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Value-Investing Checklist

by Xbt LinSkillResearch something

Runs listed companies through a six-gate pre-buy checklist and rates each one

View on GitHub

The problem it solves

A friend tips you a stock, and you want a quick way to see whether it is even worth an evening of reading.

For Individual investorsValue-investing learners

Before
You skim a few headlines and a quote page, then decide on a hunch.
After
You get a six-gate star score per company, a veto check, a five-sentence reason test and a pass, fail or grey-zone verdict saved as a file.
Stars
★ 17k
License
MIT
Cost
Usage-based
Level
Intermediate
Contents
Includes scripts

Overview

This skill from the AI Berkshire collection walks your agent through a pre-buy checklist modelled on Warren Buffett's value-investing questions. Give it one or more company names or tickers; it gathers the numbers, scores each company from one to five stars on six gates (understanding, business quality, moat, management, price and discipline) and gives a pass, fail or grey-zone verdict with a comparison table. The instructions and report are in Chinese. It suits individual investors who want to rule out weak ideas before deeper research.

It is built to rule companies out quickly, with hard veto rules and valuation math done by a script instead of the model's mental arithmetic.

Try these first

Start with the first one: it is a small task you can check easily.

  1. Run the checklist on [company you know well] and show the share price and PE ratio you used, with their sources.First try

  2. Compare [company A], [company B] and [company C] and give me the overview table.

  3. Which gates did [company] fail, and which data was missing?

  4. Save the full report and tell me where the file is.writes a file

Example prompts written by Agent Flows Hub.

What you get

From the creator's documentation.

OutputWhat it isReads
Six-gate scoreOne to five stars for understanding, business quality, moat, management, price and disciplineWeb data
Veto listEight quick red flags; any one of them marks the company as rejectedYour agent
Valuation mathValuation and three-scenario figures computed by the repository's Python scriptYour computer
Comparison tableA side-by-side overview when you name several companiesYour agent
Report fileThe full report saved as a Markdown file in your home folderYour computer

Good to know

You have a few stock ideas and want to drop the weak ones before spending time on them. The skill scores each company on six gates, applies a veto list and writes a verdict per company plus a comparison table.

Limits

  • The instructions and finished report are in Chinese, and the skill runs calculation scripts from a local copy of the repository. The README states the project is for research and education, not investment advice.
  • Figures come from web sources the agent finds; check share prices and earnings against the company's own filings before relying on a score.

Notes by (original project name: investment-checklist (AI Berkshire)), written from the creator's documentation, not from running it ourselves. investment-checklist SKILL.md · AI Berkshire README (English)

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