providing portfolio data, market information, calculations, and explicitly requested trades.

not rated 46 3mo ago B 147 tokens original MIT

peter-lynch-skill

06

DjNero11/peter-lynch-skill

Skill Claude CodeCodex

Peter Lynch-style stock research from a ticker or company name: quick screening or deep due diligence with linked web citations. Use when the user asks for quick research, screening, an initial look, deep research, due diligence, full analysis, valuation context, an attractiveness score, or a SKIP / WATCHLIST / DEEP…

not rated 19 3mo ago A 76 tokens original MIT

anneheartrecord/duanyongping-perspective

Skill Claude CodeCodex

A role-based thinking guide based on the public views and decisions of Chinese investor Duan Yongping. It tells the assistant how to assess investments, businesses, life choices, and uncertainty in his concise style.

not rated 12 6mo ago A 172 tokens original MIT

buffett-perspective

08

nuwa-skills/buffett-skill

Skill Claude CodeCodex

A decision-making framework based on Warren Buffett’s public letters, talks, and business choices. It applies ideas such as business quality, risk limits, staying within what you understand, and long-term value to investing and life decisions.

not rated 12 changed yesterday A 276 tokens original MIT

tradegit

09

rollingSirius/TradeGit

Skill Claude CodeCodex

A trading journal stored in a private GitHub repository or entirely on a local computer. It records trades, imports broker statements, and calculates results such as profit and loss.

not rated 12 2mo ago A 178 tokens original MIT

leospark/serenity-chokepoint-investing-skills

Skill Claude CodeCodex

Analyze public equities and sectors using the Serenity-style AI supply-chain chokepoint investing framework. Best for AI infrastructure, semiconductors, optical communications, data center power, storage, cooling, robotics, and industrial supply-chain bottleneck research.

not rated 11 4mo ago A 57 tokens original MIT

chain-report

11

ivanyinjc-blip/industry-chain-research

Skill Claude CodeCodex

A report-structure step for industry-chain research, written in Chinese. It turns the results from four earlier sections into a readable research report.

not rated 11 3mo ago A 50 tokens

stock-analyst

12

daringanitch/claude-stock-analyst

Skill Claude CodeCodex

Master stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.

not rated 9 2mo ago A 46 tokens original MIT

invest-committee

13

HenryLinyy/invest-committee

Skill Claude CodeCodex

A Traditional Chinese stock-research workflow that studies individual companies across fundamentals, market consensus, trading activity, technical signals, and risks. It covers Taiwanese, US, Hong Kong, and mainland Chinese stocks.

not rated 4 3mo ago A 195 tokens original MIT

jingerzz/ai-investment-courses

Skill Claude CodeCodex

SEC filing analysis (10-K / 10-Q / 8-K / proxy / S-1 / Forms 3-4-144 / 20-F) for the AI Investing course (Week 2+) using the PageIndex vectorless RAG MCP server. Invoke whenever the student asks about a public company's risk factors, MD&A, revenue drivers, year-over-year changes, executive compensation, insider…

not rated 4 5mo ago A 166 tokens original MIT

portfolio-analysis

15

yohanncurmally/portfolio-analyzer

Skill Claude CodeCodex

Pull the user's live brokerage portfolio (taxable + IRA + crypto) via SnapTrade or Interactive Brokers and produce a deep, position-by-position analysis with an interactive dashboard. Use when asked to analyze "my portfolio", "my positions", "my options", check P/L, review allocation/risk, or get forward guidance on…

not rated 2 1mo ago A 71 tokens

concept-research

17

Howard-Jerry/quant-agent-skills

Skill Claude Code needs its repo

A research workflow for tracking the life cycle of an investment theme and identifying the companies or other assets best connected to it. It separates broad industry research, theme-based research, and analysis of individual stocks.

not rated 2 2mo ago A 101 tokens original MIT

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