Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
Version History
Align with strict user-defined rules: ROE>15% for 3+ years, debt ratio<50%, FCF>80% NI, moat evaluation. Output rating A/B/C/D with reasons (EN+中文).
What This Skill Does
A deterministic, rule-based valuation model for US stocks. It applies four explicit criteria: ROE above 15% for three consecutive years, debt ratio below 50%, free cash flow exceeding 80% of net income, and moat presence. Output is an A-through-D investment rating with pass/fail reasoning per rule and a bilingual English/Chinese summary.
Unlike qualitative or LLM-generated opinions, the fixed rule set produces the same rating for the same inputs every time, so results are auditable and comparable across companies.
When to use it
- Screening a US stock before portfolio entry
- Comparing two companies on identical value criteria
- Checking if a current holding still meets quality thresholds
- Running a structured moat assessment on a new company
- Generating a bilingual investment brief for English and Chinese-speaking audiences
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: Evaluate Apple Inc. using its last 3 years of financials
- 1Load company financial data into the input JSON template
- 2Run evaluate_company.py with the populated input file
- 3Check ROE against the 15% threshold for each of the 3 years
- 4Evaluate debt ratio, free cash flow ratio, and moat indicators
- 5Write rating and per-rule pass/fail results to eval.json and eval.md
Investment rating of A (all 4 rules pass) with rule-by-rule explanations and a bilingual EN/Chinese summary