Open-source repository of finance and investing skills built around the SKILL.md format.
This project collects reusable investing workflows instead of one-off prompts. The goal is to make research frameworks, market-analysis lenses, portfolio logic, and report formats easier to reuse, compare, and extend.
- Fundamental-analysis skills for bottom-up business and valuation work
- Data-access skills for retrieving, validating, and preparing financial data
- Market-analysis skills for regime, liquidity, and macro context
- Quantitative-research skills for signal design and validation
- Output-format skills for packaging research into publishable deliverables
- Investor-persona skills that apply the decision framework of well-known investors
skills/fundamental-analysis/company-analysisskills/data-access/openbb-data-fetcherskills/market-analysis/traditional-market-analysisskills/quantitative-analysis/quant-researchskills/output-formats/financial-report
skills/investor-personas/aswath-damodaranskills/investor-personas/ben-grahamskills/investor-personas/bill-ackmanskills/investor-personas/cathie-woodskills/investor-personas/charlie-mungerskills/investor-personas/michael-burryskills/investor-personas/mohnish-pabraiskills/investor-personas/nassim-talebskills/investor-personas/peter-lynchskills/investor-personas/phil-fisherskills/investor-personas/rakesh-jhunjhunwalaskills/investor-personas/stanley-druckenmillerskills/investor-personas/warren-buffett
vibe-investing/
├── README.md
├── AGENTS.md
└── skills/
├── AGENTS.md
├── data-access/
├── fundamental-analysis/
├── investor-personas/
├── market-analysis/
├── output-formats/
├── portfolio/
└── quantitative-analysis/
Each skill lives in its own folder:
skills/<category>/<skill-name>/
├── SKILL.md
├── references/ # optional
├── scripts/ # optional
└── assets/ # optional
SKILL.md is the only required file.
- Organize skills by reusable capability, not by ad hoc project folders
- Keep each skill modular, portable, and easy to evolve
- Keep
SKILL.mdconcise and workflow-driven - Move detailed formulas, templates, and long guidance into
references/when needed - Add
scripts/only when deterministic repeated work is worth automating - Use lowercase hyphen-case for skill names
- Use
AGENTS.mdfor folder-level maintenance rules instead of extra documentation files
This repository is designed for any system or workflow that can consume SKILL.md-style skill folders.
Typical usage:
- Choose the category that matches the task.
- Open the relevant
SKILL.md. - Load any
references/,scripts/, orassets/only when needed. - Apply the workflow to the investment question, research task, or report-generation job.
Contributions are welcome if they improve the repository as reusable open-source infrastructure for investing workflows.
When adding or updating a skill:
- Put it under the most appropriate top-level category in
skills/ - Keep the structure shallow
- Prefer small, targeted additions over broad speculative scaffolding
- Avoid adding extra nested
README.mdfiles - Keep skill instructions generic rather than tied to a single host product
- Follow any relevant
AGENTS.mdguidance in the directory you are editing
- virattt/ai-hedge-fund: reference source for the investor persona skill adaptation work under
skills/investor-personas/ skills/fundamental-analysis/company-analysis: built around Aswath Damodaran style valuation logic, including narrative-first analysis, market-implied expectations, Reverse DCF before Forward DCF, FCFF-based intrinsic valuation, reinvestment and margin decomposition, and industry-reality checks.skills/quantitative-analysis/quant-research: built from the Fama-French / Kenneth French factor framework, AQR-style factor investing and factor momentum research, Andrew Lo's Adaptive Markets view, David Bailey and Marcos Lopez de Prado's backtest-overfitting defense framework, CMT and John Bollinger style rule-based technical analysis, and performance attribution / risk decomposition thinking.skills/market-analysis/traditional-market-analysis: built from Howard Marks style cycle awareness, pendulum psychology, second-level thinking, and risk asymmetry; Michael Mauboussin style expectations investing, base rates, moat durability, capital allocation, and probability-weighted judgment; Stanley Druckenmiller style macro regime detection, liquidity-first interpretation, adaptive view changes, and decisive positioning; and George Soros style reflexivity and self-reinforcing market narrative analysis.