{"slug":"joellewis-qualitative-valuation","name":"Qualitative Valuation","description":"Assess business quality, economic moats, management, competitive positioning, and durable value creation.","tagline":"Assess business quality, economic moats, management, competitive positioning, and durable value creation.","category":"Finance","tags":["agent-skill","finance","valuation","economic-moat","business-quality","equity-research"],"author":{"name":"JoelLewis","verified":false,"url":"https://github.com/JoelLewis"},"attribution":{"status":"registry_indexed","statusLabel":"Registry indexed","shortLabel":"REGISTRY INDEXED","sourceLabel":"curated finance research skill path","sourceDetail":"JoelLewis/finance_skills","creatorName":"JoelLewis","creatorUrl":"https://github.com/JoelLewis","sourceUrl":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation","indexedBy":"OpenAgentSkill community index","claimUrl":"https://www.openagentskill.com/skills/joellewis-qualitative-valuation#claim-this-skill","claimCta":"Claim this skill","trustNote":"This listing was indexed from public sources and is not marked official until a maintainer claim is approved.","publicNote":"Attribution links to the public repository or creator profile. 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Report success only after the skill is installed and a minimal verification passes."},{"id":"cursor","label":"Cursor","kind":"agent-prompt","value":"Turn \"Qualitative Valuation\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Assess business quality, economic moats, management, competitive positioning, and durable value creation. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-qualitative-valuation\",\"task\":\"Install Qualitative Valuation\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."}],"handoff_url":"https://www.openagentskill.com/api/skills/joellewis-qualitative-valuation/install","manifest_url":"https://www.openagentskill.com/api/registry/manifest/joellewis-qualitative-valuation"},"trust":{"score":78,"label":"Strong shortlist","version":"trust-score-v4","install_policy":"human_review_before_install","evidence":{"stars":"164 GitHub stars","repoActivity":"164 stars, 0 forks","lastPushed":"23d since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation","install":"npx -y skills add JoelLewis/finance_skills --skill qualitative-valuation","installSafety":"standard package or runtime install path","permissionSurface":"no high-risk permission surface in public metadata","documentation":"Strong README/SKILL.md context","agentOutcomes":"No agent outcome data yet"},"outcome_evidence":{"total":0,"successes":0,"failures":0,"not_relevant":0,"success_rate":null,"recent_success_rate":null,"recent_failure_rate":null,"install_attempts":0,"install_success_rate":null,"risk_blocked":0,"setup_required":0,"avg_output_quality":null,"production_outcomes":0,"last_outcome_at":null,"label":"No agent outcome data yet"},"auto_install":{"allowed":false,"sandbox_required":true,"reason":"Human review or sandbox validation is required before automatic installation."},"best_for":["Finance","agent-skill","valuation","economic-moat","business-quality","equity-research"],"known_risks":["Qualitative conclusions can be subjective and require cited evidence and human challenge.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 164 stars, 0 forks; issue activity unavailable in current metadata"]},"agent_proven":{"version":"agent-proven-v1","score":0,"tier":"unproven","label":"Needs first agent run","summary":"No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.","metrics":{"totalOutcomes":0,"successfulOutcomes":0,"failedOutcomes":0,"installAttempts":0,"installSuccessRate":null,"successRate":null,"recentSuccessRate":null,"recentFailureRate":null,"riskBlocked":0,"setupRequired":0,"notRelevant":0,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"uniqueAgents":0,"lastOutcomeAt":null},"signals":[],"penalties":["No real agent outcome evidence yet"]},"audit":{"score":84,"risk_level":"needs_review","risk_label":"Needs review","warnings":["Financial research output is not financial advice; require human review before any live investment decision","Qualitative conclusions can be subjective and require cited evidence and human challenge.","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 164 stars, 0 forks; issue activity unavailable in current metadata"]},"safety_gate":{"tier":"reviewed","label":"Reviewed with permission notes","auto_install_policy":"review","auto_install_allowed":false,"human_review_required":true,"blocked":false,"recommended_action":"Require human approval before installing into a real workspace."},"quality":{"score":79,"label":"Strong"},"supply":{"track":"Finance and quant workflows","scenario":"Finance and quant","maintenance":"23d since push","risk":"Needs review"},"alternative_skills":[],"do_not_use_when":["teams that need a vendor-supported SLA","production agents without a repository review","Qualitative conclusions can be subjective and require cited evidence and human challenge.","No OpenAgentSkill engagement data yet","Financial research output is not financial advice; require human review before any live investment decision","Financial research output is not financial advice; require human review before any live investment decision.","Quality score needs review","Stars/forks activity: 164 stars, 0 forks; issue activity unavailable in current metadata"],"agent_contract":{"task_input":"Use Qualitative Valuation in an agent workflow","recommended_action":"Require human approval before installing into a real workspace.","install_policy":"review","minimum_review_before_use":["Trust: 78/100 Strong shortlist","Audit: 84/100 Needs review","Safety: 72/100 Review before install","Review repository, license, install command, and permission surface before production use."],"expected_agent_output":{"selected_skill":"joellewis-qualitative-valuation (Qualitative Valuation)","install_command":"npx -y skills add JoelLewis/finance_skills --skill qualitative-valuation","risk_summary":"Needs review; Reviewed with permission notes; Review before production","verification_result":"Report the smallest successful task, files touched, warnings, and any missing setup."}},"outcome_feedback":{"endpoint":"https://www.openagentskill.com/api/agent/outcome","method":"POST","requires_resolve_event_id":true,"event_id_source":"Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"payload_template":{"event_id":"<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>","skill_slug":"joellewis-qualitative-valuation","task":"Use Qualitative Valuation in an agent workflow","agent":"codex","outcome":"success","install_used":true,"risk_blocked":false,"setup_required":false,"task_success":true,"output_quality":4,"error_type":null,"human_review_required":false,"workspace":"sandbox","time_to_useful_ms":120000,"notes":"Report the smallest successful task, setup friction, files touched, and risk notes."}},"endpoints":{"web":"https://www.openagentskill.com/skills/joellewis-qualitative-valuation","api":"https://www.openagentskill.com/api/agent/skills/joellewis-qualitative-valuation","audit":"https://www.openagentskill.com/skills/joellewis-qualitative-valuation/audit","eval":"https://www.openagentskill.com/api/agent/evals?slug=joellewis-qualitative-valuation&task=Use%20Qualitative%20Valuation%20in%20an%20agent%20workflow&max_risk=medium","resolve":"https://www.openagentskill.com/api/agent/resolve?task=Use%20Qualitative%20Valuation%20in%20an%20agent%20workflow&agent=codex&max_risk=medium","receipt":"https://www.openagentskill.com/api/agent/receipt?task=Use%20Qualitative%20Valuation%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text","install":"https://www.openagentskill.com/api/skills/joellewis-qualitative-valuation/install","manifest":"https://www.openagentskill.com/api/registry/manifest/joellewis-qualitative-valuation"}},"platforms":["Claude Code","Codex","skills.sh","OpenAI Agents"],"use_cases":[{"slug":"research-agents","title":"Research agents","url":"https://www.openagentskill.com/use-cases/research-agents"},{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"},{"slug":"coding-agents","title":"Coding agents","url":"https://www.openagentskill.com/use-cases/coding-agents"},{"slug":"rag-knowledge","title":"RAG and knowledge","url":"https://www.openagentskill.com/use-cases/rag-knowledge"}],"install":"npx -y skills add JoelLewis/finance_skills --skill qualitative-valuation","install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx -y skills add JoelLewis/finance_skills --skill qualitative-valuation","description":"Use the registry command when your workflow supports the OpenAgentSkill installer.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"Qualitative Valuation\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Assess business quality, economic moats, management, competitive positioning, and durable value creation. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-qualitative-valuation\",\"task\":\"Install Qualitative Valuation\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"Qualitative Valuation\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Assess business quality, economic moats, management, competitive positioning, and durable value creation. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-qualitative-valuation\",\"task\":\"Install Qualitative Valuation\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"Qualitative Valuation\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Assess business quality, economic moats, management, competitive positioning, and durable value creation. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-qualitative-valuation\",\"task\":\"Install Qualitative Valuation\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation","github_repo":"JoelLewis/finance_skills","version":"1.0.0","license":"MIT","updated_at":"2026-08-10T11:06:01.384653+00:00","canonical_key":"joellewis/finance_skills#plugins/wealth-management/skills/qualitative-valuation","recommendation_reasons":["Install handoff is available","Repository freshness signal is available"],"urls":{"web":"https://www.openagentskill.com/skills/joellewis-qualitative-valuation","api":"https://www.openagentskill.com/api/agent/skills/joellewis-qualitative-valuation","install_api":"https://www.openagentskill.com/api/skills/joellewis-qualitative-valuation/install","audit":"https://www.openagentskill.com/skills/joellewis-qualitative-valuation/audit","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/qualitative-valuation"},"meta":{"endpoint":"/api/registry/manifest/{slug}","canonical_agent_endpoint":"/api/agent/skills/joellewis-qualitative-valuation","agent_friendly":true,"api_version":"1.0","generated_at":"2026-08-10T21:50:33.749Z"}}