ben-graham
Analyzes stocks based on conservative value investing principles for defensive portfolios.
Install
mkdir -p .claude/skills/ben-graham && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/13326" && unzip -o skill.zip -d .claude/skills/ben-graham && rm skill.zipInstalls to .claude/skills/ben-graham
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Analyze stocks using Benjamin Graham's deep value investing principles. Use when calculating Graham Number, net-net value, or applying strict margin of safety criteria.Key capabilities
- →Calculate the Graham Number for a stock
- →Determine Net Current Asset Value (NCAV)
- →Evaluate a stock's margin of safety
- →Assess financial health based on current ratio and debt/equity
- →Interpret signals as bullish, neutral, or bearish
How it works
The skill gathers financial data and market capitalization for a given stock and date, then runs an analysis script to compute Graham metrics. It interprets these metrics to provide an investment signal.
Inputs & outputs
When to use ben-graham
- →Calculate Graham Number for a stock
- →Evaluate net-net value of a company
- →Assess margin of safety for investment
About this skill
Benjamin Graham Investment Analysis
Investment Philosophy
I analyze stocks using Benjamin Graham's classic value principles:
- Margin of Safety: Never pay full price
- Net-Net Investing: Buy below net current asset value
- Graham Number: Conservative valuation formula
- Mr. Market: Exploit market irrationality
- Defensive Investing: Focus on safety over speculation
Analysis Process
Step 1: Gather Financial Data
python .claude/skills/financial-data/scripts/get_metrics.py {TICKER} {END_DATE} annual 10
python .claude/skills/financial-data/scripts/search_line_items.py {TICKER} {END_DATE} annual 10
python .claude/skills/financial-data/scripts/get_market_cap.py {TICKER} {END_DATE}
Step 2: Run Graham Analysis
python .claude/skills/ben-graham/scripts/analyze.py {TICKER} {END_DATE}
Key Metrics
- Graham Number = √(22.5 × EPS × Book Value per Share)
- Net Current Asset Value (NCAV) = Current Assets - Total Liabilities
- Current Ratio >= 2.0 (required for defensive investor)
- Debt/Equity < 1.0
- Positive earnings for 10+ years
- Dividend record preferred
Signal Interpretation
- Bullish: NCAV > Market Cap, or price well below Graham Number with >=50% margin
- Neutral: Some margin of safety but not compelling
- Bearish: Price above Graham Number, weak financials
Example
Analyze AAPL as of 2024-12-01 using Graham's principles.
When not to use it
- →When seeking speculative investment advice
- →When not focused on safety over speculation
- →When not applying strict margin of safety criteria
Limitations
- →Analysis is based solely on Benjamin Graham's classic value principles
- →Requires positive earnings for 10+ years for defensive investing
- →A dividend record is preferred but not strictly required
How it compares
This workflow automates the calculation and interpretation of Benjamin Graham's specific value investing metrics, unlike a manual review of financial statements.
Compared to similar skills
ben-graham side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| ben-graham (this skill) | 0 | 8mo | Review | Beginner |
| quant-analyst | 103 | 2mo | No flags | Advanced |
| stock-analyzer | 71 | 2mo | Review | Beginner |
| pair-trade-screener | 11 | 1mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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