ai-berkshire  by xbtlin

AI-powered value investing research framework

Created 3 months ago
12,673 stars

Top 4.1% on SourcePulse

GitHubView on GitHub
Project Summary

AI Berkshire is an AI-driven investment research framework built on Claude Code, systematizing the methodologies of four value investing masters. It targets technically savvy users seeking professional-grade, decision-ready investment analysis, offering enhanced depth and efficiency over generic AI tools by enforcing conclusions and integrating multi-agent adversarial research.

How It Works

The framework employs a multi-agent system where four independent AI agents concurrently research a company, simulating a human investment team. Each agent applies distinct value investing philosophies (Duan Yongping on business models, Buffett on valuation, Munger on risk, Li Lu on long-term certainty) to generate structured, decision-oriented outputs, such as "Pass/Fail/Grey" with price targets. Novelty lies in this adversarial multi-agent design, rigorous financial data validation using decimal.Decimal and cross-referencing, and built-in anti-bias mechanisms like "mirror tests" and structured counterfactual analysis.

Quick Start & Requirements

  1. Install Claude Code: npm install -g @anthropic-ai/claude-code.
  2. Clone the repository: git clone https://github.com/xbtlin/ai-berkshire.git.
  3. Copy skills: cp ai-berkshire/skills/*.md ~/.claude/commands/. Requires the Claude Code environment. No other specific hardware or software dependencies are listed.

Highlighted Details

  • Performance Claims: Reports significant historical outperformance (+69.29% in 2024, +66.38% YTD 2025), significantly exceeding major indices.
  • Decision-Oriented Output: Generates actionable conclusions (Pass/Fail/Grey) with price ranges, unlike typical AI analyses.
  • Multi-Perspective Analysis: Integrates four masters' viewpoints to create analytical conflict and avoid blind spots.
  • Financial Rigor: Employs decimal.Decimal for precise calculations and cross-validates financial data from multiple sources.
  • Structured Research: Ensures consistent output depth and format for comparative analysis.
  • Multi-Agent Parallelism: Utilizes four agents for increased research scope and diverse perspectives.

Maintenance & Community

The README does not detail specific contributors, sponsorships, or community channels. It encourages Pull Requests for research reports.

Licensing & Compatibility

Licensed under the permissive MIT License, generally compatible with commercial use and closed-source projects.

Limitations & Caveats

The project is for learning/research, not investment advice. Key roadmap items like historical backtesting, macroeconomic analysis, and real-time data integration are pending. It relies on the Claude Code ecosystem.

Health Check
Last Commit

21 hours ago

Responsiveness

Inactive

Pull Requests (30d)
26
Issues (30d)
30
Star History
12,703 stars in the last 30 days

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