bond-position-report

Community

Automate bond position weekly reports.

Authorxfs96192
Version1.0.0
Installs0

System Documentation

What problem does it solve?

该技能通过筛选买入交易、区分CD和其他债券、从Wind/iChoice获取久期,并输出符合二级台账格式的Excel周报,显著减少人工整理时间。

Core Features & Use Cases

  • 自动生成债券建仓周报,支持按日期生成,区分CD与其他债券,获取修正久期,导出两张工作表的Excel文件以便二级台账对接。
  • 典型使用场景包括:接到“生成债券建仓周报”或“建仓登记”等指令时触发报告生成。
  • 支持指令触发与手动日期输入两种工作流。

Quick Start

Run the report generator script with a date argument, for example, python scripts/generate_report.py 2026-01-30

Dependency Matrix

Required Modules

pandasopenpyxlEmQuantAPI

Components

scripts

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: bond-position-report
Download link: https://github.com/xfs96192/claude-config/archive/main.zip#bond-position-report

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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