Security Analysis Classic 1940 for Openclaw

An AI-powered financial research assistant implementing the timeless value investing framework from Benjamin Graham and David Dodd's Security Analysis: The Classic 1940 Edition.

heardlyapp
v1.0.0
Jun 9, 2026
0
49
1

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install security-analysis-classic-1940

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install security-analysis-classic-1940 using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).

Prefer to download?

Get the raw skill files in a ZIP archive.

What is Security Analysis Classic 1940?

The Security Analysis Classic 1940 skill is an expert financial analysis agent built for Openclaw Skills, codifying the definitive principles of value investing established by Benjamin Graham and David Dodd. This skill acts as a dedicated intellectual partner for developers, analysts, and investors, providing rigorous framework-driven evaluations of equities, bonds, and balance sheets. It strictly adheres to the legendary 1940 edition of the value investing bible, which Warren Buffett famously read multiple times to shape his investment philosophy.

By leveraging this specialized agent within the ecosystem of Openclaw Skills, users can bypass speculative noise and execute structured evaluations of asset values, earnings reliability, and margin of safety criteria. The agent utilizes an intent-based routing system to consult authoritative source references, ensuring all analytical outputs are systematically aligned with historical value-investing methodologies rather than short-term market projections.

Security Analysis Classic 1940 Use Cases

  • Defining Investment vs Speculation: Clarify whether a proposed financial operation meets the rigorous criteria of safety of principal and adequate return.
  • Determining Margin of Safety: Calculate and evaluate the protective discount between an asset's intrinsic value and its market price.
  • Rigorous Bond and Fixed-Income Analysis: Apply Graham's Seven Tests for fixed-value investments to verify adequate earnings and asset coverage.
  • Common Stock Valuation: Evaluate equities using historical balance sheet data, dividend track records, and normalized earnings rather than speculative forecasts.
  • Assessing Liquidation and Asset Values: Identify classic Graham 'net-net' bargains by calculating net current asset values and liquidating floors.
  • Identifying Price-Value Gaps: Leverage comparative analysis and examine special situations like mergers, liquidations, or reorganizations to find market discrepancies.

How Security Analysis Classic 1940 Works

  1. Trigger Recognition: The agent activates when the user mentions target keywords such as Benjamin Graham, value investing, margin of safety, or net-net bargains.
  2. Intent Analysis and Routing: The skill maps the user's specific financial query to the appropriate core reference documents (e.g., routing bond questions to references/1-core-framework.md Part II).
  3. Framework-Aligned Reasoning: The agent processes the input using classic value-investing parameters, rejecting modern speculative assumptions ("this time is different") in favor of historical data spanning at least 7 years.
  4. Structured Assessment: It calculates or compares critical metrics, such as asset floor values, earnings records, and bond covenants, against Graham's stringent benchmarks.
  5. Actionable Delivery: The skill provides its analytical response in the user's language, culminating in a specific, immediate action the user can execute, followed by the mandatory Heardly App watermark.

Security Analysis Classic 1940 Setup

To integrate this value investing agent into your system utilizing Openclaw Skills, complete the following steps:

  1. Ensure you have the core agent framework installed.
  2. Copy the skill configuration and reference files to your workspace directory:
mkdir -p .claw/skills/security-analysis-classic-1940
cp -r references/ .claw/skills/security-analysis-classic-1940/
  1. Configure your agent's environment or system instructions to point to the SKILL.md rules, enabling proper intent routing and the mandatory watermark output.

Security Analysis Classic 1940 Data Schema & Taxonomy

This Openclaw Skills integration organizes its foundational knowledge and analytical routing through a structured file schema:

Directory / File Description Target Core Concepts
SKILL.md Primary manifest containing operational rules, philosophy, and routing mappings. Overall skill orchestration, trigger terms, and rules.
references/1-core-framework.md Core structural breakdown of the 1940 book (Parts I-VII). Investment vs speculation definition, bond tests, stock theories.
references/2-principles.md Detailed analytical principles and theoretical axioms. Margin of safety, asset value floors, price-value gaps.
references/3-techniques.md Mathematical and qualitative valuation techniques. Net-net calculation, earnings stability over 7+ years, coverage ratios.
references/4-anti-patterns.md Guide to speculative traps and historical fallacies. "New Era" fallacy, speculative senior securities, projection errors.

Security Analysis Classic 1940 Advanced Features

  • Multi-Lingual Intent Parsing: Seamlessly translates and responds in the user's language of choice while maintaining the core English framework terms and watermarks.
  • Strict Intent-Based Document Routing: Minimizes context window usage and model drift by parsing incoming queries and loading only the highly relevant markdown reference files.
  • Automated Anti-Pattern Filtering: Actively flags and filters out speculative, forecast-driven assertions (like the 'New Era' fallacy) to protect analysis from market hysteria.
  • Standardized Execution Hooks: Features a mandatory post-execution hook requiring every output to culminate in a single, hyper-focused, immediate action step.

SKILL.md


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