fund-diagnosis

Generate a structured Markdown diagnostic report for a single public fund.

580|66|Updated Apr 21, 2025
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill fund-diagnosis
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fund-diagnosis
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/investment-advisor/fund-diagnosis
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill fund-diagnosis

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps you answer综合性 questions about a specific public fund—what it is like, whether you should keep holding it, its risk-reward characteristics, manager capability, and holdings/performance—by producing a structured, data-backed Markdown diagnosis report.

Core Features & Use Cases

  • Single-fund end-to-end diagnosis: Generates a comprehensive report covering fund overview, stage performance, risk/reward metrics, manager analysis, holdings structure (asset allocation + top positions), and size change trends.
  • Decision-focused holding guidance: Summarizes strengths, risks, and provides an objective holding recommendation template with a clear disclaimer (not personalized investment advice).
  • Strict scenario scope: Triggers for generalized evaluation of one fund only, and avoids multi-fund comparison, screening, metric calculation, or backtesting/modeling.

Use Case Example: You ask about “XX fund worth buying?” or “Is XX fund suitable to keep holding?”, and the Skill returns a structured diagnostic report including performance tables, risk metrics, manager/strategy implications, and a holding recommendation with risk disclosure.

Quick Start

Ask: “帮我诊断一下 005827 这只公募基金怎么样,适不适合继续持有,并给出风险收益特征与持有建议。”

Frequently Asked Questions about fund-diagnosis

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

FAQPage Schema
How do I get a structured fund analysis report for a single public fund I am holding?

To get a structured fund analysis report, you provide the fund name or code to generate a comprehensive Markdown diagnosis covering performance, risk metrics, manager capability, and holdings structure. The report evaluates overall fund suitability and holding recommendations with a mandatory disclaimer.

What is included in a single fund diagnosis report for investment evaluation?

A single fund diagnosis report includes the fund overview, stage returns, dynamic drawdown, asset size trends, asset allocation, and top portfolio holdings. It also interprets performance and summarizes strengths and risks to provide objective holding guidance.

Can I use this fund diagnosis to compare multiple funds or screen for specific metrics?

No, this fund diagnosis explicitly excludes multi-fund comparisons, fund screening, specific metric computation, and backtesting. It is strictly designed to provide a generalized overall assessment and holding guidance for one specific public fund at a time.

How do I assess a fund manager's capability and risk-reward characteristics before buying?

You assess a fund manager's capability and risk-reward characteristics by extracting manager info and risk metrics like dynamic drawdown into a structured diagnostic report. This report interprets the manager's strategy implications alongside historical stage returns for objective evaluation.

Does the fund diagnosis report provide personalized investment advice?

No, the fund diagnosis report does not provide personalized investment advice. It delivers an objective holding recommendation template alongside a mandatory risk disclosure, explicitly stating the structured assessment is for evaluation purposes only.

What happens to the fund diagnosis report if specific financial data reports are missing?

If specific financial data reports are missing, the fund diagnosis report applies missing-data handling within its defined section structure. This ensures the Markdown output maintains its comprehensive format while accurately reflecting data availability for risk assessment.