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.
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.
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.
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.
A command-line connection to a user’s T-Invest brokerage account, providing portfolio data, market information, calculations, and explicitly requested trades.
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…
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.
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.
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.
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.
A report-structure step for industry-chain research, written in Chinese. It turns the results from four earlier sections into a readable research report.
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.
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.
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…
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…
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 agoA101 tokens
originalMIT
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: