investment-committee

What This Skill Does

The Investment Committee skill acts as your personal board of legendary investors, simulating a consensus-driven analysis of any financial asset. By leveraging the unique investment philosophies of Charlie Munger, Howard Marks, Duan Yongping, Stanley Druckenmiller, and James Simons, the agent provides a multi-dimensional verdict on stocks, ETFs, crypto, and commodities. The agent uses a structured workflow that includes real-time price fetching, fundamental data aggregation, and an isolated, parallel sub-agent system to ensure each "master" provides an unbiased, independent perspective. Finally, it synthesizes these views into a cohesive, actionable report.

Installation

To integrate this skill into your OpenClaw environment, execute the following command in your terminal: clawhub install openclaw/skills/skills/bitwater/investment-committee

Use Cases

• Buy/Sell Decision Support: Evaluating whether to enter a position based on fundamental business quality, macro environment, and quantitative signals.
• Portfolio Management: Receiving guidance on rebalancing existing positions, determining stop-loss levels, or deciding between averaging down or taking profits.
• Comparative Analysis: Deciding between two competing assets (e.g., Tech stocks vs. Commodities) by analyzing their relative risk-reward profiles through the eyes of five distinct investment styles.

Example Prompts

1. "委员会分析腾讯(700.hk)，考虑到我目前持有20%的仓位，请问当前位置是该加仓、减仓还是继续持有？"
2. "大师怎么看英伟达(NVDA)？请结合最新的财报数据和当前的估值水平，进行独立分析并给出买入评级。"
3. "我想在比特币(BTC)和黄金(GOLD)之间配置资产，委员会认为哪一个在当前宏观环境下更具吸引力？"

Tips & Limitations

• Weighting: Note that for non-equity assets like Crypto or Gold, the system automatically shifts higher importance to macro-focused and quantitative members (Druckenmiller and Simons) while tempering the "business quality" focus of Munger and Duan.
• Independence: The skill ensures that each of the five sub-agents operates in isolation during the analysis phase to prevent groupthink, ensuring you receive a diverse spectrum of opinions.
• Accuracy: Always verify critical financial decisions. While the agent uses robust data sources like stooq.com, real-time market data should be treated as a supplement to, not a replacement for, professional financial advice. The reports are formatted to be sent directly to your Discord channel for team collaboration.