sector-rotation

Analyze A-share sector performance using profitability, momentum, and capital flow metrics.

Updated Jun 30, 2026
One-click install
npx skills add https://github.com/0xZKnw/vibe-trading-tap --skill sector-rotation-0xzknw
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: sector-rotation
Source: https://github.com/0xZKnw/vibe-trading-tap/tree/main/agent/src/skills/sector-rotation
Command: npx skills add https://github.com/0xZKnw/vibe-trading-tap --skill sector-rotation-0xzknw

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas.

What problem does it solve?

This skill addresses the complexity of market timing and asset allocation by providing a systematic framework to identify high-potential sectors based on fundamental and quantitative indicators.

Core Features & Use Cases

  • Multi-dimensional Scoring: Evaluates sectors using profitability, momentum, valuation, and capital flow metrics.
  • Chain Analysis: Maps industry relationships to identify lead-lag effects across upstream, midstream, and downstream segments.
  • Use Case: Investors can use this to generate a monthly sector rotation report, identifying which industries to overweight or underweight based on current market sentiment and economic data.

Quick Start

Run the sector rotation analysis to generate a report on current A-share sector rankings and allocation suggestions.

Frequently Asked Questions about sector-rotation

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

FAQPage Schema
How do I identify A-share sector rotation opportunities using quantitative analysis?

A-share sector rotation analysis uses a multi-factor framework evaluating profitability, momentum, valuation, and capital flows to systematically identify high-potential sectors for asset allocation. It maps industry chain relationships to pinpoint upstream and downstream lead-lag effects, supporting monthly investment decisions.

What is the best way to map industry chain transmission effects for market timing?

Mapping industry chain transmission effects involves analyzing quantitative rankings of market indicators to identify lead-lag relationships across upstream, midstream, and downstream segments. This data-driven approach helps investors pinpoint which industries to overweight or underweight based on current economic data.

Does this sector rotation analysis require pandas for processing market indicators?

Yes, pandas is required for quantitative ranking and data processing of market indicators within this sector rotation analysis. The framework relies on it to compute multi-dimensional scoring across profitability, momentum, valuation, and capital flow metrics.

Can I generate a monthly sector rotation report for A-share asset allocation?

You can generate a monthly sector rotation report that provides allocation suggestions by running the multi-factor analysis. This report identifies current A-share sector rankings and recommends which industries to overweight or underweight based on market sentiment.

How do multi-factor investment models evaluate sector performance?

Multi-factor investment models evaluate sector performance by scoring profitability, momentum, valuation, and capital flow metrics. This data-driven approach generates quantitative rankings of market indicators to highlight high-potential sectors and support systematic asset allocation decisions.