claude

midas-skills

Midas's agent skills for investment research: valuation, compounding, technical timing, and adversarial review.

1 on GitHubby b9b4ymiNv1.0.0MITupdated 25 days agoproductivity
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Plugin midas-skills from marketplace midas in b9b4ymiN/midas. Commands read from the repo's manifest — 24 days ago.

What it installs

Skills (27)

  • business-economic-engine

    Use when the money-making machine inside a company is still unclear — "how does this business actually make money", "what are the unit economics", "is one store or one customer profitable", "why does revenue grow but profit does not", "does growth actually reach shareholders per share", "is reported

  • business-identity-scope

    Use when the analysis could go wrong by mislabelling what business a company is actually in — "what business is this company really in", "is CPALL a retailer or a property company", "which market is it competing in", "is that TAM real or inflated", "who are its true competitors", "is this company ch

  • compounder-accumulation-plan

    Use when a company has already cleared the compounding work and the remaining question is what to do about it at today's price — "the business passed, now what", "how would I build a position in this", "is it already priced for perfection", "what growth is the market assuming", "where would I add an

  • compounder-bf-report

    Use when compounder research is complete and must become a reader-facing document a decision can rest on — "write up the compounder analysis", "turn this into a research report", "document the compounding thesis", or "produce the Future Compounder write-up". It renders the evidence with every claim

  • compounder-grill

    Use when a compounding thesis exists and must survive attack before any capital is committed — "try to break this compounder thesis", "what would have to be true for this to work", "what does the base rate say", "am I just believing a good story", "what would make me sell", "stress-test this before

  • compounder-stage-chart

    Use when a compounding verdict already exists and the question turns to what the share price has been doing over years rather than days — "is the market already pricing this in", "what stage is the chart in", "the business is compounding but the stock is going nowhere", "show me the monthly and week

  • future-compounder

    Use when the question is whether a company can keep compounding business value per share for many years, rather than what it is worth today — "is NVDA a compounder", "can CPALL still grow for another decade", "is this a 100-bagger candidate", "quality compounder or just a hot stock", "will they keep

  • market-growth-intelligence

    Use when growth must be explained by the outside world rather than by a company slide — "where is this growth actually coming from", "is the market growing or is it taking share", "who captures the profit in this industry", "is store expansion cannibalising existing stores", "is overseas expansion a

  • reinvestment-runway

    Use when the business is understood but the durability of compounding is not — "how much more can they reinvest", "what does the last dollar of capital earn", "how long can this keep going", "is management a good capital allocator", "are buybacks or dilution helping or hurting", "can they afford to

  • har-to-api

    The data layer — pull a company's facts reproducibly, with every figure carrying its source, as-of date and URL, and reverse-engineer a site's hidden JSON API when a new source is needed. Two jobs, one toolkit. Use for the RUN-TIME job whenever data is needed for analysis: "pull the data for TU", "f

  • midas

    Ask which investment skill in this repo fits your situation. A router over the skills — read this when you don't remember which skill to reach for, or when the user asks "which skill should I use".

  • minervini-sepa

    Think and decide like Mark Minervini — a US Investing Champion — running a stock through his full SEPA (Specific Entry Point Analysis) system end to end. Use this skill WHENEVER the user wants the Minervini read on a ticker: "think like Minervini on NVDA", "run SEPA on CPALL", "would Mark buy TSLA h

  • option-flow

    Read the mechanical hedging pressure sitting in a stock's option chain — dealer gamma exposure (GEX), call/put walls, the gamma-flip level, and the implied 1-sigma move — to judge whether the market around this name is currently *sticky* (moves get absorbed) or *slippery* (moves extend), and to size

  • bf-report

    Produce a single self-contained, professional HTML equity-research document — filing-grade like a 10-K or 56-1, with a sticky linked table of contents, numbered anchored sections, dense tables, judgement-coloured metrics, inline SVG charts, and print-ready CSS. Use this as the final step of both-sto

  • bf-tech-analysis

    Read a stock's chart the way a seasoned discretionary trader does — top-down (weekly then daily), with parameters calibrated to the specific stock rather than fixed defaults — to judge timing, entry zones, stops, and risk (R), and connect it to the fundamental fair value. Use this whenever the user

  • both-stock-analysis

    End-to-end equity research workflow that analyzes a stock the way Aswath Damodaran would — bridging the business narrative to the numbers — and ends with a filing-grade HTML research document. Use this skill WHENEVER the user gives a stock ticker or company name and wants the full picture: "analyze

  • business-drivers

    Work out what actually moves a company's earnings, by reading the business first and only then going to look for data. Use when the user asks "what drives this stock", "what affects TU", "why did margin fall", "what should I watch on this name", "what is this company exposed to", "commodity/FX/input

  • business-narrative

    Research and structure the qualitative business story of a public company the way Aswath Damodaran does in "Narrative and Numbers," then translate it into the valuation inputs a model consumes — growth path, margins, reinvestment, and risk. Use this skill before valuing a company, or whenever the us

  • company-valuation

    Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever the user asks: "what is AAPL worth", "valuation of NVDA", "fa

  • earnings-preview

    Generate a pre-earnings briefing for any stock using Yahoo Finance data. Use this skill whenever the user wants to prepare for an upcoming earnings report, understand what analysts expect, review a company's beat/miss track record, or get a quick overview before an earnings call. Triggers include: "

  • earnings-quality

    Establish whether reported earnings can be trusted as a valuation base, and normalise them the way Damodaran does — by averaging the MARGIN over a full cycle and applying it to current revenue, not by averaging the earnings themselves. Use this before any DCF or multiple: "normalise earnings", "are

  • earnings-recap

    Generate a post-earnings analysis for any stock using Yahoo Finance data. Use when the user wants to review what happened after earnings, understand beat/miss results, see stock reaction, or get an earnings recap. Triggers: "AAPL earnings recap", "how did TSLA earnings go", "MSFT earnings results",

  • growth-outlook

    Judge whether a company's growth is repeatable, and put dates on the events that could change it. Use when the user asks "is this growth real", "where does growth come from", "what are the catalysts", "what's the outlook", "tailwinds and headwinds", "what could move this stock", or "when should I ch

  • investment-synthesis

    Synthesize a completed business narrative, an intrinsic valuation, and an earnings/ sentiment read into a decision package — turning story, numbers, and price into a plan the way a Damodaran-style analyst would. Use this skill after valuation and earnings work is done, or whenever the user asks: "bu

  • peer-impact

    Find the competitors whose actions can actually move this company's earnings — searching worldwide by revenue mix, then filtering by whether they compete for the same input, the same customer, or set the price. Use when the user asks "who are the real competitors", "who competes with TU", "what if a

  • report-storytelling

    Prepare a source-faithful, beginner-investor-friendly, fully explained research report BEFORE bf-report renders the HTML. Use automatically in both-stock-analysis AFTER investment-synthesis and BEFORE bf-report; also use standalone when the user provides an existing research report or article and as

  • stock-grill

    Adversarial stress-test of an investment thesis before you commit capital. Consumes the output of an investment synthesis / valuation / SEPA verdict and tries to BREAK it across five rounds — pre-mortem, sensitivity attack, variant-perception check, discipline/gate audit, and sell-trigger pre-commit

View source on GitHub

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