investing-team

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.