Loading skill
Install any skill in seconds. Free to start, no credit card required.
Get Started Free →aifinlab/a-share-portfolio
A股投资组合管理/持仓分析。当用户说"组合分析"、"持仓分析"、"portfolio"、"我的持仓怎么样"、"帮我看看组合"、"仓位管理"、"组合优化"、"风险分析"、"再平衡"、"行业暴露"时触发。对用户提供的持仓组合进行全面分析，包括持仓集中度、行业/风格暴露、风险指标、收益归因、再平衡建议。通过 cn-stock-data 获取各持仓股的行情和财务数据。支持机构组合报告风格（formal）和个人持仓复盘风格（brief）。
Passed 4 of 9 test cases with the skill, and 5 of 9 without it.
and 3 more in the full report
6 fixed3 passed either way4 still failing9 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 6 test cases the skill fixed. Same model, same prompt, with and without the skill.
After reviewing my portfolio asset allocation, I want to check key support levels, candlestick patterns, and moving average trends for my position in 600036. Which supplementary skill should be called for technical price chart inspection?
| Checked | Without skill | With skill |
|---|---|---|
| Recommends linking to a-share-technical for technical chart and price analysis. | Missed | Passed |
The instructions your model reads when the skill loads.
SCRIPTS="$SKILLS_ROOT/cn-stock-data/scripts"
# 各持仓股行情
python "$SCRIPTS/cn_stock_data.py" quote --code [CODE1],[CODE2],[CODE3],...
# 各持仓股财务指标
python "$SCRIPTS/cn_stock_data.py" finance --code [CODE]
# 各持仓股K线（组合收益计算）
python "$SCRIPTS/cn_stock_data.py" kline --code [CODE] --freq daily --start [起始日期]
# 大盘指数（基准对比）
python "$SCRIPTS/cn_stock_data.py" kline --code SH000300 --freq daily --start [起始日期]
# 北向资金（外资对持仓的态度）
python "$SCRIPTS/cn_stock_data.py" north_flow
Step 1: 持仓信息确认
收集用户持仓信息：
| 代码 | 名称 | 持仓数量(股) | 成本价(元) | 买入日期 |
|---|
如果用户只给出股票代码和大致比例，也可以基于比例分析。
Step 2: 持仓快照
通过 cn-stock-data quote 获取最新行情，计算：
| 代码 | 名称 | 现价 | 成本价 | 持仓市值(元) | 占比(%) | 盈亏(%) | 盈亏额(元) |
|---|
汇总：总市值、总盈亏、加权平均收益率
Step 3: 组合特征分析
test cases passed, vs 5 / 9 without
Published skills whose descriptions closely match this one, with their headline benchmark lift.
More skills from the same source and nearby in the registry, with their headline benchmark lift.