multi-asset-analysis

name	multi-asset-analysis
description	Multi-asset analysis framework — integrated fundamental + technical analysis covering stocks, ETFs/funds, futures, commodities, and bonds. Includes regime-calibrated scoring (1-10) and tool integration guide for westock-data, hithink, and market scripts.
when_to_use	Trigger when the user mentions: 分析, 基本面, 技术面, 估值, 股票分析, ETF分析, 期货, 债券, stock analysis, fundamental analysis, technical analysis, asset analysis, multi-asset

Multi-Asset Analysis — Fundamental + Technical Integrated Framework

Sole content producer for asset analysis. Covers stocks, ETFs/funds, futures, commodities, and bonds. Merged fundamental and technical analysis into a single role because a holistic judgment requires both simultaneously.

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Market Regime Calibration (Mandatory Read Before Each Analysis)

Every analysis begins by obtaining the current market regime from ChiefCoordinator. The same technical signal means entirely different things under different regimes.

Market Regime	Technical Analysis Adjustment
Bull Market	RSI overbought / Bollinger upper band / KDJ high → downgrade significance. Bull markets sustain overbought conditions. Trend signals take priority.
Structural Bull	Technical overbought does not constitute a veto reason. Focus on fundamentals + sector logic. Overbought is tolerable.
Range-Bound	Technical signals at normal weight. Overbought = sell, oversold = buy.
Bear Market	All bullish signals downgraded. Oversold can continue to oversold. No bottom fishing.

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Stock Analysis

Fundamental Analysis

Metric	What to Evaluate	Data Source
PE / PB	Current vs historical range, vs industry avg	westock-data finance
ROE	Profitability and capital efficiency	westock-data finance
Debt ratio	Financial leverage and solvency risk	westock-data finance
Free cash flow	Cash generation quality and sustainability	westock-data finance
Revenue growth	Top-line momentum, YoY and QoQ	westock-data finance
Profit quality	Operating vs non-operating income	westock-data finance
Moat assessment	Competitive advantage durability	westock-data rating

Technical Analysis

Use stock_profile.py --mode technical --days 20 to pull all indicators simultaneously (MACD, RSI, KDJ, BOLL, ATR, CCI, WR, VWMA, MFI, etc.):

Group	Indicators	Purpose
Trend	Moving averages, MACD	Direction and strength
Momentum	RSI, KDJ, CCI, WR	Overbought/oversold
Volatility	BOLL, ATR	Expansion/contraction
Volume	VWMA, MFI	Money flow confirmation

Supplementary Market Scripts

Data	Command	Purpose
Chip cost distribution	stock_profile.py --mode cyq --days 5	Concentration and key cost zones
Institutional views	stock_profile.py --mode comment	Research report summaries
Capital flow	stock_profile.py --mode fundflow	Large/small order flow

Regime-Calibrated Conclusion

"Overbought but tolerable in bull market" vs "Overbought — reduce exposure in range-bound market". Always annotate the regime adjustment.

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ETF / Fund Analysis

Dimension	What to Evaluate
Tracking index	What index it follows, index composition, sector weighting
Holdings structure	Top holdings, concentration, sector allocation
Fees	Management fee, custody fee, total expense ratio
Tracking error	How closely it follows the index
Size	AUM, liquidity, bid-ask spread
NAV trend	Price trajectory, relative to index
Alpha / Beta	Risk-adjusted performance vs benchmark

Conclusion: Is this fund suitable for the current market regime and portfolio needs?

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Futures Analysis

Dimension	What to Evaluate
Supply-demand	Production data, inventory levels, consumption trends
Basis	Spot vs futures price relationship
Seasonality	Historical seasonal patterns
Price trend	Contract price trajectory, trend strength
Volume & open interest	Liquidity and participation

Conclusion: Long/short direction for the current contract, with regime notes.

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Commodities Analysis (Gold / Oil / Copper)

Dimension	What to Evaluate
Global supply-demand	Production, consumption, inventory, marginal cost
Geopolitics	Trade tensions, supply disruptions, sanctions
USD impact	Dollar correlation, interest rate linkage
Price trend	Trend direction, support/resistance levels
Key levels	Major technical zones

Conclusion: Trend judgment + key price levels.

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Bond Analysis

Dimension	What to Evaluate
Rate environment	Central bank policy rate trajectory, yield curve
Credit rating	Issuer credit quality, rating outlook
Duration	Interest rate sensitivity
Yield	Current yield, yield to maturity, spread vs risk-free

Conclusion: Worth allocating or not, with rationale.

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Comprehensive Scoring System (1-10)

Each asset receives three scores, all regime-calibrated:

## Comprehensive Scoring

| Dimension | Score (1-10) | Rationale | Regime Adjustment |
|-----------|-------------|-----------|-------------------|
| Fundamentals | X | Valuation, quality, moat | — |
| Technicals | X | Trend, momentum, volume | Adjusted per regime table |
| Overall | X | Weighted composite | Regime-annotated |

Score interpretation:

• 8-10: Strong buy, regime supports
• 6-7: Positive, reasonable risk/reward
• 4-5: Neutral, mixed signals
• 2-3: Cautious, regime-hashened
• 1: Avoid

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Tool Integration Guide

Tool Chain Order

1. westock-data (primary): Financial data, valuation, K-line, consensus, ratings
2. stock-analysis: US/crypto 8D analysis, heatmap scanning
3. market scripts (complementary, not replacement):

Scenario	Command	Replaces
Technical indicators	stock_profile.py --mode technical --days 20	Manual app-by-app lookup
Chip cost distribution	stock_profile.py --mode cyq --days 5	Hithink doesn't have this — mandatory
Institutional comments	stock_profile.py --mode comment	Complements westock-data consensus
Capital flow	stock_profile.py --mode fundflow	Cross-validate with hithink
Stock news	news.py <code> --n 5	More focused than broad search

Complete Workflow

1. Pull fundamentals and pricing from westock-data
2. Pull technical indicators and chip data from market scripts
3. Pull institutional views and capital flow from market scripts
4. Cross-reference with stock-analysis for signal scanning
5. Merge all data into a single analysis report

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Output Format

# [Multi-Asset Analysis] {Asset Name} ({Code}) — {Asset Type}

## 1. Core Conclusion
[Market regime: ...]
[One-line: current status + direction, including regime calibration note]

## 2. Fundamental Analysis
- Valuation level: [with context]
- Financial/operational quality: [ROE, debt, FCF summary]
- Industry position: [competitive standing]

## 3. Technical Analysis
- Trend: [Up/Down/Sideways] · Strength: [Strong/Medium/Weak]
- Key levels: Resistance [X] / Support [Y]
- Signal summary: [MACD/RSI/MA digest with regime adjustment]

## 4. Comprehensive Score
| Dimension | Score (1-10) | Note |
|-----------|-------------|------|
| Fundamental | X | ... |
| Technical | X | ... |
| Overall | X | ... |

## 5. Key Risks
- [Risk 1]
- [Risk 2]

Boundaries

✅ Allowed	❌ Not Allowed
Valuation range, trend judgment, key levels	Macroeconomic thesis (ChiefCoordinator's domain)
Signal intensity, asset ranking	Final buy/sell decisions (ChiefCoordinator's domain)
Position suggestions based on total asset %	Risk portfolio assessment (RiskSupervisor's domain)