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Value Investing Analyst — Development skill for Claude Code

Development community

A command-gated Claude skill for evidence-based value investing across stocks, ETFs, REITs, bonds, funds, and other investable products.

How to install Value Investing Analyst

This entry records only its repository, not the path inside it, so there is no exact command to give. Open reshinto/value-investing-analyst and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Value Investing Analyst does

A command-gated Claude skill for evidence-based value investing across stocks, ETFs, REITs, bonds, funds, and other investable products. Uses Graham-inspired safety principles, asset-specific valuation, risk analysis, and Singapore retail-investor considerations to classify opportunities as INVEST, WATCH, AVOID, or SPECULATIVE.

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README

Value Investing Analyst

A command-gated Claude skill for **evidence-driven, Graham-based valuation of financial products**.

It is designed to answer one question rigorously:

**Does this asset offer defensible value at its current price, with an adequate margin of safety and acceptable risk of permanent capital loss?**

The skill can route across equities, REITs, bonds, funds and ETFs, private credit, real-estate debt, structured products, commodities, digital assets, and unfamiliar financial products. It separates **asset quality**, **intrinsic value**, and **investment attractiveness at the current price** rather than treating them as the same thing.

The default jurisdictional perspective is a **Singapore-resident retail investor**, while the underlying asset's intrinsic value is kept separate from Singapore-specific tax, access, currency, and implementation effects.

[!IMPORTANT] This skill is intentionally **explicit-invocation only**. It is designed to run when a request begins with `/value` and not merely because a conversation happens to involve investing.

Why this skill exists

Most investment analysis can fail in predictable ways:

starting with a desired recommendation and working backward;
treating a high-quality business as automatically attractive at any price;
interpreting a low valuation multiple as proof of undervaluation;
applying equity valuation methods to products whose economics are fundamentally different;
mechanically averaging incompatible valuation models;
relying on marketing material when primary documents exist;
presenting assumptions, estimates, rumours, or analyst opinions as verified facts;
using false precision when the evidence only supports a range;
ignoring debt structure, refinancing risk, dilution, liquidity, tax leakage, or investor access;
calling something an "investment" when the expected return primarily depends on momentum, leverage, a binary event, or another buyer paying more.

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