llmquant-investor-lenses

Name: llmquant-investor-lenses
Author: llmquant

github.com/llmquantOther236478 installsUpdated 22w ago

About llmquant-investor-lenses

A routing skill for investor-style equity analysis, aimed at users who want to examine an asset through a defined investment lens. It selects a workflow and requires evidence from LLMQuant Data rather than unsupported persona claims.

Key features

01Routes among 17 investor-analysis workflows
02Covers value, growth, macro, and risk lenses
03Uses dated evidence from LLMQuant Data
04Separates facts, assumptions, and interpretation

Use cases

01Assess a company through a selected investor framework
02Compare valuation and downside using filing evidence
03Examine macro conditions and portfolio risk lenses

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/llmquant/skills --skill llmquant-investor-lenses

After installing, type/llmquant-investor-lensesin Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

assets/

.gitkeep

scripts/

.gitkeep

workflows/

aswath-damodaran.md

ben-graham.md

bill-ackman.md

cathie-wood.md

charlie-munger.md

david-tepper-panic-signal.md

duan-yongping-seller.md

howard-marks-cycle.md

michael-burry.md

mohnish-pabrai.md

nassim-taleb.md

peter-lynch.md

phil-fisher.md

rakesh-jhunjhunwala.md

stanley-druckenmiller.md

warren-buffett-scorecard.md

warren-buffett.md

Details

From the project README

LLMQuant Investor Lenses

This category routes investor-style reasoning overlays. The named workflows are analytical lenses, not claims of endorsement or replication. All external evidence must come from LLMQuant Data.

Routing Rules

Identify the requested investor lens, ticker/asset, horizon, and decision type.
Select the closest workflow below.
Open only that workflow and any local resources explicitly referenced by that workflow.
Use LLMQuant Data for filings, prices, fundamentals, ownership, macro, and valuation evidence.
Separate evidence from interpretation and avoid unsupported persona claims.

Workflow Index

User intent	Workflow
Long-term owner lens: moat, circle of competence, and margin of safety.	`workflows/warren-buffett.md`
Quantitative value and margin-of-safety discipline.	`workflows/ben-graham.md`
Multi-model quality investor with inversion discipline.	`workflows/charlie-munger.md`
Dhandho, cloning, and low-risk doubles.	`workflows/mohnish-pabrai.md`
Emerging-market compounder and ROE-first selection.	`workflows/rakesh-jhunjhunwala.md`
GARP, ten-baggers, and simple explainable businesses.	`workflows/peter-lynch.md`
Qualitative growth and scuttlebutt-style research.	`workflows/phil-fisher.md`
Disruptive innovation, Wright's Law, and exponential TAM.	`workflows/cathie-wood.md`
Macro liquidity regime and asymmetric sizing.	`workflows/stanley-druckenmiller.md`
Concentrated activist value and catalyst unlocks.	`workflows/bill-ackman.md`
Contrarian deep value and filing-first downside work.	`workflows/michael-burry.md`
Tail-risk, barbell, convexity, and antifragile thinking.	`workflows/nassim-taleb.md`
Story-plus-numbers valuation discipline.	`workflows/aswath-damodaran.md`
Mechanical Buffett-style business, moat, management, and valuation scorecard.	`workflows/warren-buffett-scorecard.md`
Seller-only quality-business options framework.	`workflows/duan-yongping-seller.md`
Cycle-position offense/defense signal.	`workflows/howard-marks-cycle.md`
Rare panic-buy gate for liquid quality exposure.	`workflows/david-tepper-panic-signal.md`

LLMQuant Data Contract

Prefer LLMQuant Data when available. The workflows may need these data capabilities:

Retrieve filings, fundamentals, valuation inputs, market prices, 13F ownership, macro indicators, options context, credit context, and sentiment evidence.
Support investor-lens analysis with dated evidence rather than persona-style assertions.
Preserve the distinction between retrieved facts, user-provided assumptions, and the selected investor framework.

Fallback:

If a lens needs unavailable data, name the missing input and continue only with retrieved or user-provided evidence.
Do not invent quotes, holdings, valuation inputs, or biographical claims.

Comments

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Details

Author: llmquant
Repository: llmquant/skills
Category: Other
Installs: 478
GitHub stars: 236

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