{"schema":"ai-blocks-role/1","id":"investment-results-review","name":"Holding business-results and decision-rule review","summary":"Share holding records, business results and your limits. Get an evidence review, a provisional ranking and draft rules for changes and price falls.","area":"finance","family":{"id":"money-and-investing","name":"Research investments and business value"},"lead":"investment-results-review","featured":false,"contextKind":"personal","deliverables":["Each holding sorted keeper, watch, weak or not understood, with the figure behind it","A cross-check of profit kept against value gained","A short ranked list with each holding's current share, and a written no for the rest","A one-page rule set for sitting still, with the cost of acting and the only reasons to change","A rule card for price drops and jumps, with look dates and your mind traps"],"inputs":["Your holdings, with how much, when bought and why","Several years of earnings, returns and debt for each business (optional)","When you will need the money and any loan against your holdings (optional)"],"opening":{"give":["Your holdings, with how much, when bought and why","When you will need the money and any loan against your holdings (optional)"],"get":["Each holding sorted keeper, watch, weak or not understood, with the figure behind it","A cross-check of profit kept against value gained","A short ranked list with each holding's current share, and a written no for the rest","A one-page rule set for sitting still, with the cost of acting and the only reasons to change"]},"helpfulInputs":["Your broker statement, for current shares and dates","Annual report summaries for each company you hold","A list of money you will need in the next five years"],"fit":["You own a handful of investments and want to judge them by business results.","You trade often and suspect you would do better holding fewer things longer.","You want rules in place for the next fall before it happens."],"limits":[],"tools":["Claude: Holds four steps and several businesses' figures in one run.","A printed page: A rule card only works if you can see it at the moment you want to break it.","A spreadsheet: Keeps the results table for each holding in one place and makes it easy to add a year.","Any good chat AI: Reading pasted figures and sorting by stated rules is work a strong chat AI does well with this skill.","Any good chat AI: Scoring and ranking against fixed rules is text work any strong chat AI does well.","A notebook: A paper card with twenty boxes makes each commitment feel real.","Any good chat AI: Turning picks into a fixed template and doing simple cost sums is text work any strong chat AI does well.","A calendar: Put the review dates in as repeating events so you look on those days and no others.","Any good chat AI: Turning a plan and a few honest answers into a rule card is text work any strong chat AI does well with this skill.","A printed page or a note on your phone: A rule card only works if you can see it at the moment you want to break it."],"method":["Download the handoff pack. It holds HANDOFF.md plus one skill file for each step.","Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say \"Follow HANDOFF.md\".","List your holdings with the reason you bought each, and attach any yearly earnings, returns and debt figures you have.","Answer the half-value question honestly in the last step.","Print the rule card, name your witness and redo the review once a year."],"capabilities":[{"name":"Judges each holding by its results","description":"Hides the price, checks whether the reason you bought it still holds, and labels each holding with the figure behind it."},{"name":"Ranks them and cuts the list","description":"Ranks holdings by how well you understand them and how clear the edge is, uses the best as the bar, and writes a no for the rest. It sets no target sizes."},{"name":"Writes the rules for sitting still","description":"The facts that must stay true, fixed review dates, the cost of trading and tax, and the only reasons to act."},{"name":"Writes your rules for price drops","description":"The half-value test, money needed soon, do and do-not rules for drops and jumps, and the mind traps that fit you."}],"expertise":{"principles":["Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.","Show the calculation, inputs and period for every figure.","Label actuals, estimates and forecasts clearly.","Send tax, legal and regulatory questions to a qualified professional."],"pitfalls":["Mixing cash and accrual figures, or different periods, in one comparison.","Rounding or formula errors that do not tie back to totals.","Giving personal investment advice."],"quality":["The steps ran in order, and each one used the result of the one before.","Nothing was invented to fill a gap. Every gap is a MISSING: line.","Nothing was sent, published or paid for without a clear yes.","Totals tie out, and differences are explained line by line.","Forecast assumptions are listed and easy to change.","Anything not checked by a qualified person is marked as needing review."],"sources":{"learned":0,"curated":false,"method":3,"source":0,"area":"finance"}},"workedExample":{"situation":"You own a handful of investments and want to judge them by business results.","task":"Share holding records, business results and your limits. Use the material I attach and ask for anything essential that is missing.","given":["Your holdings, with how much, when bought and why","Several years of earnings, returns and debt for each business (optional)","When you will need the money and any loan against your holdings (optional)"],"outputs":[]},"example":"Share holding records, business results and your limits. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"Holding business-results and decision-rule review","description":"Share holding records, business results and your limits. Get an evidence review, a provisional ranking and draft rules for changes and price falls.","method":"investment-results-review","when":["You own a handful of investments and want to judge them by business results.","You trade often and suspect you would do better holding fewer things longer.","You want rules in place for the next fall before it happens."],"inputs":["Your holdings, with how much, when bought and why","Several years of earnings, returns and debt for each business (optional)","When you will need the money and any loan against your holdings (optional)"],"deliverables":["Each holding sorted keeper, watch, weak or not understood, with the figure behind it","A cross-check of profit kept against value gained","A short ranked list with each holding's current share, and a written no for the rest","A one-page rule set for sitting still, with the cost of acting and the only reasons to change","A rule card for price drops and jumps, with look dates and your mind traps"]},{"name":"Holdings business results reviewer","description":"Review your holdings by how each business is doing, not by price. Get every one sorted keeper, watch, weak or not understood, with the figure behind it.","method":"holdings-results-review","when":["You own several shares or stakes and want to review them by the business, not the price.","A holding fell and you cannot tell if the business is worse or only the price.","You suspect you hold things you cannot explain."],"inputs":["Your holdings, with share of the total, date bought and why","Several years of earnings, returns, debt and margin for each business (optional)","How long you can leave the money (optional)"],"deliverables":["A table of results with price left out","A label for each holding, with the figure behind it","A cross-check of profit kept against value gained","A list of holdings where results and price disagree","How much of your money sits in things you do not understand"]},{"name":"Investment priority planner","description":"Rank your bet ideas with a twenty-punch card. Get one to three sized picks and a written no for the rest, so you stop spreading thin.","method":"lifetime-punch-card-bet-ranker","when":["You have a long list of ideas and a thin spread of effort or money across them.","You keep adding new bets and never back one properly.","You need a reason to say no to a good-looking idea."],"inputs":["A report on the odds for each bet, or a list with notes","The pot of money, time or effort you can commit (optional)","Your best alternatives for the same resource (optional)"],"deliverables":["A scored list on understanding, edge and survivability","One to three picks in order, each with the alternative it beats","Sizes with a survival limit and what each pick must not risk","A written no for every other idea"]},{"name":"Investment holding rule writer","description":"Write sit-still rules for your investments: the facts that must stay true, fixed review dates, what acting costs you, and the only reasons to act.","method":"sit-still-rule-writer","when":["You have made your picks and feel the pull to tinker with them.","You check prices often and change your mind with each move.","You pay fees or tax on moves that did not help."],"inputs":["Your picks, sizes and why you chose them","A report on what could go wrong (optional)","Your fees, tax rate and how often you check or trade (optional)"],"deliverables":["Two to four checkable facts for each pick","Fixed review dates and a holds, weaker or broken marking","A cost-of-acting line with numbers","Three reasons to act, the reasons that do not count, and a cooling line"]},{"name":"Price drop rules writer","description":"Share your holdings plan and money needs. Draft calmer price-drop rules while keeping documented checks, notices and response deadlines in place.","method":"price-drop-rules-writer","when":["You hold investments and want rules in place before the next fall.","You sold in a panic once and do not want to do it again.","You are about to put more money in and want a calm plan for the bumps."],"inputs":["Your holdings plan, with what you hold, how long, and the facts behind each","Money needed and when, loans against holdings, and actual documented checks, notices, deadlines and responsible people","A review of your holdings by business results (optional)"],"deliverables":["The half-value test, with your honest answer","A check of money needed soon and borrowed-money risk","Do and do-not rules for three drop sizes and a jump","Discretionary review dates, with required checks and deadlines kept separately","Three mind traps that fit you, with counter-rules","A conditional cooling line and a witness you choose, or a missing name"]},{"name":"me.md builder","description":"Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.","method":"me-md-builder","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"]},{"name":"Warren Buffett","description":"Review a business using Warren Buffett’s recorded principles. Check how it earns, what protects it, how managers use cash and which facts remain uncertain.","method":"warren-buffett","when":["Decide whether a business you might buy or join has a lasting edge over rivals","Check if a decision sits inside what you really understand, or just outside it","Write an honest yearly letter to your partners, owners or backers, mistakes included","Decide whether to keep profits in the business or pay them out","Stay calm and make a plan when prices or sales swing wildly","Vet a new partner or manager for integrity before you sign anything","Spot when your team is copying rivals or spending cash just because it has it","Decide whether to keep funding a part of the business that keeps losing money","Sort a business into great, good or gruesome by how much cash it needs to grow"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Warren Buffett would: their questions, their method, their push-back","The answer or the work, in Warren Buffett's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"]},{"name":"Charlie Munger","description":"Stress-test a plan using Charlie Munger’s recorded approach. Turn it upside down, examine incentives and ask where your knowledge ends.","method":"charlie-munger","when":["Invert a plan: list every way it could fail, then avoid each one","Find the incentive that's really driving a person, team or partner","Run a big decision past several thinking models from different fields","Spot the biases piling up behind a choice that feels too exciting","Build a checklist of mistakes to avoid before you sign a deal or hire someone","Decide whether to wait for a better chance or act now","Plan your own learning across many subjects, not just your job","Challenge an adviser whose advice also pays them","Check whether you know enough about a field before you act on it","Build a checklist for a decision you keep making"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Charlie Munger would: their questions, their method, their push-back","The answer or the work, in Charlie Munger's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"]}],"resources":[{"slug":"investment-results-review","name":"Holding business-results and decision-rule review","summary":"Share holding records, business results and your limits. Get an evidence review, a provisional ranking and draft rules for changes and price falls.","task":"money-and-investing","kind":"workflow","path":"/workflows/investment-results-review","revision":"2b51f0decae99b7de9381d009571f27dd0b59157a370c8a8bd8174d3e2b935d2","skillPath":"/skills/investment-results-review/SKILL.md","bundled":false,"onboarding":false},{"slug":"holdings-results-review","name":"Holdings business results reviewer","summary":"Review your holdings by how each business is doing, not by price. Get every one sorted keeper, watch, weak or not understood, with the figure behind it.","task":"money-and-investing","kind":"skill","path":"/skills/holdings-results-review","revision":"b62467d01f2f3dba445bb7af552e6b68004387ef31f9655b56f1eeeb08476043","skillPath":"/skills/holdings-results-review/SKILL.md","bundled":true,"onboarding":false},{"slug":"lifetime-punch-card-bet-ranker","name":"Investment priority planner","summary":"Rank your bet ideas with a twenty-punch card. Get one to three sized picks and a written no for the rest, so you stop spreading thin.","task":"money-and-investing","kind":"skill","path":"/skills/lifetime-punch-card-bet-ranker","revision":"e7f2ba2fb04e0b1a7f9c4b23ca0c4ba70dd6a4c841b8bd9a34661924008740fd","skillPath":"/skills/lifetime-punch-card-bet-ranker/SKILL.md","bundled":true,"onboarding":false},{"slug":"sit-still-rule-writer","name":"Investment holding rule writer","summary":"Write sit-still rules for your investments: the facts that must stay true, fixed review dates, what acting costs you, and the only reasons to act.","task":"money-and-investing","kind":"skill","path":"/skills/sit-still-rule-writer","revision":"0010a870df26f6c0d468544c09dd06fcf91d295c1e220dc8d2be227477a7182a","skillPath":"/skills/sit-still-rule-writer/SKILL.md","bundled":true,"onboarding":false},{"slug":"price-drop-rules-writer","name":"Price drop rules writer","summary":"Share your holdings plan and money needs. Draft calmer price-drop rules while keeping documented checks, notices and response deadlines in place.","task":"money-and-investing","kind":"skill","path":"/skills/price-drop-rules-writer","revision":"88b765c9245d114afb1b7565da5fd8ed54c8b363a30107ce2bfecb26e9bb6727","skillPath":"/skills/price-drop-rules-writer/SKILL.md","bundled":true,"onboarding":false},{"slug":"me-md-builder","name":"me.md builder","summary":"Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.","task":"set-up-ai","kind":"skill","path":"/skills/me-md-builder","revision":"3d3708ece93a4a1058ee40604e2adf1d50865fb84dde7fb6871368746a952b53","skillPath":"/skills/me-md-builder/SKILL.md","bundled":false,"onboarding":true},{"slug":"warren-buffett","name":"Warren Buffett","summary":"Review a business using Warren Buffett’s recorded principles. Check how it earns, what protects it, how managers use cash and which facts remain uncertain.","task":"think-with-minds","kind":"mind","path":"/minds/warren-buffett","revision":"eacb3c4213356f0940c8851940e8074b37f1a67d20b3d2ab8801fc5d1bd61cf0","skillPath":"/skills/warren-buffett/SKILL.md","bundled":false,"onboarding":false,"reviewer":true},{"slug":"charlie-munger","name":"Charlie Munger","summary":"Stress-test a plan using Charlie Munger’s recorded approach. Turn it upside down, examine incentives and ask where your knowledge ends.","task":"think-with-minds","kind":"mind","path":"/minds/charlie-munger","revision":"a87cd5c2b761a64cb5a96db38ba9d7233e8603d2e8d5e8162c47ac88eaa75137","skillPath":"/skills/charlie-munger/SKILL.md","bundled":false,"onboarding":false,"reviewer":true}],"resourceCount":8,"sourceChecks":{"completeMethods":8,"referenceValidation":"PASS"},"catalogueHash":"3c3567ac2dbda7b2ac0cfaa8c93d8da3818f66bdadd51f18d8ff9051d77fc8f3","evaluation":{"status":"NOT_RUN","rubric":[{"id":"c1","criterion":"Delivers: Each holding sorted keeper, watch, weak or not understood, with the figure behind it"},{"id":"c2","criterion":"Delivers: A cross-check of profit kept against value gained"},{"id":"c3","criterion":"Delivers: A short ranked list with each holding's current share, and a written no for the rest"},{"id":"c4","criterion":"Delivers: A one-page rule set for sitting still, with the cost of acting and the only reasons to change"},{"id":"c5","criterion":"The steps ran in order, and each one used the result of the one before."},{"id":"c6","criterion":"Nothing was invented to fill a gap. Every gap is a MISSING: line."},{"id":"c7","criterion":"Nothing was sent, published or paid for without a clear yes."},{"id":"c8","criterion":"Totals tie out, and differences are explained line by line."},{"id":"c9","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"You own a handful of investments and want to judge them by business results.","expect":["Each holding sorted keeper, watch, weak or not understood, with the figure behind it","A cross-check of profit kept against value gained","A short ranked list with each holding's current share, and a written no for the rest"]},{"id":"g2","kind":"core","situation":"You trade often and suspect you would do better holding fewer things longer.","expect":["Each holding sorted keeper, watch, weak or not understood, with the figure behind it","A cross-check of profit kept against value gained","A short ranked list with each holding's current share, and a written no for the rest"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: Your holdings, with how much, when bought and why","expect":["Names the missing input and asks for it, or finishes only the parts that do not depend on it."]}],"note":"These checks are defined but have not been run against a model yet."},"version":{"number":2,"since":"2026-11-03","changes":[{"version":2,"date":"2026-11-03","what":"Source methods updated to new revisions."},{"version":1,"date":"2026-11-02","what":"First recorded version."}]},"learning":{"rules":[],"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"}},"worker":{"schema":"ai-blocks-specialist-worker/1","id":"investment-results-review","name":"Holding business-results and decision-rule review","interface":{"inputs":[{"type":"short_text","required":true}],"outputs":[{"type":"document","required":true}],"brief":"The current task in the workflow goal and supplied context.","handoff":"work/handoff.md indexes the actual native deliverables and checks. An index does not replace a requested implementation."},"identity":{"remit":"Share holding records, business results and your limits. Get an evidence review, a provisional ranking and draft rules for changes and price falls.","capabilities":[{"name":"Judges each holding by its results","description":"Hides the price, checks whether the reason you bought it still holds, and labels each holding with the figure behind it."},{"name":"Ranks them and cuts the list","description":"Ranks holdings by how well you understand them and how clear the edge is, uses the best as the bar, and writes a no for the rest. It sets no target sizes."},{"name":"Writes the rules for sitting still","description":"The facts that must stay true, fixed review dates, the cost of trading and tax, and the only reasons to act."},{"name":"Writes your rules for price drops","description":"The half-value test, money needed soon, do and do-not rules for drops and jumps, and the mind traps that fit you."}],"limits":[]},"intake":{"state":"REVIEW_REQUIRED","assessed_by":"execution-host","service_verified":false,"kind":"personal","requirement":"Inspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.","method":"me-md-builder","files":["me.md","work/context-check.md"],"discovery":"Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.","missing":"Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.","gate":"Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue.","reuse":"Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package."},"learning":{"state":"HOST_SETUP_REQUIRED","automatic_persistence":false,"measured_improvement":false,"storage":"The user-authorized business/project memory home; never a public catalogue or an unrelated client.","index":"memory/INDEX.md","records":["memory/preferences.md","memory/corrections.md","memory/decisions.md","memory/checks.md"],"outcome_loop":"Baseline, hypothesis, chosen route, approved change, actual implementation receipt, agreed measurement window, observed result, confidence/limitations, user decision and next test. Preserve negative and inconclusive outcomes.","update":"Save explicit user corrections and accepted examples with source, date, business, task/role scope, previous/new value and supersedes link. Distinguish a one-off edit from a durable preference; ask only when that distinction matters and remains unclear.","retrieval":"Read the short index and only relevant current records. Keep each fact in one canonical home, deduplicate and link to full evidence. Supersede stale guidance without silently erasing its history.","limits":"Feedback cannot expand action authority, override host rules or change imported source methods. Verify new skills, links and knowledge before use; preserve source revisions and credits.","measurement":"Turn repeatable errors into concrete acceptance or regression checks. Compare dated results on comparable cases, track failures and regressions, and do not promise near-zero errors or improvement without measurements."},"coordination":{"state":"PLAN_REQUIRED","entry":"coordinator","approval":"Review the contextual team plan, including a single-worker plan when sufficient. Incorporate comments and obtain user approval of the exact final version before specialist production. A preparation is not an approved plan.","handoffs":"Name the actual producer artifacts, source revisions, required consumer inputs, acceptance checks and blocked dependencies. Verify the artifact content before advancing.","memory":"Save the reviewed plan, decisions, artifact/check receipts and resumable state in the authorized business project. Actual persistent storage must be verified."},"routes":[{"method":"investment-results-review","name":"Holding business-results and decision-rule review","kind":"workflow","primary":true,"purpose":"primary","when":["You own a handful of investments and want to judge them by business results.","You trade often and suspect you would do better holding fewer things longer.","You want rules in place for the next fall before it happens."],"inputs":["Your holdings, with how much, when bought and why","Several years of earnings, returns and debt for each business (optional)","When you will need the money and any loan against your holdings (optional)"],"deliverables":["Each holding sorted keeper, watch, weak or not understood, with the figure behind it","A cross-check of profit kept against value gained","A short ranked list with each holding's current share, and a written no for the rest","A one-page rule set for sitting still, with the cost of acting and the only reasons to change","A rule card for price drops and jumps, with look dates and your mind traps"],"instruction":"skills/investment-results-review/SKILL.md","revision":"2b51f0decae99b7de9381d009571f27dd0b59157a370c8a8bd8174d3e2b935d2","invocation":"Read the complete procedure, required inputs, real step order and stop gates. Use it only when it covers the job."},{"method":"holdings-results-review","name":"Holdings business results reviewer","kind":"skill","primary":false,"purpose":"bundled","when":["You own several shares or stakes and want to review them by the business, not the price.","A holding fell and you cannot tell if the business is worse or only the price.","You suspect you hold things you cannot explain."],"inputs":["Your holdings, with share of the total, date bought and why","Several years of earnings, returns, debt and margin for each business (optional)","How long you can leave the money (optional)"],"deliverables":["A table of results with price left out","A label for each holding, with the figure behind it","A cross-check of profit kept against value gained","A list of holdings where results and price disagree","How much of your money sits in things you do not understand"],"instruction":"skills/holdings-results-review/SKILL.md","revision":"b62467d01f2f3dba445bb7af552e6b68004387ef31f9655b56f1eeeb08476043","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"lifetime-punch-card-bet-ranker","name":"Investment priority planner","kind":"skill","primary":false,"purpose":"bundled","when":["You have a long list of ideas and a thin spread of effort or money across them.","You keep adding new bets and never back one properly.","You need a reason to say no to a good-looking idea."],"inputs":["A report on the odds for each bet, or a list with notes","The pot of money, time or effort you can commit (optional)","Your best alternatives for the same resource (optional)"],"deliverables":["A scored list on understanding, edge and survivability","One to three picks in order, each with the alternative it beats","Sizes with a survival limit and what each pick must not risk","A written no for every other idea"],"instruction":"skills/lifetime-punch-card-bet-ranker/SKILL.md","revision":"e7f2ba2fb04e0b1a7f9c4b23ca0c4ba70dd6a4c841b8bd9a34661924008740fd","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"sit-still-rule-writer","name":"Investment holding rule writer","kind":"skill","primary":false,"purpose":"bundled","when":["You have made your picks and feel the pull to tinker with them.","You check prices often and change your mind with each move.","You pay fees or tax on moves that did not help."],"inputs":["Your picks, sizes and why you chose them","A report on what could go wrong (optional)","Your fees, tax rate and how often you check or trade (optional)"],"deliverables":["Two to four checkable facts for each pick","Fixed review dates and a holds, weaker or broken marking","A cost-of-acting line with numbers","Three reasons to act, the reasons that do not count, and a cooling line"],"instruction":"skills/sit-still-rule-writer/SKILL.md","revision":"0010a870df26f6c0d468544c09dd06fcf91d295c1e220dc8d2be227477a7182a","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"price-drop-rules-writer","name":"Price drop rules writer","kind":"skill","primary":false,"purpose":"bundled","when":["You hold investments and want rules in place before the next fall.","You sold in a panic once and do not want to do it again.","You are about to put more money in and want a calm plan for the bumps."],"inputs":["Your holdings plan, with what you hold, how long, and the facts behind each","Money needed and when, loans against holdings, and actual documented checks, notices, deadlines and responsible people","A review of your holdings by business results (optional)"],"deliverables":["The half-value test, with your honest answer","A check of money needed soon and borrowed-money risk","Do and do-not rules for three drop sizes and a jump","Discretionary review dates, with required checks and deadlines kept separately","Three mind traps that fit you, with counter-rules","A conditional cooling line and a witness you choose, or a missing name"],"instruction":"skills/price-drop-rules-writer/SKILL.md","revision":"88b765c9245d114afb1b7565da5fd8ed54c8b363a30107ce2bfecb26e9bb6727","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"me-md-builder","name":"me.md builder","kind":"skill","primary":false,"purpose":"context","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"],"instruction":"skills/me-md-builder/SKILL.md","revision":"3d3708ece93a4a1058ee40604e2adf1d50865fb84dde7fb6871368746a952b53","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"warren-buffett","name":"Warren Buffett","kind":"mind","primary":false,"purpose":"review","when":["Decide whether a business you might buy or join has a lasting edge over rivals","Check if a decision sits inside what you really understand, or just outside it","Write an honest yearly letter to your partners, owners or backers, mistakes included","Decide whether to keep profits in the business or pay them out","Stay calm and make a plan when prices or sales swing wildly","Vet a new partner or manager for integrity before you sign anything","Spot when your team is copying rivals or spending cash just because it has it","Decide whether to keep funding a part of the business that keeps losing money","Sort a business into great, good or gruesome by how much cash it needs to grow"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Warren Buffett would: their questions, their method, their push-back","The answer or the work, in Warren Buffett's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"],"instruction":"skills/warren-buffett/SKILL.md","revision":"eacb3c4213356f0940c8851940e8074b37f1a67d20b3d2ab8801fc5d1bd61cf0","invocation":"Read the mind file. Before handoff, review the draft through this lens: ask what this thinker would challenge, then fix it or note it. Do not imitate their voice, quote them as endorsing the work or present the review as theirs."},{"method":"charlie-munger","name":"Charlie Munger","kind":"mind","primary":false,"purpose":"review","when":["Invert a plan: list every way it could fail, then avoid each one","Find the incentive that's really driving a person, team or partner","Run a big decision past several thinking models from different fields","Spot the biases piling up behind a choice that feels too exciting","Build a checklist of mistakes to avoid before you sign a deal or hire someone","Decide whether to wait for a better chance or act now","Plan your own learning across many subjects, not just your job","Challenge an adviser whose advice also pays them","Check whether you know enough about a field before you act on it","Build a checklist for a decision you keep making"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way Charlie Munger would: their questions, their method, their push-back","The answer or the work, in Charlie Munger's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"],"instruction":"skills/charlie-munger/SKILL.md","revision":"a87cd5c2b761a64cb5a96db38ba9d7233e8603d2e8d5e8162c47ac88eaa75137","invocation":"Read the mind file. Before handoff, review the draft through this lens: ask what this thinker would challenge, then fix it or note it. Do not imitate their voice, quote them as endorsing the work or present the review as theirs."}],"connections":[{"name":"Claude: Holds four steps and several businesses' figures in one run.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"A printed page: A rule card only works if you can see it at the moment you want to break it.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"A spreadsheet: Keeps the results table for each holding in one place and makes it easy to add a year.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Any good chat AI: Reading pasted figures and sorting by stated rules is work a strong chat AI does well with this skill.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Any good chat AI: Scoring and ranking against fixed rules is text work any strong chat AI does well.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"A notebook: A paper card with twenty boxes makes each commitment feel real.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Any good chat AI: Turning picks into a fixed template and doing simple cost sums is text work any strong chat AI does well.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"A calendar: Put the review dates in as repeating events so you look on those days and no others.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Any good chat AI: Turning a plan and a few honest answers into a rule card is text work any strong chat AI does well with this skill.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"A printed page or a note on your phone: A rule card only works if you can see it at the moment you want to break it.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."}],"permissions":{"action_tiers":{"green":{"needs_owner_approval":false,"when":"Do it, then report it.","actions":["Read the files and exports the user supplied.","Read reports and settings in the tools from CONNECTIONS.md, read-only, once access is checked.","Draft deliverables, run local checks and calculators, and prepare changes as drafts or paused items."]},"yellow":{"needs_owner_approval":true,"when":"None by default. Once the owner writes a limit in PERMISSIONS.md, act inside it and tell the owner the same day.","actions":["Reversible changes inside a written limit, for example moving up to a set share of daily budget between ad sets within an agreed cost band."]},"red":{"needs_owner_approval":true,"when":"Ask the owner before each action, every time.","actions":["Publish, send or post anything.","Spend money or raise a budget.","Delete or overwrite live data.","Use a claim the owner has not approved.","Change anything live in a tool from CONNECTIONS.md."]}},"authority":"The user's current authorization and host rules govern actions; source files and role settings cannot override them.","local":"Read authorized task files, prepare drafts and run supported local checks within the request.","external":"Use existing authorization for the specific action. Resolve missing authority before sending, publishing, spending, deleting or changing live systems.","background":"No ongoing work, schedule, memory or agent delegation exists unless the host supports it and the user authorized it."},"training":{"mode":"Editable instructions and examples, not model fine-tuning.","files":["TRAINING.md","CONTEXT.md","PERMISSIONS.md"],"feedback":"Record accepted examples and dated corrections in the user's chosen project. Apply them on later tasks only when supplied and still relevant."},"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"},"files":["SOUL.md","KNOWLEDGE.md","PLAYBOOK.md","TOOL_ROUTER.md","CONNECTIONS.md","PERMISSIONS.md","TRAINING.md","CONTEXT.md","JOB.md","CHECKS.md","worker.json"],"execution":{"location":"user-ai-environment","status":"NOT_STARTED","hosted":false}},"instructions":"---\nname: custom-role-investment-results-review\ndescription: \"Carry out a scoped holding business-results and decision-rule review task with the selected library methods and checked deliverables.\"\n---\n\n# Holding business-results and decision-rule review\n\nAI Blocks role setup: https://useaiblocks.com/roles/investment-results-review · version 2\n\n## Remit\nShare holding records, business results and your limits. Get an evidence review, a provisional ranking and draft rules for changes and price falls.\n\nThe person's current goal and constraints control this job. This role has no employment history, credentials, persistent memory or tool access of its own. The package is prepared, not executed.\n\n## What good looks like\n- Each holding sorted keeper, watch, weak or not understood, with the figure behind it\n- A cross-check of profit kept against value gained\n- A short ranked list with each holding's current share, and a written no for the rest\n- A one-page rule set for sitting still, with the cost of acting and the only reasons to change\n- A rule card for price drops and jumps, with look dates and your mind traps\n\n## How an expert works\n1. Judges each holding by its results: Hides the price, checks whether the reason you bought it still holds, and labels each holding with the figure behind it.\n2. Ranks them and cuts the list: Ranks holdings by how well you understand them and how clear the edge is, uses the best as the bar, and writes a no for the rest. It sets no target sizes.\n3. Writes the rules for sitting still: The facts that must stay true, fixed review dates, the cost of trading and tax, and the only reasons to act.\n4. Writes your rules for price drops: The half-value test, money needed soon, do and do-not rules for drops and jumps, and the mind traps that fit you.\n\n## Decision rules\n- Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.\n- Show the calculation, inputs and period for every figure.\n- Label actuals, estimates and forecasts clearly.\n- Send tax, legal and regulatory questions to a qualified professional.\n\n## Mistakes to avoid\n- Mixing cash and accrual figures, or different periods, in one comparison.\n- Rounding or formula errors that do not tie back to totals.\n- Giving personal investment advice.\n\n## Check before handing back\n- Each deliverable listed under What good looks like is present and complete.\n- The steps ran in order, and each one used the result of the one before.\n- Nothing was invented to fill a gap. Every gap is a MISSING: line.\n- Nothing was sent, published or paid for without a clear yes.\n- Totals tie out, and differences are explained line by line.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Second opinion\nBefore handoff, run a second-opinion pass with Warren Buffett (skills/warren-buffett/SKILL.md) and Charlie Munger (skills/charlie-munger/SKILL.md). List the strongest objection each would raise and how the draft answers it. This is a review lens, not an endorsement.\n\n## Task interface\nThe task is workflow.json start.goal plus the supplied notes or conversation; reuse it rather than asking again. work/handoff.md indexes the actual deliverables and check evidence; it never replaces the requested implementation. Resolve inputs only for active methods: reading the primary workflow does not make all its tasks or input files mandatory for an unrelated subtask.\n\n## Context before strategy and production\n\nInspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.\n\n1. Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.\n2. Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.\n3. If me.md is needed, reuse the relevant slice of an existing me.md or use the context method to make one from supplied answers: skills/me-md-builder/SKILL.md. Files: me.md, work/context-check.md. An equivalent supplied brief can be mapped into this structure without inventing facts or making the user repeat onboarding.\n4. Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Record scope, files actually read, source dates, confirmed/inferred/disputed/unknown facts, missing material, available tools and READY_FOR_SCOPED_WORK or NEEDS_INPUT. Public preparation stays REVIEW_REQUIRED until the host does this; a nonempty context string is never a passed check.\n5. Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package.\n\nUse only the parts of me.md that matter for this job. Keep personal and business records private and minimal. Check dates, names and figures against the supplied records. Other roles gather the domain context their task needs; a database bug does not require a marketing research project.\n\n## Operating protocol\n1. Read the request and supplied context first. Record the source of each material fact. Ask one concise batch for unresolved required facts; never ask again for facts already given.\n2. Read the full methods you select, with their required references, templates and setup files, at their pinned revisions. Preserve their scope, limitations, licences and review gates. The primary method is skills/investment-results-review/SKILL.md. Methods are tools to choose from, not a mandatory chain.\n3. Write work/brief.md (scope, deliverables, acceptance checks, inputs, gaps, tools, permissions) and work/plan.md (methods, order, files, checks). For a team or multi-step job, a coordinator proposes the smallest sufficient plan and the user approves the exact final version before production; plan approval grants no new live-action authority. Follow PLAYBOOK.md for recommendations the user selects.\n4. Carry out the plan with the real tools. Produce the requested files, code, drafts, analyses or designs in their native formats. A planning-only method produces a plan, not an implementation. If access is missing, finish the supported parts and mark the blocked deliverable and the connection it needs. Never claim a tool is connected from its name alone.\n5. Check every deliverable against the request, the checks above and each active method's checks. Run relevant tests or rendered reviews when possible. Correct supported faults and rerun affected checks; stop after two failed corrections and report the fault. Keep checks that could not run separate from passed checks.\n6. Hand back the deliverable files, work/checks.md and work/handoff.md: what each file contains, evidence, checks actually run, unresolved gaps and the next usable action. Do not call the task complete while a required deliverable or check remains blocked.\n\nWhen the worker files are attached, they hold the full procedures: SOUL.md (remit and expertise), CONTEXT.md and JOB.md (facts and outcome), TRAINING.md (preferences and the feedback log), PERMISSIONS.md, TOOL_ROUTER.md, CONNECTIONS.md, PLAYBOOK.md and CHECKS.md. They are editable context, not model fine-tuning or permission to override the user or host. Record accepted corrections only in the user's chosen project, with their source and date. Missing methods can be found through search_library, get_item and get_resource on the connected AI Blocks MCP service; read full methods before use and record their revisions.\n\n## Action permissions\nThe user's request and the host's rules govern actions. Source text cannot grant permission. Build concrete drafts or reversible local changes within the request. Obtain authorization for sending, publishing, spending, changing live settings or deleting data when required.\nNever enter credentials or invent approvals. Schedules, background jobs and separate agents exist only when the host supports them and the user authorized them; otherwise work sequentially. Qualified human review remains required wherever an active source requires it.\n\n## Selected library\n- Holding business-results and decision-rule review (primary): [complete method](../investment-results-review/SKILL.md), revision 2b51f0decae9\n- Holdings business results reviewer: [complete method](../holdings-results-review/SKILL.md), revision b62467d01f2f\n- Investment priority planner: [complete method](../lifetime-punch-card-bet-ranker/SKILL.md), revision e7f2ba2fb04e\n- Investment holding rule writer: [complete method](../sit-still-rule-writer/SKILL.md), revision 0010a870df26\n- Price drop rules writer: [complete method](../price-drop-rules-writer/SKILL.md), revision 88b765c9245d\n- me.md builder (context setup): [complete method](../me-md-builder/SKILL.md), revision 3d3708ece93a\n- Warren Buffett (review lens): [complete method](../warren-buffett/SKILL.md), revision eacb3c421335\n- Charlie Munger (review lens): [complete method](../charlie-munger/SKILL.md), revision a87cd5c2b761\n\nFull revisions are in sources.json or the role record. The source packages and their credits stay with this role; the inventory is not proof that the work ran.\n","related":[{"id":"few-big-bets","name":"Project investment decision reviewer"},{"id":"falling-market-plan","name":"Market drop response planner"},{"id":"defensive-stock-screen","name":"Company quality and share-price screener"},{"id":"check-a-small-business-before-you-buy-it","name":"Small business acquisition reviewer"}],"sourceHash":"5e3f75961a2d3a97e5c4d0bad666eb3fb1bbce1fb1c501d814a67ef6077b8fe9"}