What problem does it solve? Making rational fund investment decisions requires evaluating performance, risk, holdings, and style across many dimensions, which is time-consuming and error-prone without a structured framework. This Skill provides a systematic fund research and portfolio analysis workflow grounded in real-time valuation data. ## Core Features & Use Cases - Fund Research Framework: Evaluates fund type, scale, manager background, short/mid/long-term performance, alpha, drawdown, Sharpe ratio, holdings concentration, and style drift. - Portfolio Diagnosis: Assesses asset allocation, industry and style diversification, correlation, concentration risk, and liquidity constraints. - Wealth Planning & SIP Strategy: Matches allocations to risk profiles (conservative to aggressive) and designs dollar-cost averaging plans with entry frequency and profit-taking rules. - Use Case: A user holds three equity funds and wants to know if the portfolio is too concentrated. The Skill fetches real-time estimates via the a_share_market tool, checks holdings overlap, and produces a diagnostic report with rebalancing suggestions. ## Quick Start Analyze fund 005827 and give me a full evaluation report covering performance, risk metrics, holdings, and an investment recommendation.
