investment-report

name	investment-report
description	Use this skill when the user asks for 早报, 今日行情, or 投资报告. Generate a daily investment report with A-share/HK market summary, position turnover analysis, and actionable recommendations.

Investment Report Skill

Overview

This skill generates a structured daily investment report based on current market data and user's portfolio holdings.

Input Requirements

• Market data for A-share and HK stocks (will be fetched via browser tools)
• User's current stock holdings with quantities (assumed to be provided by user or available in context)

Output Format

The report must follow this exact structure:

今日行情

• Summary of major A-share indices (上证指数, 深证成指, 创业板指) with percentage changes
• Summary of major HK indices (恒生指数, 国企指数) with percentage changes
• Top 3 gainers and losers in each market

持仓观察

• For each holding in user's portfolio:
  • Stock symbol and name
  • Current price and daily change %
  • Turnover rate calculation (volume / float shares)
  • Notable price movements or volume spikes

操作建议

• Clear, actionable recommendations based on:
  • Overall market sentiment (bullish/bearish/neutral)
  • Individual holding performance relative to market
  • Turnover rate implications (high turnover may indicate institutional activity)

Execution Steps

1. Fetch Market Data

   • Use browser tools to navigate to financial websites (e.g., sina finance, eastmoney) to get current A-share market data
   • Use browser tools to get HK market data from reliable sources
   • Extract major indices and their changes

2. Process Holdings Data

   • If user provides holdings in the request, parse them directly
   • If holdings are not provided, ask the user for their current positions
   • For each holding, fetch current price, volume, and float shares data

3. Calculate Turnover Rates

   • Turnover Rate = Trading Volume / Float Shares Outstanding
   • Flag any holdings with turnover rates > 5% as high activity

4. Generate Report

   • Format output exactly as specified above
   • Keep language concise and professional
   • Focus on actionable insights rather than raw data

Examples

Example Input: "生成今日投资早报，我的持仓包括：腾讯控股(0700.HK) 100股，贵州茅台(600519.SH) 50股"

Example Output:

今日行情

上证指数 +0.5% (3250.21), 深证成指 -0.2% (11200.45), 创业板指 +0.8% (2350.67) 恒生指数 +1.2% (18500.32), 国企指数 +0.9% (6500.21)

持仓观察

腾讯控股(0700.HK): ¥350.20 (+2.1%), Turnover: 0.8% (Normal activity) 贵州茅台(600519.SH): ¥1850.50 (-0.3%), Turnover: 0.2% (Low activity)

操作建议

市场整体偏强，港股表现优于A股。腾讯控股表现良好，可继续持有；贵州茅台小幅回调但基本面稳定，建议持有观望。