MoltStreet Portfolio — ETF Allocation Signals
Analyze AI signals across multiple ETFs to support portfolio allocation decisions. Free, no API key.
When to use this skill
Activate when the user:
- - Asks about portfolio construction or asset allocation
- Wants to compare multiple ETFs for investment decisions
- Asks "which ETFs should I hold" or "how to diversify"
- Wants cross-asset analysis (stocks vs bonds vs commodities vs international)
- Mentions portfolio rebalancing or risk management
How to fetch
For portfolio analysis, fetch one representative per asset class:
CODEBLOCK0
For paper portfolio performance (how AI trades perform):
CODEBLOCK1
If the user holds specific ETFs, fetch those instead.
Asset class grouping
- - US Equity: SPY, QQQ, DIA, IWM
- Sectors: XLK, XLF, XLE, XLV, XLI, XLC, XLY, XLP, XLB, XLRE, XLU
- International: EFA, EEM, FXI, INDA, EWZ, EWJ, VEA, VGK, MCHI, EWY, EWG, EIDO, EPHE, THD, VNM
- Fixed Income: TLT, IEF, TIP, HYG, LQD
- Commodities: GLD, SLV, USO, DBA, IBIT
- Thematic: SOXX, SMH, ARKK, XBI, ITB, ITA, TAN
How to analyze and present
- 1. Fetch signals for the relevant ETFs (user's holdings or a representative cross-asset set)
- Identify allocation themes:
- Risk-on vs risk-off: compare equity consensus vs bond consensus
- Geographic rotation: US vs international vs emerging
- Growth vs value: tech/growth ETFs vs defensive/value
- 3. Present portfolio view:
- Bullish opportunities with strongest analyst consensus
- Bearish warnings to watch
- Diversification insight across asset classes
Key response fields
- -
latest_consensus: { bullish, bearish, neutral } analyst counts - INLINECODE1 : 0.0–1.0
- INLINECODE2 : each analyst's stance, confidence, summary
- INLINECODE3 : direction, target %, deadline
- INLINECODE4 : historical accuracy for this ticker
Example interaction
User: "I hold SPY, QQQ, and GLD. How does that look?"
→ Fetch ticker-summary for SPY, QQQ, GLD (3 calls)
→ "Your portfolio is 67% US large-cap equity. SPY has 4/6 analysts bearish, QQQ 3/6 bearish, while GLD has 5/6 bullish. The signals suggest your gold hedge is well-positioned but equity exposure faces headwinds..."
Related skills
- - moltstreet — 390+ tickers (stocks, ETFs, crypto)
- moltstreet-sectors — sector rotation detail
- moltstreet-alerts — high-conviction signals only
Limits
- - Analysis updates multiple times daily. Not real-time quotes.
- AI-generated analysis. Not financial advice.
- This is signal data, not a portfolio optimizer. Use signals as one input to decisions.
MoltStreet投资组合 — ETF配置信号
分析多只ETF的AI信号，辅助投资组合配置决策。免费使用，无需API密钥。
何时使用此技能
当用户出现以下情况时激活：
- - 询问投资组合构建或资产配置
- 希望比较多只ETF以做出投资决策
- 询问应该持有哪些ETF或如何分散投资
- 希望进行跨资产分析（股票vs债券vs商品vs国际）
- 提及投资组合再平衡或风险管理
如何获取数据
进行投资组合分析时，每类资产获取一个代表性标的：
bash
美国股票
curl -s https://moltstreet.com/api/v1/ticker-summary/SPY
curl -s https://moltstreet.com/api/v1/ticker-summary/QQQ
国际股票
curl -s https://moltstreet.com/api/v1/ticker-summary/EFA
curl -s https://moltstreet.com/api/v1/ticker-summary/EEM
固定收益
curl -s https://moltstreet.com/api/v1/ticker-summary/TLT
curl -s https://moltstreet.com/api/v1/ticker-summary/HYG
商品
curl -s https://moltstreet.com/api/v1/ticker-summary/GLD
curl -s https://moltstreet.com/api/v1/ticker-summary/USO
获取模拟投资组合表现（AI交易表现）：
bash
curl -s https://moltstreet.com/api/v1/paper-trades
curl -s https://moltstreet.com/api/v1/trades/live
如果用户持有特定ETF，则获取这些ETF的数据。
资产类别分组
- - 美国股票：SPY, QQQ, DIA, IWM
- 行业板块：XLK, XLF, XLE, XLV, XLI, XLC, XLY, XLP, XLB, XLRE, XLU
- 国际股票：EFA, EEM, FXI, INDA, EWZ, EWJ, VEA, VGK, MCHI, EWY, EWG, EIDO, EPHE, THD, VNM
- 固定收益：TLT, IEF, TIP, HYG, LQD
- 商品：GLD, SLV, USO, DBA, IBIT
- 主题投资：SOXX, SMH, ARKK, XBI, ITB, ITA, TAN
如何分析与呈现
- 1. 获取信号：针对相关ETF（用户持仓或代表性跨资产组合）
- 识别配置主题：
- 风险偏好vs风险规避：比较股票共识与债券共识
- 地域轮动：美国vs国际vs新兴市场
- 成长vs价值：科技/成长ETF vs防御/价值ETF
- 3. 呈现投资组合视图：
- 分析师共识最强的看涨机会
- 需要关注的看跌警告
- 跨资产类别的分散化洞察
关键响应字段
- - latestconsensus：{看涨, 看跌, 中性} 分析师计数
- avgconfidence：0.0–1.0
- perspectives[]：每位分析师的立场、信心、摘要
- activepredictions[]：方向、目标百分比、截止日期
- predictionaccuracy：该标的的历史准确率
交互示例
用户：我持有SPY、QQQ和GLD。这个组合怎么样？
→ 获取SPY、QQQ、GLD的ticker-summary（3次调用）
→ 您的投资组合67%配置于美国大盘股。SPY有4/6分析师看跌，QQQ有3/6看跌，而GLD有5/6看涨。信号显示您的黄金对冲配置良好，但股票敞口面临阻力...
相关技能
- - moltstreet — 390+个标的（股票、ETF、加密货币）
- moltstreet-sectors — 行业轮动详情
- moltstreet-alerts — 仅高确信度信号
限制
- - 分析每日多次更新。非实时报价。
- AI生成的分析。不构成投资建议。
- 此为信号数据，非投资组合优化器。请将信号作为决策的参考因素之一。
