sector-rotation-monitor SKILL.md skillA

sector-rotation-monitor from wonglaitung/fortune is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add wonglaitung/fortune/sector-rotation-monitor@git:20261103.b2d79fa

Pins git:20261103.b2d79fa in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
wonglaitung/fortune
Path
.opencode/skills/sector-rotation-monitor/SKILL.md
Versions recorded
1
Latest version
git:20261103.b2d79fa, committed Nov 3, 2026
Size
6,684 bytes
Repository stars
93
License
none declared

MUST USE when 定时分析港股“金融 vs 科技”轮动、恒指风格切换,或监控相对强弱/ 美债利率/人民币/南向资金并生成告警。触发词:轮动/金融科技/恒指风格/定时分析/ 监控/告警/金融跑赢/科技跑输/rotation monitor。只做状态监控,不预测涨跌, 不构成交易建议。.

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

# 金融 vs 科技轮动监控技能

> 目标:把“金融和科技会不会轮动”变成**每天可复算的状态表**,而不是拍脑袋。
> 一句话:**先定口径,再看相对强弱,最后看宏观触发;表格里每个数字都必须写清含义。**

## 何时用

- 每日/每周定时分析港股金融与科技的相对强弱;
- 回答“现在是不是该从金融切科技 / 科技切金融”;
- 监控美债 10Y、USD/CNY、HIBOR、南向资金是否出现轮动触发;
- 给邮件/报告生成“金融 vs 科技”监控段落。

不适用:个股基本面(走 `equity-analysis`);策略显著性/回测(走 `hypothesis-validation`);
指数权重/归因(走 `market-diagnostics`)。

## 快速运行

```bash
python3 scripts/rotation_monitor.py
python3 scripts/rotation_monitor.py --alert
python3 scripts/rotation_monitor.py --out output/rotation_monitor/latest.md
```

- `--alert`:有强标记时 exit 1,便于 cron/CI 发告警。
- 输出:`output/rotation_monitor/YYYY-MM-DD.md` + `.json`。
- 代码:`scripts/rotation_monitor.py`。

## 输出硬要求(用户指定)

**所有数字必须放在表格里,并同步解释含义。** 不允许只给一串数字。

必须至少有三张表:

### 1. 相对强弱
| 指标 | 数值 | 含义 | 当前读法 |
|---|---:|---|---|
| 金融篮子累计 | 例:+108.6% | 2020 以来等权金融股累计涨跌 | 金融长期占优 |
| 科技篮子累计 | 例:+53.3% | 2020 以来等权科技股累计涨跌 | 科技落后 |
| 20/60/120/252d 相对 | 例:+11.9% | 金融相对科技的超额 | 金融/科技/持平 |
| 相对强弱分位 | 例:100% | 当前相对强弱在 2020 以来历史位置 | 极值高位/中性/低位 |
| 60d 相关性 | 例:0.47 | 两篮子日收益同步度;越低越分散 | 低/中/高相关 |

### 2. 宏观与资金
| 指标 | 数值 | 含义 | 当前读法 |
|---|---:|---|---|
| 美债 10Y | 5.26% | 全球无风险利率锚;上行压科技估值 | 20d +51bp,利率上行 |
| USD/CNY | 6.654 | 人民币汇率;数值升=人民币贬 | 20d −0.8%,大致稳定 |
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wonglaitung/fortune/sector-rotation-monitor@sha256:b1d3adec56e023c1

The line at the top of this page pins the label git:20261103.b2d79fa, 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.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_h43kygki5n7ths22.svg)](https://markdownregistry.com/a/art_h43kygki5n7ths22)

1 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 1 version of this file, committed on Nov 3, 2026.

versioncommittedcommitsizeaudit
git:20261103.b2d79fa latest2026-11-03 b2d79fa 6,684 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (6684 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

GitHub

wonglaitung/fortune · 93 stars · license none declared · pushed 2026-11-07 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_h43kygki5n7ths22
GET https://markdownregistry.com/api/v1/resolve?ref=wonglaitung/fortune/sector-rotation-monitor
GET https://markdownregistry.com/api/v1/blob/b1d3adec56e023c1ea28bf8eb27e6146d910ac9ee85aa660f2490d6e1c12a471

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.

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AGENTS.md AGENTS.md file
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