investment-reconciler

Reconciles valuation artifacts into a verdict.json and REPORT.md with margin of safety.

Updated Sep 9, 2026
One-click install
npx skills add https://github.com/lyndonkl/hermesworld --skill investment-reconciler-lyndonkl
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment-reconciler
Source: https://github.com/lyndonkl/hermesworld/tree/main/packages/investment-reconciler/skills/valuation-specialists/investment-reconciler
Command: npx skills add https://github.com/lyndonkl/hermesworld --skill investment-reconciler-lyndonkl

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Finished valuation analyses produce many conflicting numbers across DCF, relative pricing, and corporate-finance strands, and someone must turn them into one defensible buy, sell, or hold call without burying unresolved critic findings. ## Core Features & Use Cases - Verdict Reconciliation: Compares intrinsic value against pricing estimates and market price, sizes the margin of safety, and issues a recommendation with catalysts, risks, and reversal conditions. - Gate Enforcement: Blocks publication when preconditions fail, constraints are breached, or high-severity critic findings remain unresolved below the loopback cap. - Dual Artifact Output: Writes a machine-readable verdict.json and a human-readable REPORT.md that agree figure by figure, validated by consistency and readability scripts. - Use Case: As the terminal stage of a valuation orchestrator run, load the mandate, challenge, and estimate artifacts, then produce the final report a decision-maker reads. ## Quick Start Reconcile the completed valuation artifacts in this run into a final verdict and report using the investment-reconciler stage brief.

Frequently Asked Questions about investment-reconciler

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

FAQPage Schema
How do I reconcile a DCF value with relative pricing estimates?

Never average an intrinsic value with a multiple-based price. Assemble one estimate table with benchmarks and fit scores, choose the estimate that carries the decision based on mandate and horizon, and explain the disagreement as a finding rather than noise.

How is margin of safety calculated in a valuation report?

Margin of safety is the gap between value and price net of the estimate range, widest for young, distressed, and emerging-market companies. Report value per share, price, the percentage gap, and whether the conservative scenario cell still sits above the price.

When should a valuation verdict be blocked instead of published?

Block when the mandate is incomplete, the critic has not run, high-severity findings remain open below the loopback cap, currencies mismatch, or a classification constraint is breached. Name the missing input, the failed gate, and the stage that owns the fix.

Can this skill be used standalone outside the orchestrator?

No, it is a stage brief designed for the terminal stage of an orchestrated team run with orchestrator-supplied absolute paths. For direct use, load the valuation-reporting skill instead, which carries the templates this brief applies.

What happens to unresolved high-severity critic findings?

Each unresolved high-severity finding gets its own named report section with its id, claim, evidence, rerun attempts, value effect, and whether it changes the recommendation. Findings are never softened, buried, or omitted.