xuying-fixedplus-monthly-report

What problem does it solve?

This Skill automates the generation and updating of 徐莹重点固收+产品月度运作解析月报 by extracting data from specified Excel sources and market weekly reviews, formatting a Markdown report that matches the established monthly report style.

Core Features & Use Cases

• Automated data extraction: pull metrics from the 产品运作概览 Excel including assets, leverage, duration, and equity/derivative weights.
• 风格分布 & market context: integrate 权益风格分布 and weekly market reviews to frame monthly narrative.
• 模板化产出: produce the 月度运作报告 in Markdown, ready for review or docx templating.
• Use case: When asked to generate/update 徐莹月度固收+产品运作解析, the skill will read data, map product names to Excel entries, and compose the report.

Quick Start

Provide the two Excel data source paths and I will generate the three sections and final Markdown report.