fund-screening SKILL.md skillA

fund-screening from belos-street/stock-analytics-agent is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add belos-street/stock-analytics-agent/fund-screening@git:20261021.33273d3

Pins git:20261021.33273d3 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
belos-street/stock-analytics-agent
Path
.agents/skills/fund-screening/SKILL.md
Versions recorded
2
Latest version
git:20261021.33273d3, committed Oct 21, 2026
First version recorded
May 11, 2026
Size
10,928 bytes
Repository stars
56
License
MIT

专业的基金筛选与投资建议工具,支持风险偏好、投资目标、投资期限等多维度筛选基金,生成结构化分析报告和配置建议。Invoke when user asks for fund screening, fund recommendations, or selecting funds based on risk appetite.

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

# 基金筛选与投资建议

## 技能核心定位

### 核心目标
为投资顾问生成专业的基金筛选、对比分析和个性化投资建议。支持根据风险偏好、投资目标、投资期限等多维度筛选基金,对比业绩、风险、持仓、基金经理等指标,生成结构化分析报告,提供配置建议和投资者画像匹配。

### 目标用户
- **新手投资者**:选择首只基金,不知如何下手
- **有经验投资者**:优化基金组合,寻找替代标的
- **主题投资者**:特定行业主题投资需求
- **风险规避者**:市场不确定性期间寻找稳健标的

### 技能边界

**可提供服务**:
- 多维度基金筛选(风险偏好、收益目标、期限)
- 基金业绩与风险指标分析
- 基金经理能力评估
- 基金持仓结构分析
- 投资者画像匹配
- 基金组合配置建议

**不可提供服务**:
- 具体买卖指令
- 承诺收益
- 预测基金净值
- 内幕信息

**输出口径(S6)**:所有结论统一为「预期差方向 + 正反双方论点 + 配置参考」,不使用收益承诺、概率承诺或买卖指令式措辞;推荐/配置比例均为触发条件下的**配置参考**。

---

## 筛选维度

### 1. 风险偏好匹配

| 风险偏好 | 基金类型 | 配置比例建议 |
|---------|---------|-------------|
| 保守型 | 货币基金、纯债基金 | 固收100% |
| 稳健型 | 债券基金、混合债基、宽基ETF | 固收70%+权益30% |
| 平衡型 | 混合基金、宽基指数基金 | 固收50%+权益50% |
| 积极型 | 股票基金、行业主题基金 | 权益70%+固收30% |
| 激进型 | 行业主题基金、成长股基金 | 权益100% |

> **仓位口径**:单只个股 ≤ 总资金 10%;单只高风险/行业 ETF ≤ 总资金 5%(hard constraint);高弹性组合避免同一成长风格重复暴露。三者是**不同层级约束**(个股上限 / 高风险ETF上限 / 组合风格去重),非同一口径,须分别校验。上表为**大类比例**参考(作者假设,按风险偏好分档),单只标的仍受上述硬约束。

### 2. 投资期限匹配

| 期限 | 风险承受建议 | 基金类型 |
|------|-------------|---------|
| 1年以内 | 低风险 | 货币基金、短债基金 |
| 1-3年 | 中低风险 | 纯债基金、混合债基 |
| 3-5年 | 中等风险 | 宽基指数、平衡混合 |
| 5年以上 | 中高风险 | 股票基金、行业主题 |

### 3. 收益目标匹配
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add belos-street/stock-analytics-agent/fund-screening@sha256:ce100e31631325b9

The line at the top of this page pins the label git:20261021.33273d3, 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_wa5xq5cavtpiq5vd.svg)](https://markdownregistry.com/a/art_wa5xq5cavtpiq5vd)

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

Versions

The registry has recorded 2 versions of this file, between May 11, 2026 and Oct 21, 2026, about one every 163 days.

versioncommittedcommitsizeaudit
git:20261021.33273d3 latest2026-10-21 33273d3 10,928 BA view · diff
git:20260511.ff2dbc02026-05-11 ff2dbc0 7,099 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 (10928 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

belos-street/stock-analytics-agent · 56 stars · license MIT · pushed 2026-10-21 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_wa5xq5cavtpiq5vd
GET https://markdownregistry.com/api/v1/resolve?ref=belos-street/stock-analytics-agent/fund-screening
GET https://markdownregistry.com/api/v1/blob/ce100e31631325b906c06c5615296f8e4bb75f8e2a6435fe9ac5c07026d067c2

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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