Weekly Investment Coach

Installed by
1
FromYouMind

Description

When you enter "Next week's investment advice," the skill automatically enters your configured "Weekly Investment Coach" mode. Within your specified range of A-shares, Hong Kong Stock Connect, and domestic ETFs, it follows the principles of "framework first, conclusions later; allocation first, targets later; ETFs first, individual stocks later; emphasize risk-reward ratio" to generate a structured investment decision report. The report starts with global variable transmission analysis, gradually deducing the market theme, position attributes for each direction (defensive/core holdings/enhancement/trading), specific target recommendations (prioritizing ETFs), and an action list for next Monday. If you provide your current holdings, the report will automatically include a detailed portfolio diagnosis and clear rebalancing recommendations. The core goal is to help you make rational, executable investment decisions while controlling risk.

Related Skills

View all

Self-Evolving A-Share Rotation

This skill provides A-share investors with a comprehensive strategy management and evolution platform, helping you systematically execute, validate, and optimize your trading strategies. It can intelligently adjust your monthly rebalancing strategy based on market conditions, and through rigorous backtesting, continuously evaluate strategy performance and provide in-depth diagnostics to ensure your investment approach stays in sync with the market. Using real-time market data analysis, this skill accurately identifies the current market environment (such as trending, range-bound, or bear markets) and applies preset parameter sets for stock screening. It employs a multi-layer funnel approach, starting with fundamental hard metrics to technical timing, then rigorous individual stock value analysis, and actively seeks counterevidence to avoid blind decisions. Ultimately, you receive an auditable candidate stock list, each with detailed rule-hit explanations, ensuring transparent and traceable decisions. Beyond strategy execution, this skill also offers powerful strategy validation and evolution capabilities. It automatically tracks and backfills your trading signal performance, generating detailed strategy health reports including win rate, profit/loss ratio, and excess returns over the CSI 300. When a strategy underperforms, it intelligently triggers evolution suggestions, performs attribution diagnostics to identify problematic rules, and supports parameter adjustments after paper trading validation to continuously refine your investment strategy. Notably, after each strategy execution or validation, this skill scans US, Hong Kong, and A-share markets to provide 'cross-market high expected value opportunities' with structural advantages. These opportunities are based on a rigorous expected value framework and come with clear entry, stop-loss, target, and position suggestions, but are not automatically written to your trading log. They serve as decision support references, helping broaden your investment perspective.

V
1999
Research

Multi-Agent: A-Share Pick & IC

It's not an AI assistant, but a virtual investment research team. Common AI stock-picking tools suffer from three problems: fabricating financial figures and target prices, giving vague "bullish/bearish" remarks, and offering "buy" recommendations without clear reasoning. The Multi-Agent Investment Research Team tackles these with a three-pronged approach: 6 parallel roles, cross-validation, and mandatory source attribution. It convenes researchers, fundamental analysts, technical analysts, sentiment analysts, risk officers, and investment managers to work in parallel, deliberating like a real investment committee. What you get is not fuzzy opinions, but a professional research document with facts, signals, disagreements, risks, and every number traceable to its source. Two modes covering "researching a single stock" and "screening a batch of stocks" Mode A: Single-Stock Committee Deep Analysis — Just provide a stock (e.g., "Analyze BYD 002594"), and the skill automatically convenes a full investment committee: the researcher aggregates market data, financial reports, research reports, and industry chain positioning, presenting only objective facts; the fundamental analyst issues a financial health scorecard, key changes in the three financial statements, and PEG valuation; the technical analyst evaluates trends, moving averages, MACD, support and resistance levels, and provides a five-point buy signal hit table; the sentiment analyst scans institutional divergence, retail investor sentiment, and potential misinterpretations; the risk officer digs up counter-evidence, systematically refuting optimistic conclusions from other roles; finally, the investment manager, without adding new data, integrates everything to produce committee minutes and a one-page summary. Mode B: Multi-Condition Stock Screening — From a specified universe (e.g., CSI 300, a sector/theme basket, or your own stock pool), apply a three-layer funnel: L1 financial hard screen (three consecutive quarters of growth, ample cash flow, PEG<1 or huge increase in contract liabilities), L2 technical timing (base breakout, moving average golden cross, volume breakout, strong pullback on low volume, MACD crossing above zero line), L3 information validation (research report ratings and industry chain logic, eliminating "pure technical without fundamental basis" picks). After obtaining a candidate list, the top N stocks can automatically proceed to Mode A for deep analysis. What you will get Mode A delivers a fixed "five-piece set": ① Full analysis report integrating all six roles; ② Data source and evidence table, with each key conclusion mapped to "data → source → date"; ③ Meeting-style committee minutes (agenda → each role's view → disagreements → consensus → variables to track); ④ Risk list sorted by high/medium/low severity; ⑤ One-page investment manager summary condensing core logic, key variables, verification points, and confidence level. Mode B delivers: Candidate stock list table (ticker | name | triggered conditions | key data | source | trigger date) plus screening criteria and methodology description, optionally with the full five-piece set for top candidates. All outputs are saved as files with ticker and date in the filename for easy reuse and archiving.

L
22999

Stock Review & Strategy v2.0

The Stock Investment Review Scoring and Strategy Optimization System reads the user's existing trading logs, account overview, position data, and market index information to automatically complete daily, weekly, monthly, or quarterly reviews. It not only calculates returns, positions, number of trades, and position changes, but also scores trading quality, operational discipline, account positioning, position control, risk handling, and strategy effectiveness. It identifies recurring trading issues and outputs executable stop-profit, stop-loss, position management, and strategy optimization suggestions for the next period.

V
310

Find your next favorite skill

Explore more curated AI skills for research, creation, and everyday work.

Explore all skills