sector-rotation

Analyze A-share sector performance using earnings growth, momentum, and capital flow.

Updated Jul 8, 2026
One-click install
npx skills add https://github.com/hxhyyy/Vibe-Trading --skill sector-rotation-hxhyyy
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: sector-rotation
Source: https://github.com/hxhyyy/Vibe-Trading/tree/main/agent/src/skills/sector-rotation
Command: npx skills add https://github.com/hxhyyy/Vibe-Trading --skill sector-rotation-hxhyyy

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas.

What problem does it solve?

This Skill solves the challenge of identifying high-potential investment sectors in the A-share market by synthesizing complex financial data into actionable asset allocation advice.

Core Features & Use Cases

  • Multi-Dimensional Scoring: Evaluates sectors based on earnings growth, momentum, valuation, and capital flow.
  • Strategic Frameworks: Provides structured analysis of industry cycles, supply chain transmission, and valuation metrics.
  • Use Case: Use this tool to generate a monthly sector rotation report that ranks industries by sentiment and momentum to optimize your portfolio's overweight and underweight positions.

Quick Start

Run the sector rotation analysis to generate a report on current A-share industry performance and receive specific allocation recommendations.

Frequently Asked Questions about sector-rotation

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

FAQPage Schema
How do I analyze A-share sector rotation for portfolio allocation?

A-share sector rotation analysis evaluates industries using a multi-factor framework of earnings growth, momentum, valuation, and capital flow. It processes historical data with pandas to output actionable sector overweight or underweight suggestions for strategic asset allocation.

What factors drive quantitative sector rotation in the A-share market?

Quantitative sector rotation in the A-share market is driven by earnings growth, price momentum, valuation metrics, and capital flow. The framework synthesizes these dimensions to rank industry performance and identify specific investment opportunities.

Can I use pandas for quantitative ranking in A-share market analysis?

Yes, you can use pandas for quantitative ranking in A-share market analysis. The pandas library is required to process historical financial data and calculate the multi-factor scores used to evaluate sector performance and generate allocation recommendations.

How do I identify supply chain transmission effects for sector-specific investments?

To identify supply chain transmission effects for sector-specific investments, the multi-factor analysis framework evaluates industry cycles and capital flow. This structured approach maps transmission dynamics to pinpoint high-potential sectors for strategic asset allocation.

Does this sector rotation analysis support monthly industry cycle reporting?

Yes, this sector rotation analysis supports monthly industry cycle reporting. It generates structured reports ranking industries by sentiment and momentum to help optimize your portfolio's overweight and underweight positions over time.