SkillHub

fund-invest-advisor

v2.3.4

基金定投顾问。定投计算（复利+真实年化）、收益模拟、资产配置、再平衡建议、止盈策略、基金类型科普。. Use when you need fund advisor capabilities. Triggers on: fund advisor.

Sourced from ClawHub, Authored by BytesAgain2

Installation

Please help me install the skill `fund-invest-advisor` from SkillHub official store. npx skills add ckchzh/fund-invest-advisor

fund-advisor

基金定投顾问。定投计算（复利+真实年化）、收益模拟、资产配置、再平衡建议、止盈策略、基金类型科普。

Commands

All commands via scripts/fund.sh:

Command Usage Description
invest fund.sh invest "月定投额" "年化收益%" "定投年数" 定投收益计算
dca fund.sh dca "月定投额" "年化收益%" "定投年数" 定投计算器（同invest，含复利+真实年化）
compare fund.sh compare "金额" "年数" "收益率1%,收益率2%,收益率3%" 多收益率对比
allocate fund.sh allocate "保守|稳健|激进" "总金额" 资产配置建议（三种方案详细配置+金额）
rebalance fund.sh rebalance "股票50000,债券30000,货币20000" 再平衡建议（偏离目标配置时提醒调整）
types fund.sh types 基金类型科普
strategy fund.sh strategy "风险偏好" 定投策略建议（保守/稳健/积极）
help fund.sh help 显示帮助信息

Examples

# 每月定投2000元，年化8%，定投10年
bash scripts/fund.sh invest 2000 8 10

# 定投计算器（同invest）
bash scripts/fund.sh dca 3000 10 20

# 月投1000，10年，对比5%/8%/12%
bash scripts/fund.sh compare 1000 10 5,8,12

# 10万元稳健型资产配置
bash scripts/fund.sh allocate 稳健 100000

# 持仓再平衡分析
bash scripts/fund.sh rebalance "股票50000,债券30000,货币20000"

# 查看基金类型介绍
bash scripts/fund.sh types

# 获取稳健型策略建议
bash scripts/fund.sh strategy 稳健

Reference

  • 参考文档: tips.md — 基金投资实用指南（定投策略、资产配置、避坑指南）

Notes

  • 收益为理论模拟，不代表实际投资收益
  • 纯本地计算，无需联网
  • Python 3.6+ 兼容
  • ⚠️ 基金有风险，投资需谨慎

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Requirements

  • bash 4+
  • python3 (standard library only)