fund-selection-criteria

Name: fund-selection-criteria
Availability: InStock
Author: orientpine

Rank mutual funds and ETFs using a Core-Satellite scoring framework.

33|10|Updated Jan 6, 2026

Search Tags:#investment #portfolio #scoring #risk #allocation #funds #core-satellite

Ready to run

npx skills add https://github.com/orientpine/honeypot --skill fund-selection-criteria

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: fund-selection-criteria
Source: https://github.com/orientpine/honeypot/tree/main/plugins/investments-portfolio/skills/fund-selection-criteria
Command: npx skills add https://github.com/orientpine/honeypot --skill fund-selection-criteria

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This framework provides a structured approach to fund selection by applying a core-satellite scoring model that balances cost, performance, and size to support disciplined portfolio construction.

Core Features & Use Cases

Scoring-driven selection: A formal rubric that weights expense, 3-year performance, and assets under management to rank funds.
Core-Satellite framework: Guidance on allocating core market-tracking funds versus satellite thematic holdings for balance and growth.
Practical use cases: From fund_data.json filtering to selecting funds for diversified, risk-aware portfolios across regions.

Quick Start

Provide a ranked list of candidate funds from fund_data.json using the scoring rubric and return the top recommendations.

Frequently Asked Questions about fund-selection-criteria

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

FAQPage Schema

How do I score and rank mutual funds for portfolio allocation?▼

Score mutual funds for portfolio allocation by applying a structured rubric that weights expense ratios, 3-year returns, and assets under management. This generates a ranked list of candidate funds to support disciplined portfolio construction.

What is a core-satellite fund selection framework?▼

A core-satellite fund selection framework allocates core market-tracking funds alongside satellite thematic holdings. It balances cost, performance, and size factors to provide diversified, risk-aware portfolio recommendations.

How do I select ETFs across different regions using a scoring model?▼

Select ETFs across regions using a scoring model that evaluates expense ratios, 3-year returns, assets under management, and risk alignment. The model filters candidate funds and returns top recommendations with asset allocation guardrails.

Can I balance cost and risk when building an investment portfolio?▼

Balance cost and risk in an investment portfolio by applying a core-satellite scoring framework. It evaluates expense ratios and risk alignment alongside performance and size factors to output actionable fund recommendations and allocation guardrails.

What data do I need to evaluate fund performance and expense ratios?▼

Evaluate fund performance and expense ratios using structured fund data containing expense ratios, 3-year returns, assets under management, and risk alignment metrics. The scoring model filters this data to rank candidate funds for portfolio construction.

When should I use a scoring rubric instead of manual fund selection?▼

Use a scoring rubric instead of manual fund selection when building diversified portfolios across asset classes and regions. The structured model ensures disciplined evaluation of cost, performance, and size factors to generate risk-aware fund recommendations.