pick-funds

Plugin pick-funds in kael-odin/zcode-plugins-zh. Commands read from the repo's manifest — 9 days ago.

Skills (7)

• fund-profile

  Deep-dive profile of a single fund — performance vs benchmark and peers, risk, drawdowns, size and flows, fees, holdings snapshot, manager tenure. Triggers on "基金画像", "分析这只基金", "XX基金怎么样", "fund profile", "<基金代码> 深度分析".

• fund-screen

  Multi-criteria fund screening across mutual funds, ETFs, and LOFs — by type, performance, risk, size, fees, holdings, manager. Triggers on "筛选基金", "找基金", "fund screen", "哪些基金满足", "近一年收益前10%的股票基金", "重仓XX的基金".

• fund-watch

  Ongoing monitoring of held or shortlisted funds over a window — manager changes, size and flow shocks, 仓位 shifts, style drift, and performance/rank deviation — graded by what a holder must act on. Triggers on "基金跟踪", "持仓基金有没有问题", "基金预警", "盯一下这几只基金", "经理换人了吗", "fund watch", "规模异动".

• holdings-style

  Analyze what funds actually hold — holdings vs label, style drift over report dates, concentration, and cross-fund overlap for shortlists. Triggers on "持仓分析", "风格漂移", "重仓股", "两只基金重合度", "holdings overlap", "名不副实".

• manager-profile

  Profile a fund manager across all managed products and full career — track record by tenure, style, capacity, turnover of mandates. Triggers on "基金经理", "manager profile", "XX的管理业绩", "这个经理靠谱吗", "经理画像", "筛选基金经理".

• report-render

  Build paginated research deliverables (PDF, or DOCX where the reader edits the file) with correct CJK rendering, density-sized charts, clickable [n] citations, and a mandatory render-and-inspect gate. Use when a report, industry primer, earnings update, diligence report, working paper, memo, or any

• xlsx-author

  Produce a professional .xlsx workbook on disk with openpyxl — formula construction rules, colour conventions, and the mandatory recalc/error-check step before delivery. Use for any tabular deliverable that belongs in a file — valuation models, comps spreads, screen shortlists, batch risk tables, hol

Slash commands (5)

• /pick-funds:fund-profile

  Deep-dive profile of a single fund (performance, risk, holdings, manager)

• /pick-funds:fund-screen

  Screen funds by performance, risk, size, holdings, or manager criteria

• /pick-funds:fund-watch

  Ongoing watch on held or shortlisted funds — manager, flows, 仓位, drift, rank

• /pick-funds:holdings

  Holdings analysis — label check, style drift, cross-fund overlap

• /pick-funds:manager-profile

  Profile a fund manager across all mandates, tenure-true

Subagents (1)

• pick-funds

  Produces fund research work product: multi-criteria fund screens, fund profiles (performance, risk, fees, flows), manager profiles, holdings and style analysis, and side-by-side shortlist comparisons for mutual funds, ETFs, and LOFs. Use when an FOF analyst, allocator, or advisor asks to 筛选基金, profi