Where to Find Tutorials and Guides for AI Berkshire: Complete Documentation Guide
All tutorials and guides for AI Berkshire are built directly into the repository, with the primary documentation located in README.md, the skills/ directory containing 19 skill-specific guides, and the tools/ folder providing utility documentation.
AI Berkshire is a fully-featured, AI-driven investment-research framework designed for Claude Code and Codex. Unlike external documentation sites, every learning resource—from installation steps to advanced research workflows—lives inside the repository itself, making it immediately accessible after cloning.
Installation and Quick-Start Tutorial
The central tutorial entry point is the "快速开始" (Quick Start) section in [README.md](https://github.com/xbtlin/ai-berkshire/blob/main/README.md). This document provides a five-step installation chain:
- Install the AI client – Choose between Claude Code (
npm i -g @anthropic-ai/claude-code) or Codex (npm i -g @openai/codex) - Clone the repository –
git clone https://github.com/xbtlin/ai-berkshire.git - Install the skills – Run the platform-specific script located at
scripts/install-claude-commands.shorscripts/install-codex-skills.sh - Verify installation – Confirm with
claude --versionorcodex --version - Execute a skill – Test with
/investment-research 腾讯(Claude Code) orinvestment-research 腾讯(Codex)
Each step includes concrete command examples and expected output, eliminating the need for external setup guides.
Skill Documentation in the skills/ Directory
The repository ships 19 ready-to-use skills under the skills/ folder. Each Markdown file follows a standardized template containing the research purpose, exact usage syntax, and parameter definitions.
Deep Company Research
The investment-research skill, defined in [skills/investment-research.md](https://github.com/xbtlin/ai-berkshire/blob/main/skills/investment-research.md), executes a seven-module analysis covering business model, moat evaluation, reverse-thinking, management assessment, civilization trends, valuation, and safety margin calculations.
/investment-research 腾讯
Quality Screening
The quality-screen skill in [skills/quality-screen.md](https://github.com/xbtlin/ai-berkshire/blob/main/skills/quality-screen.md) applies seven hard-filter criteria to ticker lists, returning a clean shortlist for further analysis.
/quality-screen 恒生指数成分股
News Analysis
The news-pulse skill documented in [skills/news-pulse.md](https://github.com/xbtlin/ai-berkshire/blob/main/skills/news-pulse.md) aggregates latest headlines, sentiment scores, and price-impact hypotheses.
/news-pulse 美团
Additional skills such as industry-research, earnings-review, portfolio-review, and thesis-tracker follow identical documentation patterns in the same directory.
Supporting Tools and Utilities
The tools/ directory contains Python utilities referenced by the skills for precise financial operations:
financial_rigor.py– Handles decimal-based financial calculations and market-cap verificationstock_screener.py– Batch filters securities against the seven hard criteriareport_audit.py– Automated sanity-checking of generated Markdown reportsmomentum_backtest.py– Simple back-testing for momentum strategies
These tools include command-line examples in their docstrings and README references, allowing you to invoke them directly when the AI framework requires specific data validation.
Step-by-Step Workflow Example
Below is a complete, reproducible workflow that demonstrates the integrated tutorial experience:
# Clone and install
git clone https://github.com/xbtlin/ai-berkshire.git
cd ai-berkshire
./scripts/install-codex-skills.sh # or install-claude-commands.sh
# Screen a watchlist
codex /quality-screen "$(cat data/watchlist.json | jq -r '.symbols | join(\",\")')"
# Deep dive on candidate
codex /investment-research 腾讯
# Verify generated report
python3 tools/report_audit.py reports/腾讯/最终报告.md
For Claude Code users, replace codex with claude and remove the leading slash from skill names.
Summary
- Primary tutorials reside in
README.mdunder the "快速开始" section, covering installation through first execution - Skill-specific guides are the 19 Markdown files in
skills/, each providing command syntax and parameter details for research workflows - Installation automation is handled by
scripts/install-claude-commands.shandscripts/install-codex-skills.sh - Utility documentation in
tools/explains financial calculations, screening logic, and report validation - Visual reference is available in
assets/architecture.png, showing the three-layer Skill → Agent → Tool design
Frequently Asked Questions
Do I need to visit an external website to learn AI Berkshire?
No. According to the xbtlin/ai-berkshire repository structure, all documentation is self-contained within the repository. The README.md provides the quick-start tutorial, while the skills/ directory contains 19 individual guide files for specific research scenarios.
What is the difference between the Claude Code and Codex installation scripts?
The scripts/install-claude-commands.sh configures commands for Claude Code (using slash-prefixed invocations like /investment-research), while scripts/install-codex-skills.sh sets up the same functionality for Codex (using direct skill names without slashes). Both scripts perform the same underlying skill registration but adapt the syntax to each platform's conventions.
How do I verify that a generated investment report is accurate?
Use the tools/report_audit.py utility to perform automated sanity checks. Run python3 tools/report_audit.py followed by the path to your generated Markdown report (e.g., reports/阿里巴巴/最终报告-投研团队-20260513.md) to validate data consistency and calculation integrity.
Can I extend the framework with my own tutorials?
Yes. The repository includes a CONTRIBUTING.md file that provides guidelines for extending the tutorial set or adding new skills. You can create new Markdown files in the skills/ directory following the established pattern of purpose, usage, and parameters documentation.
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