Guide · Agent skill
How to use the Management Deep Dive agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The management-deep-dive skill is an agent skill for Vibe-Trading that makes an AI agent assess the people running a company, or a named executive, instead of only the financials. It is built on the idea that buying a stock is buying a person. This guide explains what the skill does, how to install it, how to ask for it in plain language, and what to check before relying on its output.
Quick start
- 1Download the ZIP. Get the management-deep-dive ZIP from this page.
- 2Unzip the folder. Extract the archive so the folder contains SKILL.md.
- 3Place the skill. Move the folder into ~/.claude/skills/ for all projects, or into .claude/skills/ in a single project.
- 4Or upload in the apps. In the Claude apps, go to Settings → Capabilities → Skills and upload the skill there instead.
- 5Name the target. Ask for the assessment of a named company or executive in plain language.
- 6Review the score. Read the weighted score and the evidence behind each dimension.
- 7Verify key claims. Check the promises, filings and news the agent cites before making any decision.
What the skill makes the agent do
When the skill is active, the agent evaluates management across three areas: integrity, ability and governance. Integrity covers whether past promises were kept (promise-vs-delivery tracking), how leaders behaved in crises, and how they treated stakeholders. Ability covers strategic foresight, execution and the capital-allocation record. Governance covers the equity structure, compensation and related-party deals.
The output is a weighted score across integrity, ability, capital allocation and governance, plus a verdict framed around Duan Yongping's question: would you hand this person your money for 10 years.
- Integrity: 35% weight in the overall score
- Strategy and execution: 25%
- Capital allocation: 25%
- Governance: 15%
Install the skill from the ZIP download
Download the ZIP for this skill from this page and unzip it. The skill's files include SKILL.md. Place the unzipped folder in one of two locations: your user-wide skills folder at ~/.claude/skills/, or a project-specific .claude/skills/ folder inside the project you work in.
You can also upload the skill in the Claude apps under Settings → Capabilities → Skills.
- User-wide: ~/.claude/skills/
- Single project: .claude/skills/ inside the project folder
- Claude apps: Settings → Capabilities → Skills
~/.claude/skills/Trigger the skill with a natural request
You do not need a special command. Describe what you want in plain language. The skill's own description says to use it when standard research leaves management quality uncertain, or when management is the investment thesis. Name the company or the executive so the agent knows the subject.
Good requests name a target and the question you care about, for example asking whether the CEO of a named company has kept past promises, or asking for a management score for a company whose thesis rests on its leadership.
- Assess the management of [company] and give a weighted score across integrity, ability, capital allocation and governance.
- Has the CEO of [company] delivered on the commitments they made in earlier calls and letters?
- Evaluate the governance of [company]: equity structure, executive pay and related-party deals.
- Would you trust the leadership of [company] with my money for 10 years?
Know what the agent needs to run it
The skill is written for the Vibe-Trading agent environment. Its SKILL.md refers to tools such as web_search, get_stock_profile, get_sec_filings, get_stock_news, get_financial_statements, financial_rigor and run_swarm. It also needs access to public web and financial data sources. Without those tools, the agent cannot follow the workflow as written.
The skill does not run scripts. It does use the network, because it gathers information from public sources.
- Environment: Vibe-Trading agent with the tools listed in SKILL.md
- Data access: public web and financial data sources
- Runs scripts: no
- Uses network: yes
Safety notes on sources and privacy
The skill relies on public web searches and opinion sites, such as employee review platforms. These sources can be biased or inaccurate. The SKILL.md asks the agent to mark platforms that require login as something the user can supplement, rather than treating them as complete. Treat the scores as subjective judgments built from web sources the agent has to interpret.
Be careful when the subject is a private person. The skill is designed around public records and business conduct, and it is not a basis for decisions about real people's private lives.
- Check the cited evidence yourself before acting on a score.
- Remember that the scores are subjective, not a buy or sell signal.
- Use it for public business conduct, not private individuals.
Tips for better results
Ask for the specific part you care about. If your thesis depends on capital allocation, say so, and the agent can weight its work toward buybacks, acquisitions and dividends. Because the analysis is deep and slow, do not use it for quick price or valuation checks. For those, standard financial tools are a better fit.
Compare the skill's output with your own reading of the company's filings and news. Where the agent's evidence is thin, ask it to say so.
- Use it for management quality, not for quick valuation checks.
- Ask for the evidence behind each score.
- Cross-check promises against the company's own filings and calls.
What people use it for
- Testing whether a company's CEO has delivered on multi-year promises made in shareholder letters and earnings calls.
- Reviewing how a company has spent shareholder money on acquisitions, buybacks and dividends.
- Checking whether a company's equity structure, executive pay and related-party deals raise governance concerns.
- Learning how to evaluate leadership using public records, as a student of investing.
Frequently asked questions
How do I install the management-deep-dive skill?
Download the ZIP from this page and unzip it. Place the folder in ~/.claude/skills/ for all your projects, or in .claude/skills/ inside a specific project. You can also upload it in the Claude apps under Settings → Capabilities → Skills.
What do I need to run this skill?
You need the Vibe-Trading agent environment with the tools named in SKILL.md, such as web_search, get_stock_profile, get_sec_filings and get_financial_statements, plus access to public web and financial data sources. The skill runs no scripts but does use the network.
Is the management-deep-dive skill free?
The skill is published under the MIT licence, as stated on this page. The source does not mention pricing for the Vibe-Trading environment, so check that separately.
Can this skill give me a buy or sell recommendation?
No. The source says the scores are subjective judgments built from web sources the agent must interpret, so it is not a reliable buy or sell recommendation. It is best used as one input to your own research.
Does the skill work for quick stock valuation checks?
Not well. The skill focuses on people and governance rather than financial models, and it is a deep, slow analysis. For quick price or valuation checks, use a tool built for that purpose.
What should I do if the agent's results seem thin or wrong?
Ask the agent to show the evidence for each score and to say where sources were limited. The skill relies on public web searches and opinion sites that can be biased or inaccurate, so verify key claims against SEC filings and company statements.
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Our verdict
Use this skill if management quality is the core reason you would buy or avoid a stock, or if standard research leaves leadership unclear. It suits investors, analysts and students who want a structured, evidence-based look at integrity, ability and governance. If you need a fast valuation check or a reliable buy or sell signal, pick a different tool.
Download the skill