生成一份投资分析报告。核心只问一个问题:这个东西在创造新秩序,还是在搬运旧秩序?
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Before installing skills in Cursor, ensure your development environment meets these requirements:
node --versionljg-investExecute the skills CLI command in your project's root directory to begin installation:
Fetches ljg-invest from lijigang/ljg-skills and configures it for Cursor.
The CLI shows a list of agents. Use arrow keys and space to select Cursor:
Confirm successful installation by checking the skill directory location:
Restart Cursor to activate ljg-invest. Access via /ljg-invest in your agent's command palette.
We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.
Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.
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Create detailed user stories, acceptance criteria, and feature specs
Example
Generate user stories for 'password reset feature' with acceptance criteria, edge cases, and test scenarios
Reduce spec writing time by 50%, ensure comprehensive coverage
Research competitors, compare features, identify gaps
Example
Analyze 5 competitor products, create feature comparison matrix, suggest differentiation opportunities
Complete competitive research in 2 hours instead of 2 days
Evaluate features using frameworks (RICE, ICE, Kano) and create prioritized backlogs
Example
Score 20 feature ideas using RICE framework, generate prioritized roadmap with rationale
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生成一份投资分析报告。核心只问一个问题:这个东西在创造新秩序,还是在搬运旧秩序?
财富不是钱,是被欲望照亮的秩序。投资就是拿手里的秩序去换一台更好的秩序生成器。
所以不称重,看相:
公司名称、BP、文字介绍、对话记录,或任何描述项目的材料。知名公司只给名字即可——用 Research skill 或 subagent 抓取最新财报和行业数据。
以下五个区块是骨架,不是填空题。对某个项目来说哪个区块最有料,那个区块就多写;没料的一两句带过或直接跳过。报告为判断服务,不为完整性服务。
一张表 + 一句自定义赛道定义。
| 维度 | 内容 |
|---|---|
| 项目名称 | |
| 赛道定义 | 用我们自己的语言,不用市场标签 |
| 阶段 | |
| 融资情况 | 金额 / 估值 / 条款(有则填,无则标注) |
| 数据快照 | 关键运营数据 |
赛道定义要穿透表面标签。"搜索引擎公司"是隔的,"人类认知基础设施的垄断运营商"是不隔的——后者告诉你它真正在做什么。
这是整份报告的心脏。不逐项打分,而是回答一个问题:这台机器转不转得起来?
从三个角度看:
飞轮在不在转? 系统有没有越用越好的结构——用户越多数据越多,数据越多产品越好,产品越好用户越多?这个循环是已经在转、刚开始、还是停着?转了多久?加速还是匀速?如果不转,什么卡住了?
冲击后变强还是变弱? 竞争来了、技术变了、市场塌了——这台机器是碎掉、扛住、还是吃掉冲击变成自己的燃料?历史上有没有被冲击过?结果如何?
资源是被推过来的,还是自己来的? 扩张靠的是一个一个谈、一块一块买(推),还是别人主动涌过来、因为不来就亏(引力)?有没有"不推而聚"的迹象?
综合判定:
每台秩序创造机器都有一个核心算法。用一句话写出来。
参考:
然后回答:
这一节决定投资时机。
它在 S 曲线的哪里? 积累期、拐点、加速期、平台期。如果在拐点前——什么条件能触发拐点?
市场在用什么旧眼睛看它? 市场给它贴的标签是什么?这个标签遮住了什么?我们的框架看到了什么市场看不到的?认知差有多大——这是超额收益的来源。
三个信号检测认知折价:
它控制了什么别人拿不走的东西? 权力来源是什么——数据、分发、标准、网络效应?这种控制是静态的(品牌、专利)还是动态的(越变越强)? 这个稀缺性未来会不会位移?项目有没有能力跟着位移走?
它在搭哪趟便车? 三种成本正在坍缩——理解成本、协作成本、行动成本。这个项目骑在哪一种上?坍缩释放的能量被它捕获了多少?
交换建议:建议投资 / 建议观察 / 建议放弃
如果投资:建议金额范围、关键条款
核心假设:这个决策依赖哪几个假设?每个假设附退出信号——什么数据出现说明假设错了,该跑。
未解问题:3-5 个对决策至关重要但还没答案的问题,按优先级排。
用一句话回答:这个项目的本质是什么?创造新秩序,还是搬运旧秩序?
~/Documents/notes/YYYYMMDDTHHMMSS==z--投资分析-PROJECT_NAME.org
20260326153000==z--投资分析-example-ai.orgMake data-driven prioritization decisions faster
Draft PRDs, status updates, and stakeholder presentations
Example
Create executive summary of Q3 roadmap, monthly progress report, feature launch announcement
Save 3-5 hours/week on communication overhead
Prerequisites
Time Estimate
30-60 minutes to see productivity improvements
Steps
Common Pitfalls
✓ Do
✗ Don't
💡 Pro Tips
✓ Use when
Use for user story writing, competitive research, roadmap prioritization, stakeholder communication, and PRD drafting. Best for reducing repetitive documentation and research work.
✗ Avoid when
Avoid for strategic product vision (requires deep customer empathy), pricing decisions (needs market and financial expertise), or when face-to-face customer discovery is more valuable than speed.
mattpocock/skills
parcadei/continuous-claude-v3
cursor/plugins
ailabs-393/ai-labs-claude-skills
pproenca/dot-skills
mattpocock/skills
We added ljg-invest from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
Useful defaults in ljg-invest — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
ljg-invest has been reliable in day-to-day use. Documentation quality is above average for community skills.
I recommend ljg-invest for anyone iterating fast on agent tooling; clear intent and a small, reviewable surface area.
Useful defaults in ljg-invest — fewer surprises than typical one-off scripts, and it plays nicely with `npx skills` flows.
We added ljg-invest from the explainx registry; install was straightforward and the SKILL.md answered most questions upfront.
Solid pick for teams standardizing on skills: ljg-invest is focused, and the summary matches what you get after install.
ljg-invest reduced setup friction for our internal harness; good balance of opinion and flexibility.
ljg-invest is among the better-maintained entries we tried; worth keeping pinned for repeat workflows.
Registry listing for ljg-invest matched our evaluation — installs cleanly and behaves as described in the markdown.
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