read-macro

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

Skills (6)

• asset-allocation

  Cross-asset view assembled from what the data actually supports — equity via index valuation percentiles, rates, credit, commodities and FX via 同花顺 EDB series, macro state via the macro dashboard — derived from one macro thesis through named transmission chains, with an explicit falsifying signpost

• index-valuation

  Where an index's valuation sits inside its own history — PE/PB/PS with stated-window historical percentiles, weighted 成份股 earnings, and a 盈利 vs 估值 decomposition of a period's return. Triggers on "估值分位", "指数贵不贵", "沪深300 PE", "指数估值历史位置", "盈利与估值拆分", "index valuation", "valuation percentile".

• macro-dashboard

  Five-block read of the macro state — 增长 / 通胀 / 货币与流动性 / 信用 / 外部 — built from 同花顺 EDB series (`wind-economic`), each with its 口径, release lag, and next release date. Triggers on "宏观怎么看", "经济现在什么状态", "流动性松不松", "社融怎么样", "宏观仪表盘", "macro dashboard", "macro state".

• policy-tracker

  Tracks policy and industrial plans — 十五五规划、产业体系、地区产业口号、重点概念 — maps a named plan onto the industry-chain nodes it touches, and gathers implementation signals, separating a published plan target from our read of what it implies. Triggers on "十五五规划", "产业政策", "地方产业体系", "N+N 产业格局", "政策落地情况", "policy trac

• 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 (4)

• /read-macro:allocation

  Cross-asset views with a falsifying signpost each (no weights, no ratings)

• /read-macro:index-val

  Index valuation percentiles (PE/PB/PS) with stated window, plus 盈利 vs 估值 decomposition

• /read-macro:macro

  Five-block macro state read (增长/通胀/货币与流动性/信用/外部) with release lags

• /read-macro:policy

  Track policy and industrial plans, map them onto the industry chain, gather implementation signals

Subagents (1)

• read-macro

  Produces top-down macro and strategy work product — macro dashboards across 增长/通胀/货币与流动性/信用/外部, index valuation percentiles with 盈利 vs 估值 attribution, cross-asset views carrying falsifiable signposts, and policy and industrial-plan tracking. Use when a strategist, allocator, or PM asks 宏观怎么看、当前流动性环境