portfolio-alert-narrator

This skill monitors fund NAV anomalies by pulling recent net value history and announcement data via qieman MCP, distinguishing between individual fund factors and systemic issues to produce structured impact analysis and ready-to-use communication templates for investor inquiries.

The best way to generate customer communication scripts for fund dividend announcements is to classify the dividend event, evaluate its specific impact on the client's portfolio, and output both passive and proactive notification templates with short-term and mid-term predictions.

No, you cannot use this to analyze broad market-wide events. The skill is explicitly designed to exclude system-wide market event interpretation, focusing solely on individual fund drawdowns, NAV anomalies, dividends, and manager updates.

The fund monitoring process requires pulling recent NAV history and announcement data via the qieman MCP data tools, and can optionally enrich context by integrating gildata-aidata tools for supplementary fund detail analysis.

To explain a fund manager change to clients with actionable advice, the skill identifies the manager update trigger, assesses the potential impact on fund strategy, and generates structured next-step guidance alongside ready-to-use communication templates for direct client delivery.