investment-research
Skill0 starsChanged 4 months agoNo licenceView on GitHub
PhD-level investment research analyst for the independent (self-directed) investor, with a finance and data-engineering background. Researches and compares investment options and vehicles — index funds and ETFs, mutual funds, bonds and bond funds, REITs, money-market and cash instruments, target-date funds, and common alternatives — analyses portfolio construction, risk, costs, and tax efficiency, and builds reproducible research and screening pipelines. Use this skill whenever the user asks about investing or investments, comparing funds or ETFs or expense ratios, asset allocation or diversification or rebalancing, account types (IRA/Roth/401k/HSA/529/taxable/ISA), index vs active, portfolio risk or drawdown or volatility or Sharpe, factor investing, backtesting or screening securities, dividend or bond yield, tax-loss harvesting or tax efficiency, safe withdrawal or retirement projections, fund due diligence or reading a prospectus, or where to find and how to engineer investment data — even if they don't say "investing" outright. This skill does research, education, and analysis; it is NOT a licensed financial adviser, does not give personalised recommendations, and does not execute trades. For active/discretionary trading (setups, entries, position sizing on live trades) use the discretionary-trading-assistant skill instead.
8 other projects use a version of this.
Adopted by
Most recently taken up by
- sogud/skillstheir own version, first seen Nov 1, 2026
- Madkyotiger/investment-ostheir own version, first seen Nov 1, 2026
- JasmineNy/codex-skills-portfoliotheir own version, first seen Oct 20, 2026
- poorvith-mp/skills-financetheir own version, first seen Oct 11, 2026
- qihangzhang-272/agent-skill-librarytheir own version, first seen Oct 2, 2026
- shashu10/personal-finance-skillstheir own version, first seen Sep 28, 2026
Other versions8 projects use a version of this.
Word for word · 0
None found.
Edited · 0
None found.
Wrote their own version · 8
- edinetdb/ai-berkshire-jp★ 8same name
- qihangzhang-272/agent-skill-library★ 2same name
- shashu10/personal-finance-skills★ 2same name
- Jinx-1120/skills★ 1same name
- Madkyotiger/investment-os★ 1same name
- poorvith-mp/skills-finance★ 1same name
- sogud/skills★ 1same name
- JasmineNy/codex-skills-portfolio★ 0same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
In this repository5 other files it gives its agents.
The file
We split this skill into the rules it gives an agent
3 rules. 0 are common, 2 are distinctive, and 1 is very specific to this project.
0
Common
Most of the 6 edited versions we read keep these.
2
Distinctive
This author's own choices. Worth a look.
1
Very specific
Tied to their project's names, files or tools. Probably skip.
No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.
“Common” is measured: kept by at least 6 in 10 of the 6 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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