Serenity.skill
An investment research skill: from a technology trend to supply-chain bottlenecks and a shortlist of companies worth researching first
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- Last commit
- MIT
Extended access
Why this level
- To verify facts the agent goes online and opens external pages and filings
- The domain is financial: conclusions can influence what the user does with money
Install
- Works in
In your terminal, with SkillFoxx CLI
npx skillfoxx add skills/serenity-skillDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- To verify facts the agent goes online and opens external pages and filings
- The domain is financial: conclusions can influence what the user does with money
This is third-party code. Review the repository files before installing.
What it does
The skill gives the agent a supply-chain bottleneck method for reading an investment theme. It breaks the trend into supply-chain layers, looks for the tightest and hardest-to-replace link, then tests which companies actually sit at that bottleneck and how it shows up in revenue and margin. For conclusions the agent uses the host's search and browser tools and is required to read primary sources such as company disclosures, filings and exchange Q&A, not snippets. By default it covers A-share technology and advanced manufacturing unless another market is requested. It returns a research priority, dated evidence, a counterargument and the next check to run, and it deliberately avoids trade signals and position sizing.
Who it is for. For retail investors and analysts who want a systematic first pass on a theme before making decisions.
Good fit when
- A hot theme appeared and it is unclear which supply-chain layer to start from
- You need to test whether a company really sits at the bottleneck rather than just riding the theme
- You need to compare several candidates and order them for further research
Not a fit when
- You want ready trade signals, price targets or position sizing
- The agent has no access to search, browser or current filings to verify facts
Example request
Use serenity-skill to break down the A-share AI semiconductor supply chain and name the directions worth researching firstLimitations
The skill provides only a research method, with no market-data feed and no access to paid terminals. Live company checks depend on the host having search, a browser or a filings source. The material targets the A-share market, so for other markets some sources must be swapped. It is an independent interpretation of a public method, not an official Serenity product, and buy or sell decisions stay with the user.
How to disable. Remove the serenity-skill folder from the agent's skills directory, for example ~/.claude/skills/serenity-skill or ~/.agents/skills/serenity-skill.
FAQ
Does it tell me what to buy?
No. It builds a research priority, gathers evidence and counterarguments, and leaves the trade decision to you.
Do I need paid data?
The skill ships no market-data feed. Fact-checking relies on the search, browser or filings your agent can reach.
Discussion
No questions or reviews yet.
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README in short
The README describes four modes: theme scan, company challenge, candidate comparison and a learning dialogue. The method moves from a technical shift to a supply-chain bottleneck and then to the economics of specific companies, with every strong conclusion tied to primary sources. The skill installs by copying into the Claude Code or Codex skills directory, and its references and examples live in references, assets and examples. It also ships a validate_skill.py structure check and dated worked examples. MIT licensed.
README badge
Original SKILL.md
--- name: serenity-skill description: Research technology and advanced-manufacturing investments using Serenity-inspired supply-chain bottleneck analysis. Use for theme scans, company thesis challenges, candidate comparisons, or learning this method. Prioritize A-shares unless another market is requested. Return research priorities, dated evidence, profit implications, and conditions that would change the judgment. license: MIT compatibility: Requires a host agent with web search or access to current filings for live research. metadata: author: muxu version: "1.1.0" short-description: Supply-chain bottleneck research for ordinary investors --- # Serenity.skill Use the Serenity-inspired research path: start from a technology buildout, trace the system and its hard-to-expand inputs, then investigate which companies can turn that constraint into earnings. Explain the result like a direct research partner. This is an independent interpretation of public research material, not an official Serenity product. ## Choose the research task - Theme scan: compare supply-chain layers, investigate companies across the plausible layers, and rank what deserves further research. - Company challenge: translate a label such as a CPO core supplier into specific claims and test them against current disclosures. - Candidate comparison: compare the supplied companies on business position, earnings exposure, evidence, valuation pressure, and failure conditions. - Conversation or learning: respond to the current question at the requested depth, asking one focused question at a time.