Shareholder Letter Digest Skill

Organization

Wind-Alice

shareholder_letter_digest_skill

总结股东信中的长期战略、经营变化、资本配置与管理层信号。适用于长期跟踪优质公司、年度复盘、更新投资主线等场景。

Overview

Publisher	Wind-Alice
Repository	`AliceMarket`
Skill name	`shareholder_letter_digest_skill`
Stars	135
Forks	18
Bundled files	Instructions only
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by Wind-Alice on GitHub. Read the source before you install it.

Installation

Install the Shareholder Letter Digest Skill AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/Wind-Alice/AliceMarket/tree/main/skills/shareholder_letter_digest_skill
Enable the skill in any chat where you want it available.

Store

Installed

Skills

Add skills

Import one or more skills from a public GitHub folder or a local .skill or .zip archive, or SKILL.md file.

From GitHub URLFrom .skill, .zip, or SKILL.md

GitHub repo or folder

https://github.com/Wind-Alice/AliceMarket/tree/main/skills/shareholder_letter_digest_skill

Points to a single skill folder, or any folder that contains multiple skills. Public repos only.

CancelContinue

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/Wind-Alice/AliceMarket.git /tmp/AliceMarket
mkdir -p .claude/skills
cp -r /tmp/AliceMarket/skills/shareholder_letter_digest_skill .claude/skills/shareholder_letter_digest_skill

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Shareholder Letter Digest Skill in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Shareholder Letter Digest Skill on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Shareholder Letter Digest Skill is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Shareholder Letter Digest Skill

数据依赖与执行前置条件

推荐使用万得 wind-mcp-skill 获取底层数据。执行前先检查本地是否已有 wind-mcp-skill；若没有，提示用户安装：

bash
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

技能定位

本技能用于从股东信、致股东函或类似年度管理层信件中提炼长期投资相关的真正增量信息，重点回答“公司长期主线是否变化、管理层现在最在意什么、资本配置思路有没有调整、哪些信号值得长期投资者跟踪”。输出重点不是把整封信浓缩成摘要，而是抓住长期逻辑层面的变化。

执行流程

Step 1：确认信件年份与跟踪目的

先确认对应公司、年份和使用目的。常见目的包括：

年报季快速抓住长期变化
对比多年股东信看战略演进
更新长线持仓判断
提炼团队长期研究底稿

若用户未说明，默认按“识别长期逻辑与管理层信号变化”展开。

Step 2：提炼本封信最重要的主题

先从全文中抓出最频繁且最关键的主题，优先关注：

管理层反复强调的核心战略方向
对竞争优势、客户价值、产品路线的重新表述
对过去一年最重要成功与失误的总结
对未来几年资源投入重点的描述

这一步关注的是“管理层想让股东记住什么”，而不是逐段摘要。

Step 3：对比“哪些没变，哪些变了”

有价值的股东信解读，必须区分稳定主线与边际变化：

长期主张是否延续
经营重点是否从扩张转向效率、从增长转向利润、或反过来
资本配置优先级是否改变
风险表述是否更直接或更弱化

Step 4：解读管理层信号与可信度

进一步判断信中的表述是实质转向，还是叙事包装。重点评估：

文字变化是否有经营结果支撑
新战略是否有明确执行抓手
管理层是否正面回应过去的争议问题
资本配置承诺是否与历史行为一致

Step 5：翻译成长期投资含义

将信中的内容转化为可跟踪的研究语言，至少回答：

长期逻辑是被强化还是被削弱
护城河、成长路径、盈利质量是否发生关键变化
哪些表述值得在未来一年持续验证
哪些风险在信中被低估或淡化

Step 6：整合成长线摘要成稿

最终输出应服务长期跟踪与年度复盘，不展示逐段阅读过程，也不把全文改写成长摘要。

输出结构

{股票名称}股东信解读（{YYYY-MM-DD}）

一、30 秒结论

本封信最重要的信息：{一句话}
长期主线是否变化：{是 / 否 + 简述}
管理层最强调的方向：{一句话}
长线判断：{强化 / 基本稳定 / 需警惕}

二、这封信真正强调了什么

主题 1：{内容}
主题 2：{内容}
主题 3：{内容}

三、哪些没变，哪些变了

维度	延续内容	新变化	含义
战略	{内容}	{内容}	{说明}
经营重点	{内容}	{内容}	{说明}
资本配置	{内容}	{内容}	{说明}

四、管理层信号解读

积极信号：{内容}
警惕信号：{内容}
可信度判断：{内容}

五、长线跟踪清单

{跟踪项 1}
{跟踪项 2}
{跟踪项 3}

质量要求

重点应放在长期逻辑变化，而非逐段摘抄。
必须比较“延续”与“变化”，否则难以体现股东信的研究价值。
管理层表述应与经营现实相互校验，避免只听叙事。
资本配置相关内容应单独关注，因为它常是长线回报的重要来源。
输出要让长期投资者一眼看懂这封信是否值得提高重视程度。

Frequently asked questions

What does the Shareholder Letter Digest Skill AI skill do?

总结股东信中的长期战略、经营变化、资本配置与管理层信号。适用于长期跟踪优质公司、年度复盘、更新投资主线等场景。

Why use Shareholder Letter Digest Skill on TypingMind?

Because you install it once and use it with any model. Shareholder Letter Digest Skill is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Shareholder Letter Digest Skill in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/Wind-Alice/AliceMarket/tree/main/skills/shareholder_letter_digest_skill. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Shareholder Letter Digest Skill?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Shareholder Letter Digest Skill?

As many as you like. As long as a model supports skills, you can use Shareholder Letter Digest Skill with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Shareholder Letter Digest Skill AI skill free?

It is published on GitHub by Wind-Alice. Check the repository for licensing terms. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Shareholder Letter Digest Skill

数据依赖与执行前置条件

技能定位

执行流程

Step 1：确认信件年份与跟踪目的

Step 2：提炼本封信最重要的主题

Step 3：对比“哪些没变，哪些变了”

Step 4：解读管理层信号与可信度

Step 5：翻译成长期投资含义

Step 6：整合成长线摘要成稿

输出结构

{股票名称}股东信解读（{YYYY-MM-DD}）

一、30 秒结论

二、这封信真正强调了什么

三、哪些没变，哪些变了

四、管理层信号解读

五、长线跟踪清单

质量要求

Frequently asked questions

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