sector-rotation

Analyze A-share sector performance using profitability, momentum, and capital flow metrics.

Updated Jun 30, 2026
One-click install
npx skills add https://github.com/0xZKnw/vibe-trading-tap --skill sector-rotation-0xzknw
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sector-rotation
Source: https://github.com/0xZKnw/vibe-trading-tap/tree/main/agent/src/skills/sector-rotation
Command: npx skills add https://github.com/0xZKnw/vibe-trading-tap --skill sector-rotation-0xzknw

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas.

What problem does it solve?

This skill addresses the complexity of market timing and asset allocation by providing a systematic framework to identify high-potential sectors based on fundamental and quantitative indicators.

Core Features & Use Cases

  • Multi-dimensional Scoring: Evaluates sectors using profitability, momentum, valuation, and capital flow metrics.
  • Chain Analysis: Maps industry relationships to identify lead-lag effects across upstream, midstream, and downstream segments.
  • Use Case: Investors can use this to generate a monthly sector rotation report, identifying which industries to overweight or underweight based on current market sentiment and economic data.

Quick Start

Run the sector rotation analysis to generate a report on current A-share sector rankings and allocation suggestions.

Frequently Asked Questions about sector-rotation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I identify A-share sector rotation opportunities using quantitative analysis?▼

A-share sector rotation analysis uses a multi-factor framework evaluating profitability, momentum, valuation, and capital flows to systematically identify high-potential sectors for asset allocation. It maps industry chain relationships to pinpoint upstream and downstream lead-lag effects, supporting monthly investment decisions.

What is the best way to map industry chain transmission effects for market timing?▼

Mapping industry chain transmission effects involves analyzing quantitative rankings of market indicators to identify lead-lag relationships across upstream, midstream, and downstream segments. This data-driven approach helps investors pinpoint which industries to overweight or underweight based on current economic data.

Does this sector rotation analysis require pandas for processing market indicators?▼

Yes, pandas is required for quantitative ranking and data processing of market indicators within this sector rotation analysis. The framework relies on it to compute multi-dimensional scoring across profitability, momentum, valuation, and capital flow metrics.

Can I generate a monthly sector rotation report for A-share asset allocation?▼

You can generate a monthly sector rotation report that provides allocation suggestions by running the multi-factor analysis. This report identifies current A-share sector rankings and recommends which industries to overweight or underweight based on market sentiment.

How do multi-factor investment models evaluate sector performance?▼

Multi-factor investment models evaluate sector performance by scoring profitability, momentum, valuation, and capital flow metrics. This data-driven approach generates quantitative rankings of market indicators to highlight high-potential sectors and support systematic asset allocation decisions.