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fund-analysis

基金分析与筛选:晨星评级/夏普比率/信息比率、Sharpe风格箱分析、风格漂移检测、基金经理评价、FOF组合构建、ETF选择

56

Quality

64%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

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tessl review fix ./agent/src/skills/fund-analysis/SKILL.md
SKILL.md
Quality
Evals
Security

Quality

Content

63%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

The body delivers highly actionable, well-sequenced analytical methodology with concrete formulas and thresholds, but it is a monolithic inline document with time-sensitive examples and no progressive disclosure to separate reference files.

Suggestions

Move time-sensitive data (ETF sizes, the specific worked fund example with manager/date/scale) into a separate references file or a clearly marked '示例(时点数据,需更新)' section to avoid penalizing conciseness.

Split the metric reference tables and ETF comparison into one-level-deep reference files (e.g. references/metrics.md, references/etf-comparison.md) linked from SKILL.md to improve progressive disclosure.

Add an explicit validate→fix→retry checkpoint in the screening workflow (e.g. re-run style regression when R² < 0.8 before accepting a fund) to push workflow clarity toward the top anchor.

DimensionReasoningScore

Conciseness

The body is dense, mostly lean reference data (formulas, thresholds, index codes) assuming Claude's competence, but it inlines time-sensitive figures (e.g. ETF '规模 800亿+', the worked example '张坤 任职 2018-01-05...规模450亿') outside any deprecated section, which the rubric penalizes.

3 / 5

Actionability

Concrete, specific guidance throughout — exact formulas, '优秀阈值' cutoffs, a regression specification for style analysis, and a gated five-step screening framework — giving actionable direction despite the near-absence of runnable code (acceptable for an instruction skill).

4 / 5

Workflow Clarity

Multi-step processes are clearly sequenced with checklist gating (Step 1–5 fund screening, Step 1–4 FOF construction with rebalancing and 监控预警 triggers), with only minor validation gaps and no explicit validate→fix→retry feedback loop.

4 / 5

Progressive Disclosure

Section structure is clear (概述/核心概念/分析框架/输出格式/注意事项/依赖), but no bundle files exist and substantial reference material (metric tables, ETF comparison, output template) is inlined in a single ~270-line SKILL.md rather than split into one-level-deep references.

3 / 5

Total

14

/

20

Passed

Description

66%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

The description is specific and rich in natural domain keywords with a clear 'what', but it omits any explicit 'Use when' trigger guidance, which caps completeness at 3 and leaves it just below the top anchors.

Suggestions

Add an explicit 'Use when...' clause, e.g. 'Use when the user asks to screen or evaluate funds, build a FOF portfolio, pick ETFs, or assess fund-manager style drift.'

Rephrase the capability list with verb forms (e.g. '筛选基金、评估绩效、检测风格漂移、构建FOF组合、选择ETF') to lift specificity toward the top anchor.

Include a couple of colloquial user triggers such as '选基金' or '基金定投' to broaden trigger-term coverage.

DimensionReasoningScore

Specificity

The description lists eight concrete capabilities ('晨星评级/夏普比率/信息比率、Sharpe风格箱分析、风格漂移检测、基金经理评价、FOF组合构建、ETF选择') but presents them as noun phrases rather than verb-form actions, leaving a minor gap versus the verb-action anchor at 5.

4 / 5

Completeness

The 'what' is clear and comprehensive ('基金分析与筛选:...'), but there is no 'Use when...' clause or equivalent trigger guidance, capping completeness at 3 per the rubric guideline.

3 / 5

Trigger Term Quality

Strong domain keywords a Chinese fund-analysis user would naturally say (夏普比率, Sharpe风格箱, 风格漂移, FOF组合, ETF, 基金经理) are present, but common colloquial triggers like '选基金' or '基金定投' are missing.

4 / 5

Distinctiveness Conflict Risk

The fund-analysis niche with distinctive triggers (FOF组合构建, Sharpe风格箱, 风格漂移) is clearly demarcated, with only minor overlap risk against a generic investment/stock-analysis skill.

4 / 5

Total

15

/

20

Passed

Validation

93%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation15 / 16 Passed

Validation for skill structure

CriteriaDescriptionResult

frontmatter_unknown_keys

Unknown frontmatter key(s) found; consider removing or moving to metadata

Warning

Total

15

/

16

Passed

Repository
HKUDS/Vibe-Trading
Reviewed

Table of Contents

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