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投资组合再平衡分析 — 比较当前持仓与目标配置，计算偏离度，生成再平衡交易建议， 支持税务感知和交易成本优化。Triggers on "rebalance", "再平衡", "portfolio drift", "持仓偏离", "资产配置", "asset allocation", "portfolio review", or "组合调整".
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | portfolio-rebalance |
| description | 投资组合再平衡分析 — 比较当前持仓与目标配置，计算偏离度，生成再平衡交易建议， 支持税务感知和交易成本优化。Triggers on "rebalance", "再平衡", "portfolio drift", "持仓偏离", "资产配置", "asset allocation", "portfolio review", or "组合调整". |
When a skill needs external market/on-chain/macro data, use this order unless the user explicitly says otherwise:
opencli before lower-level fallbacks.
/Users/jdy/document/web3/ChromeScript/chrome_multi_instance.sh --instance 0
opencli yahoo-finance, opencli xueqiu, opencli eastmoney, opencli web read, or opencli browser ....opencli browser open <api-url> + opencli browser eval 'document.body.innerText' is acceptable when it improves consistency with browser/session-based workflows.packages/chrome-cdp, or manual browser extraction only when OpenCLI has no adapter, cannot reach the page, or returns incomplete data.Always cite which layer produced each important datapoint. If layers disagree, say so and prefer the more primary/structured source.
分析投资组合偏离度并生成再平衡交易建议。
0 first when browser/session access is needed: /Users/jdy/document/web3/ChromeScript/chrome_multi_instance.sh --instance 0.opencli yahoo-finance, opencli xueqiu, opencli eastmoney, opencli web read, opencli browser ...) when available.finance.yahoo.com/quote/{ticker} — 实时股价/ETF价格/持仓市值计算每个数据点标注 "Source: [source name]"。
获取用户当前持仓信息：
确认目标配置：
通过 Chrome CDP（finance.yahoo.com/quote/{ticker}）获取所有持仓的当前价格，计算：
计算偏离度：
| 持仓 | 目标权重 | 当前权重 | 偏离 | 状态 |
|---|---|---|---|---|
| X% | Y% | +/-Z% | 超配/低配/正常 |
偏离阈值（可用户自定义）：
生成调整交易建议：
| 操作 | 持仓 | 当前市值 | 目标市值 | 调整金额 | 调整股数 |
|---|---|---|---|---|---|
| 买入/卖出 |
优化考虑：
如用户持仓有成本基础信息：
| 指标 | 值 |
|---|---|
| 总市值 | |
| 持仓数 | |
| 最大偏离 | |
| 需再平衡? | 是/否 |
（见 Step 4）
（见 Step 5）
（如有成本基础数据）
Portfolio_Rebalance_{YYYYMMDD}.md 或对话中直接显示空投项目评估 — 基于 v3 门槛+加权模型（发币意愿/风险 门槛检查 → 筹码/链上/竞争/成本 加权评分） 百分制 × 系数，输出档位判定（Sprint/中等维护/低保维护）。 输出格式对齐 P-xxx 空投评估模板。Triggers on "空投评估", "airdrop evaluation", "项目评分", "airdrop scoring", "空投分析", "evaluate airdrop", or "P-xxx".
DeFi protocol analysis covering TVL, multi-chain deployment, yield analysis, and competitive comparison. Use when the user asks to analyze a DeFi protocol, check TVL, compare yields, evaluate a DEX/lending/bridge protocol, or asks about protocol metrics. Triggers on "DeFi analysis", "协议分析", "TVL analysis", "yield analysis", "DeFi 协议", "protocol comparison", or "[protocol] TVL".
On-chain data query using Dune Analytics. Supports natural language queries that get translated to SQL, preset query templates for common analyses, and direct Dune query ID execution. Uses official Dune MCP (11 tools) for table discovery, SQL creation, execution, and visualization. Triggers on "链上查询", "on-chain query", "dune query", "链上数据", "blockchain data", "查链上", or "run dune query [id]".
Comprehensive cryptocurrency token analysis covering price data, tokenomics, market structure, technical analysis, and risk assessment. Use when the user asks to analyze a token, check tokenomics, evaluate a cryptocurrency, or asks about any specific coin/token fundamentals. Triggers on "token analysis", "代币分析", "tokenomics", "代币基本面", "coin analysis", or any "[symbol] analysis" pattern.
催化剂日历 — 跟踪传统金融和加密市场的关键事件，包括财报日期、经济数据发布、 FOMC 会议、代币解锁、空投快照、协议升级等。Triggers on "catalyst calendar", "催化剂日历", "upcoming events", "接下来有什么", "earnings calendar", "event calendar", "催化剂", "日历", or "what's coming up".
宏观经济看板 — 覆盖利率环境、通胀数据、就业市场、市场情绪和加密宏观指标。 横跨传统金融和加密市场的宏观全景。Triggers on "宏观", "macro dashboard", "macro overview", "经济数据", "利率", "通胀", "CPI", "非农", "FOMC", "宏观看板", or "market overview".