finance-investment-checklist

Runs a Buffett-style six-gate pre-buy checklist on one or more companies.

Updated Aug 10, 2026
One-click install
npx skills add https://github.com/Choi-Keith/skill-arsenal-ultra --skill finance-investment-checklist-choi-keith
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance-investment-checklist
Source: https://github.com/Choi-Keith/skill-arsenal-ultra/tree/main/plugins/finance-skills/finance-screening/skills/finance-investment-checklist
Command: npx skills add https://github.com/Choi-Keith/skill-arsenal-ultra --skill finance-investment-checklist-choi-keith

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve? Investors often buy stocks on impulse, tips, or FOMO without a disciplined framework. This Skill enforces a systematic Buffett-style value investing checklist before any purchase, covering business understanding, economic quality, moat, management, valuation margin of safety, and decision discipline, so bad choices get filtered out before capital is committed. ## Core Features & Use Cases - Six-Gate Checklist: Scores each company (1-5 stars) across circle of competence, business economics, moat depth, management trustworthiness, margin of safety, and position discipline, with hard veto rules. - Multi-Company Parallel Analysis: Accepts multiple tickers or company names at once, launches parallel data collection, and produces a side-by-side comparison table. - Deterministic Financial Verification: Calls a bundled Python toolkit for exact-decimal valuation checks (PE, PB, ROE, FCF yield), three-scenario valuation modeling, cross-source data validation, and Benford's Law fabrication screening. - Use Case: Ask it to run the checklist on Tencent, Moutai, and NVIDIA; it produces per-company scorecards, a mirror-test statement, a quick-veto scan, and a final pass/fail/gray-zone verdict written to a Markdown report. ## Quick Start Ask the agent to run the Buffett pre-buy checklist on the companies you are considering, for example: run the investment checklist on Tencent, Moutai, and NVDA.

Frequently Asked Questions about finance-investment-checklist

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I run a Buffett-style checklist on multiple stocks at once?

Pass multiple company names or tickers separated by commas or spaces, such as Tencent, Moutai, NVDA. The skill launches parallel data collection for each company and outputs per-company scorecards plus a final comparison table.

What does the six-gate investment checklist evaluate?

It scores circle of competence, business economics (ROE, margins, FCF), moat depth, management trustworthiness, margin of safety via valuation, and position discipline. Each gate gets a 1-5 star rating, and hard veto rules can reject a company outright.

Does the checklist work for unlisted or data-scarce companies?

Unlisted companies are flagged and skipped from the full checklist. Data-scarce companies receive an information-richness grade, and items that cannot be verified are honestly marked as gray zones rather than forced into pass or fail.

How are valuation metrics like PE and FCF yield calculated?

A bundled Python script computes them with exact decimal arithmetic to avoid floating-point errors. It also supports three-scenario valuation modeling, cross-source data validation, and Benford's Law screening for fabricated financials.

When should I not use this pre-buy checklist skill?

It is designed only for pre-purchase screening of new positions. It does not handle ongoing portfolio tracking, position management of existing holdings, or sell decisions.