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当用户需要在基金场景中完成投顾组合诊断助手相关任务时使用本技能,适用于组合诊断及相关分析、生成、审阅请求。 用户提到「组合诊断」「投顾组合」「组合体检」或需要输出结构化中文结论、模板和配套脚本时,应优先触发。
Passed 15 of 22 test cases with the skill, and 10 of 22 without it.
and 4 more in the full report
5 fixed10 passed either way7 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 5 test cases the skill fixed. Same model, same prompt, with and without the skill.
我是一名投顾经理,明天要向客户(C2谨慎型,持有‘稳健双利组合’)解释为什么近期组合收益回撤了3.2%。请帮我编写一份直接发给客户微信阅读的沟通解释文案,阐述回撤原因并给出接下来的应对建议。
| Checked | Without skill | With skill |
|---|---|---|
| Includes an explicit notice specifying that the text is a draft requiring formal internal compliance review. | Missed | Passed |
| Separates confirmed facts regarding historical performance from advisory opinions on strategy. | Passed | Passed |
The instructions your model reads when the skill loads.
本技能用于支持基金业务中的组合诊断工作,重点解决「对投顾组合的收益来源、风险暴露、适配性和持仓结构进行诊断并输出中文结论。」这类任务。输出默认使用中文,要求结构清楚、证据边界明确,并能被投研、产品、销售、投顾或合规团队直接复用。
优先输入包括:
可选增强输入包括:
当输入不完整时,必须先列出缺失材料,再基于现有信息输出阶段性判断,不得编造未确认事实。
test cases passed, vs 10 / 22 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.