Hire an AI holding business-results and decision-rule review

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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

How it does the job well

• 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.

Mistakes it avoids

• 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.

How the work is checked

• 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.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Warren Buffett and Charlie Munger would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• 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.
• 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.
• 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.
• 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.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id investment-results-review only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/investment-results-review/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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)

Helpful context (optional)

• 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

Tools and access

• 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.

Functions and deliverables

• Holding business-results and decision-rule review: Share holding records, business results and your limits. Get an evidence review, a provisional ranking and draft rules for changes and price falls.
  • 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
• Holdings business results reviewer: 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.
  • 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
• Investment priority planner: 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.
  • 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
• Investment holding rule writer: 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.
  • 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
• Price drop rules writer: Share your holdings plan and money needs. Draft calmer price-drop rules while keeping documented checks, notices and response deadlines in place.
  • 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
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • 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
• Warren Buffett: 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.
  • 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
• Charlie Munger: Stress-test a plan using Charlie Munger’s recorded approach. Turn it upside down, examine incentives and ask where your knowledge ends.
  • 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

Tasks you can use it for

• 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 to check before starting

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/investment-results-review for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.