wj-capital

Plugin wj-capital from marketplace wj-capital-agents in Soo0803/wj-capital-agents. Commands read from the repo's manifest — 29 days ago.

Skills (8)

• clone

  This skill should be used when the user wants to source ideas from superinvestor filings — "run the clone screen", "what are the superinvestors buying", "check the 13Fs", "any new positions at Berkshire/Himalaya/Baupost/Pabrai". Pabrai-style shameless cloning as an IDEA SOURCE (never as a conclusion

• deep-dive

  This skill should be used when the user wants the FULL research workup on a company — "deep dive on X", "full research on TICKER", "run the process on X", "work this one up". It orchestrates the whole firm: parallel specialist research, adversarial review, checklist gate, sizing, and the investment

• firm-doctrine

  This skill should be used whenever investment work is being done at WJ Capital — analyzing a company, debating a thesis, sizing a position, writing a memo or letter — or when the user asks about "our philosophy", "the ground rules", "the checklist", "how we invest", "position sizing", or "sell rules

• portfolio-review

  This skill should be used when the user wants to review the portfolio — "portfolio review", "review my holdings", "how are we positioned", "check my positions", monthly or quarterly reviews, or after large market moves. Covers thesis health, sizing drift, correlations, cash, and watchlist readiness.

• quarterly-letter

  This skill should be used when the user asks for the quarterly (or annual) letter — "write the quarterly letter", "quarter-end review", "annual letter". It produces the Buffett-partnership-style letter to the founder's future self: results vs benchmark, decisions and reasoning, mistakes admitted, do

• record-decision

  This skill should be used immediately when the user reports an investment decision or trade — "I bought X", "I sold Y", "I decided to pass on Z", "journal this decision". It writes the same-day decision-journal entry and updates the firm records, per ground rule 9. version: "0.1.0

• red-team

  This skill should be used when the user wants a thesis ATTACKED — "red team this", "attack my thesis on X", "why am I wrong about X", "steelman the bear case", "kill this idea". Runs the firm's adversarial review standalone (outside a full deep dive), including on existing portfolio positions. versi

• triage

  This skill should be used when the user wants a QUICK first look at an investment idea — "triage TICKER", "quick look at X", "is X worth researching?", "first pass on this company". It is the firm's cheap fast filter: kill or route in ~15 minutes of work, NOT a full deep dive. version: "0.1.0

Subagents (8)

• business-analyst

  Use this agent for the deep qualitative study of a business — what it does, its unit economics, moat and competitive position, industry structure, management quality and incentives — built from primary sources (10-K/annual reports, proxies, transcripts, competitor filings). Use proactively as part o

• checklist-auditor

  Use this agent to run the firm's ~90-point pre-investment checklist as the FINAL GATE before any purchase — after the deep dive, valuation and devil's-advocate review are complete. It audits the evidence packet item by item, PASS/FAIL/FLAG/N-A with citations, and reports whether the gate is passed.

• devils-advocate

  Use this agent to attack an investment thesis — the firm's structural Charlie Munger, the "abominable no-man". It receives the evidence and the thesis WITHOUT being told the founder likes it, and is scored on the strength of refutation, not agreement. MANDATORY before any memo is finalized or any po

• forensic-accountant

  Use this agent to audit the quality of a company's reported numbers and its balance-sheet survivability — accounting red flags, footnotes, accruals vs cash flow, off-balance-sheet obligations, leverage, covenants, dilution, auditor issues. Use proactively as part of any deep dive, and whenever the u

• idea-scout

  Use this agent to source and triage new investment ideas — running screens, sweeping superinvestor 13F filings, hunting forced-seller situations (spinoffs, index deletions, post-bankruptcy equities, panics), and producing a ranked shortlist of candidates for deeper work. Use proactively when the use

• risk-officer

  Use this agent for PORTFOLIO-level risk work — position sizing per the firm's framework, concentration and hidden-correlation analysis, liquidity, currency exposure, cash policy, and drawdown behavior planning. Use proactively when sizing a new position, during portfolio reviews, and when the user a

• scribe

  Use this agent to write and maintain the firm's written record — investment memos (from completed research packets), the decision journal, quarterly letters, post-mortems, and the watchlist file. Use proactively after any research cycle completes, after any buy/sell decision, and when the user asks

• valuation-analyst

  Use this agent to value a business conservatively — normalized earnings power, at least two independent valuation methods, margin-of-safety calculation, and reverse-engineering the expectations embedded in the current price. All arithmetic computed with tools/code on tool-fetched inputs. Use proacti

MCP servers (1)

• wj-finance

  runs: ${CLAUDE_PLUGIN_ROOT}/mcp/.venv/bin/python ${CLAUDE_PLUGIN_ROOT}/mcp/finance_server.py

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