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fund-diagnosis-3.10

Analyze fund quarterly reports to track top 10 holding changes and evaluate manager strategy.

31|4|Updated Jun 13, 2026
Search Tags:#investment research#fund analysis#quarterly report#industry allocation#holding diagnosis#manager strategy
One-click install
npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill fund-diagnosis-3-10
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fund-diagnosis-3.10
Source: https://github.com/r9412460971-cloud/OPC-skill/tree/main/skills/fund-diagnosis-3.10
Command: npx skills add https://github.com/r9412460971-cloud/OPC-skill --skill fund-diagnosis-3-10

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Manually tracking fund quarterly holdings to evaluate manager strategy is time-consuming and prone to missing key shifts in holding concentration, turnover rhythm, or industry allocation trends. This Skill automates the full analysis of past quarterly report data to help investors quickly understand a fund manager's investment style and strategy effectiveness.

Core Features & Use Cases

  • 8-Quarter Holding Tracking: Automatically aggregates and displays changes to a fund's top 10 holdings over 8 consecutive quarters to identify core long-term positions and short-term tactical adjustments.
  • Strategy Effectiveness Assessment: Evaluates manager performance across holding stability, industry rotation timing, turnover control, and risk management to generate a star-rated effectiveness score.
  • Comparative and Focused Analysis: Supports comparing holding strategies between two funds or focusing analysis on specific industries (e.g., pharmaceuticals, new energy) to meet targeted research needs.
  • Use Case: An investor holding a hybrid fund can use this Skill to diagnose if the manager has a stable long-term strategy or frequent style drift, to decide whether to maintain or adjust their position.

Quick Start

Use the fund-diagnosis-3.10 skill to analyze the fund with code 519702.

Frequently Asked Questions about fund-diagnosis-3.10

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

FAQPage Schema
How do I analyze fund quarterly holdings to evaluate manager investment strategy?▼

Analyzing fund quarterly holdings involves tracking top 10 holding changes over 8 consecutive quarters to assess manager strategy effectiveness, holding stability, and industry rotation timing. This process generates a structured diagnostic report with concentration analysis and a star-rated effectiveness score.

What is fund holding diagnosis and when do I need it?▼

Fund holding diagnosis is the process of evaluating a fund manager's investment style by tracking quarterly report data for holding concentration and turnover rhythm. You need it when deciding whether to maintain or adjust a fund position due to suspected style drift or strategy inconsistency.

Can I compare holding strategies between two different funds?▼

Yes, comparative analysis between two different funds is supported to evaluate differences in holding strategies. You can also focus analysis on specific industries like pharmaceuticals or new energy to meet targeted investment research needs.

How do I track industry rotation timing in a fund's quarterly report?▼

Tracking industry rotation timing requires aggregating quarterly report data to monitor shifts in the top 10 holdings across 8 consecutive quarters. This reveals short-term tactical adjustments and helps evaluate the manager's timing effectiveness.

Does fund holding diagnosis work for assessing long-term position stability?▼

Yes, holding stability assessment is a core function that identifies core long-term positions by tracking top 10 holdings over 8 quarters. It distinguishes between stable long-term strategy and frequent style drift.

What's the best way to diagnose a hybrid fund manager's style drift?▼

Diagnosing style drift requires automated analysis of quarterly holdings to evaluate holding stability, turnover control, and risk management. This generates a star-rated effectiveness score to determine if the manager maintains a consistent investment approach.

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