Guide · Agent skill
How to use the management-deep-dive agent skill: install and run it
Updated · written with AI from the project's own documentation and checked against our catalogue data
management-deep-dive is an agent skill from the AI Berkshire project that tells an AI agent to investigate a company's management, not just its financials. It is written in Chinese and is meant for investors who want to judge whether leadership is trustworthy before a long-term holding. After this guide you will know what the skill does, how to install it, how to trigger it with a natural request, and what to check before relying on its output.
Management Deep-Dive Researchxbtlin/ai-berkshire · MIT Download the skill Quick start
- 1Download the ZIP. Get the management-deep-dive ZIP from the directory page. The package contains SKILL.md.
- 2Unzip into a skills folder. Unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder.
- 3Or upload in the Claude apps. Go to Settings → Capabilities → Skills and upload the ZIP if you use the apps.
- 4Confirm the repository setup. Make sure you have a repository checkout with tools/ and AGENTS.md, and that the agent can run shell commands from the repository root.
- 5Make a request. Ask for a company name, or a person plus a company, for example 王兴 美团.
- 6Review the report. Check the scores, the sources and the data cutoff date before drawing any conclusion.
What the management-deep-dive skill makes the agent do
An agent skill is a set of written instructions that an AI agent loads when your request matches the skill's purpose. This one covers management assessment. When you ask about a company, or a company plus a leader's name, the agent runs a multi-step investigation of the people running it.
The workflow identifies key executives, tracks whether public promises were kept, and reviews major acquisitions, buybacks and dividends. It also checks governance such as share structure and related-party deals, and looks for indirect feedback from employees and customers. It ends with a scored report saved as a Markdown file under reports/.
- Identifies the CEO, CFO, founder or controlling shareholder and other key executives
- Compares past public statements with what actually happened
- Reviews capital allocation: M&A, buybacks, dividends and new business investments
- Checks governance: share structure, pay, and related-party transactions
- Gathers indirect signals from employee reviews, customer feedback and industry reputation
- Produces a weighted score and a Markdown report
Install the skill from the ZIP or the Claude apps
You can install the skill in one of two ways. The first is to download the ZIP from the directory page and unzip it into your personal skills folder, ~/.claude/skills/, or into a project's .claude/skills/ folder if you want it only for one project.
The second is to upload the ZIP in the Claude apps under Settings → Capabilities → Skills. Use this route if you work in the apps rather than a terminal.
- Personal install: unzip into ~/.claude/skills/
- Project install: unzip into the project's .claude/skills/ folder
- Claude apps: Settings → Capabilities → Skills, then upload the ZIP
Check the requirements before you start
The skill needs more than the instructions file. It expects web search access for the agent, and shell access to run the shared tools/financial_rigor.py script from the repository root. It also expects a repository checkout that contains the tools/ folder and AGENTS.md.
If you install only the skill folder without that repository context, the script step and the research quality rules it refers to will not be available. The skill is licensed under MIT.
- Web search access for the agent
- Shell access, with commands run from the repository root
- A repository checkout containing tools/ and AGENTS.md
- The skill runs scripts and uses the network
python3 tools/financial_rigor.py verify-valuationTrigger the skill with a natural request
Ask for a company by name, or give a person and a company. The source gives these input formats: a company name, or a person's name followed by a company name. Chinese company names are expected, since the workflow is written in Chinese.
Use the skill for a deep management check, not for quick market questions. A request for a share price or ticker will not benefit from a process that is long and multi-step.
- "Do a management deep-dive on 美团"
- "王兴 美团 management assessment"
- "Assess the leadership of 英伟达 before I hold it long term"
- Examples in the source include 美团, 王兴 美团 and 黄仁勋 英伟达
Read the output and its limits
The report is organised into key people, integrity, ability, governance, indirect verification and a weighted overall score. The skill also asks the agent to state the data cutoff date and to label uncertainty and source gaps. The integrity dimension carries the most weight at 35%.
The scores are subjective, and the research relies on public web search that may be incomplete or outdated. Treat the report as one input to your own judgement, not as investment advice.
- Integrity 35%, strategy and execution 25%, capital allocation 25%, governance 15%
- Scores are subjective
- Public web search may be incomplete or outdated
- Check the cited sources and data cutoff date yourself
What people use it for
- Deciding whether to hold a company for ten years by judging its leadership
- Checking whether a CEO's past forecasts were met, using their earnings calls and shareholder letters
- Reviewing buybacks, dividends and large acquisitions against later outcomes
- Assessing governance risks such as dual-class shares or related-party deals
- Building a deeper management section on top of an existing investment research note
Frequently asked questions
How do I install the management-deep-dive skill?
Download the ZIP from the directory page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. You can also upload the ZIP in the Claude apps under Settings → Capabilities → Skills.
What does the management-deep-dive skill require?
It requires web search access for the agent, shell access to run tools/financial_rigor.py from the repository root, and a repository checkout that contains the tools/ folder and AGENTS.md. It runs scripts and uses the network.
Is the management-deep-dive skill free?
The skill is released under the MIT licence, as stated on the directory page. Check the repository's licence file for the full terms.
Can I use it for a quick stock price check?
No. The process is long and multi-step and produces a detailed report, so it is not suited to price or ticker questions.
Why is the output in Chinese, and can I use it for other markets?
The skill is written in Chinese and draws on investment philosophies from Duan Yongping, Buffett and Li Lu. The source examples are Chinese company names such as 美团 and 英伟达.
Should I rely on the score to make an investment decision?
No. The scores are subjective and the research depends on public web search that may be incomplete or outdated. Use the report as one input alongside your own research.
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Our verdict
Use management-deep-dive if you want a structured, Chinese-language check on a company's leadership before a long-term holding, or if you already run a basic investment research workflow. Skip it for quick price or ticker questions, and do not treat its scores as investment advice, since they depend on public web search and subjective judgement.
Download the skill