fund-selection-criteria
CommunityCore-satellite fund selection scoring framework
Authororientpine
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This framework provides a structured approach to fund selection by applying a core-satellite scoring model that balances cost, performance, and size to support disciplined portfolio construction.
Core Features & Use Cases
- Scoring-driven selection: A formal rubric that weights expense, 3-year performance, and assets under management to rank funds.
- Core-Satellite framework: Guidance on allocating core market-tracking funds versus satellite thematic holdings for balance and growth.
- Practical use cases: From fund_data.json filtering to selecting funds for diversified, risk-aware portfolios across regions.
Quick Start
Provide a ranked list of candidate funds from fund_data.json using the scoring rubric and return the top recommendations.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: fund-selection-criteria Download link: https://github.com/orientpine/honeypot/archive/main.zip#fund-selection-criteria Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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