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fund-deep-research

Analyze fund performance, risk, holdings, and manager capability via MCP tools.

580|66|Updated Apr 21, 2025
Search Tags:#risk assessment#performance comparison#financial visualization#fund analysis#fund manager evaluation#portfolio holdings
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill fund-deep-research
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fund-deep-research
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/wealth-copilot/L2-5_diagnosis/fund-deep-research
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill fund-deep-research

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill turns a user’s question about a specific fund into a comprehensive due-diligence style report across performance, risk, holdings, and manager capability. It reduces the effort of manually gathering and correlating multi-dimensional fund data and visualizing key metrics.

Core Features & Use Cases

  • Multi-type fund analysis: Automatically selects analysis paths by fund type (equity, hybrid, bond, index) and compiles a structured diagnostic report.
  • Tool-driven data collection: Pulls performance, risk, holdings/allocations, and manager information from integrated MCP services and then synthesizes insights.
  • Mandatory visualization outputs: Produces performance comparison bars, allocation pie charts, and a 4-dimension radar chart to make findings easy to review.

Quick Start

Use the fund-deep-research skill to analyze the fund named "招商中证白酒指数A" and generate the full multi-dimensional diagnostic report with required charts.

Frequently Asked Questions about fund-deep-research

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

FAQPage Schema
How do I perform a comprehensive fund analysis on a single fund?▼

Comprehensive fund analysis is performed by running a due-diligence diagnosis that evaluates performance, risk, holdings, and fund manager capability to generate a structured report with visualizations.

Can I evaluate fund manager reliability across different fund types?▼

Fund manager evaluation is supported across equity, hybrid, bond, and index funds by automatically selecting the correct analysis path and synthesizing manager capability data into the diagnostic report.

What financial visualization charts are generated for portfolio holdings and risk assessment?▼

Financial visualization includes mandatory performance comparison bars, portfolio allocation pie charts, and a 4-dimension radar chart to illustrate risk assessment and holdings data.

Does fund deep research require specific data services for performance comparison?▼

Fund deep research requires orchestrating MCP tool calls to pull data from qieman and optionally gildata-aidata services for performance comparison and multi-dimensional analysis.

What is the best way to diagnose whether a specific fund is suitable for investment?▼

The best way to diagnose fund suitability is to query the fund by name and let the system normalize diagnosis scores across performance, risk, and manager capability to produce a due-diligence report.

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