fund-r9alpha-evaluation

What problem does it solve?

Investment researchers and fund analysts waste hours manually compiling scattered fund data, standardizing reports to R9Alpha's 10-dimension evaluation framework, and calculating complex risk/performance metrics for fund due diligence and client recommendations.

Core Features & Use Cases

• Multi-source Data Aggregation: Automatically pulls local fund holdings, risk metrics, and research memos, and fills missing data from public East Money fund pages.
• Standardized Report Generation: Produces both R9Alpha-compliant Excel evaluation drafts and structured Markdown deep analysis reports with 10-dimension scoring, SWOT analysis, and investment recommendations.
• Automated Metric Calculation: Computes core risk and performance indicators (Sharpe ratio, Sortino ratio, max drawdown, recovery days, monthly win rate) directly from raw NAV data.
• Use Case: A fund analyst needs to evaluate a new active equity fund for a high-net-worth client recommendation. This skill reduces report generation time from 4 hours to 10 minutes by auto-populating all required metrics and formatting per R9Alpha standards.

Quick Start

Use the fund-r9alpha-evaluation skill to generate a full R9Alpha evaluation report for fund code 519702, using the local template at ~/Desktop/基金评价底稿.xlsx and fetching missing data from East Money.