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Investment Research LLM Wiki

Co-create a personal investment-research wiki (Karpathy's LLM Wiki pattern) where your own analysis framework becomes a living CLAUDE.md — by interviewing you, not handing you a template.

20 minutes
By daymadeSource
#investing#knowledge-base#research#claude-md#wiki

Generic research templates impose someone else's schema on your thinking. This playbook extracts your own investment framework into a compounding, wikilinked markdown vault — no RAG, no over-engineering.

Who it's for: investors, equity researchers, analysts, stock pickers

Example

"Help me build a research wiki for tracking my stocks" → An interview that turns your real workflow into a structured CLAUDE.md vault with wikilinked company and analyst notes

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

Or install from your terminal:
npx ccplaybooks add llm-wiki-setup
# LLM Wiki Setup(投研第二大脑共创)

帮用户搭一个**金融投研专用 LLM Wiki**(Karpathy 模式):纯 markdown 文件 + `[[wikilink]]` 互联 + LLM 维护,知识随用复利。

**但核心不是给一份投研模板——是引导用户把他自己的投资判断方式,提炼成他专属的 CLAUDE.md。**

## ★ 先读这一条(这个 skill 的灵魂)

**每个人用自己的语言、自己的投资偏好,建自己的 CLAUDE.md。**

两个投资者看同一家公司,关注点可能完全不同——一个看「下季度订单能否超市场预期」,另一个看「管理层电话会上的语气和信心」。**给他们同一份模板,就抹掉了让 wiki 有用的那个东西。**

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README.md

What This Does

Co-create a personal investment-research wiki (Karpathy's LLM Wiki pattern) where your own analysis framework becomes a living CLAUDE.md — by interviewing you, not handing you a template.

What's Inside

The template covers:

  • ★ 先读这一条(这个 skill 的灵魂)
  • 不碰的红线(Karpathy 原意,别 over-engineer)
  • 机制层 vs 规则层(贯穿全程的区分)
  • 工作流
  • 后续运营(按需读 references)
  • 为什么这个 skill 是 inline(不设 context: fork)

Quick Start

Step 1: Create a Project Folder

Make a dedicated folder for this workflow and open it in Claude Code.

Step 2: Download the Template

Click Download above to save the template, then drop it into your project as CLAUDE.md (or paste it into your existing one).

Step 3: Start Working

Tell Claude what you need in plain language — it will follow the template's workflow automatically. For example:

Help me build a research wiki for tracking my stocks

Claude reads the template and runs the steps for you.

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