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fund-active-research

Generate Word investment research reports for Chinese public mutual funds.

31|4|Updated Jun 13, 2026
Search Tags:#performance analysis#investment report#mutual fund#financial advisor#fund research#active fund#holding analysis
One-click install
npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill fund-active-research
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fund-active-research
Source: https://github.com/r9412460971-cloud/OPC-skill/tree/main/skills/fund-active-research
Command: npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill fund-active-research

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, pandas, numpy, matplotlib, python-docx, beautifulsoup4, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill eliminates the tedious manual work of compiling professional active fund investment research reports for financial advisors, saving hours of repetitive data collection, quantitative analysis, and document formatting work.

Core Features & Use Cases

  • Automated Data Collection: Fetches fund basic information, historical NAV data, and quarterly holdings data from public East Money (天天基金网) APIs automatically.
  • Multi-dimensional Analysis: Performs performance attribution, risk metric calculation, holding concentration and sector distribution analysis, and peer fund comparison.
  • Professional Report Generation: Outputs structured 10+ page Word reports with embedded charts, investment ratings, and actionable recommendations for client communication or internal research.
  • Use Case: When a financial advisor needs to evaluate whether an active fund like 交银趋势优先 (519702) is suitable for client recommendation, this Skill generates a full due diligence report in 1-3 minutes without manual data compilation.

Quick Start

Use the fund-active-research skill to generate a complete investment research report for the active fund with code 519702 and save it to your reports folder.

Frequently Asked Questions about fund-active-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate active fund research report generation for Chinese mutual funds?▼

Automating active fund research report generation involves using Python to fetch East Money API data, calculate performance attribution and risk metrics, and export formatted Word documents with embedded matplotlib charts.

What is performance attribution analysis for mutual fund due diligence?▼

Performance attribution analysis for mutual fund due diligence uses historical NAV and quarterly holdings data to evaluate returns, assess holding concentration, and benchmark against peer funds for investment decisions.

Can I generate Word investment reports with embedded charts using Python pandas and matplotlib?▼

Generating Word investment reports with embedded charts is possible by processing data with pandas and numpy, visualizing with matplotlib, and structuring the final document using python-docx.

Does the fund research automation process support East Money APIs for holdings data?▼

The fund research automation process integrates East Money public APIs to automatically retrieve fund basic information, historical NAV data, and quarterly holdings data for comprehensive analysis.

What is the best way to evaluate active fund holding concentration and sector distribution?▼

Evaluating active fund holding concentration and sector distribution requires parsing quarterly holdings data via East Money APIs, calculating concentration metrics, and generating matplotlib visualizations for the report.

How long does it take to compile a professional fund investment report for client recommendations?▼

Compiling a professional fund investment report for client recommendations takes 1-3 minutes through automated East Money data fetching and analysis, eliminating hours of manual quantitative calculation and document formatting.

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