← ClaudeAtlas

triagelisted

This skill should be used when the user wants a QUICK first look at an investment idea — "triage TICKER", "quick look at X", "is X worth researching?", "first pass on this company". It is the firm's cheap fast filter: kill or route in ~15 minutes of work, NOT a full deep dive.
Soo0803/wj-capital-agents · ★ 2 · AI & Automation · score 51
Install: claude install-skill Soo0803/wj-capital-agents
# Triage — the fast filter Purpose: most ideas should die quickly and cheaply. Triage decides: DEEP-DIVE / WATCHLIST / TOO HARD / PASS. It never concludes "buy". Load the firm-doctrine skill first (philosophy + ai-guardrails minimum). ## Procedure (do this inline — no subagents for triage; keep it cheap) 1. **Identify**: `resolve_company` (US) or use the suffixed ticker directly. `get_company_profile` for the snapshot (price, mcap, ratios) — tag as screening-grade. 2. **Cheapness sniff**: `get_financial_history` (10y if US). Compute (in code, not in-head): earnings yield on normalized-ish average earnings, revenue/income trend, ROE range, share count trend, net debt. Is there PLAUSIBLE cheapness vs quality? 3. **Mispricing mechanism**: can it be NAMED in one sentence (forced seller, spinoff, panic, neglect, complexity)? If no candidate mechanism → likely fairly priced → PASS. 4. **Circle check**: is this analyzable by the founder (business model comprehensible, accounting readable, jurisdiction trustworthy)? Genuine doubt → TOO HARD (a success, not a failure). 5. **One killer look**: skim the latest 10-K risk factors / auditor's report via `get_filing_text` with `find` targeting: "going concern", "material weakness", "related party". Any hit → note it prominently. ## Output (to the user, compact) - Verdict first: **DEEP-DIVE / WATCHLIST (with a suggested buy-below price and the reasoning) / TOO HARD / PASS** — one-paragraph justification - The