Investment note
Investment note management. Record, retrieve, and delete investment theses, concerns, and lessons.From its SKILL.md
npx -y skills add erhwenkuo/stock_skills --skill investment-noteAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
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SKILL.md
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Investment Note Management Skill
Parse $ARGUMENTS and execute the following commands.
Execution Command
python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/investment-note/scripts/manage_note.py $ARGUMENTS
Display the result as-is.
Command Reference
save — Save a note
# Stock note (standard)
python3 .../manage_note.py save --symbol 7203.T --type thesis --content "EV adoption increases parts demand"
# Portfolio-wide note (KIK-429: symbol made optional)
python3 .../manage_note.py save --category portfolio --type review --content "Reduced sector overweight"
# Market note
python3 .../manage_note.py save --category market --type observation --content "BOJ rate hike speculation"
Either --symbol or --category is required (except for journal type). When --symbol is specified, category is automatically set to stock.
# Investment journal / free memo (KIK-473: symbol/category not required)
python3 .../manage_note.py save --type journal --content "NVDA surged. Felt the strength of AI demand"
# → Auto-detects ticker symbols (NVDA) in the body and links to Neo4j
list — List notes
python3 .../manage_note.py list [--symbol 7203.T] [--type concern] [--category portfolio]
delete — Delete a note
python3 .../manage_note.py delete --id note_2025-02-17_7203_T_abc12345
Note Types
| Type | Meaning | Usage Example |
|---|---|---|
| thesis | Investment thesis | "EV adoption increases parts demand" |
| observation | Observation | "Appeared in top 3 screenings in a row" |
| concern | Concern | "China market slowdown risk" |
| review | Review | "3-month hold, thesis on track" |
| target | Target / exit | "Take profit at P/E 15" |
| lesson | Lesson learned | "It was a value trap" |
| journal | Investment journal / free memo | "NVDA surged. Felt AI demand" (KIK-473: symbol/category not required, auto-detects tickers from body) |
Categories (KIK-429)
| Category | Meaning | Usage |
|---|---|---|
| stock | Individual stock note | Auto-set when --symbol is specified |
| portfolio | Portfolio-wide note | --category portfolio (PF review, rebalancing rationale, etc.) |
| market | Market note | --category market (macro trends, interest rates, etc.) |
| general | General note | --category general (uncategorized, default) |
Natural Language Routing
For natural language → skill selection, see .claude/rules/intent-routing.md.
Knowledge Integration Rules (KIK-466)
When get_context.py output is available, integrate with note operations:
- save: Reference the latest status of the target stock (latest report, health check results) to enrich the note context
- list: When displaying the note list, append the current holding status (holding/sold/watching) of each target stock
What ships with it: 1 file
6.1 KB alongside SKILL.md, 1 of them executable
scripts/
- manage_note.pyruns6.1 KB