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JacobHsu
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sector-rotation

Score Shenwan A-share industries by momentum, valuation, and capital flows.

Updated Apr 9, 2026
Search Tags:#sector-rotation#a-shares#industry-analysis#capital-flow#investment-framework#momentum-ranking#valuation-comparison
One-click install
npx skills add https://github.com/JacobHsu/vibe-trading-agent --skill sector-rotation-jacobhsu
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sector-rotation
Source: https://github.com/JacobHsu/vibe-trading-agent/tree/main/agent/src/skills/sector-rotation
Command: npx skills add https://github.com/JacobHsu/vibe-trading-agent --skill sector-rotation-jacobhsu

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Asset allocators lack a structured approach to weigh Shenwan industries across cyclical sentiment, momentum, valuation, and capital flow data, making rotation decisions reactive and unfocused.

Core Features & Use Cases

  • Scoring Framework: A 100-point industry health score that blends profit growth, acceleration, PMI, policy support, and valuation safety so each sector’s trend strength is comparable.
  • Momentum & Capital Flow Rankings: Price momentum calculations that skip short-term noise combine with ROE acceleration and capital flow ranks to highlight Top 5 overweights and Bottom 5 underweights.
  • Transmission & Comparison Logic: Upstream–downstream propagation rules, PE/PB/PEG/ROE comparisons, and ETF/large-trader flow signals explain why a shift benefits or penalizes specific nodes in the value chain.
  • Use Case: A portfolio manager leverages the framework to generate markdown tables showing the most compelling over- and under-weight recommendations across electronics, automotive, and real estate industries ahead of a quarterly rebalance.

Quick Start

Ask for the sector rotation ranking that scores Shenwan industries by profitability, momentum, valuation, and capital flow metrics.

Frequently Asked Questions about sector-rotation

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

FAQPage Schema
How do I score A-share sector rotation using momentum and valuation signals?▼

A-share sector rotation is scored using a 100-point framework that blends profit growth, acceleration, PMI, policy support, and valuation safety to make each Shenwan industry's trend strength comparable.

What's the best way to compare Shenwan industry weightings before a portfolio rebalance?▼

Comparing Shenwan industry weightings is best done by generating ranked tables of Top 5 overweights and Bottom 5 underweights based on multi-factor momentum, ROE acceleration, and capital flow ranks.

How do capital flows and upstream-downstream transmission logic affect industry rotation?▼

Capital flows drive industry rotation by propagating shifts through upstream-downstream value chains, where ETF and large-trader flow signals explain why specific nodes benefit or are penalized during a sector transition.

Can I evaluate A-share sectors without short-term price momentum noise?▼

Evaluating A-share sectors skips short-term noise by applying price momentum calculations that filter out daily volatility, combining these with PE, PB, PEG, and ROE comparisons for reliable allocation guidance.

When do I need a structured investment framework for A-share industry analysis?▼

A structured investment framework for A-share industry analysis is needed when asset allocators review Shenwan industries and require policy-aware risk signals combined with cyclical sentiment data to prevent reactive rotation decisions.

Does the sector rotation framework require specific macroeconomic data inputs?▼

The sector rotation framework requires macroeconomic data inputs including PMI metrics, ROE trends, and ETF flow data to deliver policy-aware risk signals and accurate valuation comparisons across cyclical sectors.

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