high_quality_compounder_finder_skill SKILL.md skillA

high_quality_compounder_finder_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/high_quality_compounder_finder_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/high_quality_compounder_finder_skill/SKILL.md
Versions recorded
4
Latest version
git:20260519.104b3aa, committed May 19, 2026
First version recorded
May 13, 2026
Size
6,653 bytes
Repository stars
153
License
none declared

筛选具备高资本回报、稳定护城河、长期复利潜力与较强盈利质量的核心候选股,并输出优先级、估值纪律与持续跟踪重点。适用于长线核心仓选股、复利资产池建设、高质量公司比较等场景。.

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

# High Quality Compounder Finder 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

本技能用于筛选能够在较长周期内持续创造高回报、并通过再投资与资本配置实现复利增长的高质量公司。输出重点不是寻找短期弹性最大的股票,而是识别那些在商业模式、竞争优势、盈利结构和管理层行为上都具备长期复利特征的核心候选股。

## 功能简介

本技能的核心功能是:筛选高 ROE、高护城河、可长期复利的核心候选股。

它强调把资本回报、盈利质量、护城河稳定性、再投资空间和估值纪律放到同一框架内判断,帮助使用者建立长线核心仓候选池。

## 使用场景

- 长线投资者需要从众多优质公司中筛选核心复利资产。
- 团队要搭建“长期值得跟踪的高质量公司”名单。
- 用户希望区分“短期热门成长股”和“真正可长期复利的公司”。
- 核心仓建设阶段,需要对候选股进行质量优先的排序。

## 工作原则

1. 高质量复利的核心是“长期稳定创造价值”,而不是某一年业绩高增。
2. 必须同时评估回报率、护城河、再投资空间和管理层资本配置。
3. 优质公司也可能因为估值过高而不构成当下优先候选,因此需保留价格纪律。
4. 要把复利逻辑拆解为可验证的经营变量,避免抽象赞美。
5. 正文不显式描述内部调用过程。

## 执行流程

### Step 1:确认复利型候选的筛选口径

先确认用户心中的“高质复利”更偏向哪一类:

- 消费、医药、软件等稳健复利型
- 工业、制造龙头中的效率复利型
- 具备平台属性或网络效应的高壁垒型
- 现金流极强、资本配置优秀的成熟龙头型

不同口径对应的增速、回报率和估值容忍度并不完全相同,需要先统一评价标准。

### Step 2:检查资本回报和盈利质量

高质量复利股的第一道门槛,是长期较强的盈利能力与资本效率。要重点判断:

- ROE、ROIC 等回报指标是否长期处于较优水平
- 高回报是来自真实经营优势,还是短期财务杠杆
- 利润率、现金流、费用结构是否表现稳定
- 收益质量是否足够高,是否存在大量一次性收益扰动

持续性比单点高值更重要,质量比速度更重要。
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wind-alice/alicemarket/high_quality_compounder_finder_skill@sha256:1e16c684fe4fdb87

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_g7p5tqs2alnvvzlc.svg)](https://markdownregistry.com/a/art_g7p5tqs2alnvvzlc)

4 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 6,653 BA view · diff
git:20260518.6dd89eb2026-05-18 6dd89eb 6,385 BA view · diff
git:20260514.5ec04f52026-05-14 5ec04f5 7,538 BA view · diff
git:20260513.e0daa302026-05-13 e0daa30 6,317 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 (6653 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 · 153 stars · license none declared · pushed 2026-10-30 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_g7p5tqs2alnvvzlc
GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/high_quality_compounder_finder_skill
GET https://markdownregistry.com/api/v1/blob/1e16c684fe4fdb879e380b20e476377b961315680651844b49fdb59e241b78cb

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.

More from wind-alice/alicemarket

a-share-primary-theme-identification SKILL.md skill
wind-alice/alicemarket · skills/a-share-primary-theme-identification/SKILL.md · 用于A股市场主线识别,聚焦市场结构 / 题材周期 / 资金行为。本skill主要用户问题回答、撰写报告、撰写金融类文章等场景。本报告输出内容较多,不适合简单对话场景。各类信息与数据的获取,可以使用wind.financial.data工具,…
git:20260428.752946f · audit A · 153 stars
add_to_winner_decision_skill SKILL.md skill
wind-alice/alicemarket · skills/add_to_winner_decision_skill/SKILL.md · 判断盈利仓是否适合继续加仓,并给出加仓前提、节奏安排、保护规则与停止扩张边界。适用于趋势延续、核心持仓滚动放大与强势股二次进攻场景。
git:20260629.563681b · audit A · 153 stars
after_close_watchlist_recap_skill SKILL.md skill
wind-alice/alicemarket · skills/after_close_watchlist_recap_skill/SKILL.md · 在收盘后总结自选股当日表现、驱动因素、强弱分化与次日观察点。适用于每日收盘复盘、维护自选股观察节奏、为次日盘前准备提供输入等场景。
git:20260629.563681b · audit A · 153 stars
avatar-charlie-munger-thinking SKILL.md skill
wind-alice/alicemarket · skills/avatar-charlie-munger-thinking/SKILL.md · 使用查理·芒格式的逆向思考、激励分析、认知偏误叠加和多学科模型检验复杂决策。用于评估商业与投资判断、组织行为、政策效果、重大选择、全民共识、失败风险,或识别论证中的单一视角和心理盲区。
git:20260611.942cf60 · audit A · 153 stars
avatar-nassim-taleb-risk SKILL.md skill
wind-alice/alicemarket · skills/avatar-nassim-taleb-risk/SKILL.md · 使用纳西姆·塔勒布式的尾部风险、利益共担、减法、林迪效应和杠铃策略分析不确定性。用于投资、商业、政策、职业、产品或个人决策中的出局风险、不可逆损失、脆弱性、代理问题、新旧方案比较和资源配置。
git:20260611.942cf60 · audit A · 153 stars
avatar-naval-ravikant-thinking SKILL.md skill
wind-alice/alicemarket · skills/avatar-naval-ravikant-thinking/SKILL.md · 使用纳瓦尔·拉维坎特式的重新定义、欲望审计、特定知识和杠杆框架澄清职业、创业、财富、幸福、自由与人生选择。用于识别错误问题、冲突欲望、独特竞争力、AI替代风险、许可依赖、边际成本和长期复利方向。
git:20260611.942cf60 · audit A · 153 stars
avatar-warren-buffett-investing SKILL.md skill
wind-alice/alicemarket · skills/avatar-warren-buffett-investing/SKILL.md · 使用沃伦·巴菲特式的能力圈、护城河、管理层诚信、所有者收益和资本配置框架分析企业与长期投资。用于研究公司商业模式、竞争优势、现金质量、管理层、估值、安全边际,或判断一项投资应继续研究、等待还是放弃。
git:20260611.942cf60 · audit A · 153 stars
backtest-expert SKILL.md skill
wind-alice/alicemarket · skills/backtest-expert/SKILL.md · Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or…
git:20260428.fa18f38 · audit A · 153 stars
breakout_candidate_finder_skill SKILL.md skill
wind-alice/alicemarket · skills/breakout_candidate_finder_skill/SKILL.md · 批量识别突破形态成熟、量价结构健康、催化配合较好的候选股,并输出优先级、触发条件与失效边界。适用于短中线选股、盘前候选池整理、板块轮动中筛选领涨预备股等场景。
git:20260519.104b3aa · audit A · 153 stars
breakout_trade_execution_skill SKILL.md skill
wind-alice/alicemarket · skills/breakout_trade_execution_skill/SKILL.md · 围绕突破交易制定从观察、触发、跟进到失效处理的落地执行方案,兼顾量价确认、环境配合与失败撤退。适用于盘前预案、盘中突破跟踪与强势股首日执行场景。
git:20260629.563681b · audit A · 153 stars
bull_bear_case_builder_skill SKILL.md skill
wind-alice/alicemarket · skills/bull_bear_case_builder_skill/SKILL.md · 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。
git:20260519.104b3aa · audit A · 153 stars
business_model_decoder_skill SKILL.md skill
wind-alice/alicemarket · skills/business_model_decoder_skill/SKILL.md · 把公司如何获客、交付、定价、赚钱和扩张的逻辑拆解清楚,帮助快速理解业务运转方式。适用于看不懂公司业务、研究前补基础、业务结构梳理等场景。
git:20260519.104b3aa · audit A · 153 stars

Every file in wind-alice/alicemarket

Browse by kind, by grade A, or by owner.