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
- 1. Use source-backed content only.
- Prefer official and primary sources first, then mainstream media, then blogger views.
- If
web_search is unavailable, continue via browser + 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:
- 1. 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:
- 1.
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
- 2.
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
- 3.
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 / INLINECODE12 - 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 suggestion with explicit range (e.g., equity 55-65%)
-
Top risks for next window (>=3)
-
Personalized holdings actions for each held fund
- - Separate facts from opinions clearly.
- End with:
- INLINECODE18
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)
技能名称: ashare-fund-intel
详细描述:
A股基金情报
概述
本技能可在固定时间生成稳健的A股与基金监控报告:
- - 盘前简报(09:00前)
- 收盘复盘(15:00后)
- 净值/收益确认报告(21:00后)
需确认的输入项
首次使用时,请确认以下内容并持久化至会话记忆:
- - 风险偏好:保守型 / 平衡型 / 进取型
- 持仓风格:指数基金 / 行业基金 / 混合型 / 偏股型
- 关注列表:指数、行业、基金及核心持仓
- 交付格式:简洁版 / 详细版
若用户未提供关注列表,则使用references/sources.md中的默认大盘+主流基金池。
若用户已提供持仓信息,则读取references/portfolio-current.md,并将其视为最高优先级的个性化输入。
数据收集规则
- 1. 仅使用有来源支撑的内容。
- 优先采用官方及一手来源,其次为主流媒体,再次为博主观点。
- 若websearch不可用,则通过browser+webfetch继续执行,不得中断。
- 若来源被屏蔽或需付费,需明确说明并切换至替代来源。
- 每项主要论断至少附上一个URL。
来源优先级
读取references/sources.md并遵循以下顺序:
- 1. 监管机构/交易所/官方披露
- 财务报告及公司公告
- 权威财经媒体
- 知名财经博主/意见领袖(仅作情绪参考)
三种报告模式
读取references/report-template.md并按模式渲染:
- 1. PRE_OPEN(09:00前)
- - 隔夜宏观与政策信号
- 期货/ADR/主要指数背景
- 今日A股及基金关键催化剂
- 建议开盘风险姿态与仓位倾向
- 2. POST_CLOSE(15:00后)
- - 市场宽度、成交额、北向资金、板块轮动
- 基金相关涨跌榜及风格切换
- 今日盘面与新闻中的多空因素
- 下一交易时段调仓策略
- 3. NIGHT_CONFIRM(21:00后)
- - 基金净值/收益确认及归因分析
- 财报/公告影响扫描
- 收盘后政策/新闻摘要
- 风险检查及次日试探性配置区间
三种模式均需包含个性化持仓板块:
- - 每只基金影响扫描(事件 -> 受影响基金 -> 方向)
- 每只基金操作标签:增持 / 持有 / 减持
- 简单建议的配置变动范围(百分点)
输出约束
- 利好因素(>=3条)
- 利空因素(>=3条)
- 仓位建议,明确范围(例如:权益仓位55-65%)
- 下一窗口主要风险(>=3条)
- 每只持仓基金的个性化持仓操作
- 本内容不构成投资建议。
触发短语
当用户提出以下请求时,本技能应被激活:
- - A股/中国市场每日监控
- 基金简报或净值确认报告
- 调仓所需的利好/利空信号总结
- 定时财经报告(早盘/收盘/晚间)