serenity-skill
Serenity-inspired Agent Skill for supply-chain bottleneck stock research
Serenity-skill is an agent skill that implements a supply-chain bottleneck research methodology inspired by Serenity's investment analysis approach. It guides AI agents through systematic stock and fund research by decomposing market themes into supply-chain layers, identifying production bottlenecks, and ranking companies by evidence strength from regulatory filings, earnings reports, and patents. The skill helps investors transform vague market hype into structured research priorities by focusing on critical supply constraints in sectors like AI semiconductors, robotics, and optical communications.
Key Features
Use Cases
- 01Researching AI semiconductor supply chains to identify which chip packaging, materials, or equipment segments face the tightest capacity constraints
- 02Evaluating robotics industry opportunities by comparing reducer, sensor, and actuator suppliers against production scalability criteria
- 03Validating whether a company claiming CPO (co-packaged optics) exposure has verified customer orders and revenue evidence
- 04Prioritizing theme fund investments by checking whether top holdings align with actual supply-chain bottlenecks rather than narrative hype
- 05Building a systematic filtering workflow to convert daily market news into evidence-backed research queues
- 06Learning structured industry research by having the agent guide you step-by-step through demand, constraints, evidence, and risk analysis
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serenity-skill — FAQ
What is Serenity-skill?+
Serenity-skill is an agent skill that teaches AI assistants to perform supply-chain bottleneck investment research using a methodology inspired by Serenity's publicly shared analysis approach. It focuses on Chinese equity markets (A-shares) and technology sectors like AI hardware, robotics, and optical communications.
How do I install Serenity-skill in my AI agent?+
Clone the repository and copy SKILL.md along with supporting folders to your agent's skill directory: for Codex users, place files in ~/.agents/skills/serenity-skill/; for Claude Code users, use ~/.claude/skills/serenity-skill/. Start a new session and invoke the skill using the client's skill command syntax.
Which AI clients support this agent skill?+
The skill has been verified with Codex CLI (v0.147.0) and designed for Claude Code. Any agent client that reads SKILL.md skill files and supports web search or data retrieval tools should be compatible, though installation paths vary by client.
Does Serenity-skill require API keys or market data subscriptions?+
The skill itself does not require API keys, but your agent client needs internet access and tools to retrieve regulatory filings, company announcements, earnings reports, and public disclosure documents. No proprietary market data subscription is included or required by the skill definition.
Is Serenity-skill free to use?+
Yes, Serenity-skill is released under the MIT license and is free to use. It provides research methodology and prioritization logic only—actual investment decisions, trading execution, and outcome responsibility remain entirely with the user.
What does Serenity-skill output look like?+
The skill generates prioritized research lists ranking 3-5 companies by supply-chain position, evidence strength, and risk factors. Output includes the bottleneck layer each company occupies, what evidence supports the thesis, what's missing, and specific next-step verification tasks like checking recent filings or customer announcements.
How do I install serenity-skill?+
Open the source repository on GitHub and follow its README. serenity-skill is a skill — MCP Agents Market links you directly to the official repo.
Is serenity-skill free?+
serenity-skill is an open-source project hosted on GitHub. Check the repository for its license and any usage requirements.