A-Share Fund Intel

Overview

This skill creates robust A-share and fund monitoring reports at fixed times: - Pre-open briefing (before 09:00) - Post-close review (after 15:00) - NAV/earnings confirmation report (after 21:00)

Inputs To Confirm

When first used, confirm these and persist in session memory: - Risk preference: conservative / balanced / aggressive - Position style: index funds / sector funds / mixed / stock-heavy - Watchlist: indices, sectors, funds, and key holdings - Delivery format: concise / detailed

If user did not provide a watchlist, use default broad market + mainstream fund buckets from references/sources.md. If user already provided holdings, read references/portfolio-current.md and treat it as highest-priority personalization input.

Data Collection Rules

1. Use source-backed content only.
2. Prefer official and primary sources first, then mainstream media, then blogger views.
3. If web_search is unavailable, continue via browser + web_fetch; do not stop.
4. If a source is blocked/paywalled, state it explicitly and switch to an alternate source.
5. For each major claim, attach at least one URL.

Source Priority

Read references/sources.md and follow this order: 1. Regulators/exchanges/official disclosures 2. Financial reports and company announcements 3. Authoritative finance media 4. Well-known finance bloggers/opinion leaders (sentiment reference only)

Three Report Modes

Read references/report-template.md and render by mode:

1. PRE_OPEN (before 09:00)
2. Overnight macro and policy signals
3. Futures/ADR/major index context
4. Today's A-share and fund key catalysts

5. Suggested opening risk posture and position tilt

6. POST_CLOSE (after 15:00)

7. Market breadth, turnover, northbound flow, sector rotation
8. Fund-relevant winners/losers and style shift
9. Bullish vs bearish factors from today's tape and news

10. Next-session position-adjustment playbook

11. NIGHT_CONFIRM (after 21:00)

12. Fund NAV/profit confirmation and attribution
13. Earnings/announcements impact scan
14. Policy/news digest after close
15. Risk check and next-day tentative allocation range

For all three modes, include a personalized holdings section: - Per-fund impact scan (event -> affected fund -> direction) - Per-fund action tag: increase / hold / reduce - Simple suggested allocation change range (percentage points)

Output Constraints

• Use the template structure and keep section titles stable.
• Include:
• Bullish factors (>=3)
• Bearish factors (>=3)
• Position suggestion with explicit range (e.g., equity 55-65%)
• Top risks for next window (>=3)
• Personalized holdings actions for each held fund
• Separate facts from opinions clearly.
• End with:
• This is not investment advice.

Trigger Phrases

This skill should activate when user asks for: - A-share/China market daily monitoring - Fund briefing or NAV confirmation report - Bullish/bearish signal summary for position adjustment - Timed finance reports (morning close night)