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write-memo

Drafts a hedge-fund-style investment memo as a self-contained HTML file for long or short equity ideas.

27.6k|3.4k|Updated Oct 14, 2025
Search Tags:#stock analysis#thesis#equity research#hedge fund#investment memo#html report#valuation scenarios
One-click install
npx skills add https://github.com/virattt/dexter --skill write-memo
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: write-memo
Source: https://github.com/virattt/dexter/tree/main/src/skills/write-memo
Command: npx skills add https://github.com/virattt/dexter --skill write-memo

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Turning raw financial research into a polished, decision-ready investment memo is slow and inconsistent. This Skill automates the full workflow of a buyside analyst: framing the trade, gathering financials and filings, building probability-weighted scenarios, and rendering a professional one-page HTML memo.

Core Features & Use Cases

  • Structured Memo Generation: Produces a complete investment memo with variant view, falsifiable thesis bullets, Bear/Base/Bull scenarios, catalysts, risks with tripwires, and monitoring KPIs.
  • Data-Driven Scenarios: Pulls financials, market data, insider trades, and 10-K/10-Q filings to build driver-based scenarios with probability-weighted returns and asymmetry checks.
  • Self-Critique Pass: Enforces buyside quality standards — steelmanned bear case, falsifiable claims, no invented consensus numbers — before rendering.
  • Use Case: Ask for a memo on a ticker (e.g., "write a long memo on NFLX") and receive a styled HTML file saved to .dexter/memos/ plus a one-line summary with target, asymmetry, and conviction.

Quick Start

Ask the agent to write a long or short investment memo for a specific ticker, optionally stating your horizon, conviction, and variant view.

Frequently Asked Questions about write-memo

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I write an investment memo for a stock?▼

Ask the agent to write a long or short memo for a ticker, optionally specifying horizon and conviction. The Skill gathers financials, market data, and filings, builds probability-weighted scenarios, and saves a one-page HTML memo to .dexter/memos/.

What does the investment memo output include?▼

The memo includes a variant view, falsifiable thesis bullets, business snapshot, what's priced in, Bear/Base/Bull scenario table with returns, catalysts, risks with observable tripwires, position sizing, and monitoring KPIs, all rendered as a styled HTML file.

Can I use this for short thesis writeups?▼

Yes, the Skill supports both long and short directions. Specify the direction when requesting the memo; the output filename and header reflect LONG or SHORT, and scenarios are built accordingly.

Does the memo invent consensus estimates or financial data?▼

No. The Skill explicitly forbids fabricating numbers. All figures come from tool calls to financial data and filing sources; if consensus data is unavailable, the memo states so rather than inventing values.

Where is the generated memo file saved?▼

Memos are written as HTML files to .dexter/memos/ using the naming pattern [TICKER]_[DIRECTION]_[YYYY-MM-DD].html. The chat response only shows a header summary and the file path, not the full memo content.

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