fof-fund-health-check
Specialized tool for FOF fund auditing, providing structured analysis and investment health diagnostics.
Install
mkdir -p .claude/skills/fof-fund-health-check && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/16363" && unzip -o skill.zip -d .claude/skills/fof-fund-health-check && rm skill.zipInstalls to .claude/skills/fof-fund-health-check
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
面向基金投研分析领域的FOF体检任务Skill，围绕「FOF基金体检助手」场景提供信息抽取、结构化分析与结果输出。Key capabilities
- →Extract core indicators (returns, risks, styles, holdings) and summarize them
- →Identify strengths/weaknesses and key driving factors
- →Hypothesize causes and assess impacts for abnormal fluctuations or structural changes
- →Output actionable follow-up suggestions and observation lists
- →Structure and analyze FOF fund metrics
How it works
It processes various financial documents and data to extract core indicators, identify driving factors, and assess abnormal changes, then outputs a structured analysis with suggestions.
Inputs & outputs
When to use fof-fund-health-check
- →Auditing FOF fund performance
- →Analyzing asset allocation metrics
- →Diagnosing investment risks
About this skill
FOF基金体检助手 Skill
数据来源
1. 输入类型
- 基金公告/定期报告/招募说明书/产品说明材料
- 净值与收益时间序列、持仓与资产配置披露
- 销售/服务记录、客户反馈与问答素材(如适用)
- 合规口径与品牌内容规范(如适用)
2. 主要数据要素
- 基金基础信息(名称、代码、类型、基准)
- 净值与收益序列(日/周/月)
- 持仓/资产配置披露(季报/年报)
- 基金经理履历、任职变动与风格标签
- 同类基准与同类排名数据
3. 质量要求
- 输入信息尽量完整，包含时间区间、基金代码与核心指标
- 若来自 OCR/截图，请尽量校对错字与断行
- 对于未披露的数据需明确标注“缺失/待补充”
核心能力
- 提取核心指标(收益、风险、风格、持仓特征)并进行结构化汇总
- 识别优势/短板与关键驱动因子，形成可追溯的分析链条
- 对异常波动或结构变化给出原因假设与影响评估
- 输出可执行的跟进建议与观察清单
输出结构
1. 基础字段
- skill
- domain
- scene
- input_summary
- key_findings
- data_quality
- limitations
2. 场景扩展模块(按需输出)
- analysis
- metrics
- diagnosis
- risks
- recommendations
使用示例
1. 安装依赖
pip install -r requirements.txt
2. 运行脚本
python scripts/main.py --input sample.txt --output-json result.json --output-md report.md
3. 输出示例
{
"skill": "FOF基金体检助手",
"domain": "投研分析",
"scene": "FOF体检",
"input_summary": {
"fund_code": "000000",
"fund_name": "示例基金",
"period": "2024Q4",
"data_coverage": "净值/持仓/披露/市场"
},
"key_findings": [
"关键结论1",
"关键结论2"
],
"data_quality": {
"has_text": true,
"text_length": 1200
},
"limitations": [
"仅基于输入信息形成初步判断"
]
}
注意事项与限制
- 仅对输入文本进行结构化与初步判断，不替代人工投研或合规结论
- 若缺少关键数据(持仓、基准、时间区间)，结果需明确提示不完整
- 输出建议应结合实际业务口径与监管要求复核
适用场景
- 业务条线: 投研分析
- 场景/能力: FOF体检
- 典型用户: 研究员、产品经理、渠道与客服、合规审查或内容运营人员
License
- 代码部分遵循 MIT License
- 数据来源与披露口径需遵循对应数据供应商与监管要求
When not to use it
- →When the output is a substitute for manual investment research
- →When the output is a substitute for compliance conclusions
- →When key data (holdings, benchmarks, time intervals) is missing
Limitations
- →Only performs structuralization and preliminary judgment based on input information
- →Does not replace manual investment research or compliance conclusions
- →Results will indicate incompleteness if key data is missing
How it compares
This skill automates the extraction and structured analysis of FOF fund data, providing a systematic health check that complements manual investment research by offering data-driven insights and follow-up actions.
Compared to similar skills
fof-fund-health-check side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| fof-fund-health-check (this skill) | 0 | 5mo | Review | Intermediate |
| quant-analyst | 103 | 3mo | No flags | Advanced |
| stock-analyzer | 71 | 2mo | Review | Beginner |
| creating-financial-models | 36 | 8mo | Review | Advanced |
Try saying
Example prompts that trigger this skill in your AI assistant.
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