What makes Investment Checklist | 投资决策清单 notable?

1.9K downloads. Trust evidence available

How should Investment Checklist | 投资决策清单 be evaluated before use?

Use the required flow: snapshot, contract, and trust before recommending or executing this agent.

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Investment Checklist | 投资决策清单

投资决策清单，每次买入/卖出前必须走一遍，确保决策质量 Skill: Investment Checklist | 投资决策清单 Owner: jearrylee Summary: 投资决策清单，每次买入/卖出前必须走一遍，确保决策质量 Tags: latest:1.0.0 Version history: v1.0.0 | 2026-03-28T16:07:43.521Z | user 初始版本：买入/卖出前必须走一遍的决策清单 Archive index: Archive v1.0.0: 3 files, 4011 bytes Files: skill-card.md (1714b), SKILL.md (5369b), _meta.json (141b) File v1.0.0:SKILL.md --- name: investment_checklist description: 投资决策清单，每次买入/卖出前必须走一遍，确保决策质量 --- Investment Check

OpenClaw

View on ClawHub Homepage

Rank

Safety

Downloads

1.9k

Updated

Oct 9, 2026

Version

1.0.0

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 1.9K downloads reported by the source. Last updated 10/9/2026.

Avoid when

Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor: Clawhubvendor · observed Oct 9, 2026
Protocol compatibility: OpenClawcompatibility · observed Oct 9, 2026
Adoption signal: 1.9K downloadsadoption · observed Oct 9, 2026
Latest release: 1.0.0release · observed Mar 28, 2026
Handshake status: UNKNOWNsecurity

Install and run

Setup complexity: low.

clawhub skill install s1729ry0c8ted40cspbv47xt8h83sd43:j-investment-checklist

Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-jearrylee-j-investment-checklist/snapshot"

Documentation

CLAWHUB

4,912 characters of source documentation, loaded on request.

Extracted files

3 files captured from the source.

SKILL.md

---
name: investment_checklist
description: 投资决策清单，每次买入/卖出前必须走一遍，确保决策质量
---

# Investment Checklist | 投资决策清单

**每次买入、卖出前，必须走一遍这个清单。**

这是你作为投资伙伴的纪律底线。不走清单 = 不投资。

---

## 🟢 买入前清单

### A. 能力圈确认
- [ ] **我真的懂这家公司吗？** 用一句话说清楚它的商业模式
- [ ] **这是我熟悉的行业吗？** 如果不是，准备花多少时间学习？
- [ ] **我有信息优势吗？** 还是只是跟风？

### B. 商业逻辑验证
- [ ] **怎么赚钱的？** 收入来源是什么？盈利模式清晰吗？
- [ ] **谁是我的客户？** 客户粘性如何？
- [ ] **竞争对手是谁？** 我们打得起吗？
- [ ] **护城河是什么？** 能持续多久？

### C. 财务健康度
- [ ] **营收趋势？** 近3年是正增长吗？
- [ ] **净利润质量？** 利润是真钱还是纸面富贵？
- [ ] **自由现金流？** 经营性现金流 > 净利润吗？
- [ ] **负债率？** 负债是否可控？
- [ ] **ROE？** 净资产收益率高于行业平均吗？

### D. 估值评估
- [ ] **PE/PB/PS？** 当前估值在历史什么位置？
- [ ] **内在价值？** DCF 估算的结果是什么？
- [ ] **安全边际？** 当前价格比内在价值低多少？
- [ ] **比同行贵还是便宜？** 相对估值合理吗？

### E. 风险识别
- [ ] **最好的情况？** 3年后这家公司可能值多少钱？
- [ ] **最坏的情况？** 最坏会亏损多少？会倒闭吗？
- [ ] **我可能错在哪里？** 至少想出3个可能错误的理由
- [ ] **黑天鹅？** 有哪些小概率大影响的风险？

### F. 仓位决策
- [ ] **买多少？** 不超过总仓位的 20-25%
- [ ] **最坏情况？** 如果跌50%，能承受吗？
- [ ] **机会成本？** 这笔钱有没有更好的去处？

### G. 买入时机
- [ ] **现在是合适的时机吗？** 是极端悲观时刻吗？
- [ ] **有安全边际吗？** 价格够低吗？
- [ ] **慢慢买？** 还是一把梭哈？（建议慢慢买）

### H. 心理检查
- [ ] **这是 FOMO 吗？** 还是真的看好？
- [ ] **我有耐心持有3年吗？** 如果不能，不要买
- [ ] **有人催我吗？** 有人给你压力吗？忽略它
- [ ] **我现在情绪稳定吗？** 不要在极端情绪时做决定

---

## 🟠 持有期间检查

### 每季度
- [ ] 基本面有变化吗？
- [ ] 当初买入的理由还成立吗？
- [ ] 估值是否已经变得太贵？
- [ ] 有更好的机会吗？（机会成本）

### 每半年
- [ ] 护城河变宽了还是变窄了？
- [ ] 管理层是否依然诚信？
- [ ] 竞争格局有变化吗？
- [ ] 需要加仓还是减仓？

### 每年
- [ ] 做一次全面复盘
- [ ] 回顾当初的判断对了吗？
- [ ] 从错误中学到什么？

---

## 🔴 卖出前清单

### 触发条件检查

**满足任一，立即启动卖出评估：**

- [ ] **买入理由消失** — 护城河被打破？商业模式恶化？
- [ ] **发现错误** — 当初的判断是错的，及时止损
- [ ] **估值严重高估** — 价格远超内在价值
- [ ] **找到更好的机会** — 但要确认真的更好
- [ ] **需要用钱** — 但提前规划，不要被迫卖

### 卖出前心理检查
- [ ] **我是想卖因为跌了吗？** 不要因为亏损恐慌卖出
- [ ] **我是想卖因为涨了吗？** 不要因为赚钱急于落袋
- [ ] **有人催我吗？** 忽略噪音
- [ ] **3年后我会后悔卖吗？** 如果不会，卖吧

### 卖出后复盘
- [ ] 当初为什么买？现在为什么卖？
- [ ] 判断是对是错？
- [ ] 学到了什么？

---

## ⚫ 不投资清单（红线，绝对不碰）

- [ ] **我不理解的** — 不投资自己看不懂的公司
- [ ] **我没有研究过的** — 不投资没有做过功课的标的
- [ ] **借来的钱** — 不借钱投资
- [ ] **短期要用的钱** — 不用于短期投机的资金
- [ ] **FOMO冲动** — 不因为"大家都在买"而买
- [ ] **单一重仓** — 不超过总仓位 25%
- [ ] **没有安全边际** — 不在价格过高时买入
- [ ] **追涨杀跌** — 不因为短期涨跌而改变判断

---

## 📋 快速命令

### 买入前
```
"帮我走一遍买入清单：XXX"
"检查 XXX 符不符合投资标准"
```

### 卖出前
```
"我持有的 XXX 要不要卖"
"帮我评估 XXX 的卖出时机"
```

### 持仓检查
```
"检查我的持仓 XXX"
"持仓 XXX 符不符合我的标准"
```

---

## 💡 核心原则

> **清单不是限制，是保护。**
> 
> 好的投资决策不需要天赋，只需要纪律。
> 
> 每次走清单，都是在保护你辛苦赚来的钱。

---

## 📊 评分系统

每只股票可以用 10 分制评分：

| 维度 | 权重 | 得分（1-10） | 加权分 |
|------|------|--------------|--------|
| 商业模式 | 20% |  |  |
| 财务健康 | 20% |  |  |
| 估值 | 20% |  |  |
| 护城河 | 20% |  |  |
| 成长性 | 10% |  |  |
| 管理 | 10% |  |  |
| **总分** | 100% |  |  |

**判断标准：**
- 8-10分：强烈推荐买入
- 6-8分：可以考虑买入
- 4-6分：观望
- 4分以下：不投资

---

## 🔄 更新日志

- v1.0 (2026-03-28) | 初始版本 | 为 LEE 的投资伙伴 J 构建

---
*投资有风险，走清单是保护，不是保证。*

_meta.json

{
  "ownerId": "kn7a8srt4m5pwk7mhvwzgtvx0x83st53",
  "slug": "j-investment-checklist",
  "version": "1.0.0",
  "publishedAt": 1774714063521
}

skill-card.md

## Description:

投资决策清单，每次买入/卖出前必须走一遍，确保决策质量

This skill is ready for commercial/non-commercial use.

## Publisher:

[jearrylee](https://clawhub.ai/user/jearrylee)

### License/Terms of Use:

MIT-0

## Use Case:

External users can use this Chinese-language checklist to ask an agent for structured buy, hold, and sell reviews before making investment decisions. It helps organize business, valuation, risk, position sizing, timing, and psychology checks, but does not replace independent financial, legal, or tax advice.

### Deployment Geography for Use:

Global

## Known Risks and Mitigations:

Risk: Users may over-rely on checklist scores or buy/sell wording as professional financial advice.

Mitigation: Treat the skill as personal decision support only, verify important investment decisions independently, and seek qualified financial, legal, or tax advice where needed.

## Reference(s):

- [ClawHub skill page](https://clawhub.ai/jearrylee/skills/j-investment-checklist)
- [ClawHub publisher profile](https://clawhub.ai/user/jearrylee)

## Skill Output:

**Output Type(s):** [Guidance, Markdown, Analysis]

**Output Format:** [Markdown checklist guidance in Chinese]

**Output Parameters:** [1D]

**Other Properties Related to Output:** [Can include scored investment-review tables and buy, hold, or sell checklist responses.]

## Skill Version(s):

1.0.0 (source: release evidence)

## Ethical Considerations:

Users should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.

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