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xuboyuebobbPortable investor judgment systems for AI finance agents
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This open-source library provides a framework for structuring durable investing judgment into portable, machine-readable formats. It aims to make the thought processes of great investors accessible for human study and directly applicable by AI finance agents, enhancing financial analysis and decision-making.
How It Works
The core concept is "Investor Skills," which are plain-text skill packages designed for AI agents. Each skill typically consists of a SKILL.md file defining the agent's interface (when to use, inputs, process, outputs, guardrails) and an optional invest.md file detailing the structured investment judgment system. This system includes parameters like universe, market regime, signals, filters, sizing rules, and risk management, allowing for systematic application of complex investment strategies.
Quick Start & Requirements
npx skills add https://github.com/xuboyuebobb/investorskills to install all skills, or npx skills add <URL> --skill "<skill-name>" for a specific skill.SKILL.md (and invest.md if present) into an AI agent's skill directory or directly into conversations with compatible agents (e.g., ChatGPT, Claude, Cursor).npx.docs/spec.md for schema details and templates are available within the repository.Highlighted Details
invest.md schema captures detailed investor logic, including signals, filters, sizing, risk parameters, market regime, and universe definitions, using YAML and Markdown.SKILL.md serves as the primary entry point for AI agents, specifying operational details and guardrails for skill execution.Maintenance & Community
The project encourages contributions through provided templates for creating new investor skills and investment schema examples. Specific community channels (e.g., Discord, Slack) are not detailed in the README.
Licensing & Compatibility
Limitations & Caveats
The specification for the standalone INVEST.md format is explicitly marked as "alpha." While skills are designed for portability, they are noted as being "tailored for Questflow's financial harness," suggesting Questflow may provide the most integrated experience. The repository contains open-source skills, with exclusive, closed-source skills available to paid members within Questflow.
1 week ago
Inactive
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