fund-multi-factor-filter

You screen mutual funds by describing your criteria in natural language, such as return rankings, maximum drawdown, or Sharpe ratio. The Skill translates your intent into a multi-dimensional filter, queries matching funds, and returns structured data with a brief investment logic report.

Yes, you can filter public mutual funds by fund manager experience and investment style. The screening supports constraints on manager tenure, assets under management, investment style, and representative funds alongside standard performance metrics.

The multi-factor screening supports equity, hybrid, fixed-income, and ETF fund types. You can apply asset allocation constraints including stock, bond, and cash weightings, as well as industry preferences and top ten holdings concentration.

To generate an investment report, input your natural language filters for excess return and volatility. The Skill parses the matching results and outputs a Top N results table with key metrics alongside a short investment logic commentary for quick review.

The fund screening tool works with multi-dimensional constraints on holdings and asset allocation. You can combine portfolio allocation limits with fund type, industry preferences, top ten holdings concentration, and risk metrics in a single natural language query.

Natural language fund screening requires translating your intent into a multi-dimensional filter, so highly ambiguous or contradictory constraints may yield imprecise results. It is designed for standard investor selection tasks across performance, risk, and allocation dimensions rather than niche alternative assets.