Ir long term trading
Evidence-led long-horizon investment research for multi-year holdings, company quality, financial quality, governance, capital allocation, and long-term valuation.From its SKILL.md
npx -y skills add LechuanWANG/ir-skill --skill ir-long-term-tradingAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
2 things to look at
- no licenseNo license file was found in the repository. Code published without one is not open source by default, so using it at work is a question for whoever answers licensing questions where you are.
- 2 stars2 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.
SKILL.md
3.8 KB, ~1.4k tokens by cl100k_base, as published. Nobody here has run it
长期与基本面研究
适用于多年持有、商业质量、财务质量、治理、资本配置和长期估值。先读取 ../shared/research-discipline.md；非股票资产以标的、合约、基准和宏观传导替代公司分析。3–6 个月催化改用 ../ir-medium-term-catalyst/SKILL.md，一个月内交易改用 ../ir-short-term-trading/SKILL.md。
1. 数据与范围
按当前决策选择最能改变排序、估值或下行风险的维度，研究深度与不确定性和行动强度相称，不做固定清单式尽调。
python3 scripts/tushare_mode_data.py plan long --symbol 000001.SZ --end-date 20260719
python3 scripts/tushare_research_data.py plan financial --symbol 000001.SZ --period 20251231 --as-of 20260719
先复用本地数据，再补缺口；价格、估值、公司行为和结构化财务使用 TuShare/SQLite，最终财务、治理和资本配置事实以定期报告和公告为准。记录 as_of、数据版本、权限状态和来源冲突。详细数据路由见 ../../references/tushare-data.md，原始来源规则见 ../shared/external-evidence-sources.md。
同行比较以申万 2021 等稳定行业分类为主；同花顺板块表现只在买入时点、估值或风险偏好确有影响时解释定价环境，不改写长期行业边界、竞争优势或现金流判断。
2. 生意、竞争与再投资
核验公司卖什么、谁付钱、收入/利润/现金流由哪些分部驱动，以及需求是否来自长期经济价值而非补贴、周期、单一客户或一次性项目。判断行业容量、渗透率、份额、产品扩张和国际化空间，同时区分高增长但边际恶化、低增长但拐点改善、一次性跳升与可持续复利。
评估定价权、客户留存和集中度、单位经济性、成本/品牌/渠道/技术/牌照/网络效应等护城河；再用扩产、降价、技术替代、政策和周期测试其可持续性。将增长所需资本、营运资金、杠杆和边际资本回报纳入判断。
3. 财务、治理与估值
从原始披露核验收入、利润率、ROIC/ROE、经营现金流、自由现金流、应收、存货、合同负债和利润现金转化；检查三表勾稽、非经常项目、资本化、收入确认和会计估计。增长须拆回销量、价格、结构、成本、补贴或会计处理，并用订单、价格/销量、客户预算、合同负债和产能利用率等领先指标验证未来路径。
检查研发、扩产、并购、商誉、分红、回购、融资、稀释和管理层兑现记录；关注关联交易、担保、资金占用、减持、质押、诉讼、监管问询、审计意见、更正和审计机构变更，以及欺诈、偿债、流动性和合规导致永久损失的风险。
把当前价格转换为对增长、利润率、资本回报和再投资期的隐含要求，与历史、行业容量、竞争反应、共识和领先指标比较，给出区间或情景敏感性。资金和情绪主要影响时点、安全边际和估值波动，除非改变未来现金流、融资成本或生存能力，否则不改写长期价值。
4. 可决策结论
说明两至四个价值变量、关键假设及最强反证、最早的验证指标、会改变排序/估值/行动标签的事实，以及当前价格相对价值、现金和替代项的安全边际。历史不足或关键证据缺失时，缩小主张并降低置信度，不以统一评分或泛泛风险清单代替因果解释。
What ships with it: 1 file
207 B alongside SKILL.md
agents/
- openai.yaml207 B
Gives 0 of the 12 instructions most finance skills give in ~1.4k tokens
Counted across 469 of the 469 authors here whose files we hold, read 2026-08-07
- Extract date vendor amount and descriptionin 15 of 469, across 3 files
- Scan folder for invoice filesin 14 of 469, across 2 files
- Rename files to standard formatin 14 of 469, across 2 files
- Show organization plan before movingin 14 of 469, across 2 files
- Generate summary CSVin 14 of 469, across 2 files
- Organize files by categoryin 13 of 469, across 1 file
- Preserve original filesin 13 of 469, across 1 file
- Flag files missing critical infoin 13 of 469, across 1 file
- Produce the requested output filein 9 of 469, across 4 files
- Build best, base, and worst case scenariosin 9 of 469, across 5 files
- Implement backoff if rate limit errors occurin 8 of 469, across 3 files
- Determine the weighted average cost of capitalin 8 of 469, across 4 files
Said here and by no other author read
- read the shared research discipline first
- match research depth to uncertainty and action size
- reuse local data before fetching new data
- verify financial facts against periodic reports
- record data versions, permissions, and source conflicts
- use stable industry classifications for peer comparison
Grouped from the skills themselves: near-identical wordings counted once, and counted by distinct author, so one author publishing three of these counts once. Length counted with cl100k_base; the agent that loads this file may tokenize it differently.