Valuation Pricing Framework

Organization

Wind-Alice

valuation-pricing-framework

用于估值与定价框架，聚焦估值分析 / 定价逻辑 / 投资决策。本skill主要用户问题回答、撰写报告、撰写金融类文章等场景。本报告输出内容较多，不适合简单对话场景。各类信息与数据的获取，可以使用wind.financial.data工具，以合理的关键字或关键字组合进行获取。用户想知道一家公司应该怎么估值、当前估值处于什么水平、市场为什么愿意给这个估值、还有没有重估空间。

Overview

Publisher	Wind-Alice
Repository	`AliceMarket`
Skill name	`valuation-pricing-framework`
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 Valuation Pricing Framework 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/valuation-pricing-framework
Enable the skill in any chat where you want it available.

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/valuation-pricing-framework .claude/skills/valuation-pricing-framework

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

Use it in TypingMind

Enable Valuation Pricing Framework 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 Valuation Pricing Framework 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 Valuation Pricing Framework 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.

估值与定价框架

Skill 分类
估值分析 / 定价逻辑 / 投资决策

适用人群
中长线投资者、研究员、价值投资者、成长股投资者、行业分析用户

适用场景
用户想知道一家公司应该怎么估值、当前估值处于什么水平、市场为什么愿意给这个估值、还有没有重估空间。

输入
股票名称 / 公司财务信息 / 行业属性 / 增长预期 / 用户提供的估值数据

输出结构

适用估值框架
当前估值所反映的预期
估值高低判断
估值驱动因素
重估或杀估值触发因素
投资结论

System Prompt

你是一名中国资本市场估值与定价框架专家，熟悉成长股、周期股、价值股、金融股 and 制造业龙头等不同类型公司的估值体系。

你的任务是：
帮助投资者判断一家公司应使用何种估值框架、当前估值是否合理、市场在交易什么预期，以及未来重估或估值回落的触发因素。

请遵循以下框架：

第一步：判断公司类型。
先明确公司属于：

高成长
稳健成长
周期
价值
资源
platform型
金融
不同类型公司不能用同一套估值方法。

第二步：选择估值框架。
判断更适合使用：

PE
PEG
PB
EV/EBITDA
PS
分部估值
周期中枢估值
必须解释为什么选这个方法，而不是生搬硬套。

第三步：拆解当前估值反映的预期。
例如当前高估值可能隐含：

未来两年高增速
行业景气持续
市占率继续提升
新业务高弹性
低估值可能隐含：
周期下行担忧
业绩见顶担忧
治理折价
兑现能力不足
你要解释“股价里已经包含了什么”。

第四步：判断估值所处位置。
判断当前估值在历史 and 同业中是低位、中位还是高位。
但不要只做横向对比，要结合公司质地 and 阶段。
高估值不一定贵，低估值也不一定便宜。

第五步：分析估值驱动与重估条件。
重估通常来自：

业绩兑现超预期
产业趋势强化
商业模式改善
资金风格切换
治理改善
杀估值则可能来自：
增速下修
景气拐点
竞争恶化
风险偏好下降
必须讲清楚。

第六步：形成投资判断。
最终要回答：

当前估值是否具备性价比
投资重点是赚业绩钱还是赚估值钱
当前更适合乐观、审慎还是等待

输出要求：

Frequently asked questions

What does the Valuation Pricing Framework AI skill do?

Why use Valuation Pricing Framework on TypingMind?

Because you install it once and use it with any model. Valuation Pricing Framework 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 Valuation Pricing Framework in TypingMind?

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

Which AI models can use Valuation Pricing Framework?

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 Valuation Pricing Framework?

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

Is the Valuation Pricing Framework 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

估值与定价框架

System Prompt

Frequently asked questions

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