Local-first investment research memory system where 18 investor personas analyze a stock independently, then combine into a weighted consensus with traceable evidence.
xbtlin/ai-berkshire
A set of Claude Code and Codex skills that run value-investing research on public companies, applying Buffett, Munger, Duan Yongping and Li Lu's frameworks with multi-agent analysis.
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Repolode describes open-source projects and does not give investment advice. Trading and investing can lose money: assess the risk yourself and follow the laws where you live before using this project.
What is it?
AI Berkshire is a collection of investment research skills that work with Claude Code and Codex. Each skill is a command such as /investment-research or /earnings-review that walks an AI agent through a fixed workflow for analyzing a listed company, covering business model, moat, management, risks and valuation. The methodology is organized around four value investors: Warren Buffett, Charlie Munger, Duan Yongping and Li Lu, who are assigned different angles so their conclusions can conflict and be checked against each other.
The framework targets the consistency problem of asking a general chatbot for stock analysis. It enforces a verdict with price ranges, applies a checklist of pass, fail or gray-zone outcomes, and includes a multi-agent mode in which four agents research the same company independently before a lead agent synthesizes them. A separate financial-rigor tool performs Decimal-based checks such as market-cap verification and multi-source cross-validation, so figures are not produced by unverified mental arithmetic.
The repository contains 22 skills in total, a sample library of generated reports, and install scripts for both clients. It is an analysis aid rather than investment advice, and the README stresses that outputs depend on the underlying model and should be verified independently.
Key features
- 01Provides 22 slash-command skills covering deep research, earnings review, industry screening and portfolio tracking.
- 02Runs a multi-agent team mode where four perspective agents research one company in parallel.
- 03Forces explicit verdicts and price ranges instead of balanced summaries.
- 04Includes a Python tool for market-cap checks, valuation ratios and multi-source cross-validation using exact decimal arithmetic.
- 05Installs for both Claude Code and Codex with provided scripts.
Use cases
- Researching a listed company's business quality, moat and valuation before deciding whether to dig deeper.
- Reviewing an annual or quarterly report line by line with a structured earnings workflow.
- Screening a sector or index for companies that pass a value-investing checklist.
- Tracking whether the thesis behind an existing holding still holds over time.
Quick start
- 1
Install Claude Code via npm
npm install -g @anthropic-ai/claude-code - 2
Clone the repository
git clone https://github.com/xbtlin/ai-berkshire.git - 3
Install the skills into the Claude Code commands directory from the repo folder
./scripts/install-claude-commands.sh - 4
Run a research skill inside Claude Code
/investment-research 腾讯
Things to know
- Deep research skills consume many tokens because they run multiple research rounds and multi-agent synthesis.
- Claude Code or Codex must be installed first, and the skills depend on those clients.
- The README's track-record figures are self-reported and not independently verified.
In collections
Topics
FAQ
- What is ai-berkshire?
- A set of Claude Code and Codex skills that run value-investing research on public companies, applying Buffett, Munger, Duan Yongping and Li Lu's frameworks with multi-agent analysis. AI Berkshire is a collection of investment research skills that work with Claude Code and Codex. Each skill is a command such as /investment-research or /earnings-review that walks an AI agent through a fixed workflow for analyzing a listed company, covering business model, moat, management, risks and valuation. The methodology is organized around four value investors: Warren Buffett, Charlie Munger, Duan Yongping and Li Lu, who are assigned different angles so their conclusions can conflict and be checked against each other.
- Is ai-berkshire free to use? What license does it have?
- ai-berkshire is open source under the MIT license. Check the license terms before using it in commercial products.
- Is ai-berkshire still maintained?
- Actively maintained. The last commit to ai-berkshire was on Nov 4, 2026.
- What can I use ai-berkshire for?
- Researching a listed company's business quality, moat and valuation before deciding whether to dig deeper. Reviewing an annual or quarterly report line by line with a structured earnings workflow. Screening a sector or index for companies that pass a value-investing checklist. Tracking whether the thesis behind an existing holding still holds over time.
- How do I install ai-berkshire?
- Install Claude Code via npm: npm install -g @anthropic-ai/claude-code Clone the repository: git clone https://github.com/xbtlin/ai-berkshire.git Install the skills into the Claude Code commands directory from the repo folder: ./scripts/install-claude-commands.sh Run a research skill inside Claude Code: /investment-research 腾讯
- Where can I get ai-berkshire?
- The source code and installation instructions are on GitHub: https://github.com/xbtlin/ai-berkshire
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