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investing-team

Produce Buy/Hold/Sell equity research memos with primary-source citations and conviction grades.

6|1|Updated Apr 2, 2026
Search Tags:#portfolio#valuation#investment-analysis#primary-sources#equity-research#taiwan-equities
One-click install
npx skills add https://github.com/kouko/monkey-skills --skill investing-team
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investing-team
Source: https://github.com/kouko/monkey-skills/tree/main/domain-teams/skills/investing-team
Command: npx skills add https://github.com/kouko/monkey-skills --skill investing-team

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The investing-team skill converts fragmented market data, filings, and qualitative checks into defensible Buy/Hold/Sell recommendations and structured equity research memos that surface primary-source evidence and explicit margin-of-safety reasoning. It prevents analytic mistakes by enforcing provenance, citation discipline, thesis invalidators, and quality gates so recommendations are auditable and repeatable.

Core Features & Use Cases

  • Primary-source grounding: Requires and documents statutory filings, exchange reports, and central-bank series for every factual claim.
  • Structured workflows: Quick stock screens, deep 4–8k-word equity memos, portfolio rebalancing reviews, macro regime diagnoses, and Taiwan-specific analyses.
  • Quality gates & evaluator integration: Auto-runs MUST/SHOULD/MAY gate checklists for citation compliance and thesis soundness and surfaces PASS / NEEDS_REVISION outcomes.
  • Verdict grammar & sizing: Produces BUY/HOLD/SELL verdicts with explicit intrinsic-value ranges, margin-of-safety, conviction grades (A/B/C), and fractional-Kelly / risk-budget sizing guidance.
  • Audit-ready provenance footer: Emits a standardized provenance table listing sources, filing IDs/series, as-of and fetched timestamps for traceability.

Quick Start

Create a BUY/HOLD/SELL equity research memo for ticker AAPL with primary-source citations, an explicit margin-of-safety calculation, and a conviction grade.

Frequently Asked Questions about investing-team

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

FAQPage Schema
How do I generate an equity research memo with primary-source citations?▼

To generate an equity research memo with primary-source citations, input a ticker to trigger structured workflows that enforce provenance footers, statutory filing documentation, and citation compliance gates for auditable analysis.

What is the best way to structure a Buy/Hold/Sell investment recommendation?▼

The best way to structure a Buy/Hold/Sell recommendation uses explicit intrinsic-value ranges, margin-of-safety calculations, conviction grades, and risk-budget sizing guidance to ensure defensible and repeatable investment verdicts.

Can I run portfolio rebalancing reviews and macro regime diagnoses?▼

Yes, you can run portfolio rebalancing reviews and macro regime diagnoses. The skill processes fragmented market data and central-bank series into structured analysis with mandatory thesis invalidator checks.

Does the equity research workflow support Taiwan-specific stock diagnostics?▼

The equity research workflow supports Taiwan-specific diagnostics by analyzing monthly revenue trends, institutional flows, and insider holdings using exchange reports to produce localized investment theses.

How do mandatory evaluator gates improve investment analysis quality?▼

Mandatory evaluator gates improve investment analysis by running MUST/SHOULD/MAY checklists that validate citation compliance and thesis soundness, surfacing PASS or NEEDS_REVISION outcomes before finalizing recommendations.

What position-sizing guidance does an equity research memo provide?▼

An equity research memo provides position-sizing guidance through fractional-Kelly and risk-budget methodologies, scaling allocations according to the assigned conviction grade and calculated margin of safety.

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