Today we're launching skills in Investi. A skill is your research method written down once, like the checklist you run when a company reports. The analyst follows it whenever the situation comes up, so you stop retyping the same instructions into every chat.
Out of the box the analyst starts neutral: it answers the question you ask, the way you ask it. Your process stays in your head: what you check before trusting a number, the order you read a business in, the questions you ask before sizing a position. Skills put that process in the tool, and you choose which ones it uses.
#A skill runs when it fits
Say you write an earnings review skill: revenue against the company's own guidance, the margin trend, changes in the risk factors, and the two or three numbers you care about for that kind of business. From then on, when you ask about a company that just reported, the analyst sees that the skill applies and runs your checklist. You don't paste anything.
You can also run any skill by hand: type / in chat and pick it. That works even for skills you keep switched off for everyday questions.
#What's inside a skill
A skill is a short text file with three parts: a name, a sentence on when to use it, and the steps, written in plain language. You can attach reference files, such as a scoring rubric or a note template, that the analyst opens when the skill needs them.
The "when to use it" sentence matters most, because it's how the analyst decides the skill applies. The good ones read like an instruction to a colleague: use this when a company reports, use this before I add to a position, use this when I compare two companies in the same industry.
#Three ways to add one
- Write it in the editor.
- Create it with Investi: the analyst asks how you work, then writes the skill for you to review.
- Upload it as a single SKILL.md file, or a .zip or .skill archive of several.
Skills use the Agent Skills format, an open format shared by other AI assistants. A skill written elsewhere works in Investi, and the ones you write here are plain text you can take with you.
Every skill has an on/off switch. Skills that are on are the ones the analyst picks up by itself; skills that are off stay out of the way until you run them by hand. A large library doesn't make everyday answers noisier.
#Your notes still change only with your approval
A skill shapes how the analyst works. It doesn't give it permission to change your research. If a skill leads the analyst to update a note, for example to add last quarter's results to your thesis, the change appears as a before-and-after for you to approve or reject.
#Get started
Open Plugins in the sidebar and filter to Skills to write, import or upload your first one. A good first skill is the checklist you already run when a company you own reports. Skills also work in routines, so a scheduled check can follow your method.