portfolio-alert-narrator

What problem does it solve?

This Skill helps interpret abnormal fund movements (net value swings, dividend announcements, manager changes, and other key alerts) into clear, customer-friendly explanations and practical next-step guidance. It is designed to quickly respond when a client asks why their fund dropped or changed and what they should do, without turning it into a broad market-wide event analysis.

Core Features & Use Cases

• 異动信息采集与汇总：利用 qieman MCP 收集净值历史、公告列表与公告内容、基金详情，并对债基异动告警与跳水/异动次数进行补充判断。
• 異动类型识别：根据净值大跌/大涨、分红、基金经理变更、规模变动、暂停申购/赎回等触发条件归类异动事件。
• 原因分析与沟通话术生成：区分系统性与基金个别因素，并输出对客户的影响评估、短中期预判以及被动/主动告知两套沟通话术与行动建议。
• Use Case：当客户持有某只基金并看到净值出现明显波动或看到分红/经理更换公告时，生成一段易懂的解读、风险提示与可执行的应对建议，便于客服或投顾直接使用。

Quick Start

Use the portfolio-alert-narrator skill to generate an easy-to-understand explanation and customer-ready action plan for a specific fund’s recent abnormal NAV or announcement event.