A rule-based financial analysis tool that evaluates US stocks using strict profitability, leverage, and moat criteria.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install us-value-investing-framework
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install us-value-investing-framework 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 US Value Investing Framework?
The US Value Investing Framework is a specialized analysis tool designed to automate fundamental research for US-listed companies. By applying deterministic logic to historical financial data, this Openclaw Skills resource helps investors identify high-quality businesses that meet specific benchmarks for profitability and financial health. The skill bridges the gap between raw SEC filings and actionable intelligence by providing a clear investment rating from A to D.
Built for both efficiency and depth, the framework supports bilingual output in English and Chinese, making it an ideal choice for global investment teams. It focuses on the core pillars of value investing: consistent Return on Equity (ROE), low debt levels, efficient cash conversion, and the existence of a competitive moat.
US Value Investing Framework Use Cases
- Screening large sets of US stocks to find candidates with consistent 3-year ROE above 15%.
- Automating the assessment of corporate debt ratios and free cash flow efficiency.
- Generating standardized, bilingual investment reports for equity research teams.
- Enhancing AI agent research workflows by adding a deterministic financial evaluation layer using Openclaw Skills.
How US Value Investing Framework Works
- The user prepares financial data including 3+ years of ROE, debt ratios, and cash flow metrics in a structured JSON format.
- The Openclaw Skills evaluator processes the data against four strict decision rules: ROE consistency, leverage limits, cash conversion rates, and qualitative moat factors.
- The system assigns an investment rating: A (all rules pass), B (3 rules pass), C (2 rules pass), or D (0-1 rules pass).
- Results are exported as both a machine-readable JSON file and a human-readable Markdown summary for immediate review.
US Value Investing Framework Setup
To deploy this valuation model, ensure you have Python 3 installed. Use the following commands to run the evaluator with your specific company data:
python3 scripts/evaluate_company.py \
--input references/input-template.json \
--out .state/eval.json \
--markdown .state/eval.md
US Value Investing Framework Data Schema & Taxonomy
The skill relies on a structured input template to ensure accurate calculations. The data is organized as follows:
| Attribute | Requirement | Description |
|---|---|---|
| ROE | > 15% | Required for at least 3 consecutive years |
| Debt Ratio | < 50% | Maximum allowable leverage for a passing score |
| Cash Conversion | > 80% | Free cash flow must exceed 80% of net income |
| Moat | Qualitative | Brand, network effect, or cost advantage assessment |
US Value Investing Framework Advanced Features
- Deterministic evaluation engine ensures consistent ratings across different datasets.
- Native bilingual support for English and Chinese summaries.
- Multi-format output (JSON/Markdown) for seamless integration into other Openclaw Skills and automated pipelines.
- Explicit pass/fail reasoning for every rule to provide full transparency in the investment decision process.
SKILL.md
Loading
Related Openclaw Skills
Destiny Fusion Pro
A professional-grade destiny consultation skill that merges Ziwei Doushu and Bazi systems into a single, offline-first analytical report.
Bazi Analysis
A professional-grade Bazi and Four Pillars consultation skill for deep birth date and time analysis.
AI Displacement Monitor
A sophisticated risk monitor designed to track early-warning signals of AI-led white-collar labor substitution and its downstream financial impacts.
Honcho Memory Mux Setup
An automated setup utility to integrate Honcho cloud memory with local file fallbacks for OpenClaw agents.
Ziwei Doushu Consultation Skill
A professional Ziwei Doushu consultation skill providing offline, analyst-style chart generation and traditional interpretation frameworks.
SQL Server Toolkit
A comprehensive command-line utility for managing Microsoft SQL Server schemas, migrations, and performance diagnostics.
Featured*
