finance-investment-research

Conducts deep value-investing research on companies using a four-master analysis framework.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve? AI agents often produce shallow or error-prone company analysis because they lack a structured investment methodology and tend to hallucinate financial figures. This Skill enforces a rigorous, multi-stage research workflow based on Buffett, Munger, Duan Yongping, and Li Lu, with programmatic verification of every key financial data point. ## Core Features & Use Cases - Four-Master Framework: Eight sequential modules covering business quality, moat assessment, inversion-based risk analysis, management evaluation, civilizational trend analysis, and three-scenario valuation. - Programmatic Data Verification: The financial_rigor.py script verifies market cap, valuation ratios, and cross-source data consistency using exact decimal arithmetic, eliminating LLM mental-math errors. - Report Audit Gate: The report_audit.py script randomly samples 15% of data points in the final report and blocks publication until all sampled values match trusted sources within 1%. - Use Case: Ask the agent to research a company like Tencent, and it will collect multi-source financials, generate SVG trend charts, run valuation scenarios, and deliver a Markdown report with an explicit buy/hold/avoid recommendation. ## Quick Start Ask the agent to run a full investment research report on a specific company, for example: run a deep investment research analysis on Tencent.

Frequently Asked Questions about finance-investment-research

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

FAQPage Schema
How do I run a deep investment research analysis on a company?

Invoke the skill with a company name or ticker, and it executes eight sequential modules: data collection, business essence, moat, risk inversion, management, industry trends, valuation, and a final decision memo. The output is a Markdown report with tables, SVG charts, and a clear buy/hold/avoid recommendation.

What data sources does this investment research workflow use?

It requires two independent sources per data point: macrotrends plus stockanalysis for US stocks, aastocks plus macrotrends ADR for Hong Kong stocks, and Eastmoney plus cninfo for A-shares. Discrepancies over 1% must be flagged and resolved against annual reports.

How does the skill prevent LLM calculation errors in valuation?

All key computations go through the financial_rigor.py script, which uses Python's Decimal type for exact arithmetic. It verifies market cap against price times shares, cross-validates multi-source figures, and computes three-scenario target prices without floating-point drift.

Does the report audit tool block publication of inaccurate reports?

Yes. report_audit.py extracts financial data points from the finished report, randomly samples 15%, and compares each against fetched source values. Any sampled point deviating more than 1% triggers a FAIL verdict, requiring correction and re-audit before release.

When is this skill not the right choice for stock analysis?

It is not suited for quick screening or single-dimension financial ratio checks, as stated in its own description. The full eight-module workflow with mandatory verification is heavyweight, so use a lighter screening skill for rapid multi-stock filtering.