Skill

p-invest

Personal investment research workflow skill. Use this skill whenever the user mentions investing, stocks, portfolio, company research, watchlists, trade logging, holdings, monthly reviews, or any personal investment activity — even casual mentions like "I bought some shares" or "is this company worth researching". Initializes and maintains a human-readable Markdown folder under Documents/Invest (also works as an Obsidian vault). Produces research artifacts; does not give direct buy or sell advice.

npx claudepluginhub panjuntao003/p-skills --plugin p-invest

Tool Access

This skill uses the workspace's default tool permissions.

Preview

`p-invest` helps a user and their agent share one readable investment research system. It creates and maintains a numbered Markdown folder, defaulting to `${HOME}/Documents/Invest`, that can also be opened as an Obsidian vault.

Supporting Assets

SKILL.md

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Last CommitMay 11, 2026

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P Invest

Purpose

p-invest helps a user and their agent share one readable investment research system. It creates and maintains a numbered Markdown folder, defaulting to ${HOME}/Documents/Invest, that can also be opened as an Obsidian vault.

Default language is Chinese unless the user asks otherwise.

Output Contract

Always leave a durable Markdown artifact before the chat summary.

Default root:

${HOME}/Documents/Invest

If the user gives another path, use that path. If the folder does not exist, initialize it from assets/vault-template/. If it already exists, inspect it first and only create missing files or folders; do not overwrite user content unless explicitly asked.

The final chat response should summarize the result and name the updated file path.

Routing

Initialize or repair the folder structure: read references/routing.md and use assets/vault-template/.
Update the dashboard, environment, company research, decisions, holdings, reviews, or system notes: read references/workflows.md.
Apply investment discipline, source quality, and decision guardrails: read references/rules.md.
Create or repair Markdown artifacts: read references/templates.md.

Invariants

Do not provide direct buy or sell instructions. Provide checks, scenarios, evidence, and decision records.
Every external fact that enters a formal artifact needs a source, confidence level, and date.
Treat social media and unsourced claims as leads only.
Keep current facts fresh; use WebSearch or WebFetch to verify market, price, legal, regulatory, company, and macro data when the answer depends on recency.
Do not hide the system from the user. Files should be readable by a human without knowing agent internals.
Preserve existing user files. Append, repair, or create missing files; do not silently rewrite history.

Example Triggers

Phrases that should invoke this skill (Chinese or English):

"用 p-invest 初始化我的投资系统" / "set up my investment research folder"
"更新我的投资面板" / "update my dashboard"
"研究一下这家公司" / "research this company for me"
"把这家公司加入观察清单" / "add this to my watchlist"
"我今天买了/卖了 X，帮我记录" / "I bought some X today, log it"
"检查一下持仓 thesis 有没有变化" / "check if my thesis still holds"
"做一次月度复盘" / "do a monthly review"
"把这条投资教训固化到规则里" / "turn this lesson into a rule"