Valuation Snapshot Skill

Organization

Wind-Alice

valuation_snapshot_skill

快速判断个股当前估值的高低、历史分位、同业相对位置与重估条件。适用于先判断“贵不贵”、估值位置筛查、讨论赔率与预期要求等场景。

Overview

Publisher	Wind-Alice
Repository	`AliceMarket`
Skill name	`valuation_snapshot_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 Valuation Snapshot 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/valuation_snapshot_skill
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_snapshot_skill .claude/skills/valuation_snapshot_skill

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

Use it in TypingMind

Enable Valuation Snapshot 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 Valuation Snapshot 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 Valuation Snapshot 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.

Valuation Snapshot 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

本技能用于快速回答“这只股票现在大致贵不贵”，并解释贵或便宜背后对应的市场预期。输出重点不是做完整估值模型，而是在有限时间内，用合适的估值口径、历史分位和同业对照，形成对当前赔率的初步判断。

执行流程

Step 1：确认适用的估值视角

先判断公司更适合用什么估值口径来观察，常见包括：

盈利驱动型公司，看利润类倍数
高增长或利润未稳定公司，看收入类倍数
资产属性明显公司，看净资产或重置价值
周期属性明显公司，看景气位置与中枢估值

若公司处于特殊阶段，应明确说明传统估值口径可能失真。

Step 2：提取当前估值水平与历史区间

收集当前估值指标，并尽可能放回历史坐标中判断：

当前处于历史高位、中位还是低位
相较过去几个关键阶段是否明显溢价或折价
当前估值是否已显著偏离自身经营变化速度

若历史数据本身受极端事件影响，应单独说明，不可机械使用。

Step 3：加入同业与行业参照

估值判断不能只看自身历史，还要看相对位置：

同行业龙头与二线公司的估值差异
市场给予溢价或折价的常见理由
当前公司所处位置是否合理反映其竞争地位、增长质量和风险结构

若是主题股或高波动股票，还要留意情绪因素对估值的短期扭曲。

Step 4：解释“估值位置”背后的预期要求

真正有用的估值判断，不是“倍数高/低”本身，而是：

现在的价格隐含了多强的增长与盈利改善假设
未来需要兑现哪些条件，当前估值才站得住
哪些变量一旦失手，估值最容易被压缩

这一步要把估值和经营变量重新连接起来。

Step 5：判断重估或去估值的触发因素

列出未来最可能改变估值水平的因素，例如：

财报超预期或低于预期
业务结构改善或恶化
行业景气趋势变化
政策、融资、市场风格切换

帮助使用者理解估值不是静态数字，而是动态预期的结果。

Step 6：输出简洁结论与使用建议

最终明确回答：

这只股票当前估值大致处于什么位置
这个位置是合理、偏高还是偏低
更适合继续观察、逢低关注，还是需要更强兑现才值得接近

输出结构

{股票名称}估值快照（{YYYY-MM-DD}）

一、估值结论

当前估值判断：{偏低 / 合理 / 偏高}
历史位置：{低位 / 中位 / 高位}
同业相对位置：{折价 / 接近 / 溢价}

二、估值核心表

维度	当前情况	解读
主要估值口径	{指标}	{为何适用}
当前水平	{数值}	{说明}
历史分位	{位置}	{说明}
同业对比	{结果}	{说明}

三、当前价格隐含了什么预期

{预期 1}
{预期 2}
{预期 3}

四、为什么会有溢价或折价

溢价/折价理由

{理由 1}
{理由 2}

不合理之处

{不合理点 1}
{不合理点 2}

五、未来估值变化的关键触发

有利于重估的条件：{条件}
导致去估值的风险：{条件}

六、使用建议

适合的动作：{继续观察 / 等验证 / 可重点跟踪}
最该盯住的变量：{变量}

质量要求

先选对估值口径，再谈高低，不能机械套用单一倍数。
估值结论必须回到经营与预期，不可停留在数字表层。
历史与同业对照都要讲清口径和边界，避免误导性比较。
若公司处于异常阶段，应明确指出估值参考的局限性。
输出应服务“赔率判断”，而不是把估值写成孤立数学题。

Frequently asked questions

What does the Valuation Snapshot Skill AI skill do?

快速判断个股当前估值的高低、历史分位、同业相对位置与重估条件。适用于先判断“贵不贵”、估值位置筛查、讨论赔率与预期要求等场景。

Why use Valuation Snapshot Skill on TypingMind?

Because you install it once and use it with any model. Valuation Snapshot 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 Valuation Snapshot Skill in TypingMind?

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

Which AI models can use Valuation Snapshot 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 Valuation Snapshot Skill?

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

Is the Valuation Snapshot 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

Valuation Snapshot Skill

数据依赖与执行前置条件

技能定位

执行流程

Step 1：确认适用的估值视角

Step 2：提取当前估值水平与历史区间

Step 3：加入同业与行业参照

Step 4：解释“估值位置”背后的预期要求

Step 5：判断重估或去估值的触发因素

Step 6：输出简洁结论与使用建议

输出结构

{股票名称}估值快照（{YYYY-MM-DD}）

一、估值结论

二、估值核心表

三、当前价格隐含了什么预期

四、为什么会有溢价或折价

溢价/折价理由

不合理之处

五、未来估值变化的关键触发

六、使用建议

质量要求

Frequently asked questions

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