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AI Berkshire Codex Guide

This repository contains investment research workflows, reports, and shared validation tools. Keep compatibility with both Claude Code and Codex users.

Project Layout

  • skills/*.md: Claude Code slash-command source files.
  • codex-skills/*/SKILL.md: Codex skill packages. Most are generated from skills/*.md; Codex-only hand-written packages are allowed when clearly marked and no same-named skills/*.md source exists.
  • codex-prompts/*.md: generated Codex custom prompts for slash-command style entry points. These are a compatibility layer; skills remain preferred.
  • tools/*.py: shared financial validation and data tools used by both systems.
  • reports/: research outputs. Do not rewrite unrelated reports while changing tooling or skills.
  • scripts/sync-codex-skills.py: regenerates Codex skills from skills/*.md.
  • scripts/install-codex-skills.sh / scripts/install-codex-skills.bat: installs Codex skills locally.
  • scripts/install-codex-prompts.sh / scripts/install-codex-prompts.bat: installs generated Codex slash prompts locally.
  • scripts/install-claude-commands.sh / scripts/install-claude-commands.bat: installs Claude Code commands locally.

Compatibility Rules

  • Treat skills/*.md as the canonical workflow source.
  • After changing any file in skills/, run: python3 scripts/sync-codex-skills.py
  • If slash prompt compatibility is needed, also run: python3 scripts/sync-codex-prompts.py
  • Do not manually edit generated codex-skills/*/SKILL.md unless also updating the corresponding source in skills/.
  • For Codex-only hand-written packages under codex-skills/, keep them clearly marked as Codex-only and do not create a same-named skills/*.md file unless intentionally adopting the workflow for Claude Code too.
  • Keep tool paths compatible with the documented checkout path: ~/ai-berkshire/tools/...
  • Keep CLAUDE.md for Claude Code behavior and this AGENTS.md for Codex behavior.

Research Quality Rules

  • Before starting any research, run the date command to confirm today's date. Treat that date as the baseline for "latest" data (prices, market cap, most recent filings), and state the data cutoff date in the report header. Never assume the current date from training data.
  • Financial data must come from at least two independent sources when the skill requires verification.
  • Use exact arithmetic tools for market cap, valuation, cross-source checks, and scenario analysis: python3 tools/financial_rigor.py ...
  • Use report audit tooling before treating generated research as publishable: python3 tools/report_audit.py ...
  • Clearly label low-confidence conclusions, incomplete data, and source gaps.
  • This project is for learning and research, not investment advice.

Editing Rules

  • Preserve existing report files unless the task specifically asks to change them.
  • Keep changes scoped to the requested skill, tool, script, or documentation.
  • Before finishing a skill/tool change, run the relevant syntax or generation check. For compatibility changes, run: python3 scripts/sync-codex-skills.py
  • To verify generated Codex artifacts are current without rewriting files, run: python3 scripts/sync-codex-skills.py --check and, when slash prompts are relevant: python3 scripts/sync-codex-prompts.py --check