How to use the Investment Memo Craft agent skill

What the skill makes the agent do

The skill is a writing and judgment overlay for research reports. It does not fetch market data, run calculations, or verify numbers. It tells Codex how to structure and argue a report so that an investor can use it.

When the skill applies, the report opens with context such as the research date, price, market cap, valuation, and a short thesis. It then covers business mechanics and moat, argues the bear case, judges management by capital allocation, and only after that gives valuation-based buy, hold, or sell guidance with price bands. The full action table sits near the end rather than at the top.

The skill also sets layout conventions: a simple title in the form of a research report, dated filenames, stepped Chinese section headings, GitHub Markdown formatting, and restrained bold text.

• Opens with context, not the recommendation
• Explains business mechanics, revenue structure and moat
• Argues the bear case and names the most likely analytical mistake
• Judges management through capital allocation
• Ends with a decision memo, distinguishing analysis confidence from investment certainty

Check the requirements before you install

The skill is declared Codex-only. It says not to use it to modify Claude Code slash-command sources, so it is not meant for Claude Code or other agents. The SKILL.md also refers to the wider AI Berkshire research skill and its financial-data and audit tooling. Those are not included in the files on this page, so the skill's data discipline depends on tooling you would need to obtain separately.

The skill runs no scripts and uses no network access, according to its declared properties. It contains only instructions and an agent metadata file.

• An environment where Codex loads skills
• The wider AI Berkshire research skill and its financial-data and audit tooling (referenced, not included)
• Files on this page: agents/openai.yaml and SKILL.md

Install the skill from the ZIP

Download the ZIP for investment-memo-craft from this page and unzip it. Place the resulting folder in a skills directory. For a personal install, use ~/.claude/skills/. For a single project, use the project's .claude/skills/ folder.

The skill's own description says it is Codex-only, so confirm that the location you choose is one your Codex setup reads. If you use the Claude apps instead, the source describes uploading the skill under Settings → Capabilities → Skills.

• Personal install: ~/.claude/skills/
• Project install: the project's .claude/skills/ folder
• Claude apps: Settings → Capabilities → Skills, then upload

Trigger the skill with natural requests

You do not need a special command. The skill's description says to use it whenever Codex creates, rewrites, revises, or critiques company, industry, or fund research reports, especially long Markdown reports. Describe the task in plain language and name the company and the output you want.

If you only want a memo format, say so explicitly. By default the skill titles long-form outputs as a research report, and it uses the word memo only when the user asks for a memo.

• Write a research report on [company] (ticker [symbol]) in the AI Berkshire style.
• Rewrite this industry report so the valuation-to-action section comes after the risk section.
• Critique this fund report for rigor, bear case coverage and clarity of buy, hold or sell signals.
• Create an executive memo on [company] with the action table at the top.

Example: a report from a request

Suppose you ask Codex to write a company research report and attach your own data. With the skill active, the output should follow the default report shape: an AI research bias section first, then a data overview, business essence analysis, moat assessment, inverse thinking and risk list, management assessment, and industry trend analysis, with valuation and the decision memo following.

Check the numbers yourself. The skill does not verify data, so any figures in the report come from your inputs and the underlying research tooling.

• Expect stepped headings such as 第一步：核心数据总览 and 第八步：最终决策与行动清单
• Expect a dated filename in the form 公司名研究报告-YYYYMMDD.md
• Expect the final section to separate AI analysis confidence from investment certainty

Safety notes on scripts, network and advice

The skill runs no scripts and makes no network calls, so installing it does not run code on your machine. Its outputs, however, are generated analysis. The skill encourages buy, hold, and sell language and price bands, but it does not verify the underlying data. Do not treat its output as personalised financial advice.

The skill also defers to primary-source checks, valuation tools, and audit tooling. Keep those steps in your workflow.

• No scripts and no network access are declared
• Verify all figures against primary sources before acting
• Treat price bands as analysis outputs, not instructions for your own portfolio