shareholder_letter_digest_skill SKILL.md skillA
shareholder_letter_digest_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wind-alice/alicemarket/shareholder_letter_digest_skill@git:20260629.563681bPins git:20260629.563681b 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/shareholder_letter_digest_skill/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260629.563681b, committed Jun 29, 2026
- Size
- 4,350 bytes
- Repository stars
- 153
- License
- none declared
总结股东信中的长期战略、经营变化、资本配置与管理层信号。适用于长期跟踪优质公司、年度复盘、更新投资主线等场景。.
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
# Shareholder Letter Digest 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 本技能用于从股东信、致股东函或类似年度管理层信件中提炼长期投资相关的真正增量信息，重点回答“公司长期主线是否变化、管理层现在最在意什么、资本配置思路有没有调整、哪些信号值得长期投资者跟踪”。输出重点不是把整封信浓缩成摘要，而是抓住长期逻辑层面的变化。 ## 执行流程 ### Step 1：确认信件年份与跟踪目的 先确认对应公司、年份和使用目的。常见目的包括： - 年报季快速抓住长期变化 - 对比多年股东信看战略演进 - 更新长线持仓判断 - 提炼团队长期研究底稿 若用户未说明，默认按“识别长期逻辑与管理层信号变化”展开。 ### Step 2：提炼本封信最重要的主题 先从全文中抓出最频繁且最关键的主题，优先关注： - 管理层反复强调的核心战略方向 - 对竞争优势、客户价值、产品路线的重新表述 - 对过去一年最重要成功与失误的总结 - 对未来几年资源投入重点的描述 这一步关注的是“管理层想让股东记住什么”，而不是逐段摘要。 ### Step 3：对比“哪些没变，哪些变了” 有价值的股东信解读，必须区分稳定主线与边际变化： - 长期主张是否延续 - 经营重点是否从扩张转向效率、从增长转向利润、或反过来 - 资本配置优先级是否改变 - 风险表述是否更直接或更弱化 ### Step 4：解读管理层信号与可信度 进一步判断信中的表述是实质转向，还是叙事包装。重点评估： - 文字变化是否有经营结果支撑 - 新战略是否有明确执行抓手 - 管理层是否正面回应过去的争议问题 - 资本配置承诺是否与历史行为一致 ### Step 5：翻译成长期投资含义 将信中的内容转化为可跟踪的研究语言，至少回答： - 长期逻辑是被强化还是被削弱 - 护城河、成长路径、盈利质量是否发生关键变化 - 哪些表述值得在未来一年持续验证 - 哪些风险在信中被低估或淡化 ### Step 6：整合成长线摘要成稿 最终输出应服务长期跟踪与年度复盘，不展示逐段阅读过程，也不把全文改写成长摘要。 …
Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/shareholder_letter_digest_skill@sha256:5646b14e6371d95eThe line at the top of this page pins the label git:20260629.563681b, 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.
[](https://markdownregistry.com/a/art_hjy5zaqku4i3dwaz)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Jun 29, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (4350 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
wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_hjy5zaqku4i3dwaz GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/shareholder_letter_digest_skill GET https://markdownregistry.com/api/v1/blob/5646b14e6371d95e050afb23bf8e18b73184d084997d8b6d554953c52a707da8
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.