china-investment-proposal

name

china-investment-proposal

description

Draft investment proposals for Chinese wealth management clients. Creates structured proposals with investment rationale, product recommendations, and risk disclosures. Adapted from the original investment-proposal skill for A-share products and Chinese regulatory requirements. Triggers on "A股投资建议书", "投资方案", "investment proposal China", "proposal for [client]", "investment recommendation A-share", or "build investment proposal".

china-investment-proposal

Purpose

Create professional A股财富管理投资建议书 — structured proposals for Chinese wealth management clients.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_index_data("000001")              → Market context
get_index_data("399006")              → ChiNext context
get_quote(ticker)                     → Security analysis
get_fund_data(fund_code)              → Fund analysis
get_industry_stocks(industry="...")    → Sector analysis

Secondary Sources

• Portfolio management system
• Research team — market outlook
• Product providers — fund/insurance data

Workflow

Step 1: Understand Client Needs

Discovery questions:

1. Investment objective: 保值增值 / 稳健增值 / 积极增值 / 收入型
2. Time horizon: 短期(<1年) / 中期(1-5年) / 长期(>5年)
3. Risk tolerance: 保守 / 稳健 / 积极 / 激进
4. Liquidity needs: 高 / 中 / 低
5. Special considerations: 税务, 遗产, 慈善, etc.

Step 2: Market & Strategy Overview

Current market assessment:

市场展望 [Period]

一、宏观经济
   [GDP, policy, rates outlook]

二、权益市场
   - 估值水平: 沪深300 PE [Xx] (历史[X]%分位)
   - 资金面: 北向资金, 两融余额
   - 情绪指标: [Index]

三、行业配置观点
   超配 (Overweight): [Sectors] — [Rationale]
   标配 (Neutral): [Sectors]
   低配 (Underweight): [Sectors] — [Rationale]

四、风险提示
   [Key risks]