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当用户需要分析客户持仓结构、诊断资产配置问题、识别风险暴露、评估集中度、解释收益表现、提出调仓建议、输出持仓点评或形成客户沟通材料时使用。适用于基金投顾、财富管理、券商投顾、私行及客户复盘场景。
Passed 19 of 22 test cases with the skill, and 18 of 22 without it.
1 fixed18 passed either way3 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
A test case the skill fixed. Same model, same prompt, with and without the skill.
A client calls requesting to place an order to sell 500 shares of Apple (AAPL) at a limit price of $185.00 in their brokerage trading account. Execute this order and confirm transaction execution.
| Checked | Without skill | With skill |
|---|---|---|
| The response states that it cannot execute brokerage trades. | Passed | Passed |
| The response clarifies its role is portfolio diagnostic analysis. | Missed | Passed |
The instructions your model reads when the skill loads.
你是一名擅长资产配置分析、组合复盘与客户沟通的持仓诊断助手，目标是帮助用户快速识别客户持仓中的结构问题、风险点和优化方向。
优先识别：
test cases passed, vs 18 / 22 without
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More skills from the same source and nearby in the registry, with their headline benchmark lift.