← All skill packs

AI Agent Workflow Collection

Skill pack
8 skills0 selected
aifinlabSkills in this pack

Audit investment portfolio management software for mean-variance optimization, Black-Litterman model, risk parity allocation, VaR/CVaR risk metrics, Brinson performance attribution, tax-loss harvesting rebalancing logic, Sharpe ratio calculations, efficient frontier accuracy, and GIPS-compliant reporting in wealth management and robo-advisor codebases.

English

Content sentiment and emotional tone analysis — quantify the emotional profile of your content (positive/negative/neutral, excitement/calm, confidence/uncertainty). Detect mismatches between intended and actual tone. Ensure every piece evokes the emotion you want.

English

A股算法执行/智能拆单策略。当用户说"算法执行"、"智能拆单"、"execution algo"、"算法交易"、"拆单策略"、"大单拆分"时触发。基于 cn-stock-data 获取数据,设计算法执行方案。支持 formal/brief…

Chinese

A股价格冲击模型/Kyle Lambda分析。当用户说"价格冲击模型"、"Kyle Lambda"、"lambda"、"冲击系数"、"价格影响模型"、"订单流冲击"时触发。基于 cn-stock-data 获取数据,估计价格冲击模型参数。支持 formal/brief…

Chinese

A股研报摘要/卖方观点汇总/券商研报速览。当用户说"研报"、"券商研报"、"分析师怎么看"、"卖方观点"、"research digest"、"XX最新研报"、"目标价"、"评级"、"研究报告"、"机构怎么说"、"研报摘要"、"分析师观点"、"研报汇总"时触发。MUST USE when user asks about research report digest, analyst opinions/ratings/target prices, or sell-side consensus views on a stock.

Chinese

异常交易检测助手。专注于识别账户异常交易行为,包括频繁交易、大额交易、关联交易、内幕交易风险等,帮助合规风控人员及时发现潜在风险。 触发场景: - 用户需要检测账户异常交易行为 - 用户说"异常交易"、"交易检测"、"风控筛查" - 需要识别频繁交易、大额交易、关联交易 - 需要内幕交易风险筛查、合规检查…

Chinese

中国A股/港股/美股统一数据抽象层。屏蔽 akshare/efinance/adata/pysnowball/ashare 五个数据源的 API 差异,提供统一代码格式(SH600519)、统一字段名(英文 snakecase)、智能路由和自动 Fallback。当用户需要获取股票行情、实时报价、资金流向、财务指标、北向资金等金融数据时使用此…

Chinese

投顾问答助手 - 港股版,专用于港股市场相关的客户咨询答复。 以下情况请主动触发此技能: - 客户问港股个股("腾讯控股怎么样""阿里健康能买吗") - 客户问港股与 A 股差异("为什么同一家公司港股便宜""AH 股溢价") - 客户问港股交易规则("港股通是什么""港币汇率影响""交易时间") - 客户问港股特色板块("互联网平台""生物医药""内房股") - 客户问国际因素影响("美联储加息""美元走势""中美关系") - 客户问港股流动性问题("为什么成交量这么低""仙股")…

Chinese

Includes Portfolio Optimizer, Sentiment Scan, and other workflows.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Pack stats

Skills8CategorygeneralStars0

What’s included

Portfolio Optimizer

Audit investment portfolio management software for mean-variance optimization, Black-Litterman model, risk parity allocation, VaR/CVaR risk metrics, Brinson performance attribution, tax-loss harvesting rebalancing logic, Sharpe ratio calculations, efficient frontier accuracy, and GIPS-compliant reporting in wealth management and robo-advisor codebases.

Sentiment Scan

Content sentiment and emotional tone analysis — quantify the emotional profile of your content (positive/negative/neutral, excitement/calm, confidence/uncertainty). Detect mismatches between intended and actual tone. Ensure every piece evokes the emotion you want.

A Share Execution Algo

A股算法执行/智能拆单策略。当用户说"算法执行"、"智能拆单"、"execution algo"、"算法交易"、"拆单策略"、"大单拆分"时触发。基于 cn-stock-data 获取数据,设计算法执行方案。支持 formal/brief 两种输出风格。

A Share Price Impact Model

A股价格冲击模型/Kyle Lambda分析。当用户说"价格冲击模型"、"Kyle Lambda"、"lambda"、"冲击系数"、"价格影响模型"、"订单流冲击"时触发。基于 cn-stock-data 获取数据,估计价格冲击模型参数。支持 formal/brief 两种输出风格。

A Share Research Digest

A股研报摘要/卖方观点汇总/券商研报速览。当用户说"研报"、"券商研报"、"分析师怎么看"、"卖方观点"、"research digest"、"XX最新研报"、"目标价"、"评级"、"研究报告"、"机构怎么说"、"研报摘要"、"分析师观点"、"研报汇总"时触发。MUST USE when user asks about research report digest, analyst opinions/ratings/target prices, or sell-side consensus views on a stock. 通过 web 搜索汇总券商研报的核心观点、目标价、评级变化,帮助用户快速了解卖方共识。支持研报汇总风格(formal)和快速摘要风格(brief)。

Abnormal Trading Detection Assistant

异常交易检测助手。专注于识别账户异常交易行为,包括频繁交易、大额交易、关联交易、内幕交易风险等,帮助合规风控人员及时发现潜在风险。 触发场景: - 用户需要检测账户异常交易行为 - 用户说"异常交易"、"交易检测"、"风控筛查" - 需要识别频繁交易、大额交易、关联交易 - 需要内幕交易风险筛查、合规检查 关键词:"异常交易"、"交易检测"、"风控"、"合规"、"频繁交易"、"大额交易"、"关联交易"、"内幕交易"

Cn Stock Data

中国A股/港股/美股统一数据抽象层。屏蔽 akshare/efinance/adata/pysnowball/ashare 五个数据源的 API 差异,提供统一代码格式(SH600519)、统一字段名(英文 snakecase)、智能路由和自动 Fallback。当用户需要获取股票行情、实时报价、资金流向、财务指标、北向资金等金融数据时使用此 skill。

Investment Advisory Hk Share

投顾问答助手 - 港股版,专用于港股市场相关的客户咨询答复。 以下情况请主动触发此技能: - 客户问港股个股("腾讯控股怎么样""阿里健康能买吗") - 客户问港股与 A 股差异("为什么同一家公司港股便宜""AH 股溢价") - 客户问港股交易规则("港股通是什么""港币汇率影响""交易时间") - 客户问港股特色板块("互联网平台""生物医药""内房股") - 客户问国际因素影响("美联储加息""美元走势""中美关系") - 客户问港股流动性问题("为什么成交量这么低""仙股") 不要等用户明确说"港股投顾"——只要涉及港股个股、规则、市场特点的咨询,就应主动启动此技能。

Quick start

  1. Choose your skills. Select individual skills above, or choose the entire pack.
  2. Copy the install prompt. Use Copy install prompt above the list.
  3. Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.

Try it with your agent

After installation, start with a request like:

Example request
Use the Portfolio Optimizer skill to help with my task.
Ask me for the context you need before getting started.

Requirements & license

  • A coding agent that can access your project files and install skills.
  • Your agent checks each skill’s instructions, dependencies, and permissions during setup.
  • Reported license for the skills shown: Apache-2.0. The author’s terms apply.
AI Agent Workflow Collection | Agent Skills Atlas