sector-rotation SKILL.md skillA
sector-rotation from weaxs/stock-analysis-plugin is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add weaxs/stock-analysis-plugin/sector-rotation@git:20261020.e0e15e2Pins git:20261020.e0e15e2 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- weaxs/stock-analysis-plugin
- Path
skills/sector-rotation/SKILL.md- Versions recorded
- 1
- Latest version
- git:20261020.e0e15e2, committed Oct 20, 2026
- Size
- 5,778 bytes
- Repository stars
- 37
- License
- MIT
行业ETF轮动研究：核对SSRN 4280640论文规则，复核预测分布集中度与历史配权，评估轮动对现有策略的增益。提供确定性计算与配权分项回测，不生成深度模型预测或实盘买卖计划。.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# 行业 ETF 轮动研究 用于研究一组行业 ETF 的周度轮动，以及它是否值得补充现有趋势、题材或组合策略。市场由用户指定，允许跨市场；论文的美国样本不构成插件市场限制。 实现状态：**共享Python数值计算与配权分项回测已实现，论文完整训练与信号模型未实现**。MUST 将“原文已披露规则”“尚未披露的实现细节”“插件的跨市场扩展”分别说明。MUST NOT 声称已经严格复现论文或重现其收益。 ## 1. 明确要改善什么 - 行业配置：比较不同 ETF 的取舍、空仓和资金分配。这是与现有能力最直接的补充。 - 热点题材：`hot-theme` 判断板块强度与催化，不能用本论文证明其预测能力得到改善。 - 个股趋势：`bull-trend` 的月度持有与本论文的周内清仓时钟不同。MUST NOT 自动把轮动筛选叠加为个股买入过滤器。 - 单股回测：`strategy-backtest` 的单标的 YAML 不能代表跨 ETF 共享资金组合。 仅问是否有用时，结合上述区别回答；无独立对照证据时，结论为“有能力补充价值，收益增益未证实”。 ## 2. 核对论文与数据 研究具体规则、复现、模型预测或交易时，MUST 先读取 [论文规则、缺项与输入格式](references/strategy_rules.md)。严格复现所需的损失函数或参数缺失时，列出缺项，停止生成模型信号；MUST NOT 自选参数并冠以原策略名称。 用户提供代码即可通过现有 `get_kline` 获取整个池的 daily OHLCV，按研究区间加预热历史；行业归属、ETF身份、币种或复权未知时明确标记。没有代码时才需要确定标的池。MUST 保留整池成员、来源、实际区间及缺失项，不能静默删掉失败成员改变横截面。 跨市场时，分别记录交易所、时区、币种、当地交易日和周末决策截止时间；只使用截止时已发布的数据。共同资金研究还需要历史汇率、换汇成本及结算约束，数据缺失时停止组合收益计算。MUST NOT 将不同币种净值相加、把后收盘市场的数据用于早开盘市场的历史订单，或把本地周线按日期直接拼接后宣称无前视。 ## 3. 复核已披露计算 已有模型生成的 MC-dropout 样本或历史成交计数时，调用 `calculate_rotation_metrics(prediction_samples?, trade_counts?)`。Agent负责提供有来源的输入和解释结果，MUST 使用工具计算，不临场手算或重写算子。交易计数可直接复用分项回测返回的 `trade_counts`；缺原模型预测时，MUST NOT 用动量、随机数或语言模型猜测代替。 - `confidence`：复核预测值在“中位数 ± 总体标准差”内的经验占比。 …
Read the whole file at its exact version.
How to install
mdr add weaxs/stock-analysis-plugin/sector-rotation@sha256:4bfbbbdde63945e4The line at the top of this page pins the label git:20261020.e0e15e2, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_5dtkajt4xj5f2m74)
2 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Oct 20, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (5778 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
weaxs/stock-analysis-plugin · 37 stars · license MIT · pushed 2026-10-31 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_5dtkajt4xj5f2m74 GET https://markdownregistry.com/api/v1/resolve?ref=weaxs/stock-analysis-plugin/sector-rotation GET https://markdownregistry.com/api/v1/blob/4bfbbbdde63945e4498aa3693af1bc6f43993234493822b00c4e531d25da56ce
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.
More from weaxs/stock-analysis-plugin
Every file in weaxs/stock-analysis-plugin