
Quality Screen
AI Berkshire skill: 去劣筛选:7条指标快速排除非一流公司.
Install
npx skills add xbtlin/ai-berkshire --skill quality-screen -g -a claude-code -y- Repository
- xbtlin/ai-berkshire17k
- Category
- Engineering
- Updated
- 3d ago
- License
- MIT
- Context cost
- Lightabout 1,147 tokens
- Runs scripts
- No, instructions only
What it does
AI Berkshire skill: 去劣筛选:7条指标快速排除非一流公司. Source: skills/quality-screen.md.
Codex adapter note
This skill is generated from skills/quality-screen.md so Claude Code and Codex users share one canonical workflow.
- Treat
$ARGUMENTSas the user's request in the current Codex thread. - When the source mentions Claude-only surfaces such as Task, Agent, WebSearch, Bash, Read, or Write, use the closest Codex capability available in this session: subagents when available, web search when needed, shell commands for local tools, and normal file edits for workspace files.
- Use shared project tools from
tools/in this repository. Prefer running commands from the repository root with paths likepython3 tools/financial_rigor.py ...; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path. - Before starting research, run the
datecommand to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data. - Preserve the research quality rules from
AGENTS.md: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps.
去劣筛选:7条指标快速排除非一流公司
对 $ARGUMENTS 执行去劣指标筛选,快速排除不符合一流公司标准的标的。
支持输入格式:
| 输入方式 | 示例 | 说明 |
|---|---|---|
| 个股 | 腾讯, 美团, 英伟达 | 逐家筛选 |
| 行业 | 中国啤酒行业 全球云计算 港股运动品牌 | 先搜索该行业主要上市公司(10-20家),再逐家筛选 |
| 市场/指数 | 恒生指数成分股 沪深300 纳斯达克100 | 拉取成分股列表,逐家筛选 |
| 主题 | 中国高股息50强 全球AI算力链 | 先搜索主题相关公司,再逐家筛选 |
行业/市场/主题模式下,输出额外包含:通过率统计、行业内排名、板块对比总结。
设计原则
- 目标:不错杀任何一流好公司,但能排除确定的非一流公司
- 逻辑:7条硬指标 + 2条豁免规则,宁可漏网不可误杀
- 适用范围:所有上市公司(银行/保险不适用第3条利息覆盖倍数)
