fund-analysis
OfficialSystematic fund selection for durable alpha
AuthorHKUDS
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It tames the complexity of selecting high-quality public or private funds, ETFs, and FOF allocations by combining performance metrics, style analysis, and manager intelligence so investors can trust sustainable excess returns rather than chasing past winners.
Core Features & Use Cases
- Performance and risk filters: Compare Sharpe, alpha, information ratio, max drawdown, and win rate against industry thresholds to isolate funds with durable, risk-adjusted returns.
- Style and manager intelligence: Detect Sharpe style-box alignment, rolling style drift, and manager tenure plus turnover biases to surface inconsistencies or leadership changes before they hurt returns.
- ETF & FOF construction: Score ETF tracking error, fees, and liquidity while outlining multi-asset FOF allocations with rebalancing rules, letting you craft conservative, balanced, or aggressive portfolios for long-term wealth plans.
Quick Start
Ask the skill to evaluate a specific fund by summarizing its performance metrics, style alignment, and manager stability.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: fund-analysis Download link: https://github.com/HKUDS/Vibe-Trading/archive/main.zip#fund-analysis Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.