Ashare Fund Intel

Produce scheduled A-share and fund intelligence reports with bullish and bearish signals, source-backed analysis, and position-adjustment suggestions. Use when user asks for China market/fund daily briefs, timed reminders, or risk-based portfolio adjustment input.

Overview

This skill creates robust A-share and fund monitoring reports at fixed times:

• Pre-open briefing (before 09:00)
• Post-close review (after 15:00)
• NAV/earnings confirmation report (after 21:00)

Inputs To Confirm

When first used, confirm these and persist in session memory:

• Risk preference: conservative / balanced / aggressive
• Position style: index funds / sector funds / mixed / stock-heavy
• Watchlist: indices, sectors, funds, and key holdings
• Delivery format: concise / detailed

If user did not provide a watchlist, use default broad market + mainstream fund buckets from references/sources.md. If user already provided holdings, read references/portfolio-current.md and treat it as highest-priority personalization input.

Data Collection Rules

1. Use source-backed content only.
2. Prefer official and primary sources first, then mainstream media, then blogger views.
3. If web_search is unavailable, continue via browser + web_fetch; do not stop.
4. If a source is blocked/paywalled, state it explicitly and switch to an alternate source.
5. For each major claim, attach at least one URL.

Source Priority

Read references/sources.md and follow this order:

1. Regulators/exchanges/official disclosures
2. Financial reports and company announcements
3. Authoritative finance media
4. Well-known finance bloggers/opinion leaders (sentiment reference only)

Three Report Modes

Read references/report-template.md and render by mode:

1. PRE_OPEN (before 09:00)

• Overnight macro and policy signals
• Futures/ADR/major index context
• Today's A-share and fund key catalysts
• Suggested opening risk posture and position tilt

2. POST_CLOSE (after 15:00)

• Market breadth, turnover, northbound flow, sector rotation
• Fund-relevant winners/losers and style shift
• Bullish vs bearish factors from today's tape and news
• Next-session position-adjustment playbook

3. NIGHT_CONFIRM (after 21:00)

• Fund NAV/profit confirmation and attribution
• Earnings/announcements impact scan
• Policy/news digest after close
• Risk check and next-day tentative allocation range

For all three modes, include a personalized holdings section:

• Per-fund impact scan (event -> affected fund -> direction)
• Per-fund action tag: increase / hold / reduce
• Simple suggested allocation change range (percentage points)

Output Constraints

• Use the template structure and keep section titles stable.
• Include:
  • Bullish factors (>=3)
  • Bearish factors (>=3)
  • Position suggestion with explicit range (e.g., equity 55-65%)
  • Top risks for next window (>=3)
  • Personalized holdings actions for each held fund
• Separate facts from opinions clearly.
• End with:
  • This is not investment advice.

Trigger Phrases

This skill should activate when user asks for:

• A-share/China market daily monitoring
• Fund briefing or NAV confirmation report
• Bullish/bearish signal summary for position adjustment
• Timed finance reports (morning close night)