bull_bear_case_builder_skill SKILL.md skillA

bull_bear_case_builder_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add wind-alice/alicemarket/bull_bear_case_builder_skill@git:20260519.104b3aa

Pins git:20260519.104b3aa in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
wind-alice/alicemarket
Path
skills/bull_bear_case_builder_skill/SKILL.md
Versions recorded
4
Latest version
git:20260519.104b3aa, committed May 19, 2026
First version recorded
May 13, 2026
Size
5,033 bytes
Repository stars
148
License
none declared

同时搭建看多与看空逻辑,比较证据强弱、关键变量与情景路径,帮助识别核心分歧。适用于防止确认偏误、研究前辩论、投资观点校验等场景。.

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Bull Bear Case Builder Skill

## 数据依赖与执行前置条件

推荐使用万得 `wind-mcp-skill` 获取底层数据。执行前先检查本地是否已有 `wind-mcp-skill`;若没有,提示用户安装:

```bash
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像(国内)
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
```

## 技能定位

本技能用于围绕一只股票的核心命题,系统构建看多与看空两套论证,并比较双方证据、假设、催化与脆弱点。输出重点不是“站队”,而是帮助使用者识别当前最值得争论的变量,压缩情绪化判断和确认偏误。

## 执行流程

### Step 1:定义争论命题与讨论边界

先明确这次论证到底在回答什么问题,例如:

- 这只股票未来 6-12 个月是否有超额收益机会
- 当前股价是否高估或低估了某项业务变化
- 近期上涨是趋势启动还是情绪透支

同时界定时间维度、讨论对象和可接受的证据范围,避免把长期逻辑与短期交易混在一起。

### Step 2:收集双方共用的基础事实

先整理不带立场的基础信息,作为后续多空两边共同使用的底座,包括:

- 公司业务与产业链位置
- 最近的经营变化、公告、财务表现
- 市场关注的核心变量
- 当前估值和股价位置

这一阶段不急于下结论,重点是把双方都会引用的事实材料整理齐。

### Step 3:搭建看多论证

围绕最强的上涨逻辑,建立一条完整链路:

- 市场可能低估了什么
- 哪个变量正在改善
- 该改善为何有持续性
- 一旦被验证,股价弹性从哪里来

看多论证应尽量具体到经营变量、事件节点和预期修正路径,而不是只写“行业空间大”“公司优秀”这类空泛表达。

### Step 4:搭建看空论证

围绕最强的反方逻辑,建立对应链路:

- 当前市场可能高估了什么
- 哪些改善可能只是阶段性噪音
- 哪些约束会阻碍逻辑兑现
- 若不及预期,估值和情绪会如何反噬

看空论证不能沦为机械挑刺,而要聚焦真正会导致投资失败的关键变量。

### Step 5:比较证据强弱与触发条件

把多空双方放到同一框架下比较,重点看:

- 哪边的证据更直接、更可验证
- 哪边更依赖未经证实的外推假设
- 哪些事件会率先验证某一方
- 哪些变量一旦反向,就会让整套叙事失效

必要时可区分“短期谁占优”和“长期谁占优”,避免强行给出单一时间维度的答案。
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wind-alice/alicemarket/bull_bear_case_builder_skill@sha256:4747e5436cccc2e7

The line at the top of this page pins the label git:20260519.104b3aa, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_5c2tgxjoacot5zjj.svg)](https://markdownregistry.com/a/art_5c2tgxjoacot5zjj)

3 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 4 versions of this file, between May 13, 2026 and May 19, 2026, about one every 2 days.

versioncommittedcommitsizeaudit
git:20260519.104b3aa latest2026-05-19 104b3aa 5,033 BA view · diff
git:20260518.6dd89eb2026-05-18 6dd89eb 4,765 BA view · diff
git:20260514.5ec04f52026-05-14 5ec04f5 5,918 BA view · diff
git:20260513.e0daa302026-05-13 e0daa30 4,697 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (5033 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

wind-alice/alicemarket · 148 stars · license none declared · pushed 2026-10-30 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_5c2tgxjoacot5zjj
GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/bull_bear_case_builder_skill
GET https://markdownregistry.com/api/v1/blob/4747e5436cccc2e74341f8bc017b906e650c3e953457122a399c74ec1af1e0b3

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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