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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

61

Quality

77%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

Fix and improve this skill with Tessl

tessl review fix ./a_全网优秀资源/10_大模型/07_skill包/vibe_trading_skills/fund-analysis/SKILL.md

The canonical home for this skill is fund-analysis in HKUDS/Vibe-Trading

SKILL.md
Quality
Evals
Security

Quality

Content

71%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.

A dense, well-structured reference with genuinely specific A股 domain data, quantified thresholds, and clear multi-step frameworks. Its weaknesses are the absence of any progressive-disclosure file split (~270 lines all in SKILL.md) and the lack of executable code for the core computations.

Suggestions

Split heavy reference material into one-level-deep bundle files (e.g. references/etf-comparison.md, references/style-drift.md, references/manager-evaluation.md) and keep SKILL.md as a concise overview with clearly signaled links — this is the lowest-scoring dimension.

Add a short runnable snippet for the core computations (rolling-window style regression and T-M model) instead of only math formulas, since the skill already declares pandas/numpy/scipy dependencies.

Add explicit validation/feedback checkpoints to the workflows, e.g. what to re-check when R² < 0.70 or when tracking error exceeds the 2%/4% thresholds, to move workflow clarity from a static checklist to a validate-and-adjust loop.

DimensionReasoningScore

Conciseness

The body is dense and token-efficient — threshold tables, formulas, and A股-specific index codes (e.g. "沪深300价值 (399346)") with almost no prose padding or explanation of concepts Claude already knows — but the sample ETF comparison table and illustrative report could be trimmed or split out, keeping it below the lean anchor of 5.

4 / 5

Actionability

Concrete, quantified guidance throughout ("|Δβ| > 0.2 → 显著漂移", "R² > 0.85 → 风格明确", "日均成交额 > 1亿", per-step checklists, and an output report template), but executable guidance is limited: the only runnable code is "pip install pandas numpy scipy", and the core regression/T-M model computations are given as formulas rather than runnable snippets — minor gaps consistent with score 4.

4 / 5

Workflow Clarity

The five-step screening framework (硬指标过滤 → 绩效排序 → 风格验证 → 基金经理评价 → 费用检查) and four-step FOF construction are clearly sequenced with quantified checkpoints ("任一资产偏离目标权重 > 5% → 再平衡") and monitoring rules. This is an analytical skill with no destructive or batch operations, so the 3-cap does not apply; a 5 would require explicit validate→fix→retry feedback loops, which are absent.

4 / 5

Progressive Disclosure

The ~270-line body is well-sectioned with clear headers, but it is a single monolithic file with no bundle files at all — content that would fit separate references (the ETF comparison table, style-drift detection details, the full manager-evaluation framework, the sample report) is fully inlined. That sits above anchor 2 (which lacks organization) and below anchor 4 (which splits content appropriately across files).

3 / 5

Total

15

/

20

Passed

Description

75%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.

A specific, capability-rich description with strong natural trigger terms and a distinct fund-analysis niche. Its main weakness is the complete absence of a "when to use" clause, which caps completeness and leaves triggering to keyword inference.

Suggestions

Add an explicit trigger clause, e.g. "适用于用户要求分析或筛选基金、构建FOF组合、比较ETF、或评估基金经理时" (missing 'Use when' guidance caps completeness at 3).

Include common user synonyms such as "公募基金", "私募基金", "定投", and "基金评测/基金对比" to broaden natural trigger coverage.

State the output deliverable (e.g. 基金分析报告) so the "what" answers both the action and the artifact produced.

DimensionReasoningScore

Specificity

The description lists six concrete, named 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" — matching the anchor for multiple specific concrete actions with comprehensive coverage; score 4 would require a noticeable coverage gap, which is not present.

5 / 5

Completeness

The "what" is clear and detailed (analysis and screening with named sub-capabilities), but there is no "Use when..." clause or equivalent explicit trigger guidance, which the rubric instructs caps completeness at 3.

3 / 5

Trigger Term Quality

Good natural keyword coverage ("基金分析", "基金筛选", "ETF选择", "FOF组合") that a user asking about funds would plausibly say, but common variations and synonyms such as "公募基金", "私募基金", "定投", or "基金评测" are missing, placing it between the 3 and 5 anchors.

4 / 5

Distinctiveness Conflict Risk

Fund-specific niche vocabulary ("Sharpe风格箱", "FOF组合构建", "ETF选择", "风格漂移检测") carves out a clear niche with distinct triggers and minimal conflict risk; a 4 would require evidence of overlap with a closely related sibling skill, which is absent.

5 / 5

Total

17

/

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.

Validation — 15 / 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
charliedream1/ai_quant_trade
Reviewed

Table of Contents

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