invest-setup SKILL.md skillB

invest-setup from longsizhuo/openinvest is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add longsizhuo/openinvest/invest-setup@v0.6.0 # x-release-please-version

Pins v0.6.0 # x-release-please-version in mdr.lock. Pin the fingerprint instead.

Audit grade
B, 16 of 17 checks passed
Kind
SKILL.md skill
Repository
longsizhuo/openinvest
Path
plugin/skills/invest-setup/SKILL.md
Versions recorded
12
Latest version
v0.6.0 # x-release-please-version, committed Oct 27, 2026
First version recorded
Jul 16, 2026
Size
14,175 bytes
Repository stars
139
License
MIT

First-time openInvest installation and onboarding. **ONLY use when** user explicitly says "set up invest" / "init invest" / "帮我初始化 invest", OR when `invest` skill's `doctor` returns `status="needs_setup"`. **NOT for daily usage** — once onboarding is done, the `invest` skill takes over (portfolio viewing, committee analysis, buy/sell tracking). Wraps `run.sh init --from-stdin` with the canonical 3-question flow.

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

# Invest Setup Skill

> `<skill-dir>` is this skill's own directory — the folder that holds this SKILL.md (Claude Code
> shows it as the skill's base directory; Hermes / Codex / OpenClaw install it inside the plugin).
> `run.sh` below always means `<skill-dir>/scripts/run.sh`.

**Single responsibility**: turn an empty openInvest deployment into a working one.
**Triggers only on the user's first-time setup** — run once, then step aside (the
`invest` skill takes over all day-to-day interaction).

## When to Use

- User explicitly says "set up invest" / "initialize invest" / "帮我初始化 invest"
- The `invest` skill's `doctor` returns `status: "needs_setup"` (memory / user_profile missing)
- User wants to reconfigure (explicitly says "reset" / "重新配置"; requires `--force`): on an existing install `--force` only updates name and risk tolerance in user.md — holdings, tracking, strategy and history stay as they are; change allocations with `set_allocations`, caps and tracking with `track_asset` / `untrack_asset`
- v1 → v2 schema migration: `doctor`'s `portfolio_schema` check says `needs_migration` (an
  install made by an older version; `status` shows cash 0). Run the exact command in that
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add longsizhuo/openinvest/invest-setup@sha256:cd4fadc78e7702cf

The line at the top of this page pins the label v0.6.0 # x-release-please-version, 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_rpxy3quvcvltfeh5.svg)](https://markdownregistry.com/a/art_rpxy3quvcvltfeh5)

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

Versions

The registry has recorded 12 versions of this file, between Jul 16, 2026 and Oct 27, 2026, about one every 9 days.

versioncommittedcommitsizeaudit
v0.6.0 # x-release-please-version latest2026-10-27 f3670c8 14,175 BB view · diff
v0.5.4 # x-release-please-version2026-10-27 b4a3602 14,175 BB view · diff
v0.5.4 # x-release-please-version2026-10-13 d65b0d2 10,882 BB view · diff
v0.5.3 # x-release-please-version2026-10-13 a0a03dc 10,882 BB view · diff
v0.5.3 # x-release-please-version2026-10-13 61f7343 11,972 BB view · diff
v0.5.2 # x-release-please-version2026-10-13 accc7d9 11,972 BB view · diff
v0.5.2 # x-release-please-version2026-10-13 cb8b051 11,234 BB view · diff
v0.5.1 # x-release-please-version2026-10-10 9cd1a95 11,122 BB view · diff
v0.5.0 # x-release-please-version2026-10-10 81a5bdf 11,122 BB view · diff
v0.5.0 # x-release-please-version2026-10-09 3827961 10,837 BB view · diff
v0.4.0 # x-release-please-version2026-10-09 a5e54ba 10,837 BB view · diff
v0.4.0 # x-release-please-version2026-07-16 511edee 8,575 BB view

Audit of the latest version

B  16 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • fail: No link to a raw IP address (matched: http://10.0.0.6:8765)
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (14175 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 script tag

Starting a new one? Use a template for SKILL.md on mdpantry, which passes every one of these checks and says what to change in it.

Source

GitHub

longsizhuo/openinvest · 139 stars · license MIT · pushed 2026-11-05 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_rpxy3quvcvltfeh5
GET https://markdownregistry.com/api/v1/resolve?ref=longsizhuo/openinvest/invest-setup
GET https://markdownregistry.com/api/v1/blob/cd4fadc78e7702cf1a45cb05dc243f0cf2646ccfc255c6adc1abaed0af570f0e

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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