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Guide · Agent skill

How to use the Investor Panel agent skill (investor-panel)

Updated · written with AI from the project's own documentation and checked against our catalogue data

The investor-panel skill lets an AI agent role-play a panel of well-known investment styles and give its opinion on one stock, with a bullish, neutral or bearish signal, a score, a verdict and a short quote-style comment from each persona. This guide explains what the skill does, how to install it from the ZIP, how to ask for a vote in plain language, and what files you must supply first. By the end you will know how to run it and how to read its output as a discussion prompt rather than investment advice.

Investor Panel (Virtual Investor Vote)wbh604/UZI-Skill · MIT

Quick start

  1. 1Download and unzip. Download the investor-panel ZIP from the directory page and unzip it on your computer.
  2. 2Place the skill folder. Move the investor-panel folder into ~/.claude/skills/ for personal use or into a project's .claude/skills/ folder.
  3. 3Or upload in the app. In the Claude apps, open Settings, then Capabilities, then Skills, and upload the skill.
  4. 4Prepare the ticker cache. Create .cache/{ticker}/ and add dimensions.json and raw_data.json for the stock.
  5. 5Check the supporting files. Confirm the scripts/lib modules and references/quotes-knowledge-base.md exist, since the skill references them but they are not in the listed files.
  6. 6Ask for a panel vote. Make a request such as asking what the panel thinks of the stock, naming the ticker.
  7. 7Read the output. Review panel.json for signals, verdicts, the consensus figure and each persona's reasoning.

What the investor-panel skill makes the agent do

An agent skill is a folder of instructions and reference files that an AI agent loads when your request matches the skill's description. This one is a multi-persona voting panel. Its description covers nine investing schools, including classic value, growth, macro hedge, technical trend, Chinese value, A-share speculative trading, quant systems, tech leaders and AI positioning.

For each persona, the agent is asked to return a structured result with the fields signal, confidence, score, verdict and comment, plus reasoning, pass and fail lists. The skill then tallies the results into a consensus figure and vote and signal distributions.

The skill works from pre-collected data. It reads a dimensions.json file and a raw_data.json file for one ticker and does not fetch live market data itself.

Install the skill from the ZIP file

Download the ZIP for investor-panel from the directory page and unzip it. Then place the resulting investor-panel folder in one of two locations: your personal skills folder for all projects, or a project-specific folder for one codebase.

Alternatively, in the Claude apps you can upload the skill under Settings, then Capabilities, then Skills.

  • Personal install: put the folder in ~/.claude/skills/
  • Project install: put the folder in the project's .claude/skills/ directory
  • App install: Settings → Capabilities → Skills, then upload the skill
~/.claude/skills/investor-panel/

Prepare the input files

The skill expects you to supply the stock data. For a ticker, the files go in a cache folder named after the ticker. The source describes reading the 19-dimension scores and the raw data, and writing its output to a panel.json file in the same folder.

Several supporting files are referenced by the skill but are not included in the file list for this package. Those are the Python modules scripts/lib/investor_db.py and scripts/lib/seat_db.py, and references/quotes-knowledge-base.md. If they are missing, the skill may fail or the agent may improvise quotes, so check for them before you rely on the output.

  • Required: .cache/{ticker}/dimensions.json
  • Required: .cache/{ticker}/raw_data.json
  • Referenced but not in the listed files: scripts/lib/investor_db.py, scripts/lib/seat_db.py, references/quotes-knowledge-base.md
.cache/{ticker}/dimensions.json .cache/{ticker}/raw_data.json

Trigger the skill with natural requests

The skill's description lists trigger phrases in Chinese. Matching the wording helps the agent pick the skill. The phrases are roughly: a panel review, what the 65 experts think, would someone buy a given stock, or run a big-investor vote.

Name the ticker and make clear you want the panel's opinion on it. Make sure the cached files for that ticker already exist.

  • 评审团怎么看这只股票? (How does the panel view this stock?)
  • 65 大佬怎么看 某某股票? (What do the 65 big investors think of a given stock?)
  • 某某会买吗? (Would someone buy it?)
  • 做一次大佬投票 (Run a big-investor vote)

What the output looks like and how to read it

Each persona returns a strict JSON object. The fields are investor_id, name, group, signal (bullish, neutral or bearish), confidence, score, verdict, reasoning, comment, pass, fail, ideal_price and period. The consensus is calculated as the share of bullish votes out of the total.

The comment is generated by the model in the investor's style. It is not a verified quote from that person. Treat the score and verdict as a structured prompt for discussion, not a forecast.

  • signal: bullish, neutral or bearish
  • confidence: a number from 0 to 100
  • score and verdict: how strongly the persona endorses or rejects the stock
  • comment: a model-written line in the persona's style
  • panel_consensus: bullish votes divided by total votes, times 100

Safety and what the skill runs

The skill is marked as running scripts and as not using the network. The scripts it references are the Python modules listed above. Read those scripts before running the skill on your machine, since the package does not include all of them.

Because the personas are generated by the model, the skill can misrepresent real people. Do not present comments as things the investors actually said.

  • Runs scripts: yes, according to the package metadata
  • Uses network: no, according to the package metadata
  • Licence: MIT

Tips for useful results

Give the agent complete cached files for the ticker. Missing dimensions usually mean personas cannot apply their rules, and the skill is meant to assign low confidence in that case.

Use the panel to compare philosophies. Look at where value, growth, macro and technical personas disagree, and ask why.

  • Refresh the cache files before each run so the data is current
  • Ask follow-up questions about a single persona's pass and fail lists
  • Keep the MIT licence notice if you redistribute the skill

What people use it for

  • Starting a discussion in an investment club by comparing how value and growth personas score the same stock.
  • Studying how a multi-persona prompt is structured and how the agent returns strict JSON for each persona.
  • Teaching students the difference between value, growth and momentum frameworks using one set of cached data.
  • Testing how a panel's consensus shifts when you change the input dimensions file.

Frequently asked questions

Is the investor-panel skill free to use?

The package is licensed under MIT. The source does not state any price, so check the directory page for any terms beyond the licence.

Does investor-panel fetch live stock prices by itself?

No. The skill reads pre-collected dimensions.json and raw_data.json files for a ticker. You must supply those files yourself.

Why does the skill say 50 in some places and 65 or 66 in others?

The description refers to a larger panel, while the body text and the reference file table count 50 personas. Check the files you have before assuming the full number is available.

Can I trust the investor quotes the panel produces?

No. The comments are generated by the model in each investor's style and may misrepresent the real people. Do not cite them as real statements.

What if the skill fails or gives odd results?

First check that the cache files exist for the ticker, and that scripts/lib/investor_db.py, scripts/lib/seat_db.py and references/quotes-knowledge-base.md are present. The source warns the skill may fail or hallucinate when they are missing.

Is investor-panel good for making buy or sell decisions?

No. The personas are model-generated, the scores are not validated predictions, and the output is a role-play opinion rather than financial analysis.

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Our verdict

Use investor-panel if you want a structured, side-by-side discussion of how different investing philosophies would view one stock, or if you are studying multi-persona prompt design. Pick something else if you need live data, validated forecasts or real investment advice, because the skill cannot fetch data and its personas are not the real investors.

Download the skill