equity-investment-memo
CommunityStructured equity memos from fixed data.
Finance & Accounting#structured-output#scenario-planning#financial-analysis#equity-research#investment-memo#data-snapshot
Authorbingran-you
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Equity researchers and AI agents need a consistent, end-to-end memo format built from a fixed dataset to benchmark structured financial analysis outputs.
Core Features & Use Cases
- Provides a strict, three-part memo scaffold with sections: Decision Card, Dual-Horizon Framing, Verified Facts, Derived Metrics, Scenarios, Triggers, and Judgment.
- Enables evaluation of agent ability to reason from both prospective buyer and existing holder viewpoints, across near-term and long-term horizons.
- Supports a local data snapshot workflow without web access for repeatable benchmarking.
Quick Start
Produce a one-page equity investment memo from the local data snapshot and save the result to /root/memo.md.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: equity-investment-memo Download link: https://github.com/bingran-you/bingran-you/archive/main.zip#equity-investment-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.