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...
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
- Use source-backed content only.
- Prefer official and primary sources first, then mainstream media, then blogger views.
- If
web_searchis unavailable, continue viabrowser+web_fetch; do not stop. - If a source is blocked/paywalled, state it explicitly and switch to an alternate source.
- For each major claim, attach at least one URL.
Source Priority
Read references/sources.md and follow this order:
- Regulators/exchanges/official disclosures
- Financial reports and company announcements
- Authoritative finance media
- Well-known finance bloggers/opinion leaders (sentiment reference only)
Three Report Modes
Read references/report-template.md and render by mode:
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
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
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 suggestionwith explicit range (e.g., equity 55-65%)Top risks for next window(>=3)Personalized holdings actionsfor 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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