ai-berkshire

ai-berkshire is a skill for Claude Code from Travisun/Opptrix. It costs 92 tokens per session (1,950 once invoked), scanned A, original, Apache-2.0.

An investment-research workflow based on value-investing viewpoints associated with four well-known investors. It routes a question to the relevant research steps and produces a structured web report.

In plain words
What is it for?
Use it to examine a company or investment theme, gather financial and market data, compare business quality and price, test reasons the idea could fail, and produce a clear pass-or-reject conclusion.
Why use it?
It helps avoid running every research process for every question, which wastes time and can blur the evidence. It also separates facts, opinions, uncertainty, valuation, and final decisions.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Good fit Use it to examine a company or investment theme, gather financial and market data, compare business quality and price, test reasons the idea could fail, and produce a clear pass-or-reject conclusion.

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Install with agentmods
npx agentmods add skills/travisun/opptrix/ai-berkshire
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add Travisun/Opptrix --skill ai-berkshire
Clone the repo
git clone --depth 1 https://github.com/Travisun/Opptrix

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for ai-berkshire

README.md
[![agentmods](https://agentmods.dev/badge/skills/travisun/opptrix/ai-berkshire/github.svg)](https://agentmods.dev/skills/travisun/opptrix/ai-berkshire)
Your own site
<a href="https://agentmods.dev/skills/travisun/opptrix/ai-berkshire"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/ai-berkshire/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for ai-berkshire

Your own site · 80×15
<a href="https://agentmods.dev/skills/travisun/opptrix/ai-berkshire"><img src="https://agentmods.dev/badge/skills/travisun/opptrix/ai-berkshire.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 92 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,950 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00092 $0.01950
Opus 5 $0.00046 $0.00975
Sonnet 5 $0.00018 $0.00390
Haiku 4.5 $0.00009 $0.00195

Measured 10d ago against content hash f3492cd5b59d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

ai-berkshire scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/route_plan.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

packages/agent-skills/builtin/ai-berkshire/SKILL.md · 124 lines

How it starts

The opening of the file, as written. The whole thing — 124 lines — stays where its author put it; the contents beside it link to each section on GitHub.

AI Berkshire 分析

署名:Opptrix · AI Berkshire 分析
本技能是价值投资工作流总入口:路由并激活基础 skill,禁止无差别串行跑完全部重研究 skill(成本爆炸)。

何时使用 / 非目标 / 边界

使用 不要用本技能
用户要「按 AI Berkshire / 四大师流程」做投研,但场景未钉死单一 skill 用户明确只要多空辩论研讨团@skill:multi-role-research-council
需要场景路由 + 统一质量门禁与 web 交付结构 用户已点名单一基础 skill(如只要财报精读)→ 直接激活对应 skill
量化因子/LEAN 回测 → quants / lean-* 技能

multi-role-research-council(硬性)

本技能 投资研讨团
框架 段永平/巴菲特/芒格/李录价值投资 多空辩论 + 风险互评
角色 流程入口 + 基础 AB skill 分析师→Bull/Bear→主席→风险三人
署名 Opptrix · AI Berkshire 分析 Opptrix投资研讨团流程
禁止合并 勿把研讨团报告写成四大师流程,反之亦然

强制质量规则摘要(契约 §6,执行时必须重申)

  1. 四大师:深度结论须显式覆盖四视角,或声明因数据不足无法评分。团队类须 run_subagent 独立成稿再综合,禁止「一个 prompt 切四段」冒充对抗。
  2. 强制结论:通过 / 有条件通过 / 不通过 / 灰色地带(或场景等价枚举);禁止两面讨好收尾。区分好生意 ≠ 好价格下的好投资。
  3. 镜子测试:买入或「通过」前 ≤5 句说清生意、为何现在、证伪条件。
  4. A/B/C:报告头标注;资料多 ≠ 确定性高;AI 置信度 ≠ 投资确定性。
  5. 快速否决:诚信/能力圈红线一票否决。
  6. 纪律get_current_time → 数据截止日;事实|观点;关键数字经 financial-data 严谨脚本;取数失败禁止训练知识冒充;交付免责声明。

场景路由表(摘要)

完整表见 references/route-table.md。路由脚本:

python scripts/route_plan.py --input route.json --output plan.json

输入示例:

{ "intent": "deep_research", "symbol": "600519", "urgency": "normal" }
intent 示例 推荐技能顺序(核心) team 并行
quick_screen financial-data → investment-checklist → quality-screen
deep_research financial-data → investment-research → investment-memo-craft
team_research financial-data → investment-team → investment-memo-craft
earnings / earnings_team financial-data → earnings-review 或 earnings-team team 仅后者
industry_funnel financial-data → industry-funnel → investment-checklist
portfolio financial-data → value-portfolio-review
thesis / thesis_drift financial-data → value-thesis-tracker / thesis-drift
news_pulse financial-data → news-pulse
其他 见 route-table(management / private / series / income / bottleneck / wechat / memo_craft / dyp) 视场景

Read the full file on GitHub · 124 lines

Files

What ships with it

4 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 124 lines · 92 tokens per session scan A f3492cd5b59d

Subscribe to this mod's changes

ai-berkshire is a skill published in the GitHub repository Travisun/Opptrix (231 stars, last pushed 3d ago), licensed Apache-2.0. It adds 92 tokens to every session and 1,950 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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