product-operation-report
Community自动生成产品运作快照与波动解释
Finance & Accounting#data-integration#financial-analysis#python-scripts#investment-reporting#product-operations#volatility-explanation#equity-style-distribution
Authorxfs96192
Version1.0.0
Installs0
System Documentation
What problem does it solve?
自动化生成投资产品的标准化运作说明文本以及对近期波动的模板化解释,降低重复撰写工作量并提升一致性。
Core Features & Use Cases
- 快照生成:基于产品代码/名称与截止日期输出成立以来的年化收益率、久期、杠杆、权益仓位及权益风格分布等核心指标的单句摘要。
- 波动解释:结合阶段表现数据和市场信息,输出多段模板化文本,解释净值变动的原因及市场驱动因素。
- 数据源与扩展性:支持从产品运作表、持仓盈亏表以及基金分类数据中提取信息,并可通过脚本/新数据源进行扩展。
Quick Start
执行 python scripts/generate_report.py snapshot <产品代码或产品名称> <日期YYYYMMDD> 以生成快照文本。
Dependency Matrix
Required Modules
pandasopenpyxl
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: product-operation-report Download link: https://github.com/xfs96192/claude-config/archive/main.zip#product-operation-report Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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