fund-active-research

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.