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Kang Jian
Kang Jian

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I Tried Using AI to Replicate Buffett, Munger, Duan Yongping for Stock Analysis

Seriously, I’m done with buying stocks based on gut feelings 😭

Always chasing highs and selling lows, falling asleep the moment I look at financial reports, relying on pure superstition for analysis...

Until I stumbled upon this open-source project ai-berkshire 👇

It uses Claude Code to replicate the investment logic of Buffett, Munger, Duan Yongping, and Li Lu!

Four AI masters simultaneously auditing your portfolio—can you believe it? 🤯


What Can It Actually Do?

Simply put: treat yourself as a fund manager, and let four AI Agents analyze companies the way Buffett and his peers would

Then cross-validate, challenge each other’s arguments, and finally deliver a composite score 📊

Here’s a breakdown of the core features 👇

1️⃣ Four Masters in Parallel

  • Buffett Agent: Focuses on moat strength + financial stability

  • Munger Agent: Specializes in finding pitfalls, reverse thinking + psychological biases

  • Duan Yongping Agent: Evaluates business models and corporate culture

  • Li Lu Agent: Calculates circle of competence + long-term compounding

Each Agent scores independently, and a final arbiter Agent reconciles conflicting views

It’s like hiring four analysts for a meeting—without paying salaries 😂

2️⃣ Real-World Test on Apple (AAPL)

I imported 2024 financial data and got the following output:

  • Buffett: 82 ✅ Strong moat, buyable but wait for a pullback

  • Munger: 68 ❌ Over-reliant on iPhone, AI narrative too optimistic

  • Duan Yongping: 90 🔥 Great business, fair price

  • Li Lu: 75 ⚖️ Suitable for long-term holding, watch for antitrust risks

Arbiter Conclusion: 78, recommended position size no more than 15%, wait for PE below 25x

Honestly, this is far more professional than my own analysis...

3️⃣ Multi-Agent Parallel Mechanism

The core code lives in orchestrator.py, using asynchronous parallelism to run all four Agents

In real tests, Claude Sonnet 4 took 45 seconds, while serial execution would take 2.5 minutes

But ⚠️ Pitfall Warning: Claude API has rate limits and tends to stall during peak hours!

4️⃣ Open Source and Free, but High Barrier to Entry

Requires Python 3.10+, Claude Code or Codex access

Suitable for value investors with programming skills and quantitative researchers

Not a silver bullet ❌ It won’t make you money, but it can systematize your research process and reduce emotional interference


Real User Experience

👍 Pros: Reduces subjective bias, transparent analysis logic, customizable Agents

👎 Cons: Relies on API stability, high token consumption (~30k tokens per analysis), unsuitable for short-term trading

Who Is It For?

  • Value investors who know Python

  • Retail investors looking to systematize their research

  • Tech enthusiasts curious about AI + finance crossover

Not for: Beginners, day traders, or anyone who doesn’t want to deal with code


Summary

ai-berkshire is not a stock-picking miracle tool—it’s a research framework

It translates the thinking models of Buffett and others into executable code

Use it as a supplementary tool for investment research, but don’t expect it to make you rich 🚀

Want to know how to configure Claude Code? There’s a full tutorial on my profile.

Drop a comment and share what AI stock tools you’ve tried!

AIInvesting #ValueInvesting #Buffett #QuantitativeInvesting #Claude #OpenSource #StockAnalysis #TechInvestor

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