Imported from EntityProcess/financial-research-agent (skills/investment-memo/SKILL.md). Install upstream with npx skills add EntityProcess/financial-research-agent --skill investment-memo. Copyright stays with the author.

Investment Memo Skill

Name: investment-memo
Author: EntityProcess

Use this when the user asks for a memo, thesis, stock pitch, long/short write-up, or investment case. Keep the memo falsifiable and evidence-driven.

Workflow

Establish ticker, direction, horizon, conviction, and variant view. If the variant view is missing, derive a draft from evidence and label it as a draft.
Gather company financials, current market data, recent earnings, filings, segment/KPI data, recent news, and relevant ownership or insider context.
Build bear/base/bull scenarios from drivers, not vibes: revenue growth, margin, multiple, probability, target price, and return.
Check asymmetry and make weak setups visible instead of hiding them.
Write thesis bullets with evidence and an observable "wrong if" tripwire.
Include catalysts, risks with mitigants, position-management notes, and KPIs to monitor.
Steelman the bear case and remove unsupported adjectives.

Output

Return the memo in the format the user requested. If no format is specified, use a short markdown memo with sections for Variant View, Thesis, Scenarios, Catalysts, Risks/Tripwires, and Monitoring KPIs.

# after Install: the listing is in your workspace's routing pool - a plan picks it for its slot curl -s -X POST https://api.opensmartroute.ai/api/v1/route -H 'Authorization: Bearer $OSR_API_KEY' -H 'Content-Type: application/json' -d '{"text": "...", "plan": true}'

{ "ocm": "1", "id": "entityprocess-financial-research-agent-investment-memo", "kind": "skill", "name": "investment-memo", "description": "Workflow for drafting a concise long/short public-equity memo with a variant view, scenarios, catalysts, risks, and monitoring tripwires.", "publisher": "EntityProcess", "version": "1.0.0", "capabilities": { "domains": [ "general" ], "tags": [ "skill-md", "github" ], "languages": [ "en" ] }, "quality_prior": 0.6, "examples": [ "Workflow for drafting a concise long/short public-equity memo with a variant view, scenarios, catalysts, risks, and monitoring tripwires." ], "primary": false, "metadata": { "source": { "provider": "github", "repository": "https://github.com/EntityProcess/financial-research-agent", "path": "skills/investment-memo/SKILL.md", "ref": "895dba31c7a104e9a384b74777c11d2ddd1c66ef", "url": "https://github.com/EntityProcess/financial-research-agent/blob/895dba31c7a104e9a384b74777c11d2ddd1c66ef/skills/investment-memo/SKILL.md", "key": "EntityProcess/financial-research-agent/skills/investment-memo/SKILL.md" } }, "instructions": "# Investment Memo Skill\n\nUse this when the user asks for a memo, thesis, stock pitch, long/short write-up,\nor investment case. Keep the memo falsifiable and evidence-driven.\n\n## Workflow\n\n1. Establish ticker, direction, horizon, conviction, and variant view. If the\n variant view is missing, derive a draft from evidence and label it as a draft.\n2. Gather company financials, current market data, recent earnings, filings,\n segment/KPI data, recent news, and relevant ownership or insider context.\n3. Build bear/base/bull scenarios from drivers, not vibes: revenue growth,\n margin, multiple, pr", "cost": { "context_tokens": 289 } }

investment-memo

About

Investment Memo Skill

Workflow

Output

Use it

Manifest

Reviews