a-share-action-router

把当日盘面工作包、组合工作包和用户约束合成留减清加顺序、仓位框架和次日执行剧本。适用于用户明确要处理持仓、想要调仓路径、或要从市场主线映射到组合动作的场景。

Security Scan

This is an instruction-only skill for routing A-share portfolio actions; its requirements and instructions are consistent with its stated purpose and it does not request credentials, installs, or external endpoints.

Purpose & Capability

Name and description match the SKILL.md: the skill synthesizes market and portfolio 'work packages' into ordered actions and next-day scripts. It does not request unrelated binaries, env vars, or installs, so the declared surface is proportionate to the stated purpose.

Instruction Scope

Instructions are specific and limited to processing market/portfolio inputs, classifying positions, producing triggers/kill-conditions and execution scripts. One minor ambiguity: it allows treating an undated holdings screenshot as 'current' if user timestamp is missing — the document correctly requires marking potential staleness, but users should be aware of the risk of acting on stale or sensitive screenshots.

Install Mechanism

No install spec and no code files — instruction-only. Nothing is written to disk or downloaded by the skill itself, which minimizes installation risk.

Credentials

The skill declares no required environment variables, credentials, or config paths and the instructions do not reference any secret or unrelated environment data. The absence of credential requests is appropriate for this advisory/planning skill.

Persistence & Privilege

always is false; agent invocation is allowed (default) but the skill does not request persistent privileges or modify other skills or system settings.

Assessment

This skill appears coherent and low-risk: it only provides instructions for generating portfolio actions from market and portfolio inputs and asks for no secrets or installs. Before using it, ensure the market/portfolio data you provide is fresh and redact account-identifying details from screenshots. Because the skill may treat an undated holdings screenshot as 'current' (while noting possible staleness), verify timestamps yourself. Finally, do not give the agent any brokerage credentials or other sensitive secrets — they are not needed for this skill.

Overview

这个 skill 负责把信息汇总成动作，但动作必须建立在新鲜的市场底稿和已校准的组合底稿之上。它不靠情绪拍板，而是输出有触发条件和失效条件的动作序列。

Hard Rules

1. 没有当日市场工作包时，不能直接给最终调仓结论。
2. 没有组合校准时，不能做精细化仓位建议。
3. 每个动作必须包含：触发条件、失效条件、仓位思路、核心风险。
4. 不给“梭哈”“满仓切换”这类粗暴建议。
5. 若用户只给一个大方向，不强行扩展成十几个动作，保持优先级。

When To Use

• 用户问“我现在该怎么调”
• 用户发了持仓，希望给留减清和处理顺序
• 用户要结合盘面与持仓一起决策
• 用户要一只新建仓标的，但已有现有持仓约束

Workflow

Step 1: 预检

先检查两类输入是否齐全：

• 市场工作包是否足够新
• 组合工作包是否足够完整

若缺任何一项，先补，不跳步。

Step 2: 确定主场景

把当前会话归到一个主场景，例如：

• 主线扩散
• 主线高位分歧
• 防守轮动
• 普跌退潮
• 混沌震荡

Step 3: 逐仓分类

将持仓分成：

• 保留
• 减仓
• 清理
• 观察
• 可替换成更优标的

Step 4: 排序

动作顺序必须明确，优先处理：

• 单票集中度过高
• 与当前主场景冲突的仓位
• 流动性差、解释力弱的边缘票
• 可腾挪出的资金来源

Step 5: 新建仓或替代方案

若用户要求“推荐今天建仓的一只”，必须在当前主场景内挑一只最匹配的，不做面面俱到的票池。并说明：

• 为什么是它，不是板块内别的票
• 适合什么买法
• 什么时候不该买

完整动作模板见 router-template.md。

Step 6: 次日执行剧本

给出至少三种盘口情景：

• 高开
• 平开震荡
• 低开或分歧

每种情景下动作如何变化。

Tool Rules

• 市场强弱与板块强弱优先来自当日数据
• 个股动作不能只看盈亏，要看它与主线关系
• 若用户提供的持仓截图时间不明，先按“当前截图”处理，但显式标注可能滞后

Output Contract

默认输出：

• 主场景判断
• 留减清加表
• 处理顺序
• 目标仓位结构
• 次日剧本
• 风险清单

Practical Notes

• 若组合里最大的风险是单票过重，要先解决集中度，再谈新开仓
• 若市场没有明确主线，不强推新票，优先保留现金与观察
• 若用户偏好左侧埋伏，仍要告诉他右侧确认线在哪里