🧪 Skills

Ashare Fund Intel

Produce scheduled A-share and fund intelligence reports with bullish and bearish signals, source-backed analysis, and position-adjustment suggestions. Use wh...

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Description


name: ashare-fund-intel description: Produce scheduled A-share and fund intelligence reports with bullish and bearish signals, source-backed analysis, and position-adjustment suggestions. Use when user asks for China market/fund daily briefs, timed reminders, or risk-based portfolio adjustment input.

A-Share Fund Intel

Overview

This skill creates robust A-share and fund monitoring reports at fixed times:

  • Pre-open briefing (before 09:00)
  • Post-close review (after 15:00)
  • NAV/earnings confirmation report (after 21:00)

Inputs To Confirm

When first used, confirm these and persist in session memory:

  • Risk preference: conservative / balanced / aggressive
  • Position style: index funds / sector funds / mixed / stock-heavy
  • Watchlist: indices, sectors, funds, and key holdings
  • Delivery format: concise / detailed

If user did not provide a watchlist, use default broad market + mainstream fund buckets from references/sources.md. If user already provided holdings, read references/portfolio-current.md and treat it as highest-priority personalization input.

Data Collection Rules

  1. Use source-backed content only.
  2. Prefer official and primary sources first, then mainstream media, then blogger views.
  3. If web_search is unavailable, continue via browser + web_fetch; do not stop.
  4. If a source is blocked/paywalled, state it explicitly and switch to an alternate source.
  5. For each major claim, attach at least one URL.

Source Priority

Read references/sources.md and follow this order:

  1. Regulators/exchanges/official disclosures
  2. Financial reports and company announcements
  3. Authoritative finance media
  4. Well-known finance bloggers/opinion leaders (sentiment reference only)

Three Report Modes

Read references/report-template.md and render by mode:

  1. PRE_OPEN (before 09:00)
  • Overnight macro and policy signals
  • Futures/ADR/major index context
  • Today's A-share and fund key catalysts
  • Suggested opening risk posture and position tilt
  1. POST_CLOSE (after 15:00)
  • Market breadth, turnover, northbound flow, sector rotation
  • Fund-relevant winners/losers and style shift
  • Bullish vs bearish factors from today's tape and news
  • Next-session position-adjustment playbook
  1. NIGHT_CONFIRM (after 21:00)
  • Fund NAV/profit confirmation and attribution
  • Earnings/announcements impact scan
  • Policy/news digest after close
  • Risk check and next-day tentative allocation range

For all three modes, include a personalized holdings section:

  • Per-fund impact scan (event -> affected fund -> direction)
  • Per-fund action tag: increase / hold / reduce
  • Simple suggested allocation change range (percentage points)

Output Constraints

  • Use the template structure and keep section titles stable.
  • Include:
    • Bullish factors (>=3)
    • Bearish factors (>=3)
    • Position suggestion with explicit range (e.g., equity 55-65%)
    • Top risks for next window (>=3)
    • Personalized holdings actions for each held fund
  • Separate facts from opinions clearly.
  • End with:
    • This is not investment advice.

Trigger Phrases

This skill should activate when user asks for:

  • A-share/China market daily monitoring
  • Fund briefing or NAV confirmation report
  • Bullish/bearish signal summary for position adjustment
  • Timed finance reports (morning close night)

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Compatible Platforms

Pricing

Free

Related Configs