claude

duan-yongping-skill

FEDERATED - the claims inside are not verified by this repo. 段永平's investing and business logic distilled into 15 Chinese-language skills - circle of competence, opportunity cost, DCF as a way of thinking, the stop-doing list. Overlaps ai-berkshire's 段永平 skill. No credentials, nothing executes. Installs disabled.

1 on GitHubMITupdated 1 month agofederated
/

Plugin duan-yongping-skill from marketplace fin-skills in howard-lynn-ye/fin-skills. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (14)

  • business-model-evaluator

    当用户需要评估一个生意/行业/公司的商业模式好坏时使用。典型触发:用户说"这个生意值得做吗""这个行业好不好赚钱""这家公司有护城河吗""为什么有的行业很苦却赚不到钱"。 核心工具:差异化→护城河→定价能力的三段递推链,加上"能涨价=有护城河"的快速验证法。 不适用于:纯财务分析(看财报数字)、股票技术分析、个人理财建议。

  • culture-judger

    当用户需要判断一家企业的企业文化好坏时使用——无论目的是投资决策、求职选择还是合作评估。典型触发:用户说"这家公司文化怎么样""怎么判断一家公司靠不靠谱""值不值得加入/投资这家公司""创始人/CEO怎么样"。 核心框架:本分(做对的事情+发现错了立刻停)+ 平常心(排除干扰回归本质)+ 诚信(integrity为零容忍底线)+ 消费者导向(最终用户优先)。 不适用于:纯财务分析、短期投机决策、纯技术评估。

  • dare-to-follow

    当用户在考虑是否进入一个已有竞争者的市场、或者纠结"先发还是后发"时使用。典型触发:用户说"这个市场已经有很多人在做了,还值得进入吗""我们应该抢占先机还是等市场成熟""怎么在红海中竞争""小企业怎么和大企业竞争"。 核心逻辑:敢为天下后,前提是有差异化能力——看清市场后集中兵力精准切入。 不适用于:完全创新的蓝海市场(没有人做过,不存在"后发")、纯垄断市场(无法进入)。

  • profit-above-pursuit

    当用户需要诊断一家企业/团队的根本驱动力是否健康时使用。典型触发:用户说"为什么这家公司短期好看长期不行""怎么判断一家公司是不是真的为用户着想""公司应该在利润和理想之间怎么选""为什么伟大公司不追求利润却能赚最多的钱"。 核心诊断信号:看公司面对问题时先问"赚不赚钱"还是先问"这对不对"。 不适用于:纯商业计划书写作、纯财务分析、非商业场景的道德讨论。

  • right-business-people-price

    当用户在做投资决策、评估是否买入一家公司时使用。典型触发:用户说"这家公司值得投资吗""什么时候买入""估值合不合理""投资最重要的是什么"。 核心框架:Right Business(商业模式)> Right People(企业文化/管理层)> Right Price(价格),三个维度的优先级和判断逻辑。 不适用于:技术分析/短线交易、非股权类投资、纯财务建模。

  • right-things-first

    当用户面临方向性决策纠结时使用——先判断方向对不对,再考虑怎么做好。典型触发:用户说"我在纠结要不要做XX""做了很久但效果不好""方向对不对""值不值得坚持""是方向问题还是执行问题"。 核心框架:"做对的事情"(方向判断,道)vs "把事情做对"(执行效率,术),二者不可颠倒。 不适用于:纯执行层面的问题(已经有了正确方向,只需要方法)、日常小事。

  • stop-doing-list

    当用户在制定战略、做决策、或经营企业/团队时,需要一套"不该做什么"的排除框架。 典型触发:用户说"我们什么都想试""机会很多但不知道怎么选""公司发展太快有点失控""怎么避免致命错误"。 不适用于:纯粹的任务规划(要做清单)、信息查询类问题。 核心逻辑:不做什么比做什么更重要——通过主动建立"不为清单"来防止致命错误。

  • capability-circle

    当用户在投资(或重大决策)场景中,对某个标的/方向产生兴趣但说不清"我到底懂不懂它",或列举了一堆正面理由却无法回答"未来5-10年它会怎样"时,激活此 skill。关键触发信号:用户用行业经验替代商业判断、用研究时长衡量理解深度、或以"看起来便宜"作为买入理由。不适用于:纯信息查询、已有明确投资框架的用户寻求优化、日常小额消费决策。核心区别:能力圈≠熟悉的行业,而是"能判断未来现金流折现的范围";安全边际=理解度而非价格折扣。

  • concentrated-investing

    当用户在讨论投资组合应该集中还是分散、仓位如何分配、持有几只股票合适时激活此skill。 典型触发信号:用户说"我买了10只股票分散风险"、"这只股票我准备只放5%仓位"、"要不要多买几只平衡一下"。 核心逻辑:分散是对无知的保护——如果需要分散说明对每只都不够了解;仓位大小应反映理解度而非风险分散需求。 不适用于:资金量大到单一标无法容纳、需要资产配置而非选股的理财场景、完全不懂投资的新手(这类人更适合指数基金)。 与能力圈skill区别:能力圈解决"懂不懂",本skill解决"懂了以后投多少"。

  • dcf-valuation

    当用户在评估一只股票"便不便宜"、纠结该不该基于PE/PB做买卖决策、 或试图用DCF公式精算企业价值时,激活此skill。 核心判断信号:用户提到"估值""PE多少倍""DCF模型""算一算值多少钱", 或在纠结"这个价格能不能买"。 此skill将估值从数学计算还原为商业判断——用"未来现金流折现"作为思维 方式而非公式,通过"毛估估"判断是否明显便宜,以"封仓十年"的视角检验 理解深度,用E/E替代PE以纳入负债影响。 不适用于:需要精确估值建模的场景(如并购定价)、短期交易择时、 无法产生现金流的资产(如加密货币)。

  • equanimity-mindset

    当投资者因股价涨跌产生焦虑、恐惧或贪婪情绪,需要回归理性决策时激活。 典型触发:股价暴跌时恐慌想卖、暴涨时焦虑要不要止盈、与他人比较收益而心态失衡、因用了非闲钱而睡不着觉。 语言信号:"我该不该止盈""跌了这么多我好慌""别人赚了那么多我没赚到""心跳跟着股价走"。 不适用于:纯信息查询(问某公司财报数据)、明确的买入/卖出决策逻辑(那是能力圈或机会成本skill)、短期交易策略咨询。 与相邻skill区分:能力圈skill解决"懂不懂"的认知问题,本skill解决"懂了但情绪仍然失控"的情绪-认知断裂问题;Stop Doing List是事前纪律防线,本skill是事中情绪恢复机制。

  • good-business

    当用户需要判断一家公司是否具备持久的竞争优势时激活此skill。典型触发:用户在分析某只股票/公司时问"这门生意好不好""护城河够不够深""这个商业模式能不能持续赚钱";或用户试图从PE/财务指标出发评价一家公司却理不出头绪。 不适用于:纯财务建模(DCF计算)、已明确在能力圈外的公司(应先回能力圈框架)、短期交易择时决策。 关键语言信号:"这个生意模式怎么样""为什么这家公司能一直赚钱""竞争对手能不能抢走它的市场"。

  • opportunity-cost

    当用户纠结"要不要卖/换/止盈/止损"时激活。核心信号:用户用买入成本、浮盈浮亏、持仓时间作为卖出理由,或问"已经赚了X%该不该走"。也适用于纠结"持有A还是换B"的资产配置场景。不适用于:纯估值计算(交给 dcf-valuation)、判断公司好坏(交给 good-business)、情绪安抚(交给 equanimity-mindset)。本 skill 只解决一个问题——用机会成本统一买卖逻辑,消除"成本锚定"和"止盈止损"的伪决策。

  • ownership-mindset

    触发:用户因股价涨跌纠结买卖、用PE/K线做判断、问"该止盈/止损吗"时。 语言信号:"还能涨吗""要不要止盈""被套了怎么办""这股票便宜"。 核心转换:把上市公司抽象为"只有一个股东的非上市公司",股价波动=别人出价,非公司价值变化。 不适用于:纯信息查询、资产配置讨论、短线策略、明确投机且不愿转变视角。 区分:DCF解决"值多少钱",本skill解决"用什么身份思考";opportunity-cost解决"买或卖",本skill解决"你是谁"。

View source on GitHub

More from howard-lynn-ye/fin-skills

All 109 plugins →

FEDERATED - the claims inside are not verified by this repo. 501 engineering-grade trading skills - point-in-time backtest schemas, universe look-ahead, alt-data availability lag, ML against transaction costs, adjusted-vs-unadjusted prices, backtest determinism and audit trails, broker idempotency and failover, exchange FIX specs (ASX, B3, Bursa, BIST, Cboe), regulatory gates and a key-scope audit skill. Its README claims 458 of 501 cite a primary source; it is clearly LLM-generated at scale and the depth is unverified. Upstream splits these into per-domain plugins, but its root manifest exposes all 501 at once - roughly 25x the discovery budget, which is yours to spend since it installs disabled. No credentials in the skills; nothing executes. Installs disabled.

200 skills

1

FEDERATED - the claims inside are not verified by this repo. FTShare's official one-endpoint-per-skill data catalogue for the Chinese market: A/HK/US quotes and K-lines, 可转债 including SZSE declaration snapshots, ETF PCF and IOPV, 龙虎榜, block trades, margin balances, executive holdings, the ChinaBond yield curve, the CPI/PPI/PMI/LPR/M2/credit macro series and news-sentiment factors. FTSHARE_API_KEY in the environment (a free tier exists per the launch article); read-only. Be deliberate: 215 sub-skills is roughly 10x the ~20-skill discovery budget, so treat it as a catalogue to enable for a session, not a standing install - it arrives disabled and the budget is yours to spend. Installs disabled.

200 skills

1

FEDERATED - the claims inside are not verified by this repo. The deepest IFRS/GAAP pack in this sweep that also validates cleanly: IFRS 9 expected credit loss, IFRS 16 leases, IAS 12 deferred tax, revenue recognition, consolidation, SOX, forensic accounting, insurance reserving, WACC, LBO, treasury and Basel banking compliance, with an eval harness in the repo. Outside this library's quant core and overlapping the banking-regulatory entry on Basel and IFRS 9. Optional Stripe/Plaid connectors; nothing executes. Installs disabled.

48 skills · 52 commands

1

FEDERATED - the claims inside are not verified by this repo. HKUDS' 33k-star trading agent, taken for its skill tree alone - the richest algorithm content this sweep found: the Kakushadze 101, GTJA 191 and Qlib 158 alpha zoos, factor IC/IR research, execution models (square-root impact, VWAP/TWAP), microstructure (VPIN, Kyle's lambda, Amihud), SABR and local-vol options, convertible bonds, credit, Brinson attribution, GARCH/ADF and a Pine/vnpy exporter. The skills are coupled to the app's data router and Python toolkit, so test them standalone before trusting them; data keys go in a .env, and live orders are reachable only through a separate gated connector with a kill switch, not from these skills. 90 skills is about 4.5x the discovery budget. Installs disabled.

91 skills

1

FEDERATED - the claims inside are not verified by this repo. The closest structural peer to fin-libraries found in the wild - 82 one-library skills in Chinese - and the only pack anywhere in this sweep with actuarial and structured-credit content: MlFinLab information bars and fractional differencing, arch/GARCH, alphalens, bt/backtrader/nautilus/qlib/LEAN, QuantLib and FinancePy day counts and schedules, XVA (CVA/DVA/FVA, SIMM), chainladder loss reserving, IFRS 9 ECL, credit scorecards and transition matrices, ABS waterfalls, Smith-Wilson EIOPA curves. Depth is unverified and the author has one star; the easytrader and nautilus skills document live-broker paths but nothing executes by default. 82 skills is roughly 4x the discovery budget. Installs disabled.

82 skills

1

FEDERATED - the claims inside are not verified by this repo. The maintained superset of geeksfino-finskills, 107 skills across China, Hong Kong and US directories: A+H premium, block deals, 龙虎榜, pledge risk, goodwill, 解禁 unlocks, margin risk, factor crowding, event studies, valuation regimes, and HK southbound, currency and liquidity monitors. Free data sources; nothing executes. Two caveats - it has been idle since February 2026, and 107 skills is roughly 5x the discovery budget, which is yours to spend since it installs disabled. Installs disabled.

79 skills

1

Similar plugins

Cross-installation agent federation with zero-trust security, PII-gated data flow, and compliance-grade audit trails

3 skills · 1 command · 1 agent

ruvnet/ruflo 81,589

Apollo GraphQL agent skills for Claude Code — Apollo Client, Server, Federation, Connectors, Router, Rover CLI, iOS, Kotlin, and the Apollo MCP server. Covers schema design, query optimization, and GraphQL best practices.

14 skills · 1 MCP server · LSP

anthropics/claude-plugins-official 47,076

superpowers-zh

claudecodex

AI 编程超能力中文增强版:21 个 skills(15 翻译 + 4 中国原创 + 2 上游历史保留),支持 Claude Code / Hermes Agent / Cursor / Claw Code / Qoder 等 26 款工具

21 skills · hooks

jnMetaCode/superpowers-zh 8,533

Data lake, analytics, search, streaming, ETL, and orchestration workflows with S3 Tables, AWS Glue, Athena, Amazon Redshift, Amazon OpenSearch Service, Amazon MSK, Amazon Managed Service for Apache Flink, Amazon MWAA, and Amazon SageMaker Catalog. Covers managed Iceberg tables on S3 Tables, ingestion from JDBC databases (Oracle, SQL Server, PostgreSQL, MySQL, RDS), Amazon Redshift, Snowflake, BigQuery, and DynamoDB, AWS Glue Data Catalog inventory and asset discovery, federated Athena queries, vector storage and semantic search on Amazon S3 Vectors, Amazon OpenSearch Service and Serverless (migration from Solr/Elasticsearch, provisioning, vector/semantic/hybrid search, log analytics, trace analytics), Amazon MSK Provisioned with Standard and Express brokers (cluster sizing, performance and consumer lag troubleshooting, topic management, MSK Replicator for disaster recovery and active-active replication, and Streaming Tables delivery to S3 Tables), migrating self-managed Apache Kafka to MSK Express, Apache Flink application development on Amazon Managed Service for Apache Flink, and Amazon MWAA Provisioned and MWAA Serverless (authoring, testing, and debugging DAGs and workflows, and Airflow version upgrades for provisioned environments), and Amazon SageMaker Catalog and AWS Glue Data Catalog curation (business descriptions, glossaries, metadata forms, publishing, and safe asset retirement) with subscription-based access requests, approvals, audits, and revocations.

18 skills · 1 MCP server

aws/agent-toolkit-for-aws 3,477

GitHub Actions CI/CD workflows for Google Cloud and Vertex AI deployments

1 skill · 1 agent · hooks

jeremylongshore/tons-of-skills-marketplace 2,917

UAE Federal Overlay — 12 commands for PDPL, IAS, AI Charter, autonomy, sovereign cloud, UAE Pass

12 commands

tractorjuice/arc-kit 2,277

Maintain duan-yongping-skill?

This page updates itself from your repo. Add the badge to your README, or get it Featured to pin it above the organic results with a followed link to your site.

claude & codex plugins109 plugins