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lyra81604Agent Skill for traceable investment research and fund analysis
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This project provides a traceable "Agent Skill" for analyzing the investment views and methodologies of fund manager Zheng Xi (E Fund). It leverages his complete public statements, a distilled investment framework with verbatim evidence, and comprehensive market fund data. Designed for AI agents and technical users, it enables verifiable Q&A, fund scoring, and comparative analysis, strictly avoiding fabricated information and serving as a research aid.
How It Works
The skill is built on three core, verifiable pillars derived from public disclosures. First, an extensive corpus of Zheng Xi's public statements from 2012-2026, including quarterly reports, manager notes, and interviews. Second, a distilled investment methodology, where each principle is directly supported by his original quotes, allowing for reasoned inference on topics not explicitly covered. Third, real-time data for Zheng Xi's managed funds and a database of approximately 27,000 market-wide funds for comparison and scoring. This multi-source approach ensures all outputs are traceable to original content or explicitly noted as inferences based on his established methods.
Quick Start & Requirements
~/.claude/skills/zhengxi-views/. For Tencent WorkBuddy, import the provided skill.yml. Other AI platforms require custom instructions and uploading knowledge files.requests, beautifulsoup4, and lxml libraries are necessary for data fetching and fund scoring scripts (pip install -r requirements.txt). Core corpus retrieval functions do not require external libraries.Highlighted Details
Maintenance & Community
The README does not detail specific contributors, ongoing maintenance plans, or community channels like Discord or Slack.
Licensing & Compatibility
The project is released under the MIT License, which permits commercial use and modification with attribution.
Limitations & Caveats
This tool is strictly for research and learning assistance; it does not constitute investment advice. It avoids making predictions, issuing buy/sell recommendations, or guaranteeing returns. A core constraint is the absolute prohibition against fabricating information or misrepresenting original statements; any content not directly from the corpus is explicitly flagged as an inference based on his methodology.
1 week ago
Inactive
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