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Fund Analysis and Screening

Lets the agent screen and evaluate mutual funds, ETFs and FOF portfolios with standard performance metrics

Source Download skill
Repository
HKUDS/Vibe-Trading
Stars
37,433
Licence
MIT
Files
1 file

What it does

Once installed, the agent follows a structured framework for judging funds and ETFs, mainly A-share (Chinese market) products. It calculates and explains metrics such as Sharpe ratio, information ratio, max drawdown and alpha, checks whether a fund's actual investment style matches its label and whether that style has drifted, reviews fund manager track records, and suggests how to pick ETFs or build a fund-of-funds allocation with rebalancing rules. The skill's stated goal is to find sustainable excess returns rather than simply chasing the best past performers.

Great for

  • Individual investors comparing Chinese mutual funds or ETFs and wanting a structured checklist
  • Analysts or students learning fund performance metrics and style-box analysis
  • Advisers or developers drafting a fund-of-funds allocation or screening process

Skip it if

  • Making binding investment decisions without a qualified professional: the thresholds and allocation percentages are illustrative rules of thumb, and the skill itself gives example fund data that may be outdated
  • Markets other than China A-shares without adaptation: benchmarks, ETF codes and fee examples are China-specific
  • Users expecting live fund data: the file contains only methodology and examples, and the agent must obtain actual figures from elsewhere

Try asking

  • “Screen these five equity funds using the five-step framework and rank them by 3-year Sharpe ratio and max drawdown”
  • “Check whether this active fund's holdings still match its declared large-cap value style using a rolling regression”
  • “Compare the main CSI 300 ETFs on tracking error, fees, liquidity and fund size”
  • “Build a moderate-risk fund-of-funds allocation with a quarterly rebalancing plan”
Step-by-step guide: how to use Fund Analysis and ScreeningInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the MIT licence and an attribution note.

    fund-analysis.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip fund-analysis.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip fund-analysis.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Provide clean price or NAV history and benchmark series yourself, since the skill does not fetch market data
  • Ask for the reasoning behind each threshold and treat the sample numbers as placeholders to verify against current sources
  • Review any Python the agent writes for calculations before relying on the output for money decisions

What's inside

  • SKILL.md

Redistributed unmodified from HKUDS/Vibe-Trading under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.