yuping322
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- ▌ Findata Toolkit Us · yuping322 bundleFinancial data toolkit for US market analysis. Provides scripts to fetch real-time stock data (yfinance), SEC filings and insider trades (EDGAR), financial statement calculators (DuPont, Z-Score, M-Score, F-Score), portfolio analytics (VaR, stress testing, health scoring), multi-factor screening, and macro indicators (FRED). Use when you need live US market data to ground investment analysis. All data sources are free — no API keys required.
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- ▌ Esg Screener 2 · yuping322 bundle从ESG（环境、社会、治理）视角筛选和分析A股上市公司，评估可持续发展实践、争议事件和负责任投资标准。当用户询问ESG投资、可持续投资、社会责任投资、绿色投资、碳足迹分析、公司治理评估、争议事件筛查、排除清单，或对公司或组合进行ESG评分时使用此技能。
- ▌ Etf Allocator 2 · yuping322 bundle构建 ETF 配置方案并量化暴露（行业/风格/因子）、流动性与跟踪误差等关键约束。当用户要求用 ETF 做配置、或分析 ETF 暴露与风险时使用。
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- ▌ Event Driven Detector 2 · yuping322 bundle识别和分析可能创造定价偏差的A股公司事件，包括并购重组、资产注入、回购增持、管理层变更和指数调整。当用户询问并购重组机会、资产注入、股份回购分析、国企改革、指数调整交易、特殊事件投资或事件驱动策略时使用此技能。
- ▌ Quant Factor Screener 2 · yuping322 bundle使用正式因子模型进行系统化多因子A股筛选，识别具有有利因子暴露的个股。当用户询问因子投资、多因子筛选、价值/动量/质量因子分析、因子打分、因子择时、Smart Beta策略、量化选股或基于学术因子的系统化选股时使用此技能。
- ▌ Sentiment Reality Gap 2 · yuping322 bundle识别A股市场中被过度看空但基本面稳健的逆向投资机会。当用户询问逆向投资、超跌反弹、市场错误定价、情绪与基本面背离、被市场误解的公司、负面情绪过度反应、或者寻找"市场错杀"机会时使用此技能。
- ▌ Market Breadth Monitor 2 · yuping322 bundle监控市场宽度与市场内部结构（涨跌家数、新高新低、集中度、宽度动量），用于判断风险偏好与状态切换。当用户询问市场宽度、市场内部结构、风险偏好变化、或需要宽度监控面板时使用。
- ▌ Portfolio Health Check 2 · yuping322 bundle诊断现有投资组合的风险和低效问题。当用户要求审查、审计或压力测试其当前持仓，评估组合集中度，检查因子暴露，评估相关性风险，识别隐性偏移，或获取其已有组合的改进建议时使用此技能。
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- ▌ Insider Trading Analyzer 2 · yuping322 bundle分析A股市场董监高及重要股东增减持行为，识别具有显著管理层信心信号的公司。当用户询问董监高增持、大股东买入、内部人交易分析、管理层增持信号、股东增减持动态时使用此技能。
- ▌ Peer Comparison Analyzer 2 · yuping322 bundle构建同业可比公司对比（估值、成长、盈利能力、杠杆、现金流质量）并解释差异来源。当用户要求同业对比、可比公司估值或同行比较时使用。
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- ▌ Sector Rotation Detector 2 · yuping322 bundle通过分析中国宏观经济指标和经济周期定位，识别A股市场行业轮动信号，判断未来6–12个月哪些行业可能跑赢或跑输大盘。当用户询问行业轮动、宏观驱动的板块配置、经济周期投资、超配或低配哪些行业、利率/通胀对行业的影响、或A股宏观投资策略时使用此技能。
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- ▌ Tech Hype Vs Fundamentals 2 · yuping322 bundle对比分析A股科技公司的估值泡沫与基本面，识别被高估和被低估的科技股。当用户询问科技股估值、A股科技泡沫、科创板估值是否合理、AI/芯片/新能源等热门科技板块的估值分析、或对比科技公司增长与估值时使用此技能。
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- ▌ Liquidity Impact Estimator 2 · yuping322 bundle评估个股/组合的流动性与交易冲击成本代理（成交量/换手、价量结构、滑点与冲击成本启发式），用于仓位与交易可行性判断。当用户询问流动性风险、可交易性、滑点/冲击成本或下单规模建议时使用。
- ▌ Undervalued Stock Screener 2 · yuping322 bundle扫描A股市场，筛选基本面强劲但市值被低估的上市公司。当用户询问低估值股票、价值投资筛选、A股便宜股票、低PE或低PB公司、基本面强但被低估的公司、或要求运行估值筛选器时使用此技能。
- ▌ Small Cap Growth Identifier 2 · yuping322 bundle识别A股市场中被忽视的小市值高成长公司。当用户询问小盘成长股、低市值高增长公司、被忽略的小盘股、专精特新企业、或要求筛选市值小但增长快的A股时使用此技能。
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- ▌ Financial Statement Analyzer 2 · yuping322 bundle对单个A股上市公司的财务报表进行深度分析，评估盈利质量、财务健康状况、财务造假风险和运营效率。当用户要求深入分析某家公司的财务报表、杜邦分析、盈利质量检查、资产负债表分析、现金流分析、Z值评分、M值评分、营运资本分析，或任何详细的单公司财务审视时使用此技能。
- ▌ Suitability Report Generator 2 · yuping322 bundle生成机构级投资适当性报告，包括投资理由、风险披露和客户适当性评估。当用户要求记录投资决策、创建合规报告、生成风险披露文件、准备面向客户的投资理由说明、撰写适当性评估报告，或为投资建议或组合出具信义义务文档时使用此技能。
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- ▌ Risk Adjusted Return Optimizer 2 · yuping322 bundle为中国投资者构建风险调整后收益最优的A股投资组合，根据资金规模、风险偏好和投资期限进行资产配置。当用户询问构建投资组合、资产配置、A股组合优化、仓位管理、再平衡策略，或要求根据特定金额和风险偏好提供组合构建建议时使用此技能。
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- ▌ Event Study · yuping322 bundleRun an event study (pre/post windows, abnormal returns, peer/benchmark adjustment) for corporate or macro events. Use when the user asks how prices behaved around an event or wants an event-window analysis.
- ▌ Esg Screener · yuping322 bundleScreen and analyze stocks through an ESG (Environmental, Social, Governance) lens, evaluating sustainability practices, controversy exposure, and responsible investing criteria. Use when the user asks about ESG investing, sustainable investing, socially responsible investing (SRI), impact investing, green stocks, carbon footprint analysis, governance quality assessment, controversy screening, exclusion lists, or ESG scoring of companies or portfolios.
- ▌ Etf Allocator · yuping322 bundleConstruct ETF allocations and quantify exposures (sector/style/factor), liquidity, and tracking considerations. Use when the user asks to build an ETF portfolio or analyze ETF exposures.
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- ▌ Buyback Monitor · yuping322 bundleAnalyze share repurchases (authorization, pace, dilution vs buybacks) and capital return sustainability. Use when the user asks about buybacks, shareholder yield, or capital return analysis.
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- ▌ Findata Toolkit Hk · yuping322港股金融数据工具包。提供脚本获取港股实时行情、财务数据、南向资金、汇率数据、宏观经济指标。用于需要实时港股市场数据支撑投资分析时。所有数据源免费，无需API密钥。
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- ▌ Hk Southbound Flow · yuping322 bundle港股南向资金流向分析器。专门分析内地投资者通过港股通投资港股的资金流向、持仓变化、行业偏好等。用于把握内地资金动向和投资机会。
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- ▌ Rebalancing Planner · yuping322 bundleDesign rebalancing rules (threshold/time-based), constraints, and an execution checklist. Use when the user asks how to rebalance a portfolio or wants a rebalancing plan.
- ▌ Fund Flow Monitor · yuping322 bundle整合个股/行业/概念/大盘/主力/大单资金流向，识别资金驱动、背离与拥挤风险。当用户询问资金流向、主力净流入、行业/概念资金、资金异动或需要资金监控面板时使用。
- ▌ Block Deal Monitor · yuping322 bundle跟踪并解读A股大宗交易（折溢价、买卖方、金额、连续性），用于识别潜在建仓/派发、短期抛压与承接强弱，并输出可执行的跟踪清单与风控规则。当用户询问大宗交易、折价率、大额成交、机构接盘、或想用大宗交易做信号时使用。
- ▌ Findata Toolkit Cn · yuping322 bundleA股金融数据工具包。提供脚本获取A股实时行情、财务指标、董监高增减持、北向资金、宏观经济数据（LPR、CPI/PPI、PMI、社融、M2）。用于需要实时A股市场数据支撑投资分析时。所有数据源免费，无需API密钥。
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- ▌ Credit Spread Monitor · yuping322 bundleTrack credit spreads (IG/HY), default risk proxies, and stress signals; summarize equity implications. Use when the user asks about credit conditions or spread widening/tightening.
- ▌ Event Driven Detector · yuping322 bundleIdentify and analyze corporate events that create mispricing opportunities, including M&A, spinoffs, buybacks, restructurings, and index changes. Use when the user asks about merger arbitrage, spinoff opportunities, share buyback analysis, corporate restructuring plays, index rebalancing trades, special situations investing, or event-driven strategies.
- ▌ Quant Factor Screener · yuping322 bundleSystematic multi-factor stock screening using formal factor models to identify stocks with favorable factor exposures. Use when the user asks about factor investing, multi-factor screening, value/momentum/quality factor analysis, factor scoring, factor timing, smart beta strategies, quantitative stock screening, or systematic equity selection based on academic factors.
- ▌ Sentiment Reality Gap · yuping322 bundleIdentify stocks where market sentiment is significantly more negative than fundamentals warrant — the gap between narrative and reality. Use when the user asks to find contrarian opportunities, stocks with sentiment-fundamental misalignment, oversold but fundamentally strong companies, stocks punished by negative narratives, or wants to analyze whether market fear is justified for specific stocks or sectors.
- ▌ Ipo Newlist Monitor · yuping322 bundle跟踪 IPO 申报、新股上市、次新股与 IPO 受益股，输出事件清单与风险提示。当用户询问新股、次新、IPO 进展、IPO 受益股或需要新股日历/复盘时使用。
- ▌ Margin Risk Monitor · yuping322 bundle监控融资融券与杠杆风险（余额变化、拥挤度、下跌加速风险），用于识别踩踏与波动放大。当用户询问两融数据、杠杆风险、市场拥挤、或需要两融监控时使用。
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- ▌ Market Breadth Monitor · yuping322 bundleMonitor market breadth and internals (advance/decline, new highs/lows, concentration, breadth thrusts) to assess risk appetite and regime shifts. Use when the user asks about market breadth, internals, risk-on/off, or wants a breadth dashboard.
- ▌ Portfolio Health Check · yuping322 bundleDiagnose risks and inefficiencies in an existing investment portfolio. Use when the user asks to review, audit, or stress-test their current holdings, evaluate portfolio concentration, check factor exposures, assess correlation risks, identify hidden tilts, or get actionable improvement suggestions for a portfolio they already own.
- ▌ Factor Crowding Monitor · yuping322 bundleMonitor factor crowding and factor performance dispersion to identify crowded trades and rotation risk. Use when the user asks about factor crowding, style squeeze risk, or factor rotation signals.
- ▌ Macro Liquidity Monitor · yuping322 bundleTrack macro liquidity indicators (rates, inflation, credit, central bank stance) and summarize implications for assets/sectors. Use when the user asks about liquidity conditions or policy-driven market impacts.
- ▌ Ab Ah Premium Monitor · yuping322 bundle跟踪 AB 股比价与 A+H 溢价/折价，并结合流动性与事件因素给出风险提示。当用户询问AB股比价、A+H溢价、跨市场定价差或需要溢价监控时使用。
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- ▌ Hsgt Holdings Monitor · yuping322 bundle跟踪沪深港通持股（北向持仓排行、个股持仓明细、板块排行、机构统计）并输出增减持与集中度风险提示。当用户询问北向持仓、外资持股、陆股通持仓变化、或需要持仓监控时使用。
- ▌ Industry Chain Mapper · yuping322 bundle构建产业链上下游映射并跟踪景气信号（价格、产能、订单、库存等可得代理）。当用户询问产业链分析、上下游联动、景气跟踪或需要产业链地图时使用。
- ▌ Insider Trading Analyzer · yuping322 bundleAnalyze insider trading patterns to surface companies with significant, meaningful insider buying activity. Use when the user asks to review insider trading activity, find stocks insiders are buying, analyze SEC Form 4 filings, detect insider buying clusters, assess management confidence through insider purchases, or identify bullish insider signals in a sector or industry.
- ▌ Peer Comparison Analyzer · yuping322 bundleBuild peer comps and explain differences in valuation, growth, profitability, leverage, and cash flow quality. Use when the user asks for comparable company analysis or peer-relative valuation.
- ▌ Policy Sensitivity Brief · yuping322 bundleMap policy/macro releases to likely sector/style sensitivities and produce a monitoring checklist. Use when the user asks which sectors are sensitive to a policy change or wants a policy-impact brief.
- ▌ Sector Rotation Detector · yuping322 bundleDetect sector rotation signals by analyzing macroeconomic indicators and business cycle positioning to identify which sectors are likely to outperform or underperform over the next 6–12 months. Use when the user asks about sector rotation, macro-driven sector allocation, business cycle investing, which sectors to overweight or underweight, interest rate impact on sectors, inflation plays, or macro investment strategy.
- ▌ Bse Selection Analyzer · yuping322 bundle扫描与分析北交所（BSE）标的，按流动性、成长性、行业景气与“专精特新”特征输出候选清单，并给出流动性与波动风险提示。当用户询问北交所精选、北交所选股、专精特新筛选、或需要北交所板块研究时使用。
- ▌ Concept Board Analyzer · yuping322 bundle分析概念板块（同花顺/东方财富）的实时/历史表现、成分股、资金流与热度，用于识别主题热点与轮动。当用户询问概念板块走势、概念轮动、板块成分、概念资金流、或需要概念板块分析时使用。
- ▌ High Dividend Strategy · yuping322 bundle分析A股高股息策略，评估红利股的收益可持续性与长期回报。当用户询问高股息股票、红利策略、A股分红分析、现金分红覆盖率、中证红利指数成分股、股息率排名或长期收入型投资时使用此技能。
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- ▌ Shareholder Risk Check · yuping322 bundle检查股东结构、股权质押、控制权稳定性等治理风险标签。当用户询问质押风险、股东结构、控制权风险或需要治理红旗检查时使用。
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- ▌ Investment Memo Generator · yuping322 bundleGenerate an institutional-style investment memo (thesis, valuation, catalysts, risks, monitoring) from structured inputs and supporting data. Use when the user asks for an investment memo, write-up, or pitch.
- ▌ Options Strategy Analyzer · yuping322 bundleAnalyze options strategies (covered calls, puts, spreads), Greeks, payoff diagrams, and risk. Use when the user asks about options strategy selection, pricing, or hedging with options.
- ▌ Tech Hype Vs Fundamentals · yuping322 bundleCompare leading tech stocks to distinguish hype-driven overvaluation from fundamentally justified pricing, and identify undervalued tech names the market is overlooking. Use when the user asks to evaluate tech stock valuations, find overvalued or undervalued tech companies, assess whether a tech stock's growth justifies its multiple, compare tech company fundamentals, analyze revenue growth vs. valuation, or identify mispriced technology stocks.
- ▌ Valuation Regime Detector · yuping322 bundleDetect valuation regimes using percentiles vs history/peers and link them to macro/rates signals. Use when the user asks whether a market/sector/name is expensive/cheap relative to history or wants valuation percentile analysis.
- ▌ Volatility Regime Monitor · yuping322 bundleAssess volatility regimes (realized/implicit, vol-of-vol, drawdowns) and produce a risk-on/off assessment and monitoring triggers. Use when the user asks about volatility regime, risk regime, or volatility signals.
- ▌ Industry Board Analyzer · yuping322 bundle分析行业板块（行业指数、成分股、资金流排名、历史表现）用于行业强弱与轮动判断。当用户询问行业板块表现、行业轮动、行业资金流、行业成分、或需要行业板块对比时使用。
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- ▌ Earnings Reaction Analyzer · yuping322 bundleAnalyze post-earnings reactions (gaps, drift, volatility), link to guidance/surprises, and define monitoring levels. Use when the user asks why a stock moved after earnings or wants an earnings reaction breakdown.
- ▌ Liquidity Impact Estimator · yuping322 bundleEstimate liquidity and trading impact (volume/turnover, bid-ask proxies, slippage/impact heuristics) for single names or portfolios. Use when the user asks about liquidity risk, tradability, or wants to size trades safely.
- ▌ Undervalued Stock Screener · yuping322 bundleScreen and identify undervalued stocks with strong fundamentals using professional equity research methodology. Use when the user asks to find undervalued stocks, screen for cheap or bargain stocks, identify value investing opportunities, perform fundamental stock analysis, find stocks trading below intrinsic value, or requests a stock screener based on financial metrics like P/E ratio, debt-to-equity, free cash flow, or ROIC.
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- ▌ Share Repurchase Monitor · yuping322 bundle跟踪并解读A股股份回购（目的、进度、均价、区间、完成度），用于评估管理层信号、估值锚与“利好兑现/利好出尽”风险，并输出可跟踪的回购清单与规则。当用户询问A股回购、回购进度、回购均价、回购信号或需要回购筛选时使用。
- ▌ Small Cap Growth Identifier · yuping322 bundleIdentify high-growth small-cap stocks (market cap under $2B) with strong fundamentals, insider ownership, and low institutional coverage — the kind of overlooked opportunities that larger funds miss. Use when the user asks to find small-cap growth stocks, discover under-the-radar companies, screen for founder-led small caps, identify emerging growth companies, find low-institutional-ownership stocks, or seek multi-bagger candidates with strong fundamentals.
- ▌ Yield Curve Regime Detector · yuping322 bundleAssess yield curve shape, inversion signals, term premiums, and macro implications. Use when the user asks about the yield curve, inversion, or rate-regime impacts.
- ▌ Disclosure Notice Monitor · yuping322 bundle梳理公司公告与信息披露（定期报告披露、重大事项）并生成事件清单、影响评估与监控要点。当用户询问公告梳理、信息披露、财报披露时间、重大事项清单或需要公告监控时使用。
- ▌ Market Overview Dashboard · yuping322 bundle汇总上交所/深交所市场总貌、成交概况、地区/行业统计与资金概览，用于快速把握市场状态。当用户询问市场总貌、交易所统计、成交概况、市场资金概览或需要市场仪表盘时使用。
- ▌ Equity Research Orchestrator · yuping322 bundleOrchestrate a full equity research workflow by calling relevant skills/toolkit views and assembling a single coherent deliverable. Use when the user asks to 'analyze this stock end-to-end' or wants a full research pack.
- ▌ Financial Statement Analyzer · yuping322 bundlePerform forensic-level analysis of a single company's financial statements, evaluating earnings quality, financial health, fraud risk, and operational efficiency. Use when the user asks for a deep dive into a company's financials, DuPont analysis, earnings quality check, balance sheet analysis, cash flow analysis, Altman Z-score, Beneish M-score, working capital analysis, or any detailed single-company financial examination.
- ▌ Insider Sentiment Aggregator · yuping322 bundleAggregate insider buying/selling patterns across multiple tickers to identify management confidence signals. Use when the user asks for market-wide insider activity scans or insider sentiment dashboards.
- ▌ Suitability Report Generator · yuping322 bundleGenerate institutional-grade investment suitability reports including rationale, risk disclosure, and client suitability assessment. Use when the user asks to document investment decisions, create compliance reports, generate risk disclosures, prepare client-facing investment justifications, write suitability assessments, or produce fiduciary documentation for an investment recommendation or portfolio.
- ▌ Dragon Tiger List Analyzer · yuping322 bundle分析龙虎榜数据（机构席位、营业部、买卖动向、个股上榜统计）以识别资金偏好与异常成交风险。当用户询问龙虎榜、机构席位动向、游资营业部、上榜原因、或需要龙虎榜复盘时使用。
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- ▌ Hot Rank Sentiment Monitor · yuping322 bundle跟踪个股人气榜、热度趋势、关注度与投票等情绪代理，识别情绪背离与拥挤风险。当用户询问人气榜、热度、关注度、股评投票或需要热度监控时使用。
- ▌ Tax Aware Rebalancing Planner · yuping322 bundlePlan rebalancing with tax constraints (realized gains, lot selection, wash-sale awareness) and an execution checklist. Use when the user asks for tax-aware rebalancing or minimizing taxes while rebalancing.
- ▌ Weekly Market Brief Generator · yuping322 bundleProduce a weekly market brief (performance, macro, flows, risks, watchlist) with consistent sections and tables. Use when the user asks for a weekly market update/brief.