🧪 Skills
Fund Advisor Pro
基金投资顾问。基金筛选、定投策略、资产配置、风险评估、收益计算、再平衡建议。Fund investment advisor with screening, DCA strategy, asset allocation, rebalancing.
v2.3.0
Description
name: Fund Advisor description: "基金定投顾问。定投计算（复利+真实年化）、收益模拟、资产配置、再平衡建议、止盈策略、基金类型科普。. Use when you need fund advisor pro capabilities. Triggers on: fund advisor pro." 基金投资顾问。基金筛选、定投策略、资产配置、风险评估、收益计算、再平衡建议。Fund investment advisor with screening, DCA strategy, asset allocation, rebalancing. 基金理财、定投计划、投资组合、资产配置。Use when making fund investment decisions.
fund-advisor
基金定投顾问。定投计算（复利+真实年化）、收益模拟、资产配置、再平衡建议、止盈策略、基金类型科普。
Commands
All commands via scripts/fund.sh:
| Command | Usage | Description |
|---|---|---|
invest |
fund.sh invest "月定投额" "年化收益%" "定投年数" |
定投收益计算 |
dca |
fund.sh dca "月定投额" "年化收益%" "定投年数" |
定投计算器（同invest，含复利+真实年化） |
compare |
fund.sh compare "金额" "年数" "收益率1%,收益率2%,收益率3%" |
多收益率对比 |
allocate |
fund.sh allocate "保守|稳健|激进" "总金额" |
资产配置建议（三种方案详细配置+金额） |
rebalance |
fund.sh rebalance "股票50000,债券30000,货币20000" |
再平衡建议（偏离目标配置时提醒调整） |
types |
fund.sh types |
基金类型科普 |
strategy |
fund.sh strategy "风险偏好" |
定投策略建议（保守/稳健/积极） |
help |
fund.sh help |
显示帮助信息 |
Examples
# 每月定投2000元，年化8%，定投10年
bash scripts/fund.sh invest 2000 8 10
# 定投计算器（同invest）
bash scripts/fund.sh dca 3000 10 20
# 月投1000，10年，对比5%/8%/12%
bash scripts/fund.sh compare 1000 10 5,8,12
# 10万元稳健型资产配置
bash scripts/fund.sh allocate 稳健 100000
# 持仓再平衡分析
bash scripts/fund.sh rebalance "股票50000,债券30000,货币20000"
# 查看基金类型介绍
bash scripts/fund.sh types
# 获取稳健型策略建议
bash scripts/fund.sh strategy 稳健
Reference
- 参考文档:
tips.md— 基金投资实用指南（定投策略、资产配置、避坑指南）
Notes
- 收益为理论模拟，不代表实际投资收益
- 纯本地计算，无需联网
- Python 3.6+ 兼容
- ⚠️ 基金有风险，投资需谨慎
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