fund-analysis

Analyze mutual funds, ETFs, and pooled vehicles by risk-adjusted performance and manager quality.

Updated Aug 27, 2026

Search Tags:#performance #finance #portfolio #etf #sharpe #information-ratio #fund-analysis

Ready to run

npx skills add https://github.com/prinzeval/Vibe-Trading --skill fund-analysis-prinzeval

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: fund-analysis
Source: https://github.com/prinzeval/Vibe-Trading/tree/main/VALENDATA/agent/src/skills/fund-analysis
Command: npx skills add https://github.com/prinzeval/Vibe-Trading --skill fund-analysis-prinzeval

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

基金分析与筛选，帮助投资者从众多基金中快速识别具备可持续超额收益潜力的对象，避免单凭历史收益做决策。

Core Features & Use Cases

对公募基金、私募基金、ETF等进行多维度绩效评估（含年化收益、夏普比率、信息比率、最大回撤、波动率等）并进行风格归因与漂移检测。
基金筛选与FOF组合构建：从风格、规模、管理人能力、费用结构等多维度筛选，并设计可执行的FOF配置。
基金经理与成本评估：评估基金经理的超额收益能力、管理费用与赎回条款，辅以费率与流动性分析。

Quick Start

将基金列表输入，即可输出筛选结果、风格归因与FOF再平衡建议。

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 using risk-adjusted metrics?▼

To evaluate mutual fund performance, apply risk-adjusted metrics like Sharpe ratio, Information Ratio, and maximum drawdown alongside annualized returns. This prevents relying solely on historical performance and systematically identifies funds with sustainable alpha.

What is style drift detection and when do I need it for ETF selection?▼

Style drift detection identifies when a fund's asset allocation diverges from its stated mandate. You need it during ETF selection and multi-asset screening to ensure portfolio consistency across different market regimes before constructing a FOF.

How do I construct a FOF portfolio from multi-asset screening results?▼

To construct a FOF portfolio, input your fund list to screen by style, scale, manager quality, and cost structure. The analysis outputs executable FOF allocation suggestions and rebalancing recommendations based on data-driven inputs.

Can I assess fund manager quality and fee structures for pooled vehicles?▼

Yes, you can assess fund manager quality by evaluating excess return capability alongside management fees and redemption terms. This cost and liquidity analysis applies to mutual funds, ETFs, and other pooled vehicles.

Does fund analysis work for screening ETFs across different market regimes?▼

Yes, fund analysis works for ETF selection across different market regimes by applying risk-adjusted performance metrics and style consistency checks. It evaluates how pooled vehicles perform under varying market conditions.