whereismyai
AI Berkshire
AI Berkshire is an investment research framework using AI agents to conduct value-investing analysis based on Buffett and Munger methods.
AI Berkshire is an investment research skill set compatible with Claude Code and Codex that operationalizes the methodologies of Warren Buffett, Charlie Munger, Duan Yongping, and Li Lu. It runs parallel AI agents to perform deep company analysis, financial reviews, and industry screenings while applying structured anti-bias mechanisms and cross-verified financial data. Designed for investors who want actionable research reports rather than balanced AI summaries, the framework evaluates business quality, moats, management, and valuation. It supports inputs such as corporate filings and market data, and outputs structured research memos with clear buy, hold, or pass decisions.
AI Berkshire at a glance
- Best for: Finance, Researcher
- Runs on: macOS, Windows, Linux, API, CLI, open source
- Pricing: Free
- Released: April 2026
- Category: AI research tool
- Website: github.com/xbtlin/ai-berkshire
Key features
- Execute multi-agent parallel investment research teams
- Analyze companies using four master investor perspectives
- Screen industries with a multi-stage funnel approach
- Review primary financial reports like annual filings
- Calculate three-scenario valuations and reverse DCF
- Apply structured anti-bias and rapid veto mechanisms
- Track investment theses and portfolio drift
Use it for
- Conducting deep fundamental research on listed companies
- Analyzing quarterly earnings reports using primary filings
- Screening entire industries across supply chain segments
- Managing stock portfolios and tracking investment theses
Alternatives to AI Berkshire
- FinCatch Studio — Simulates forward scenarios and stress-tests financial models on primary facts.
- FinGPT — Access open-source financial language models and APIs at a low cost.
- HedgePick — Nine AI agents debate the bull and bear case for your trade.
- Clawock — It keeps an accumulating, verifiable record of agent decisions and outcomes without hand-tuning.
- AlphaGBM Skills — Integrates real-time market data and analysis into tools like Cursor and Claude Code.
- Trail — It connects market data and evidence to make investment judgments traceable and verifiable.
- TradingAgents A-Share — It features seven specialized A-share analysts and free direct data sources with no API key required.
- FinSight AI — It features recoverable long-running workflows and evidence-grounded hybrid retrieval.
- A-Stock Data — Provides structured, ready-to-use A-share market data for AI models without authentication.
- FinRL — Build trading agents with a unified Python framework and reusable strategy components.
- Daloopa — Extracts financials with source-linked data and cuts model building time by 70%.
- Tegus — Access 300,000+ expert transcripts and 4,000+ financial models in one platform.
All AI Berkshire alternatives