fund-advisor-strategy

What problem does it solve?

Fund advisors and investment researchers often spend hours manually on asset allocation scheme design, fund screening, portfolio risk-return diagnosis, and report generation, which is inefficient and prone to subjective errors. This skill automates these core fund advisor workflows to improve work efficiency and analysis consistency.

Core Features & Use Cases

• Asset Allocation Strategy: Supports strategic asset allocation (SAA) and tactical asset allocation (TAA) for different client risk profiles (conservative to aggressive).
• Fund Screening & Evaluation: Provides multi-dimensional fund evaluation metrics including return, risk, risk-adjusted returns, and manager stability to screen high-quality funds.
• Portfolio Diagnosis: Calculates comprehensive portfolio metrics such as annualized return, volatility, maximum drawdown, Sharpe ratio, and correlation matrix to identify portfolio risks and optimization space.
• Fixed Investment & Rebalancing: Designs optimized fixed investment plans and calculates rebalancing signals based on target allocation deviation thresholds.
• Real Data Integration: Connects to the Qieman (Yingmi) fund data API to fetch real fund NAV, performance, and market data for accurate analysis.
• Report Generation: Generates professional PDF analysis reports for fund portfolios with performance, risk, and investment suggestions.
• Use Case: A fund advisor can use this skill to quickly build a customized asset allocation plan for a new conservative client, or diagnose the risk exposure of an existing portfolio and generate a rebalancing proposal within minutes.

Quick Start

Use the fund-advisor-strategy skill to analyze the risk-return profile of my current fund holdings and generate a portfolio rebalancing plan.