Disclaimer

These are personal research tools, not financial advice, investment advice, or a recommendation to buy or sell any security. Use your own judgment and verify all outputs against primary sources before making investment decisions.

BuffettStack

Codex skills for systematic investment research, inspired by Warren Buffett, Charlie Munger, Benjamin Graham, and Philip Fisher.

This project is meant to be shared freely with people who want a more disciplined way to study businesses before making investment decisions. The skills help turn annual filings and financial statements into source-grounded research outputs, with quality-control and audit passes built into the workflow.

These tools are not a stock picker and they are not financial advice. They are personal research aids for reading better, checking assumptions, and keeping an investment process organized.

Install

This is a Codex skills bundle, not a Python or npm package.

Clone the repository:

git clone <repo-url>
cd BuffettStack

To make the skills available in Codex across projects, copy them into your Codex skills directory:

mkdir -p ~/.codex/skills
cp -R .codex/skills/* ~/.codex/skills/

Then restart Codex so it reloads available skills.

You can also work directly from this repository if your Codex setup loads workspace-local skills from .codex/skills/.

Quick Start

Ask Codex to run one of the skills by name:

$fetch-financials CME
$synthesize-annual-filing CME 2024
$company-overview CME
$analyze-business-economics CME
$calc-oe CME

Research outputs use ./research/ by default. You can override that with --research-base /path/to/research, the RESEARCH_BASE_PATH environment variable, or .codex/settings.local.json at env.RESEARCH_BASE_PATH.

$fetch-financials uses FMP when FMP_API_KEY is set. Without a token, it falls back to free SEC EDGAR Company Facts with Yahoo Finance as supplemental profile and market metadata.

Other skills that can use FMP-sourced transcripts or press releases prefer FMP when FMP_API_KEY is available, but should fall back to free sources such as company investor-relations pages, SEC filings, existing local earnings files, and web-searched transcript pages when no FMP token is available.

Skills

Skill	Purpose
$synthesize-annual-filing	Synthesize one annual filing into an analyst memo with QC and audit passes.
$synthesize-investor-materials	Synthesize investor presentations, investor days, quarterly decks, and shareholder letters.
$fetch-financials	Fetch and store financial statements as canonical JSON plus Markdown summary, using FMP or free SEC-first data.
$company-overview	Create or refresh the standing business overview for a company.
$analyze-business-economics	Analyze business model, unit economics, accounting quirks, and key operating metrics.
$analyze-competitive-landscape	Analyze industry structure, market share, profit pools, and competitive threats.
$analyze-moat-strength	Score moat strength and trajectory with evidence-backed checklist scoring.
$audit-management-credibility	Compare management promises, guidance, capital allocation claims, and outcomes.
$analyze-investment-risks	Build risk categories, thesis killers, monitoring dashboard, and downside scenarios.
$scenario-analysis	Create qualitative 10-year scenarios with probability assignments.
$scuttlebutt	Gather Philip Fisher-style grassroots intelligence across stakeholder groups.
$run-fisher-analysis	Score a company against Philip Fisher's 15-point checklist.
$run-munger-analysis	Evaluate business quality, management, moat, and compounding potential through Munger-style mental models.
$calc-oe	Calculate historical owner's earnings from financial statement JSON and annual filing memos.
$quality-control	Re-read sources and surgically fix content gaps in a research output.
$audit-output	Check a research output against its skill requirements and fix compliance violations.

Layout

.codex/
└── skills/
    ├── audit-output/
    ├── calc-oe/
    ├── fetch-financials/
    ├── quality-control/
    ├── synthesize-annual-filing/
    └── ...additional analysis skills
example-outputs/
└── synthesize-annual-filing/

Notes

• Bundled scripts should be used instead of calling data providers directly.
• Keep generated research outputs out of git, except curated examples under example-outputs/.

License

MIT License. See LICENSE.