claude

fund-investment-guide

FEDERATED - the claims inside are not verified by this repo. A Chinese fund and asset-allocation suite: fund health check, three-gate reviews for bonds, 可转债, commodities and REITs, an allocation skill, macro context and a master-panel discussion format, on invest-cli data with keys in the environment. Read-only. Installs disabled.

1 on GitHubMITupdated 1 month agofederated
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Plugin fund-investment-guide from marketplace fin-skills in howard-lynn-ye/fin-skills. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (10)

  • fund-investment-guide

    invest系列主入口。识别标的类型,路由到专业分析工具。覆盖个股(A股/港股/美股/机构深度)、基金、单一资产(债券/可转债/大宗商品含黄金十维度/REITs)、宏观与市场环境、机构级内容产出、资产配置、大师会诊;取数统一走 invest-cli(多源数据层:腾讯行情/腾讯微证券/同花顺/东财/yfinance/SEC EDGAR/FRED/Wind/盈米/天天基金官方 ttskill + argo 财经垂直源,quote/kline/westock/intent/info/datasources 统一入口)。 触发:「分析一下」「看看这个」「值得买吗」「这只怎么样」「资产配置」「大师怎么看

  • invest-allocation

    invest系列:资产配置。判断股债商比例是否合理,单一品种分析与组合配置相结合。 触发:「资产配置」「股债比例」「组合调整」「再平衡」「大类资产配置」「投资组合」

  • invest-analyst

    全能证券分析师工作台——把零散金融工具串成机构级工作流。覆盖个股IC研报、主题策略、事件驱动(电话会/业绩/政策/并购)、一致预期整合、行业比较、市场日报六大场景。 触发:「出一份茅台的IC报告」「写一份XX的行业深度」「XX业绩电话会纪要」「怎么看待XX政策/并购」「这个产业链有哪些标的」「分析师一致预期」「今天市场怎么样」「出个日报晨报」「这个投资论点怎么写」。 与invest系列区别:invest-stock/fund做「买不买」的判断,invest-analyst做「怎么写/怎么产出」的机构级内容交付。行业本身「是什么」走 taxue-industry,invest-analyst 做

  • invest-asset

    invest系列:单品种资产分析(债券/可转债/大宗商品/REITs)。判断一类资产是否值得配置或买入:同一套三关审查骨架,按资产类型加载专属细则。覆盖债券(利率债/信用债)、可转债、黄金/白银/原油等商品、公募REITs。 触发(债券):「债券」「国债」「利率债」「信用债」「城投」「金融债」「债市」「收益率」「久期」「信用利差」「票面利率」「债券值得买吗」 触发(可转债):「可转债」「转债怎么样」「可转债值得买吗」「分析这只可转债」「转股价值」「溢价率」「债底」「下修」「回售」 触发(商品):「黄金」「白银」「原油」「大宗商品」「大宗商品配置」「商品配置」「分析黄金」「白银怎么样」「原油值得

  • invest-cli

    投资分析 CLI — 数据获取 + 分析框架一体化,dual-mode 运行。 触发:「/cli」「/投资cli」「invest cli」「终端分析」「命令行分析」 或:「用cli分析」「终端查一下」「命令行看看」 命令入口:`invest-cli stock 600519`(PATH 无 invest-cli 时兜底:`"$HOME/.local/bin/invest-cli" stock 600519`——wrapper 优先用 skill 自带 venv,含 yfinance)

  • invest-discuss

    大师会诊——4种投资视角×3档深度,多视角审视标的,发现单一视角的盲区。 触发:「帮我看看这个能不能买」「这个标的怎么样」「多几个角度看看」「大师怎么看」「圆桌」「会诊」

  • invest-fund

    invest系列:基金分析。判断单一基金产品是否值得买入或持有:了解策略吗?能持续跑赢吗?成本合理吗?覆盖主动基金、ETF、指数基金、QDII。分析交付物含基金体检报告与同经理多基金对比报告,数据走官方 ttskill 管线。 触发:「分析这只基金」「基金体检」「基金诊断」「基金分析报告」「这只基金怎么样」「同经理几只基金选哪个」「基金经理哪只产品好」「基金怎么选」「基金筛选」「ETF怎么样」「基金值得持有吗」「基金经理靠谱吗」「选哪只基金」

  • invest-macro

    invest系列:宏观与市场环境分析。评估全球流动性、美股情绪、加密底部信号,判断当前市场环境对风险资产是否友好。 触发:「流动性」「美联储」「缩表」「TGA」「SOFR」「MOVE」「日元套利」「钱紧不紧」「市场环境」 「美股情绪」「NAAIM」「市场过热」「恐惧贪婪」「仓位管理」「市场风险」「比特币抄底」「BTC底部」「MVRV」「抄底」

  • invest-stock

    invest系列:统一个股分析。覆盖A股/港股/美股,自动匹配分析模式。 快速判断:「分析这只股票」「看看XX公司」「这只股怎么样」「该不该买」「要不要卖」 美股量化:「分析AAPL」「美股」「NVDA」「价值投资」「ROE」「护城河」 深度研报:「深度分析」「DCF」「估值分析」「写个投资备忘录」「机构怎么看」「可比公司」「IC Memo」

  • invest

    invest系列主入口。识别标的类型,路由到专业分析工具。 触发:「分析一下」「看看这个」「值得买吗」「这只怎么样」「资产配置」「大师怎么看」「债券」「流动性」「市场环境」「比特币抄底」

View source on GitHub

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