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yingmi-skill

Screens funds, diagnoses portfolios, and generates wealth plans via Yingmi MCP tools.

Updated Jun 22, 2026
Search Tags:#financial data#backtesting#mcp tools#fund analysis#fund screening#portfolio diagnosis#wealth planning
One-click install
npx skills add https://github.com/sliec/shared-files --skill yingmi-skill-sliec
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: yingmi-skill
Source: https://github.com/sliec/shared-files/tree/main/skills/yingmi-skill
Command: npx skills add https://github.com/sliec/shared-files --skill yingmi-skill-sliec

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yingmi-skill-cli.

What problem does it solve? It gives users access to 57 atomic financial capabilities from the Yingmi (且慢) platform—fund screening, fund analysis, portfolio diagnosis, market briefings, and family wealth planning—without manually querying multiple data sources. ## Core Features & Use Cases - Fund Screening & Analysis: Search, filter, and compare funds by performance, risk, credit rating, turnover, and bond type, with Brinson/Campisi attribution and drawdown recovery metrics. - Portfolio Diagnosis & Backtesting: Diagnose holdings with correlation analysis, Monte Carlo simulation, and asset allocation radar charts. - Wealth Planning & Content: Run family financial health checks, goal calculations, cash flow analysis, and produce market morning briefs or advisor content. - Use Case: Ask "find bond funds with high credit ratings and no recent NAV alerts" and the skill routes to the fund-screener sub-skill, calls the relevant MCP tools, and returns a ranked recommendation list with disclaimers. ## Quick Start Ask the assistant to recommend a few low-drawdown bond funds using the yingmi-skill and it will route the request to the fund-screener workflow.

Frequently Asked Questions about yingmi-skill

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

FAQPage Schema
How do I screen and recommend funds with yingmi-skill?▼

Describe your criteria in natural language, such as fund type, return, or drawdown limits. The skill routes the request to the fund-screener sub-skill, which calls MCP tools like SearchFunds and filterBondFundByCreditRating, then returns ranked results with reasons.

How do I diagnose my fund portfolio for risk?▼

Provide your fund holdings and the portfolio-doctor sub-skill runs DiagnoseFundPortfolio, AnalyzePortfolioRisk, correlation analysis, backtesting, and Monte Carlo simulation. It outputs allocation, correlation, and drawdown metrics with optimization suggestions.

What do I need to install before using yingmi-skill?▼

You need the yingmi-skill-cli npm package installed globally, and its npm bin directory must be on your PATH. The skill invokes MCP tools through commands like yingmi-skill-cli mcp call <toolName>.

Does yingmi-skill provide investment advice?▼

No. It only uses public data returned by Yingmi MCP tools and attaches objective data evidence to results. Every output includes a standard disclaimer stating results are for reference only and do not constitute investment advice.

What happens when fund screening returns no results?▼

The fund-screener sub-skill runs an empty-result fallback algorithm that relaxes conditions before reporting nothing found. If results exceed 50 funds, it automatically tightens criteria to converge the list.

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