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skill-name-here

Generate structured wealth-management analysis using financial data from MCP services.

580|66|Updated Apr 21, 2025
Search Tags:#financial data#asset allocation#portfolio analysis#wealth management#mcp tools#risk disclosure#fund research
One-click install
npx skills add https://github.com/aliyun/qwen-dianjin --skill skill-name-here-aliyun
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: skill-name-here
Source: https://github.com/aliyun/qwen-dianjin/tree/main/DianJin-SKILLS/wealth-copilot/_template
Command: npx skills add https://github.com/aliyun/qwen-dianjin --skill skill-name-here-aliyun

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

该 Skill 通过按需调用金融数据服务，把用户的财富管理问题转化为可解释的数据分析与结构化输出，减少你在基金/资产配置/回测等环节的手工整理与信息缺口。

Core Features & Use Cases

  • 实时金融数据获取与诊断：基于基金搜索/诊断、个股与宏观/行业数据，为用户问题提供数据支撑。
  • 组合分析与资产配置方案：支持组合分析/回测思路与资产配置建议的结构化产出，并可配合图表渲染增强可读性。
  • 面向财富管理决策的流程化输出：从信息收集到工具调用、分析加工、按模板生成结果，输出包含清晰的结论结构与合规风险提示。

Quick Start

你可以直接告诉我你的投资目标、风险偏好和时间范围，并说明你想分析的标的或资产类别，我将调用相应的金融 MCP 工具获取数据并生成结构化的分析与方案。

Frequently Asked Questions about skill-name-here

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

FAQPage Schema
How do I generate structured asset allocation recommendations from financial data?▼

Asset allocation recommendations are generated by retrieving relevant financial data via MCP services, extracting user parameters, and running a stepwise analysis workflow to produce structured outputs with risk disclaimers.

Can I perform portfolio analysis and backtesting for wealth management queries?▼

Portfolio analysis and backtesting are supported by fetching underlying financial data through MCP tools, applying stepwise analysis workflows to generate structured results for banking, insurance, and securities scenarios.

What financial data is needed for fund research and diagnosis?▼

Fund research and diagnosis require specific fund identifiers and user investment context such as risk preference and time horizon, which are extracted as parameters to fetch relevant data via MCP services.

Does wealth management analysis output include risk disclosure?▼

Wealth management analysis outputs include an explicit risk disclaimer appended to the structured recommendations, ensuring compliance for banking, insurance, securities, and asset management scenarios.

How do MCP tools retrieve financial data for investment portfolio analysis?▼

MCP tools retrieve financial data through tool-directed fetching based on parameters extracted from user context, supporting fund search, individual stock data, and macro/industry data for portfolio analysis.

What is the best way to structure asset allocation planning for multiple fund categories?▼

Asset allocation planning is structured by collecting investment goals, fetching multi-category financial data via MCP services, and generating templated analysis outputs with readable charts and explicit risk disclaimers.

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