income-investment
Installation
SKILL.md
Codex adapter note
This skill is generated from skills/income-investment.md so Claude Code and Codex users share one canonical workflow.
- Treat
$ARGUMENTSas the user's request in the current Codex thread. - When the source mentions Claude-only surfaces such as Task, Agent, WebSearch, Bash, Read, or Write, use the closest Codex capability available in this session: subagents when available, web search when needed, shell commands for local tools, and normal file edits for workspace files.
- Use shared project tools from
tools/in this repository. Prefer running commands from the repository root with paths likepython3 tools/financial_rigor.py ...; if the current thread starts outside the repo, locate the actual checkout path first instead of assuming a fixed home-directory path. - Before starting research, run the
datecommand to confirm today's date; treat it as the baseline for "latest" data and state the data cutoff date in the report header. Never assume the current date from training data. - Preserve the research quality rules from
AGENTS.md: cross-check financial data, use exact arithmetic tools for valuation/math, and clearly label uncertainty and source gaps.
Income Investment: Durable and Opportunistic Distribution Analysis
Analyze $ARGUMENTS to answer:
Can this company produce sufficiently durable and attractive distributable income to justify a portfolio role, either as a long-term income conviction or as an opportunistic yield position?
Never treat a high displayed yield as evidence of a good opportunity. This workflow is for learning and research, not personalized investment advice.