investment-analysis skills

104 tagged investment-analysis, measured the same way as everything else here.

Browse within: a-share 46china-stock-market 46f10 46financial-data 46Multi-Agent 39stock-analysis 39value-investing 39china-market 10fintech 10fund-analysis 10claude-ai 7dcf-valuation 7equity-research 7

augur-lynch

01

BruceLanLan/augur

Skill Claude CodeCodex

Peter Lynch AI — GARP / PEG, consumer growth, everyday observations.

not rated 294 1mo ago A 20 tokens original MIT

augur-serenity

02

BruceLanLan/augur

Skill Claude CodeCodex

Serenity AI — AI/semiconductor supply chain bottlenecks, chokepoint assets.

not rated 294 1mo ago A 23 tokens original MIT

augur-thiel

03

BruceLanLan/augur

Skill Claude CodeCodex

Peter Thiel AI — 0→1 monopoly thinking, tech platforms and deep tech.

not rated 294 1mo ago A 22 tokens original MIT

noahnan-max/private-equity-investment-dd-skill

Skill Claude CodeCodex

A guide for turning private-company investment materials into an evidence-based review and decision package. It covers private equity, venture capital, acquisitions, and other investments in companies that are not publicly traded.

not rated 55 1mo ago A 106 tokens

adambbhe/TDX-finance-mcp-plugin-v3

Skill Claude CodeCodex

A research workflow for examining an A-share company’s major shareholders and institutional holdings. It compares ownership structure, changes in holdings, concentration, and possible investor behavior.

not rated 33 2mo ago A 229 tokens original MIT

通达信TQ

06

adambbhe/TDX-finance-mcp-plugin-v3

Skill Claude CodeCodex

A connection between Python strategy files and TdxQuant, TongdaXin's platform for securities data analysis and quantitative investment research. It uses the platform's tqcenter.py module to interact with the TongdaXin client.

not rated 33 2mo ago A 56 tokens original MIT

adambbhe/TDX-finance-mcp-plugin-v3

Skill Claude CodeCodex

A research assistant for interpreting Chinese policies and tracing how they may affect industries and companies. It is designed for policy research, thematic investing, event-driven analysis, and mapping policy changes to potential beneficiaries.

not rated 33 2mo ago A 248 tokens original MIT

invest-analyst

08

taxueseek/fund-investment-guide

Skill Claude CodeCodex

A framework for producing professional investment research, including company reports, industry studies, event analysis, analyst-expectation reviews, comparisons, and market summaries. It connects several investment research workflows into one process.

not rated 17 changed today A 193 tokens original MIT

invest-fund

09

taxueseek/fund-investment-guide

Skill Claude CodeCodex

A Chinese-language guide for analysing investment funds, with different workflows for comparing funds, reviewing ETFs, examining new funds, and studying industry funds.

not rated 17 changed today A 142 tokens original MIT

invest-stock

10

taxueseek/fund-investment-guide

Skill Claude CodeCodex

A stock-analysis workflow for companies listed in China, Hong Kong, or the United States. It chooses an analysis style based on the market and whether the user requests a deeper valuation review.

not rated 17 changed today A 110 tokens original MIT

earnings-analysis

11

HHFinAi/claude-equity-research-skills

Skill Claude CodeCodex

Institutional-quality earnings analysis for public equities. Parses 10-Qs, earnings releases, and call transcripts into a 4-layer framework (Parse → Compare → Diagnose → Decide), runs a mechanical scoring engine that produces a composite verdict across beat quality, operational health, and management signals, and…

not rated 8 4mo ago A 187 tokens original MIT

HHFinAi/claude-equity-research-skills

Skill Claude CodeCodex

Read and extract content from PDF investment reports — sell-side notes (GS/MS/JPM/UBS/Citi/BofA), 10-Ks, annual reports, fund factsheets, manager commentaries, and macro outlooks. Specialises in CHARTS, TABLES, and IMAGES that text-only extraction silently misses (most research charts are vector and invisible to…

not rated 8 4mo ago A 221 tokens original MIT

HHFinAi/claude-equity-research-skills

Skill Claude CodeCodex

Map listed-equity beneficiaries of a secular trend across the supply chain, then substantiate each with earnings call evidence (backlog, book-to-bill, guide raises, Q&A admissions, mix shifts). Decomposes multi-mechanism themes into sub-themes, flags cost-bearer nodes, subtracts captive capacity, and classifies each…

not rated 8 4mo ago A 199 tokens original MIT

invest-asset

14

taxueseek/fund-investment-guide

Skill Claude CodeCodex

路由优先级:可转债 > REITs > 商品 > 债券(可转债与债券词面重叠时以「转债/转股/溢价」优先判为可转债;「REITs的底层资产是XX」判为 REITs 而非个股/商品)。.

not rated 17 today A 266 tokens MIT

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