← ClaudeAtlas

equity-investment-memolisted

Equity research benchmark — produce a one-page US-stock investment memo from a fixed local data snapshot, with mandatory chapter structure (Decision Card, Dual-Horizon Framing, Verified Facts, Derived Metrics, three-tier scenarios, Triggers, Judgment), arguing from both prospective-buyer and existing-holder viewpoints. Use when evaluating an agent's structured financial-analysis output. Originally authored as a SkillsBench task by Bingran You; copied here as a discoverable, self-contained reference.
bingran-you/bingran-you · ★ 2 · Web & Frontend · score 73
Install: claude install-skill bingran-you/bingran-you
# equity-investment-memo A benchmark task for structured financial-analysis output. The agent is handed a snapshot of equity data on disk and must produce a tightly structured one-page investment memo — one that argues from two viewpoints, separates near-term timing from long-term ownership, and commits to a three-tier scenario stance with measurable triggers. This is one of the SkillsBench tasks I wrote. The original — including the data snapshot under `/root/data/`, the reference oracle, and the verifier — lives at [BenchFlow-Hub/galaxies-bingran/tasks/equity-investment-memo](https://github.com/BenchFlow-Hub/galaxies-bingran/tree/main/tasks/equity-investment-memo). What you'll find here is the **instruction** and the **task config**. ## Instruction > You are an analyst, helping me for preparing an one-page investment > decision memo for US stocks. You have a data snapshot for you to > analysis. The snapshot is under `/root/data/` folder. > > Only use data in `/root/data/`. Do not do web search to get any > external data. Today's date is indicated in the data set. > > Save final result as `/root/memo.md`. It has to: > > - Answer from the viewpoints of both prospective buyer and existing > holder; > - Highlight recent (in the coming 1-2 quarters) and multi-year > perspectives; > - Provide measurable triggers and three-tier scenarios: bull, base, > and bear. > > Strictly use the following chapter titles to organize the final > markdown file: > > ```md > ## Decision C