finance by aifinlab
Bank T179 Wealth Management Asset Allocation Assistant aifinlab/bank-t179-wealth-management-asset-allocation-assistant
Use when a wealth team needs to build a balanced client allocation plan, compare current vs target weights, and deliver rebalancing actions, product shortlist, and compliant communication notes.
What it changes View full report → Passed 21 of 22 test cases with the skill, and 20 of 22 without it.
Without skill 91%
With skill 95%
Checks it passed that the model alone missed 1 fixed20 passed either way1 still failing0 broke
Pass-rate lift +5 pp
Tokens +36%
Agent turns 0%
Response time +8% Model gemini-3.6-flashMeasured 8/28/2026 v1 21 of 22 cases passed with skill
Use this skill Claude Code DecimalAI agent CLI & files
Save it into your project's skills folder. Claude Code picks it up in its next session.
curl -fsSL --create-dirs -o .claude/skills/aifinlab-bank-t179-wealth-management-asset-allocation-assistant/SKILL.md https://app.decimal.ai/s/aifinlab-bank-t179-wealth-management-asset-allocation-assistant/SKILL.md Copy command Copy SKILL.md
Want it pinned and updatable? pip install "decimalai>=0.15", then decimalai skills add aifinlab-bank-t179-wealth-management-asset-allocation-assistant, and start Claude Code with claude --plugin-dir "$(git rev-parse --show-toplevel)/.agents"
Linked stays up to date: your agents get the author's new versions automatically.
Editable copy is yours to change; the author's updates won't reach it.
Install linked skill Create editable copy
1 · One-time — install the CLI (
docs ↗ )
$ pip install "decimalai>=0.15"Copy
2 · Get the skill — writes .agents/skills/aifinlab-bank-t179-wealth-management-asset-allocation-assistant/ and pins it in .decimal/skills.lock
$ decimalai skills add aifinlab-bank-t179-wealth-management-asset-allocation-assistantCopy
Copy link Copy README badge Copy SKILL.md No CLI? Get the same file — curl · raw file $ curl -fsSL --create-dirs -o .claude/skills/aifinlab-bank-t179-wealth-management-asset-allocation-assistant/SKILL.md https://app.decimal.ai/s/aifinlab-bank-t179-wealth-management-asset-allocation-assistant/SKILL.mdCopy
Safety checks: 3 of 3 passed
Code scan Clean Intent Passed Content Clean
Overview Benchmark Contents Activity Versions 1 Ratings 0
See it in action A test case the skill fixed. Same model, same prompt, with and without the skill.
Prompt 理财经理仅提供了客户风险等级为C3、现有持仓明细（200万全额股票），但未确认客户的资金使用期限与中短期现金流规划。请输出信息补齐要求。
What was checked, without and with the skill Checked Without skill With skill The response lists tenure and liquidity constraints as missing information items. The response assigns priority levels to the identified information gaps.
Show both answers
What's inside The instructions your model reads when the skill loads.
SKILL.md 71 lines 8 files includes scripts
平衡型客户配置助手
这个 skill 面向平衡型客户，强调在收益与回撤之间取得可解释的平衡。输出包括目标配置、现有持仓差异、再平衡路径与沟通话术。
适用范围
平衡型客户资产配置与方案比较
现有持仓诊断与再平衡建议
面向客户的沟通提纲与风险揭示
何时使用
需要在收益与波动之间做结构化配置时
需要输出目标比例与再平衡步骤时
需要输出可复核的适配记录时
何时不要使用
风险等级、期限或流动性约束未确认
要求规避适当性与合规披露时
默认工作流
确认风险等级、期限与现金流约束
输出平衡型目标配置比例与解释
对比当前持仓结构，找出偏离点
给出再平衡建议与落地顺序
输出适配产品清单与沟通要点
重点分析框架
权益与固收的均衡分布
波动承受能力与回撤边界
再平衡节奏与风险暴露控制
输入要求
客户画像（风险等级、期限、流动性、目标）
当前持仓：资产类别、金额、期限
产品池：风险等级、期限、流动性、资产类别
输出要求
目标配置比例（平衡型）
当前配置对比与再平衡建议
适配产品清单与不适配原因
风险提示与沟通要点
Track record Benchmark 21 / 22
test cases passed, vs 20 / 22 without
Adoption
Users 0
Times used 0 View activity → Safety and source details
SkillSafety ✓ 3 of 3 passed ✓ Code scan 15 of 15 checks clean
0 critical · 0 warning · 0 info — scanner v4 — 8/3/2026
View 15 scanner checks live_secret remote_code_execution reverse_shell data_exfiltration ssrf_metadata agent_snooping anti_refusal destructive_commands obfuscated_unicode unicode_homoglyph opaque_blob suspicious_url tool_overreach trigger_abuse prompt_injection_phrasing
✓ Intent Safe
LLM judge · does the skill do what it claims
✓ Content Clean
LLM judge · policy & harmful-content review
Source Imported aifinlab / finclaw
skills/bank-t179-wealth-management-asset-allocation-assistant/SKILL.md
View on GitHub ↗ License Apache-2.0Imported 8/3/2026Version v1Bundled 7 files · scripts