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fund-analysis

Analyze mutual funds, ETFs, and FOFs using performance metrics and style analysis.

1|Updated Jun 23, 2026
Search Tags:#financial analysis#asset management#portfolio construction#fund analysis#ETF selection
One-click install
npx skills add https://github.com/644408071-design/Kokpop --skill fund-analysis-644408071-design
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fund-analysis
Source: https://github.com/644408071-design/Kokpop/tree/main/agent/src/skills/fund-analysis
Command: npx skills add https://github.com/644408071-design/Kokpop --skill fund-analysis-644408071-design

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, scipy, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides a systematic assessment of fund performance, investment style, and management ability, enabling the construction of FOF (Fund of Funds) portfolios and selection of ETFs.

Core Features & Use Cases

  • Comprehensive Fund Analysis: Evaluate the performance, style, and management of public and private funds, ETFs, and FOFs.
  • Performance Metrics: Utilize metrics like Sharpe ratio, information ratio, and Calmar ratio for performance assessment.
  • Style Analysis: Perform style box analysis and detect style drift for fund managers.
  • ETF Selection: Evaluate tracking efficiency and liquidity of ETF products.
  • FOF Portfolio Construction: Assist in asset allocation and rebalancing of FOF portfolios.
  • Use Case: Imagine you are a financial advisor looking for stock and mixed-type fund opportunities. Use this Skill to screen funds based on multiple dimensions like performance, risk, and style consistency.

Quick Start

Use the fund-analysis skill to generate a fund analysis report for '005827', including performance metrics and style analysis.

Frequently Asked Questions about fund-analysis

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

FAQPage Schema
How do I evaluate mutual fund performance and investment style?▼

Assess ETF selection efficiency by evaluating tracking efficiency and product liquidity. This process identifies optimal ETFs by measuring how closely a fund mirrors its underlying index while ensuring sufficient tradable volume.

What is the best way to construct a Fund of Funds portfolio?▼

Construct a Fund of Funds portfolio by applying comprehensive risk assessment and asset allocation strategies. This method enables portfolio managers to optimize fund selection and systematically rebalance holdings across various mutual funds and ETFs.

Does fund analysis require pandas and numpy for financial modeling?▼

Yes, fund analysis requires pandas, numpy, and scipy for data analysis and financial modeling. These libraries provide the necessary computational foundation to process historical returns and calculate advanced performance metrics accurately.

Can I detect fund manager style drift using quantitative metrics?▼

Detect fund manager style drift by conducting quantitative style box analysis over time. This technique reveals deviations from a manager's stated investment mandate by comparing historical asset allocations against expected benchmark characteristics.

What are the limitations of using the Calmar ratio for fund analysis?▼

The Calmar ratio in fund analysis is limited by its reliance on a short three-year lookback period for maximum drawdown. This constraint can underrepresent long-term downside risk during specific market cycles when evaluating fund performance.

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