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Analysis Skills","🧠 Agent Skills"],"sub_categories":[],"readme":"# Day1Global-Skills\n\n[English](#english) | [中文](#中文)\n\n---\n\n\u003ca id=\"english\"\u003e\u003c/a\u003e\n\n## English\n\nInvestment Analysis Skills for AI Agents — covering tech earnings, value investing, market sentiment, macro liquidity, and Bitcoin cycle analysis.\n\nAuthor: [Ruby](https://x.com/Rubywang), [Star](https://x.com/starzq)\n\n### Skills Overview\n\n| Skill | Description |\n|-------|-------------|\n| `tech-earnings-deepdive` | Institutional-grade tech stock earnings deep dive with 16 analysis modules, 6 investment philosophy perspectives, and actionable decision framework |\n| `us-value-investing` | Buffett-style 4-dimension value investing analysis (ROE, debt safety, FCF quality, economic moat) |\n| `us-market-sentiment` | US stock market sentiment monitoring via 5 core indicators (NAAIM, institutional allocation, retail flows, forward P/E, hedge fund leverage) |\n| `macro-liquidity` | Global liquidity monitoring and risk early-warning system (Fed net liquidity, SOFR, MOVE index, yen carry trade) |\n| `btc-bottom-model` | Bitcoin cycle timing model with 13-indicator weighted scoring system (0-100 Market Heat Score) covering ETF flows, funding rate, on-chain metrics (MVRV, NUPL, SOPR), and cycle indicators — provides both buy and sell recommendations |\n\n### Installation\n\n**Method 1: Skills.sh (auto-discovery)**\n\n```bash\nnpx skills add https://github.com/star23/Day1Global-Skills --all\n```\n\nSkills are installed to `.agents/skills/` and activate automatically when matching topics are detected in conversation.\n\n**Method 2: Claude Code native slash commands**\n\nIf you want to invoke skills via `/skill-name` (e.g., `/btc-bottom-model`) inside Claude Code, copy them to `.claude/skills/`:\n\n```bash\n# Clone the repo\ngit clone https://github.com/star23/Day1Global-Skills.git\n\n# Copy all skills to your project's .claude/skills/ directory\nmkdir -p your-project/.claude/skills\ncp -r Day1Global-Skills/btc-bottom-model your-project/.claude/skills/\ncp -r Day1Global-Skills/us-value-investing your-project/.claude/skills/\ncp -r Day1Global-Skills/us-market-sentiment your-project/.claude/skills/\ncp -r Day1Global-Skills/macro-liquidity your-project/.claude/skills/\ncp -r Day1Global-Skills/tech-earnings-deepdive your-project/.claude/skills/\n```\n\nOr copy to `~/.claude/skills/` for global access across all projects.\n\nAfter copying, restart Claude Code — you can then use `/btc-bottom-model`, `/us-value-investing`, etc. as slash commands.\n\n### Usage\n\nNo additional configuration needed after installation. Simply ask your AI agent questions in natural language — the relevant skill activates automatically when it detects matching topics.\n\n#### tech-earnings-deepdive\n\nA comprehensive tech stock earnings analysis and multi-perspective investment memo system (v3.0).\n\n**What it does:**\n\n- **Key Forces Identification** — Pinpoint 1-3 decisive forces that determine the company's future value\n- **16 Analysis Modules (A-P)** — Revenue quality, profitability, cash flow, forward guidance, competitive landscape, core KPIs, products \u0026 new businesses, partner ecosystem, executive team, macro \u0026 policy impact, valuation models, ownership distribution, long-term monitoring variables, R\u0026D efficiency, accounting quality, ESG screening\n- **6 Investment Philosophy Perspectives** — Quality Compounder (Buffett/Munger), Imaginative Growth (Baillie Gifford/ARK), Fundamental Long-Short (Tiger Cubs), Deep Value (Klarman/Marks), Catalyst-Driven (Tepper/Ackman), Macro Tactical (Druckenmiller)\n- **Multi-Method Valuation Matrix** — Owner Earnings, PEG, Reverse DCF, Magic Formula, EV/EBITDA, EV/Revenue + Rule of 40\n- **Variant View** — Identify blind spots in market consensus\n- **Anti-Bias Framework** — 6 cognitive trap self-checks, 7 financial red flags, 5 tech-specific blind spots, Pre-Mortem analysis\n- **Actionable Decisions** — Action Price, position sizing cadence, add/trim/exit triggers, long-term monitoring checklist\n\n**Example prompts:**\n\n```\nAnalyze NVDA's latest earnings report\n```\n```\nHow did META perform this quarter?\n```\n```\nAnalyze MSFT from multiple legendary investors' perspectives. Is it a buy right now?\n```\n\n**Evidence Standards:**\n\n| Tier | Type | Examples |\n|------|------|---------|\n| Tier 1 | Primary Sources | CEO quotes, employee reviews, customer feedback, GitHub activity, patents, hiring trends |\n| Tier 2 | Factual Sources | SEC filings (10-K/10-Q/8-K), financial data, court documents |\n| Tier 3 | Opinion Sources | Sell-side research, news analysis, price target consensus |\n\n---\n\n#### us-value-investing\n\nSystematically evaluates listed companies through 4 core dimensions using Buffett-style value investing methods.\n\n**4 Dimensions:**\n\n1. **ROE Sustainability** — 3+ years of consistent returns on equity\n2. **Debt Safety** — Debt-to-asset ratio and leverage assessment\n3. **Free Cash Flow Quality** — FCF vs. net income ratio\n4. **Economic Moat** — Brand, network effects, cost advantage, switching costs\n\n**Scoring:** Each dimension scores 0-3 points (max 12). Ratings: A (10-12), B (7-9), C (4-6), D (0-3).\n\n**Example prompts:**\n\n```\nIs AAPL worth holding long-term from a value investing perspective?\n```\n```\nHelp me analyze COST's fundamentals\n```\n\n---\n\n#### us-market-sentiment\n\nMonitors US stock market sentiment through 5 core indicators to determine greed/fear levels and provide position recommendations.\n\n**5 Indicators:**\n\n1. **NAAIM Exposure Index** — Active fund manager equity exposure\n2. **Institutional Equity Allocation** — Global institutional portfolio allocation\n3. **Retail Net Buying** — Daily retail investor fund flows\n4. **S\u0026P 500 Forward P/E** — Valuation metric vs. historical range\n5. **Hedge Fund Leverage** — Borrowing multiples from prime brokerage data\n\n**Example prompts:**\n\n```\nIs the US stock market overheating right now?\n```\n```\nShould I reduce my positions?\n```\n\n---\n\n#### macro-liquidity\n\nTracks the most critical \"water level\" in the global financial system — liquidity — through 4 core indicators.\n\n**4 Indicators:**\n\n1. **Fed Net Liquidity** — Fed Total Assets - TGA - ON RRP\n2. **SOFR Rate** — Overnight funding stress in the banking system\n3. **MOVE Index** — Treasury market volatility (bond market VIX)\n4. **Yen Carry Trade Signals** — USDJPY and US-Japan yield spread\n\n**Example prompts:**\n\n```\nHow is liquidity right now?\n```\n```\nIs the Fed injecting or draining liquidity?\n```\n\n---\n\n#### btc-bottom-model\n\nBitcoin cycle timing model with a weighted 0-100 Market Heat Score. Tracks 13 indicators across Daily Pulse (32 pts) and Weekly Structure (68 pts) to provide both buy and sell recommendations across the full market cycle.\n\n**Daily Pulse Indicators (32 pts):**\n\n1. **ETF Daily Net Flow** (12) — Institutional demand via spot BTC ETFs\n2. **Funding Rate** (8) — Derivatives market leverage sentiment\n3. **Fear \u0026 Greed Index** (7) — Composite market sentiment\n4. **Long/Short Ratio** (5) — Trader positioning balance\n\n**Weekly Structure Indicators (68 pts):**\n\n1. **LTH-MVRV** (12) — Long-term holder profit/loss ratio\n2. **NUPL** (11) — Network-wide unrealized profit/loss\n3. **LTH-SOPR** (9) — Long-term holder spending profitability\n4. **STH-SOPR** (8) — Short-term holder spending profitability\n5. **LTH Supply %** (7) — Accumulation vs. distribution phase\n6. **365d MA Ratio** (6) — Price vs. annual moving average\n7. **200w MA Multiplier** (6) — Price vs. cycle floor\n8. **Weekly RSI** (5) — Medium-term momentum\n9. **Volume Change** (4) — Selling exhaustion / blow-off detection\n\n**Rating Scale:** 0-15 Extreme Fear (buy) → 46-55 Neutral → 86-100 Extreme Greed (sell)\n\n**Example prompts:**\n\n```\nHas Bitcoin bottomed out? Can I buy the dip?\n```\n```\nIs BTC overheated? Should I take profits?\n```\n```\nWhat do on-chain indicators say about BTC right now?\n```\n\n---\n\n### Skill Synergy\n\n| Combination | Use Case |\n|-------------|----------|\n| `tech-earnings-deepdive` + `us-value-investing` | Cross-validate earnings analysis with 4-dimension value scoring |\n| `tech-earnings-deepdive` + `us-market-sentiment` | Factor macro sentiment into earnings analysis |\n| `tech-earnings-deepdive` + `macro-liquidity` | Integrate liquidity conditions when it's a Key Force |\n\n### Disclaimer\n\nAll analyses generated by these skills are based on publicly available information and model estimates. They are for research purposes only and do not constitute investment advice. Investing involves risk — please exercise caution in your decisions.\n\n---\n\n\u003ca id=\"中文\"\u003e\u003c/a\u003e\n\n## 中文\n\nAI Agent 投资分析 Skills 共享仓库 — 覆盖科技股财报、价值投资、市场情绪、宏观流动性和比特币周期分析。\n\n作者：[Ruby](https://x.com/Rubywang)、[Star](https://x.com/starzq)\n\n### Skills 一览\n\n| Skill | 描述 |\n|-------|------|\n| `tech-earnings-deepdive` | 机构级科技股财报深度分析，覆盖 16 大分析模块、6 大投资哲学视角和可执行决策体系 |\n| `us-value-investing` | 巴菲特式四维价值投资分析（ROE、债务安全、自由现金流质量、经济护城河） |\n| `us-market-sentiment` | 美股市场情绪监控，追踪 5 大核心指标（NAAIM、机构配置、散户资金流、远期 P/E、对冲基金杠杆） |\n| `macro-liquidity` | 全球流动性监控与风险预警系统（美联储净流动性、SOFR、MOVE 指数、日元套息交易） |\n| `btc-bottom-model` | 比特币周期择时模型，13 指标加权评分系统（0-100 市场热度评分），覆盖 ETF 资金流、资金费率、链上指标（MVRV、NUPL、SOPR）和周期指标 — 同时提供买入和卖出建议 |\n\n### 安装方法\n\n**方式一：Skills.sh（自动发现）**\n\n```bash\nnpx skills add https://github.com/star23/Day1Global-Skills --all\n```\n\nSkills 安装到 `.agents/skills/`，对话中识别到相关话题时自动激活。\n\n**方式二：Claude Code 原生斜杠命令**\n\n如果你想在 Claude Code 中通过 `/skill-name`（如 `/btc-bottom-model`）直接调用，需要将 skills 复制到 `.claude/skills/` 目录：\n\n```bash\n# 克隆仓库\ngit clone https://github.com/star23/Day1Global-Skills.git\n\n# 复制所有 skills 到你项目的 .claude/skills/ 目录\nmkdir -p your-project/.claude/skills\ncp -r Day1Global-Skills/btc-bottom-model your-project/.claude/skills/\ncp -r Day1Global-Skills/us-value-investing your-project/.claude/skills/\ncp -r Day1Global-Skills/us-market-sentiment your-project/.claude/skills/\ncp -r Day1Global-Skills/macro-liquidity your-project/.claude/skills/\ncp -r Day1Global-Skills/tech-earnings-deepdive your-project/.claude/skills/\n```\n\n也可以复制到 `~/.claude/skills/` 实现全局可用（所有项目都能调用）。\n\n复制完成后重启 Claude Code，即可使用 `/btc-bottom-model`、`/us-value-investing` 等斜杠命令。\n\n### 使用方法\n\n安装后无需额外配置。直接用自然语言向 AI Agent 提问即可，Skill 会在识别到相关话题时自动激活。\n\n#### tech-earnings-deepdive：科技股财报深度分析\n\n一个为 AI Agent 打造的科技股财报深度分析与多视角投资备忘录系统（v3.0）。\n\n**核心能力：**\n\n- **Key Forces 识别** — 锚定 1-3 个决定公司未来价值的决定性力量\n- **16 大分析模块（A-P）** — 收入质量、盈利能力、现金流、前瞻指引、竞争格局、核心 KPI、产品与新业务、合作伙伴生态、高管团队、宏观政策、估值模型、筹码分布、长期监控变量、研发效率、会计质量、ESG 筛查\n- **6 大投资哲学视角** — 质量复利（巴菲特/芒格）、想象力成长（Baillie Gifford/ARK）、基本面多空（Tiger Cubs）、深度价值（Klarman/Marks）、催化剂驱动（Tepper/Ackman）、宏观战术（Druckenmiller）\n- **多方法估值矩阵** — Owner Earnings、PEG、反向 DCF、魔法公式、EV/EBITDA、EV/Revenue + Rule of 40\n- **Variant View（变异视角）** — 找出市场共识的盲点\n- **反偏见框架** — 6 大认知陷阱自检、7 大财务红旗、5 大科技股盲区、Pre-Mortem 事前尸检\n- **可执行决策** — Action Price、建仓节奏、加仓/减仓/清仓触发条件、长期监控清单\n\n**示例提问：**\n\n```\n帮我深度分析一下 NVDA 最新一季的财报\n```\n```\nMETA 这季度表现如何？\n```\n```\n从多个投资大师的视角帮我看看 MSFT，现在值得买入吗？\n```\n\n**证据标准：**\n\n| 层级 | 类型 | 举例 |\n|------|------|------|\n| 第一层 | 一手来源 | CEO 原话、员工评价、客户评价、GitHub 活跃度、专利、招聘动向 |\n| 第二层 | 事实来源 | SEC 文件（10-K/10-Q/8-K）、财报数据、法庭文件 |\n| 第三层 | 观点来源 | 卖方研报、新闻分析、价格目标汇总 |\n\n---\n\n#### us-value-investing：美股价值投资分析\n\n基于巴菲特方法论，通过 4 个核心维度系统评估上市公司。\n\n**四大维度：**\n\n1. **ROE 持续性** — 3 年以上稳定的净资产收益率\n2. **债务安全性** — 资产负债率和杠杆评估\n3. **自由现金流质量** — FCF 与净利润的比值\n4. **经济护城河** — 品牌、网络效应、成本优势、转换成本\n\n**评分：** 每个维度 0-3 分（满分 12 分）。评级：A（10-12）、B（7-9）、C（4-6）、D（0-3）。\n\n**示例提问：**\n\n```\n从价值投资角度看，AAPL 值得长期持有吗？\n```\n```\n帮我分析一下 COST 的基本面\n```\n\n---\n\n#### us-market-sentiment：美股市场情绪监控\n\n通过 5 大核心指标监控美股市场情绪，判断贪婪/恐惧程度并提供仓位建议。\n\n**5 大指标：**\n\n1. **NAAIM 敞口指数** — 主动基金经理权益敞口\n2. **机构权益配置比例** — 全球机构投资者组合配置\n3. **散户净买入** — 每日散户资金流向\n4. **标普 500 远期 P/E** — 估值水平与历史区间对比\n5. **对冲基金杠杆** — 主经纪商披露的借贷倍数\n\n**示例提问：**\n\n```\n美股现在是不是过热了？\n```\n```\n我该不该减仓？\n```\n\n---\n\n#### macro-liquidity：宏观流动性监控\n\n追踪全球金融体系中最关键的\"水位\"——流动性，通过 4 大核心指标。\n\n**4 大指标：**\n\n1. **美联储净流动性** — 美联储总资产 - TGA - ON RRP\n2. **SOFR 利率** — 银行体系隔夜资金压力\n3. **MOVE 指数** — 国债市场波动率（债市 VIX）\n4. **日元套息交易信号** — USDJPY 汇率与美日利差\n\n**示例提问：**\n\n```\n现在流动性怎么样？\n```\n```\n美联储是在放水还是收水？\n```\n\n---\n\n#### btc-bottom-model：比特币周期择时模型\n\n基于 13 大指标加权评分（0-100 市场热度评分），覆盖完整市场周期，同时提供买入和卖出建议。\n\n**日线脉搏指标（32 分）：**\n\n1. **ETF 每日净流入**（12 分）— 机构通过现货 ETF 的需求信号\n2. **资金费率**（8 分）— 衍生品市场杠杆情绪\n3. **恐惧与贪婪指数**（7 分）— 综合市场情绪\n4. **多空比**（5 分）— 交易者持仓方向\n\n**周线结构指标（68 分）：**\n\n1. **LTH-MVRV**（12 分）— 长期持有者盈亏比\n2. **NUPL**（11 分）— 全网未实现盈亏\n3. **LTH-SOPR**（9 分）— 长期持有者消费盈利率\n4. **STH-SOPR**（8 分）— 短期持有者消费盈利率\n5. **LTH 供应占比**（7 分）— 积累 vs 分配阶段\n6. **365 日均线比率**（6 分）— 价格 vs 年均线\n7. **200 周均线倍数**（6 分）— 价格 vs 周期底线\n8. **周线 RSI**（5 分）— 中期动量\n9. **成交量变化**（4 分）— 卖压衰竭 / 放量见顶检测\n\n**评级范围：** 0-15 极度恐慌（买入）→ 46-55 中性 → 86-100 极度贪婪（卖出）\n\n**示例提问：**\n\n```\n比特币见底了吗？可以抄底吗？\n```\n```\nBTC 是不是过热了？该止盈吗？\n```\n```\n链上数据怎么看当前的 BTC？\n```\n\n---\n\n### Skill 协同\n\n| 组合 | 使用场景 |\n|------|----------|\n| `tech-earnings-deepdive` + `us-value-investing` | 财报分析完成后，运行四维价值评分做交叉验证 |\n| `tech-earnings-deepdive` + `us-market-sentiment` | 模块 J 涉及宏观情绪时联动 |\n| `tech-earnings-deepdive` + `macro-liquidity` | 流动性环境是 Key Force 时联动 |\n\n### 免责声明\n\n此仓库中所有 Skill 生成的分析均基于公开信息和模型推算，仅供研究参考，不构成投资建议。投资有风险，决策需谨慎。\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fstar23%2FDay1Global-Skills","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fstar23%2FDay1Global-Skills","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fstar23%2FDay1Global-Skills/lists"}