claude-investment-skills

Confronts investment thesis assumptions against historical base rates for comparable companies. Replaces the inside view with the outside view. Surfaces compounding improbability when a thesis assumes best-case on multiple variables simultaneously. Works after Anthropic Finance Agents: feed Pitch Agent or Model Builder projections here to validate them against reality. The agents project. This skill checks. AUTO-TRIGGER on: "are these projections realistic", "check the base rates on X", "is X% growth sustainable", "validate the Pitch Agent assumptions", /baserate [company], /br [company]. Also triggers when IC or Bear Case skills are active and user asks to validate specific assumptions. DO NOT trigger on general knowledge questions about typical growth rates. On first use: ask name, background, investment focus, sector, language. Skip onboarding on follow-up runs.

Builds the strongest possible bear case against an investment thesis. Intentionally one-sided. Surfaces 5 argumentative flaws, 3 unpriced risks, 1 permanent-loss scenario, and a refutability check. Counters LLM positivity bias by refusing to hedge. Works after Anthropic Finance Agents: feed the Pitch Agent or Valuation Reviewer output here to attack it. The agents build the case. This skill breaks it. AUTO-TRIGGER on: "build the bear case on X", "attack this thesis", "what could kill this investment", "challenge the Pitch Agent output", "why would this fail", /bear [company], [bear] [company]. DO NOT trigger on casual risk questions. Only runs when user explicitly wants the adversarial case. On first use: ask name, background, investment focus, aggressiveness level (standard or brutal). Skip onboarding on follow-up runs.

Structured investment committee for any company or deal. Simulates 5 seats (Growth Analyst, Value Skeptic, Risk Officer, Bear Analyst, IC Chair). Delivers bull case, bear case, risk pricing, and a BUY/HOLD/PASS verdict with sizing matrix. Designed to work after Anthropic Finance Agents (Pitch Agent, Model Builder, Valuation Reviewer): feed their output here to stress-test it. The agents produce. This skill challenges. AUTO-TRIGGER on: full investment analysis, IPO readiness, deal evaluation, valuation defensibility, BUY/HOLD/PASS verdict requests, "analyze X IPO", "is this valuation defensible", "should we invest in X", "challenge the Pitch Agent output", /ic [company], [ic] [company]. DO NOT trigger on casual questions about a company. Normal queries only. On first use: ask name, background, investment focus, sector, language. Skip onboarding on follow-up runs.