pinkpixel-dev/investment-committee
SKILLS/investment-committee/SKILL.md
组建高级投资委员会，由三位传奇投资人风格的虚拟专家（Buffett, Wood, Druckenmiller）进行独立多轮对抗辩论。采用物理隔离的 Gemini API 调用实现真正独立思考，并通过投票形成最终决议。Use when evaluating investment decisions, reviewing stock research reports, or seeking multi-perspective analysis on public companies.
$ install --global
skillsauthnpx skillsauth add pinkpixel-dev/skills-collection-2 investment-committeeInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Jun 19, 2026, 4:32 AM261.6s11 files scanned
SKILL.md
- name:
- investment-committee
- description:
- 组建高级投资委员会，由三位传奇投资人风格的虚拟专家（Buffett, Wood, Druckenmiller）进行独立多轮对抗辩论。采用物理隔离的 Gemini API 调用实现真正独立思考，并通过投票形成最终决议。Use when evaluating investment decisions, reviewing stock research reports, or seeking multi-perspective analysis on public companies.
Investment Committee (Multi-Agent Adversarial V3)
启动一个由三位顶级投资人风格组成的虚拟委员会，对目标公司进行严格的独立审查、对抗式辩论和投票决议。
⚔️ 核心设计原则
- 物理隔离: 每个 Agent 是独立的 Gemini API 调用，拥有完整的 Persona 系统提示。
- 深度人设: 通用化投资哲学框架，不依赖特定案例。
- 数据注入: 自动抓取实时宏观数据（利率、汇率、VIX），并采用前向填充 (
ffill) 处理节假日/缺失数据，确保德肯米勒始终获得有效情报。 - 智能重试: 内置指数退避 (Exponential Backoff) 机制，自动处理 API 429 限流错误。
- 决议机制: 辩论结束 --> 自动提取投票 --> 主席 Agent 形成决议。
👥 委员会成员
| 角色 | 投资哲学内核 | 数据注入 | | :--- | :--- | :--- | | 巴菲特 | "生意"思维、护城河、安全边际 | 标准研报 | | 木头姐 | 莱特定律、S曲线拐点、技术融合 | 标准研报 | | 德肯米勒 | 流动性为王、价格行为、不对称赔率 | 实时宏观快照 (美债/美元/VIX) |
详细人设见: references/personas/ 目录。
🔄 执行流程
Pre-Flight: 数据抓取
脚本自动从 Yahoo Finance 抓取：
- 10年期美债收益率 (
^TNX) - 美元指数 (
DX-Y.NYB) - 恐慌指数 (
^VIX) - 标普/纳指趋势 (
SPY,QQQ)
Phase 1: 独立初评 (Independent Review)
每位专家阅读研报（德肯米勒额外获得宏观数据），给出独立判断。
Phase 2: 对抗辩论 (Adversarial Debate)
多轮辩论，针对性反驳，并更新立场。
Phase 3: 投票决议 (Voting & Decision)
- 提取每位专家的投票（买入/拒绝/观望）和置信度。
- 结合宏观背景生成《投资委员会最终决议》。
🛠️ 技术栈
- LLM: Google Gemini 2.0 Flash (
google-genai) - Data: Yahoo Finance (
yfinance) - Env: 支持 HTTP 代理
🚀 使用方法
1. 安装依赖
pip install -r requirements.txt
2. 设置环境
# Windows PowerShell
$env:GEMINI_API_KEY='<YOUR_API_KEY>' # 替换为你的 Gemini API Key
# 可选代理（如使用 Clash/V2Ray 等）
$env:HTTP_PROXY='http://127.0.0.1:<PORT>' # 替换为你的代理端口
$env:HTTPS_PROXY='http://127.0.0.1:<PORT>'
获取 API Key: 访问 Google AI Studio 创建 API Key
3. 运行
python scripts/run_committee.py <path_to_report.md> --rounds 3 --output ./output
📁 Skill 目录结构
investment-committee/
├── SKILL.md # 本文件 (架构说明)
├── TROUBLESHOOTING.md # 问题排查
├── requirements.txt # 依赖 (google-genai, yfinance)
├── scripts/
│ └── run_committee.py # 核心执行脚本 (包含数据抓取逻辑)
└── references/
└── personas/ # 通用化人设提示词
├── buffett.md
├── wood.md
└── druckenmiller.md
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