investment-simulation

What problem does it solve?

This Skill helps users estimate the probability distribution of future portfolio returns by running a multi-period Monte Carlo simulation and visualizing optimistic, neutral, and pessimistic outcomes.

Core Features & Use Cases

• Monte Carlo return simulation: Computes multi-period return distributions (e.g., 1/3/5 years) and key quantiles (5%/25%/50%/75%/95%).
• Scenario visualization (must-generate charts): Produces clear ECharts for three-scenario return comparison, allocation composition (pie chart), and win/loss probability analysis.
• Historical backtest reference: Optionally adds backtest and risk metrics to provide context for the simulated results.
• Use case: When a client asks how much they might earn (or lose) over different holding periods and what the probabilities look like, this Skill turns those questions into scenario charts and simple probability-to-money explanations.

Quick Start

Ask the agent: “Simulate my investment returns for an allocation of [fund/asset weights], with an amount of 20万 over 3 years, and show optimistic/neutral/pessimistic outcomes with win/loss probabilities.”