AI Berkshire Industry Screening Skills: Complete Sector Analysis Toolkit

AI Berkshire provides two specialized industry-screening skills—Industry Research and Industry Funnel—that automate sector evaluation through value-chain mapping and quantitative filtering to surface high-conviction investment themes.

The xbtlin/ai-berkshire repository delivers an open-source equity research framework designed for systematic sector analysis. Its industry-screening capabilities enable analysts to progress from broad market scans to deep-dive company assessments using structured markdown skill definitions and command-line automation tools.

Industry Research Skill

The Industry Research skill performs comprehensive sector analysis by constructing investment logic chains and applying a rigorous "four-master" framework to headline companies.

Core Capabilities

According to skills/industry-research.md, this skill executes four critical functions:

• Investment Logic Validation: Builds and validates a complete investment thesis chain for the target sector
• Value-Chain Mapping: Generates a detailed industry-value-chain map covering global listed companies across A-share, HK, and US markets
• Four-Master Analysis: Applies the business, moat, risk, and management framework to sector leaders
• Portfolio Allocation: Outputs sector-level allocation recommendations based on the analysis

The skill leverages tools/report_audit.py to perform data-integrity checks before finalizing reports, ensuring output quality meets institutional standards.

Generated Outputs

When executed via python3 scripts/run-skill.py industry-research, the skill produces a markdown report (e.g., ~/新能源产业链投资研究报告.md) containing the complete chain map, company comparison tables, four-master analyses, and allocation guidance.

Industry Funnel Skill

The Industry Funnel skill acts as a quantitative pre-filter that rapidly screens dozens of sectors to identify the most promising themes for deeper investigation.

Screening Methodology

Defined in skills/industry-funnel.md, this skill implements a weighted scoring algorithm across four dimensions:

1. Trend Strength: Momentum and growth trajectory of the sector
2. Market Size: Total addressable market and expansion potential
3. Competitive Dynamics: Industry structure and competitive positioning
4. Regulatory Environment: Policy tailwinds or headwinds affecting the space

The skill ranks industries by composite score and outputs a shortlist of "funnel-passed" sectors ready for detailed research.

Command-Line Usage Examples

Both skills expose CLI interfaces through scripts/run-skill.py, enabling automation and integration into research workflows.

Running Industry Research

Execute a full sector analysis for the new energy sector:

python3 scripts/run-skill.py industry-research "新能源"

This generates a comprehensive markdown report containing the value-chain map, four-master analyses, and portfolio allocation table saved to the home directory.

Running Industry Funnel

Screen sectors using default parameters to generate a ranked shortlist:

python3 scripts/run-skill.py industry-funnel

The output displays a ranked table of sectors (e.g., "新能源", "半导体", "数字医疗") with funnel scores, highlighting the top three candidates for deep-dive research.

Automating the Complete Workflow

Combine both skills to automate end-to-end sector screening:

# 1️⃣ Extract top-3 sectors from the funnel

SECTORS=$(python3 scripts/run-skill.py industry-funnel --top 3 --plain)

# 2️⃣ Generate detailed research for each shortlisted sector

for S in $SECTORS; do
    python3 scripts/run-skill.py industry-research "$S"
done

This pipeline first filters for high-probability sectors, then automatically launches comprehensive research reports for each candidate.

Codex Integration and Quality Screening

Both skills are exposed as generated Codex slash-prompts for chat-based invocation:

• codex-prompts/industry-research.md wraps the deep-research functionality
• codex-prompts/industry-funnel.md provides the screening interface

Additionally, the Quality-Screen skill (skills/quality-screen.md) complements the Industry Funnel by applying quantitative quality metrics—such as ROE consistency and cash-flow stability—to the initial sector shortlist, enabling a seamless transition from macro screening to micro fundamental analysis.

Summary

• Industry Research (skills/industry-research.md) delivers deep sector analysis using value-chain mapping and four-master frameworks for companies across global exchanges.
• Industry Funnel (skills/industry-funnel.md) provides rapid quantitative screening across trend strength, market size, competitive dynamics, and regulatory factors.
• CLI Integration via scripts/run-skill.py enables automation of both individual skills and combined workflows.
• Quality Integration allows funnel results to flow directly into quantitative quality screening for refined investment candidates.

Frequently Asked Questions

What are the two main industry-screening skills in AI Berkshire?

AI Berkshire offers the Industry Research skill for deep-dive sector analysis and the Industry Funnel skill for high-level quantitative screening. Industry Research constructs value-chain maps and applies four-master analysis, while Industry Funnel ranks sectors by weighted scores across trend, size, competition, and regulatory criteria.

How does the Industry Funnel skill determine which sectors to prioritize?

The skill evaluates sectors against four weighted criteria defined in skills/industry-funnel.md: trend strength, market size, competitive dynamics, and regulatory environment. It calculates a composite funnel score for each sector and surfaces the highest-ranking candidates in a shortlist format suitable for immediate deep-dive research.

Can I automate the transition from sector screening to detailed research?

Yes. Use scripts/run-skill.py to pipe the Industry Funnel output directly into Industry Research. Capture the top-ranked sectors using the --top and --plain flags, then iterate through the results to trigger comprehensive research reports for each sector automatically.

What is the "four-master" analysis framework mentioned in the Industry Research skill?

The four-master framework evaluates companies across four dimensions: business model quality, competitive moat durability, operational risk factors, and management team capability. This structure is implemented in skills/industry-research.md and applied to headline companies within the sector value chain to generate investment conviction levels.

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