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ljg-invest

Investment analysis. Writes an in-depth investment analysis report for a given project (company name, pitch deck/BP, founder conversation logs). Steers away from traditional investment analysis—the core criterion is singular: whether this project is an "order-creation machine." Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur conversation records wanting investment evaluation. Also trigger when user pastes or references meeting notes, pitch decks, or founder interviews and asks for analysis.

L2 Local · Restricted workspaceV1 Commit-PinnedWrite FileDual-pass Audit
Author lijigangGitHub lijigang/ljg-skills ↗License MIT（仓库根 LICENSE）Commit 9e75497a95
Control levels describe skill capabilities and suggested control measures; they do not represent quality or safety certifications, nor do they dictate usability. Usage decisions rest entirely with users and administrators. Different agent hosts apply varying constraints; do not assume hosts provide automatic protection. Third-party skill copyrights belong to their original authors. Use at your own risk.

1How It Works & Mechanism

The sole criterion for the entire report is whether the project creates a new order or merely transports an old order.

skills/ljg-invest/SKILL.md
整份报告只回答一个问题：这个东西在创造新秩序，还是在搬运旧秩序。
What is happening here: Reframing investment analysis from a valuation problem into an order generation problem, establishing criteria before discussing numbers.

Use the definition "wealth = order illuminated by desire" as the foundation of the entire report.

skills/ljg-invest/SKILL.md
财富不是钱，是被欲望照亮的秩序，钱只是秩序的计量单位。
What is happening here: Providing an order-perspective definition, diverging the report's line of inquiry from market convention.

Accept inputs in any format and explicitly invoke an external Research skill/subagent to fetch the latest data instead of relying on outdated impressions.

skills/ljg-invest/SKILL.md
知名公司只给名字就够——用 Research skill 或 subagent 抓最新财报和行业数据，别凭旧印象写。
What is happening here: Materials can be company names, BPs, or conversation logs; real-time data retrieval is delegated to the designated external skill.

The five report sections serve as a structural backbone rather than a fill-in-the-blank exercise; section length is dynamically allocated based on project substance.

skills/ljg-invest/SKILL.md
五个区块是骨架，不是填空题。
What is happening here: Explicitly rejecting writing just for the sake of completeness; structure serves analytical judgment.

The core judgment section answers only one question: whether this order-creation machine can actually spin, evaluated from three perspectives.

skills/ljg-invest/SKILL.md
**这台机器转不转得起来？** 从三个角度看。
What is happening here: Narrowing the core investment dilemma down to a determinable spins/doesn't-spin problem instead of line-by-line scoring.

Overall judgment is classified into three tiers: Order-Creation Machine / Has Potential / Order Porter.

skills/ljg-invest/SKILL.md
秩序创造机器——飞轮在转，冲击后变强，资源自己来…秩序搬运——把已有的东西重新排列，没有生出新秩序
What is happening here: Providing colloquial definitions for the three tiers corresponding to whether the machine truly produces a new order.

Require distilling a one-sentence genesis formula for each machine, followed by interrogating its degree of validation and differentiation from competitors.

skills/ljg-invest/SKILL.md
每台秩序创造机器都有一个核心算法，用一句话写出来。
What is happening here: Compressing the company's core algorithm into a repeatable formula, then stress-testing its substance with two questions.

Determine investment timing in the "What the Market Sees vs. What We See" section, centering on the cognitive gap caused by market labels.

skills/ljg-invest/SKILL.md
市场给它贴了什么标签，这个标签遮住了什么，我们的框架多看到了什么。
What is happening here: Attributing excess returns to cognitive discounts and assessing S-curve positioning alongside degree of control.

Outputs are strictly org-mode, written to ~/Documents/notes/ and named according to denote conventions.

skills/ljg-invest/SKILL.md
命名按 denote：`YYYYMMDDTHHMMSS==z--投资分析-PROJECT_NAME.org`
What is happening here: Artifacts land directly in the local notes library, with naming conventions ensuring searchability and archival readiness.

2Core Capabilities

01Transform any project materials into an in-depth investment analysis report (accepts company names, BPs, or conversation logs)
02Order-creation machine assessment: delivers three-tier conclusions across flywheel, shock resistance, and resource gravity
03Genesis formula distillation: compresses core company algorithms into a single sentence and interrogates validation levels and competitor differentiation
04Market cognitive gap and investment timing positioning (S-curve position, legacy label masking, degree of control, free-rider costs)
05Exchange recommendations and exit signals: provides recommendations (invest / watch / pass), deal terms, and exit triggers tied to each hypothesis
06org-mode local persistence, saved to ~/Documents/notes/ with denote naming conventions
07Unknown information marking discipline: flags gaps when information is unfound—no bluffing or fabrication
08Independent sector definition: defines industry sectors in original phrasing rather than copying market labels

4Recommended Governance & Evidence

Suggested Controls for Safe Operation
For Agent Runtime
Restrict working directory
For Administrators
Retain operation logs
Evidence & Triggers (File Paths & Excerpts)
  • 本地工作目录: File read/write and artifact output: ~/Documents/notes/YYYYMMDDTHHMMSS==z--投资分析-<项目名>.org (written via host Write tool, inside skill directory)
Audit Notes: Pure prompt workflow: This skill directory contains only a SKILL.md with no scripts, no network requests, and no credential reading, rated as green. It instructs invoking an external Research skill/subagent for online data retrieval, with the host writing the report to ~/Documents/notes/. These are actions of the host or designated external skills, which according to triage standards do not alter the classification tier and are merely recorded under injection_surface.

5Second-Pass Verification

  • [ok] 核心判据存在且唯一 — 正文首段「整份报告只回答一个问题」与结尾「最后一句」要求一致，全文未出现第二套判据。
  • [ok] 三档判定的枚举完整 — §二给出秩序创造机器/有潜力/秩序搬运三档及各自条件，与引用逐字一致。
  • [ok] denote 命名与输出目录 — §输出写死 org-mode、~/Documents/notes/ 与 `YYYYMMDDTHHMMSS==z--投资分析-PROJECT_NAME.org` 示例。
  • [ok] 外部依赖是否真实存在 — 风险扫描六类均零命中；唯一外部动作为正文点名的 Research skill/subagent，属被点名他人技能而非本目录自带依赖，external_deps 据实留空。
  • [ok] 凭证/网络/脚本三类是否漏报 — 逐行核对 SKILL.md，无 curl/wget、无 env/keychain、无 subprocess 或脚本文件；三个数组据实留空。
  • [discrepancy] 写盘归属 — 第一遍按「skill 写文件」暂记，第二遍确认目录内无任何脚本，写 ~/Documents/notes/ 系正文指示宿主 Write 工具完成；file_writes 已注明由宿主执行。
  • [ok] 禁用词与真实性规则一致性 — §生成规则第 1、2、4 条与 §输出一致，「查不到的直接标注，不硬撑，不编」逐字可定位。

6Verdict & Scenarios

  • Converges investment analysis into a single determinable question (order creation vs. order porting), unified under the foundation of "wealth = order illuminated by desire."
  • Rare discipline against clichés: bans four classes of investment platitudes, forbids non-committal hedging, and requires evidence for every claim.
  • Artifacts write directly into local note vaults: org-mode + denote naming ensures searchability and archival readiness without third-party service dependencies.
    • Best for: Ideal for entrepreneurs and investors who need to quickly reach an opinionated, actionable investment judgment—especially when holding only a company name, pitch deck, or founder chat logs and seeking a straightforward conclusion on whether the "machine can spin"; also ideal for users who manage investment notes in an org-mode/denote vault.
    Not for: Not suitable for: scenarios requiring rigorous financial modeling, DCF valuations, or formal legal/compliance due diligence; users seeking exhaustive market dimensions (valuation, liquidity, regulation) rather than a singular order perspective; offline environments unable to fetch online data; or teams that do not accept org-mode artifacts.
    Install Agent-Ready
    ① Verified Mirror 2026-10-10
    Option A · Direct DownloadDownload ljg-invest.tar.gz
    sha256: fc63c06290bfa10a…
    Option B · Copy Guide for Agent
    install.json
    Agents automatically download and verify mirrors from this JSON guide.
    ② Upstream GitHub
    GitHub Repo ↗
    Pinned to commit 9e75497a95.